Investment Q&A

Q: Hello to everyone at 5i

With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?

Thanks very much

Q: I have noticed different terminology used by diff firms when reporting performance. BMO (personal acct) uses 'avg ann compound rate of rtn'; RBC provides 'annualized' 'calendar' or 'cumulative'; Mawer uses annual or annualized (one can select); Invesco just reports 'performance'; Templeton reports 'annual or calendar perf'; G&M provides 1 and 5 yr total returns (compound % rtn) and a 3 yr compound % rtn. I tried using the internet/Investopedia with limited success. My question is: is "CAGR" (cmpd ann growth rate) the same as "annualized return" which is same as "compound % return"? Is there a resource that you know of that makes some sense of the different terminologies?
PS: I like to use the G&M as they provide perf numbers (as well as Div Gwth RAte, PEG ratios, etc) for stocks, ETFs, MFs on the same site, there should be some measure of consistency, thus facilitating an apple to apple comparison.

Q: hi,

do you have the earning release date and the consensus estimate?

thanks,

Q: Goodmorning. What are your thoughts on this company i have owned it for over a year now at twelve dollars and have seen no share growth. It does pay a nice dividend. Would you continue to hold or suggest moving on as i would have thought it would be more of a growth company?? Thks for the great work

Q: Healthy 92 year old has enough monthly income from pensions and old age securities to cover all long term care costs and needs. Additionally has 6-7 digits of cash that we are wondering what to do with in order to preserve capital and have some growth. Thoughts on 1-3 year corporate bond ladder, a bond etf or any other suggestions for stocks or anything else?

Q: I currently hold small position in Itp and thinking of adding to it in my Tsfa. Is there another stock you would recommend in this sector.
Thanks again for your great service
Marc

Q: 9:19 AM 3/7/2016
Good Morning Peter
I have a large position in ALGOMA CENTRAL CORP CONV UNSEC SUBORD DEBS 03/31/18 6.00%. When these mature in 2018 am I guaranteed to get paid back in cash or is there any danger of being paid in shares at the conversion rate because if so and if the share price is away down in 2018 I would be better off selling the debentures now as they are trading at par.
Thank you.... Paul K

Q: Hi. Can you please give your opinion about this Company and proposed acquisition of Spectrum/ Blade Optics. Do you think it is OK to invest in this company for a medium risk investor with 3 years hold time. I know it is very early stages from what I read, but I want to know your confidence levels in case you know the management team.

Q: Your thoughts on Ritchie Bros as an investment?It seems to me that the supply of product for sale should be increasing dramatically,even though the unit price may be falling!It seems like a good play on the hardship of the oil sector which we have not seen the full negative effects yet.

Q: In your expert opinion, would the above be considered as growth, value or income stocks? I am trying to construct a "somewhat safe" growth portfolio. Thank You Ron

Q: Hello,

hoping you can comment on the 4th quarter results. Also, I know there have been some red flags with management in the past (I read a seeking alpha article that painted a not so pretty picture a couple years ago) and I seem to recall you guys commenting so - any further comments to this?

p.s. great showing by Ryan on BNN - curious if you get to have fun and choose what you want to recommend independently or if as a team at 5i ya'll decide what stocks to talk about?

Q: Hi is there a guideline of what makes an A/A- or B/B- for your report cards for your gross margin and net margin? What is a good gross and net profit margin to you - above ~15%? Do you use net income or operating income for this calculation? Thanks.

Q: hi Peter
My first question
What is your opinion of the following BGI.Un ,Bhy.UN,HOt.Un DRG.UN I have kept them for the dividend is this wise. ise
Pat

Q: I'm looking for a stock to hold with SJ to make up my Materials coverage. I am considering either MX or CCL.b. The stock chosen will be a 5% position to add to my 5% position in SJ. Please help me choose or would you offer another alternative? Thank you

Q: Looking for a nice/reliable dividend and some growth.

With lots of "talk" about infrastructure spending, would you buy either .... OR BOTH ... of these companies.

Thanks yet again.

Q: BUY SELL OR HOLD
1.) PIVOT
2.) VOGOGO
3.) DYCOM, DY.......U.S. LISTED COMPANY
Thanks

Q: An article by Mr P.Hodson in The Vancouver Sun dated Mar 5.He said that he cannot predict"multi,baggers" stocks,but can make suggestions such as GUD,DHX.B SYZ & PLI.

Q: Hi,

Would you please rank these from 1 to 4, what your preference would be today for 3 years hold.
GUD, EFN, KXS, SH.

Thank you,
Milan

Q: Hello Peter & Team, this is about sector allocation. In a recent answer to Tim, you suggest 10 sectors with their resptective percentages. Would you consider REIT to be the 11th sector, or is it already inserted in the Financial sector? If this is part of the Financial sector which is at 20%, then what should be the weight of Reit in that sector? Thanks, Gervais

Q: Would you recommend 21/2% each for Pot and LIf for the materials sector of an income portfolio? If one or both are unacceptable, please provide your suggestions. Thanks.