Investment Q&A

Q: I would appreciate your advice regarding Brookfield's announcement concerning BBP (Brookfield Business Partners). Bam.a has dropped today seeming on the news. As a shareholder of BAM. A already would this be a good opportunity to buy more? Is the opportunity to then also end up with BBP shares also make this a good buying decision?

Thanks for your help with this decision.

Q: Can you provide recommendations for exposure to the Consumer Staples, Energy,Basic Materials and Healthcare
sectors ( Canadian, US or International stocks). My aim is to create a balanced portfolio with a timeframe of 5-7 years.

Thank you.

Q: In your April 21st response to a question about CJT, you suggested "keeping an eye on it" as you had some concerns if the economy slows. What exactly should one be keeping an eye on in order to determine a total exit. I bought a small position over 6 years ago at a cost of $6.50 so am happy with the current $31+ price along with receiving a regular dividend. It is now 4.2% of my portfolio. Do you feel this is too high a % and if so, what weighting would you suggest and what would you replace it with ?

Q: In light of your updated report on gamehost would a switch make sense to savaria. I usually try to replace a stock at or around the same price my thinking being that if sis has the potential to move up $2.00 faster than gamehost then I do not risk more money on a small cap stock and can recoup my $2.00 loss on gamehost faster with owning savaria.Does this strategy make any sense? I get they are completely different sectors.

Q: I am overloaded in the Consumer Staples Sector. I have MRU, ATD.B, PBH, & BPF.UN. and would like to lighten up by dumping one. Am loathe to dump Boston Pizza because of its 7.44% Y. Would you please list them in terms of growth possibility and which one you think would generate the least returns over say 1 - 3 yrs time frame.

Q: Would you bet on a better offer coming or is it time to sell at the $4.50 price and move on?

Q: Want to know your thoughts on this company. It was mentioned in a recent financial post article. Its very small and looks to have a lot of debt but would like your opinion. Thanks.

Q: hi.. Just sold 150 shares of this bank and would like to know of 2 stocks you would recommend as replacement no oil as overweight! thanx in advance Cliff

Q: I do not rely on technical indicators in a large way, but I use them to solidify my opinion of a company and to a degree timing a purchase. This would pertain for me mostly to a value or momentum indication within a stock. Is there an article or book that you are aware of that might give me a breakdown of how often an indicator proves to be correct and to what increase or decrease of price deviation might occur after the technical is noted? An example after a stock passes its upward 200 day moving average there is a 60% chance it will continue upwards by 10% within 30 days of that occurrence (Not factual). I do not mind doing the math myself but I respect and consider others opinions and formulas and also they may give me different insight. Any technical that you yourself like or consider?
Thanks
J

Q: Please comment the company and business. It seems good to me. NII has good P/E but too small.I want to buy some for two years.
CRH Medical has a good COE and management team. May I keep for two years, kwokwai

Q: Hello, I was busy doing some research on some of my holdings, this weekend. It was interesting to find that a number of companies, which have shown huge growth, over a period of, let's say, past 2-5 years, are on the top of the recommended list, today with 5ireasearch and analyst community. If only these stocks could be identified at early stage, when they were undervalued and under the radar, investment returns would have multiplied several times, in today's terms and in future. A number of private equity groups and investment funds ( Mawer, Timbercreek, Pembroke, Pender, Fidelity, CI funds etc)(5iresearch included)initiated positions in some of these companies at the nascent stage and have reaped large returns over time. Some of these stocks which come to my minds are CSU,KXS,SYZ,PBH,NFI,CCL,SJ, BYD.un etc. In your view, are there any such "hidden gems" today which are under followed and appear cheap today but have huge growth potential, over next several years? Of course, there will a degree of risk associated with these names. Thanks for your valued insight.

Q: Please , your opinion on NII.to . Thanks ,ed

Q: I would like your comments please on Norbord.

John

Q: My dad has had 70% of his portfolio in bonds. He is satisfied with a 6% capital return per year, prefers companies with a 10y history, and rarely looks at his holdings. In Canada, he owns a fund plus AW, PZA, REI.un, BPY, CAR.un, HR.un, BNS, SLF, BCE, T and the etf ZPR. All are in the green. Last week, he bought a small amount of Concordia. He wants to buy two more "blood on the street" stocks that pay > 2% dividend, have little chance of going bankrupt, and that have a good chance of doubling over 7 years. what would you suggest? I'm thinking AutoCanada and Cameco. Thank you!

Q: The price of OSB is rising quickly. Norbord stock price has already appreciated considerably in the past few months but I understand it may do very well if the product price remains at its current level. Would you consider it a buy at the current level? Would you consider Norbord a better investment at this time that WEF?

Q: Hello, I have some stocks that I am planning to buy in the future. They are SJ, CSU, BYD.UN, SIS, NFI, KXS, RRX, PEY. Could you please rank these stocks from the safest to the riskiest? In your opinion, do you recommend these stocks for a long term hold? Also, which one in the list do you think has the most potential? Thank you.

Q: Hi,
I am new to investing and am building a diversified long term portfolio. Im looking for strong long term growth to eventually turn into TFSA dividend income. I have some canadian real estate exposure through REITS (using drip programs to help portfolio growth). I have some diversified US exposure through VFV and VGG. I would like to add more Canadian diversified exposure. Would you recommend picking individual stocks (maybe starting with Canadian banks and using their DRIPs as well) and branching out from there? Or would I be better off for total value growth with some low cost Canadian ETF? If you think the ETF, could you recommend a few please? If you think specific stocks could you recommend a few also. Finally, for specifics, which of the Canadian banks do you like the best?

Thanks 5i, Ill understand if this counts as 2 questions instead of 1.

Q: Wanted to add something to Bryan's question about Concordia, relating to Cohodes.

1- Cohodes shorted OpenText during the financial crisis. The stock instead went up and shortly after, he was forced to close his hedge fund. OTC is up 410% since his short.
2- Cohodes is known for liking "a fight". He likes shorting because of the confrontation aspect.
3- Cohodes often has little facts, but succeeds at making retail investors second-guess themselves, at instilling doubt.
4- If you watch his appearances on BNN, you're likely helping his cause, because BNN will see a higher viewership and bring him back on.
5- Best to not comment about Cohodes' points of view, on any social media (stocktwits, stockhouse, twitter). That only makes him more popular.

Q: MSI dropped rather precipitously this AM, the day after their general meeting, yesterday.Am I missing something or did something happen that would cause this either at the meeting or elsewhere? Could I have your comments on this stock as an investment? Thanks, as always, for your sage advice.

Q: Hi, I would appreciate your thoughts about AQN and HWD last quarter results.

regards,