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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Peter, it is my understanding that the Enbridge deal passed Aug 20 and is to close Sept 1. Do you think that may not happen? There web site says it will. I phoned them and they said it will? Ken
Read Answer Asked by Ken on August 22, 2015
Q: I know you mainly look at Canadian companies...but could you have a look at this one. LL just released what I would view as critical results. The laminate flooring in question which has caused much of it's decrease in share price was just announced "Well within the normal range." That being said could you have a look at the balance sheet and what your thoughts of revenue could be with this behind them going forward. Also if you might know the cash on the balance sheet and any issue from this perspective going forward. Thank you for your great work. Jason N
Read Answer Asked by JASON on August 21, 2015
Q: Back when you were running your hedge fund and you faced a market like we are currently experiencing can you tell us how you managed/modified your portfolio - did you sell low quality losers that were down a lot to buy high quality winners that were down less? did you lower the risk in your portfolio by buying lower beta dividend stocks or did you double down on your best small cap/high beta stocks that were down a lot? Did you buy in stages on the way down or did you wait for a catalyst that told you the market may have bottomed? Since I have 30% in cash just wondering how I should navigate this market. Thanks
Read Answer Asked by Clinton on August 21, 2015
Q: With the carnage that has been happening in the markets for the past few weeks, and the severe drops in the markets, I assume you would agree we are in correction mode. Looking into your crystal ball, just how much further do you expect markets to drop, and other than oil, what sectors are going to be effected.
As usual, thank for you insight!
Read Answer Asked by Rick on August 21, 2015
Q: I have some stocks I only own half positions in as I was waiting for a market pullback to take them to full positions. Well the market pull back is here, but of course we don't know how much further the market will fall. How do you suggest I approach buying more. Should I buy it all now, half now, more later or wait until it seems things have bottomed?

One of the stocks I want to add to is CXI. Do you think the current price of 32 dollars is good value?
Read Answer Asked by Carla on August 21, 2015
Q: Hi Peter and 5i Team,

I currently own a good amount of GUD, mainly due to management, large cash reserves and zero debt. It has performed excellent the past few days. I've seen stocks I have been watching such as WSP, SJ, AYA and IT sell-off sharply over this time. Do you think a partial switch out of GUD into any of these would make sense?

Thanks
Read Answer Asked by David on August 21, 2015
Q: Looking at the current pullback as a future opportunity, what 10 companies in your coverage universe would you recommend as a purchase once the bloodletting stops. Do not worry about weighting or sector and whether or not they are an income or growth story.
Read Answer Asked by Greg on August 21, 2015
Q: In a reply recently, you mentioned that there is no sign of a capitulation yet. Will you have a posting when you think capitulation has, or is, happening. Thanks
Read Answer Asked by Tim on August 21, 2015
Q: Good Morning
I am planning to add US and International ETF holdings to an otherwise balanced portfolio. No foreign coverage presently. I am in my mid 70's. What % of my total portfolio would you recommend for each.

Thanks Guys
Read Answer Asked by Warren on August 21, 2015
Q: Bruce Campbell recently said that management and the board are large shareholders owning over 40 per cent of NYX. He also commented on forward earnings being below industry peers. Can you provide your independent assessment of NYX as a speculative investment given your familiarity with the gaming sector. Is is "very" interesting or just interesting at these levels? Risks are understood. CP
Read Answer Asked by James on August 21, 2015
Q: Hi 5i - I'm looking at buying solid companies for a 10 year hold and look at the recent downturn as a good opportunity. Are there any screaming buys (at current prices) from your portfolios that you would be rushing to buy or add to? Thanks very much!
Read Answer Asked by Neil on August 21, 2015
Q: In volatile times like these, there is always much talk of moving into the non-cyclicals, which to me has always been a bit of a question mark. Other than Food, and Utilities ... what else is non-cyclical, if anything? It seems to me, that everything else is based on "need" versus "desire" -- or a requirement versus a luxury. To me, anything beyond food and shelter is considered a luxury, so how does the market determine this sector? Would you throw out a few names, please, to let me know what is a good "non cyclical", and which might be a good place to hide? (other than grocery stores and obvious utility giants.) Thanks!
Read Answer Asked by Sylvia on August 21, 2015
Q: There has been a DOW Death Cross recently and today's S&P breakdown. Do you think there is significant downside still and what should we do as small investors? Thanks.
Read Answer Asked by Francis on August 21, 2015
Q: Please offer some assurance during this crappy market performance. My portfolio is dropping substantially every day. I know I'm not alone :(
Read Answer Asked by Brenda on August 20, 2015
Q: What metrics should one use to evaluate this company? The ones available are confounding: forward PE of 243, -75% ROE yet it trades at an all time high (impressive given current conditions). Revenue and Earnings growth doesnt seem that impressive. Is it good value here and if so based on what measure? Would BAM be a comparable company, which is better value? Finally, would you rank OCX as an A or B company? Thank-you.
Read Answer Asked by Albert on August 20, 2015