Investment Q&A

Q: How is IT impacted by AYA's New Jersey news? Agreed that the real prize for AYA is the rest of the USA and they are lobbying California. I like IT because they are in regulated markets in Europe (UK, Sweden, Spain). Does IT plan to expand into the USA too? Could you please briefly compare IT and AYA from a business and investment perspective. Do you think that AYA may buy IT once it brings debt down? Based on forward P/E IT looks very interesting and insiders have been buying in the $11 range.

Q: Would switching from Gildan to Dollorama be a smart thing to do. Dollorama seems to be going from strength to strength.

Q: Hi 5i From what I have read Boston Pizza and Mr. Lube are both owned by T&M group of companies. Since DIV now has acquired mr. lube trademark/royalty, is there any reason why div could not also acquire bpf.un. And if so do u think this would be a good fit?
Thx
Gerry

Q: My investments are primarily growth stocks. My holdings in the following 7 stocks have declined considerably. Should I sell or worth keeping?
BOS,SEV,SCR,AGGZF,BAMXY -US, FLYLF,IMAX
Thanks for your advice.
Klaus

Q: Which Telecom is your favorite, being the one that will offer the most growth and capital appreciation over the next 5 years? T, BCE, RCI.B or SJR.B?
Or will they all appreciate similarly?

Q: Hi Peter, are there any larger cap TSX stocks not currently in the portfolios that are really catching your eye as great buys for the next few years ? Sincere thanks to you and your team for all the sage advice !

Q: I have a full position in DH and am up 35%, but it has been falling lately, down about $3.50 a share for September. What would you think of switching to Thompson Reuters for equal dividend with a better chance of some growth?

Q: Hi Peter and Team,

Would like an update on your thoughts towards the progress OPRX has made and also the recent minority stake WPP has taken in OPRX.

Q: Do you view that lumber stocks present an attractive opportunity currently and if so what would be your preferred companies to consider? In addition which would have a more direct relationship with the increase in new housing in the US and less reliance on the China market? Thanks for all your work.

Q: Good morning,

Can I have your current (latest update April 2015) thoughts on tso3?

They seem to be in the right space?

Thanks
Tom

Q: This stock has fallen like a rock. I know de bores drop the price of Diamonds by 9 % but the drop in our dollar should make up for it. I hear short selling might be the cause .MPV states a 1 $ dividend next yr. Is this possible?I would like your opinion .

Q: Hi,
For income I have these 6 stock. Can you give me your order from 1 to six, I want keep the best for long term. Perheps you will have an other one in place of the last.
Thanks in advance.
Francois

Q: Hi Guys,

With the recent sell off does this stock look more attractive now or is there another firm you prefer in that space.

Thank you

Q: The latest downturn has made for some incredible bargins for divvy investors. Could you give some suggestions for a "safe" 5%+ yield?

Q: I have a position in Tucows. I like the business and as I listened to the last conference call, it seemed like future growth plans were solid. I am down a lot on my position but it is almost impossible to sell given very low volumes.

I am thinking about adding to my position to reduce my cost base. What are your thoughts on the future of the Company?

Don

Q: Hi Team,

Can you please update your outlook for IT and provide an opinion on when a buying signal might be present. I am concerned it might be a falling knife given how high and quickly it rose before its ongoing pullback. It seems like it could be another Avigilon. How does one know?

Thank you, Michael

Q: Hi, what do you think about gxi right now? Would you add to an existing position?

Thanks
Paul

Q: Hi Team,
Since the cel and a board member of Guestlogix resigned over the last two weeks,the share price has dropped by almost half.is this a sign of panic by investors ,while the fundamentals are still solid? Should I wait for Q3 results to average down or should I see this as an opportunity to average down?
thank you

Q: reading the questions and answers to this massive downturn-
I think by far the best response comes from jerry who says I don't follow 5i's long term advice or their portfolios, I get my value from specific recommendations, answers to questions, and the basic integrity of 5i.
the key part of jerrys quote is long term advice--peter has been very clear that 5 years is his time frame and yet during this downturn especially with cxr everyone is in a panic.
as for me my time frame is far far shorter than 5 years-- and I think a stock like knight and currency exchange-- I own lots of both we will be rewarded long before 5 years is up and if I am not I always have the option to sell.but every investors temperament is different and if this downturn is too painful then sell and wait it out. dave

Q: Hello Peter,
I own some Home Capital group, about 2 percent of weight. I also own bank of nova scotia, TD, and Royal all of which represent 17 percent of my weighting. I also have Ailment Couch Tard and Auto Canada which represent 2 to 3 % each. I am breaking even on HCG. I was thinking of selling it and putting the proceeds towards Auto Canada or Ailment Couche Tard or one of the existing banks as mentioned to take advantage of their lower stock values. Which one would make sense to you? I was thinking of splitting my proceeds to Auto Canada and Ailment Couche Tard as I have enough weighting in the banks. Why am I thinking of this? Simply to diversify away from stocks that could potential be hit due to a housing bubble. Your comments please.