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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: You just answered a question for Doris on the relative merits of CGI and Enghouse. You were quite definite in your opinion on the superior quality of ESL management, but you lost me after that. The wording of your answer implied that a large backlog for ESL was not a good thing to have. More importantly however, on valuation, I am getting much higher P/E values and much lower Growth/P/E values for ESL from my usual financial information source.
Am I misunderstanding your answer, or is your valuation based on parameters that I have not considered?
Read Answer Asked by Graham on July 22, 2015
Q: Hi Peter and 5i Team,

I currently own SGY. Because of the decrease in the stock price my position is only about 2.5% (down from 5%). Do you recommend keeping this stock, putting more into it or selling it and buying another stock from your Growth portfolio? Like BOS, DRT, or TC?

Thanks for all your help!

Best wishes,
Terri.
Read Answer Asked by Terri on July 22, 2015
Q: What is the best source for earnings eatimates on Canadian stocks? I am looking for earnings estimates for Cipher. I've found a few different but am curious what you use. Thank you!
Read Answer Asked by Chad on July 22, 2015
Q: Would appreciate your views on this company. I bought a small position in April at $23.75. Should I add, hold or sell? It is in my rrsp account.
Read Answer Asked by satish on July 22, 2015
Q: Hi,

Any good reason why BCI keeps dropping in price? I'm up 40% and wonder if I should sell?
Do you still recommend XTC as a slightly risky growth stock, even with it's recent increase?
Although the two companies couldn't be more different, I can only own one risky small cap, and of the two, which would you prefer for the next two years?


Read Answer Asked by Graeme on July 22, 2015
Q: Hello,

Are you able to provide an opinion on these www.solarshare.ca bond offerings?

Thanks,
Read Answer Asked by Greg on July 22, 2015
Q: Did they stop trading on this or what news is out there?Thanks
Read Answer Asked by Don on July 21, 2015
Q: You mentioned recently to someone question on this stock that you prefer other companies . Can you list the other companies that you prefer? I do currently own CCL . B
Thanks
Read Answer Asked on July 21, 2015
Q: Canadian wholesale sales fell over 50 billion dollars in May according to statistic Canada. Since all the analyst's were expecting it to hold steady I would think this is the cause for the poor market conditions today?
Read Answer Asked by ron on July 21, 2015
Q: Which 3 companies would you recommend to buy with our weak dollar?

Thanks
Read Answer Asked by thomas p on July 21, 2015
Q: Hello Peter & Co,
It was a brutal day for materials and energy,
I'm glad that my holdings in the Materials sector (5.7% of portfolio) consist of Chemtrade, Interfor (for US housing) and Stella Jones.
I wonder if I should further reduce my Energy holdings (4.4%) consisting of Tourmaline, Vermillion and Whitecap or get out completely; ditto for Energy Infra/Midstream (9.3%) consisting of Altagas, Enbridge, Inter Pipe, Keyera and Pembina.
Thanks for your input.
Antoine
Read Answer Asked by Antoine on July 21, 2015
Q: Do you still think linamar is a hold or should we be taking our profits now. thank you
Read Answer Asked by cindy on July 20, 2015
Q: An earlier Q&A made me wonder whether I should get into my margin, to make more money! I have 8 years of secure employment until I can retire and currently have no debts. What stocks do you suggest for good growth potential without taking on a high amount of risk?
PS. Thanks to 5I, I am actually making money in the market!
Read Answer Asked by Brenda on July 20, 2015
Q: I'm principally interested in the security of income and capital. Please provide your views on ISV with a view to a long term hold. Is there another provider of similar services
you would recommend. Thanks
Read Answer Asked by Tim on July 20, 2015
Q: What do you think of PTS? I purchased it about 8 months ago and it's down 11% since then. It's down by >50% since early 2014. I'm trying to decide whether I should bail or not. It has a decent enough forward PE and seems to be in a good business niche but it continues to disappoint.
Read Answer Asked by DAVE on July 20, 2015
Q: Thanks for your report on AFN. I've been watching this stock for the past couple of weeks, and thinking of selling my ACQ to buy AFN, one of the reasons is the higher dividend, and the other is that I am down 20% on ACQ and thought AFN might have better short-term growth prospects. Both companies are coming out with earnings soon. What do you expect for earnings for both of these companies, and do you think this would be a reasonable switch. Thanks very much.
Read Answer Asked by Kim on July 20, 2015
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