Investment Q&A

Q: I have owned KXS for 5+ and did very well and thinking of selling all of it and buy a full position of TOI for 5 +yrs. your thoughts?
Thanks for the great service.

Q: If the deal doesn't go through, won't the stock price fall as it only went up to 3.60 because that was the offer price? I've been holding in case more is offered. The vote is really close. Should I just sell?

Q: Any reason for big drop today?after big run & trading near record high the last few days. Txs for u usual great views & services

Q: When did you buy this stock for your portfolio?

In a recent question about QST you said that you still believe in the reasons you bought it and are not selling.

You dropped coverage of QST 5 years ago.

I see nothing in the fundamentals that looks promising.

Could you expand on the reason you are still holding?

Q: My ETF RRSP Portfolio is doing okay but when I compare to your Balanced Portfolio its return % is much less. I suspect that this is as expected because of the large number of stocks that make up ETFs and your experience is compiling the BE portfolio with a basket of about 25 5i-researched stocks.

1. If an investor was to implement your balanced portfolio should the initial % weightings be used or the current weighting %s? For example TFII is currently at about 8% but it has increased 140% since added.

2. Are there any holdings that you may be considering reducing or adding at the moment?

Thanks for the great service. Dan

Q: Shopify has crept up close to 10% of my portfolio. I have already taken back more than my original investment. I know that from a portfolio management position it should be trimmed, but is there any case to hold it long term, or is it best to trim and re-allocate.

My book value is low on it and it is in Non-taxable account.

My logic is letting a some concentrated positions run to outperform the market, but I also see the risk of a major correction in a momentum stock.

Thanks again.

Q: Hi,

If not already asked, what are your thoughts on the most recent news for Aritzia wrt acquiring a men's clothing line? I for one had not heard of this brand so not sure how it might stack up to other men's clothing brands. How accretive might it be?
I took a 1/2 position just before the announcement so good timing on my part. :) Street seems to approve of the purchase.

Also wrt ATS Automotive recent acquisition....thoughts on this? How accretive or what might it mean to additional revenues/profits going forward?
I don't own this but am watching it closely.

Cheers,
SteveMc

Q: What stock in your Growth Portfolio has underperformed the most but you still believe in the reasons you bought it and are not selling. Thanks

Q: Please help me decide between TRI and MG for a 3-5 year hold considering total return , risk and current valuation. What would be a good entry point for the one you pick? Thank you.

Q: Hi 5i,
In January, evidently like a number of others, I thought QST's prospects looked promising and bought in. Now I'm down considerably. CFRA rates it as a STRONG SELL and I haven't seen a more optimistic opinion anywhere.
Are QST's prospects really, suddenly, so bad that it should be sold ASAP to prevent even greater loss going forward (although selling would mean somebody is buying at this price, thinking to make money) or would you recommend waiting through at least the next earnings report, or two? I don't need to sell, but I've held on to some sinkers in the past waiting for the turnaround that never came and I'd prefer to cut my losses and avoid going through that exhausting exercise again here if the odds are that QST will remain a sinkhole..
Thanks for your thoughts!
Peter

Q: I took an amateur stab at a discounted cash flow analysis of PHO
to help me decide if I should vote Yes or No to approve the upcoming friendly takeover vote. In the end, I had to make a lot of assumptions about growth rates, cash flow projections and valuation of comparables. I came up with an intrinsic value share price ranging from 3.64 - 5.93 depending. But because of all the variables, plus my non-expertise, I do not trust my own analysis. Also there may be better ways to value the company than DCF analysis. What's your best guess as to this company's value or range of values? What method and assumptions would you use?

Q: Most stocks were down on Friday . Is there any reason for LSPD stock price to go up so much ? Thanks for your excellent service .

Q: Which one looks better for new money and a long term hold?

Thank you

Q: Good morning all!

While catching up on corp news I fell on this: Mission Ready Retains Integral Wealth Securities as Market Maker. Can you please explain what Integral brings to the table for MRS and if you think this is worth the $7000/month they will be paying them ?

Thank you, as always, for your great advice.

Q: What's up with Suncor today? A good buying opportunity for the long run?

Thanks
Robert

Q: hi guys any news to cause the current slide thanks as always

Q: Hi 5i
Shopify share price has had quite an increase since yesterday....can you provide some insight as to what is driving this?

I get concerned with sudden increase in a shares price, if i do not understand the reason why.....

Would you continue to hold for 2yr -3 yr period ? Road bumps ahead?
Thx

jim

Q: With the recent news about Canada imposing tariffs on some furniture imports how do you see this impacting Leon’s in the short term?
Do you see this as a good entry point longer term?

Q: I am interested in your thoughts on the recent marked decline in Enthusiast Gaming. I have not seen any news that supports this change.

Q: In your balance portfolio, TOI weight is quite low, if someone was to own TOI what % would be the maximum weight desired?

Thanks