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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: If you didn’t have a position in MX right now would you start one now after their quarterly results, ...please explain why or why not?
FYI I am looking for growth and I need a holding in this sector and have at least a 5 year time horizon. If you have other suggestions that would be great also.
Read Answer Asked by Geoffrey on October 31, 2019
Q: Hi, What's your take on BCE qurater ? Looks like the results were in line with estimates and subscribers addition were much higher than expected. Don't understand why stock is lower. Based on results/outlook, is it safe to top up the present 4% position to 5% at these levels, for income and some growth ? Thanks
Read Answer Asked by rajeev on October 31, 2019
Q: In Maple Leaf's news release, they mention the Chinese import ban of Canadian pork affecting their bottom line. It sound's like they export pork to China. I hold PBH and would like to similarily understand the mechanics of how China's pork issue may affect PBH. Does PBH export pork products to China that would be subject to a ban? On the other hand, is it possible that lower North American pork prices could be positive to PBH as an input cost? Thanks.
Read Answer Asked by Darcy on October 30, 2019
Q: 2 market darlings getting hit. 1)PBH reached a high of some $122.59 in 4/18 then started a decline reaching a low of about $67 in 11/18,then traded in a range until CPP invested($200m) in 2019.As a result price went to some $98.38 on Sep 3 before starting decline with big declines the last 2 days($87.74 c on 10/25).Your opinion please.Is tis an opportunity to start a position? 2)TOY dropped from a high of some $59.40 in 7/18 due to so many headwinds(eg ToyRUs,poor results of Hasbro,tariffs on China,expected flat eps in 2019 with growth in 2020 etc) to close at $35.04($34.82 being 2019 low achieved on 10/25).What are the chances of a recovery soon so as to start a position. Thanks for u usual great views & services
Read Answer Asked by Peter on October 28, 2019
Q: I have been away for a few weeks and went back to listening to my business podcasts. One that I enjoyed tremendously is the National Post podcast on climate change. It’s great listening and I do love her co relation of the climate change situation and the hysteria about it to a Monty Python skit , the fact that a lot of people are willing to blame yet very few are willing to talk about solutions. Great listening and a great explanation . the link to the podcast.

https://podcasts.apple.com/ca/podcast/down-to-business/id1460294675?i=1000453699239

The company has no debt and seems to be in the sweet spot of growth at the moment, your views on the company and its air quality improving technologies please , thanks, Jean



Read Answer Asked by Jean on October 28, 2019
Q: Hello 5i,
I have read through all the related q&a's and just wanted to ask this:

The conversion is slated for Jan. 1, 2020 and it seems likely to pass the shareholders vote in early December. Their press release mentions the change to a stock company will bring improved liquidity, more shareholders, more global investors (institutional) and it removes the limits on foreign ownership. These are all positives (sounds much like an IPO).
It seems fine to start a new position in it now, as opposed to waiting until after the transaction is completed. If it's going into a reg'd account, there's no tax issues with the conversion; and 1 unit now will equal 1 new share. So a fella can buy it now, correct?
Read Answer Asked by Robert on October 28, 2019
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