Investment Q&A

Q: Hi Peter, Ryan, and Team,
NFI is on a real downward spiral lately, and the current yield is 5.368%. It's held in my wife's TFSA, and it's hard to see the almost daily declines, some quite steep, e.g. on July 16. It's down almost 50% now, and am wondering if we should keep it or sell it. I wouldn't add to it at this time. What are your views?
Thanks in advance.

Q: It seems that there has been a steady flow to the exits on Alimentation after the 5 cent miss. P&F chart shows a triple bottom breakdown today . We are down almost $10.00 from the high with a prediction that it is expected to come back 10%. Do you feel that there is something that is changing in their business , or is this profit taking ?

Q: Any reason for the drop of $1.71 to $47.09 today? When does the buy back($44-62)starts? Txs for u usual great views & services

Q: Both SIS & TSGI continue to be pounded,SIS $12.54 down 0.11,1yr low $11.41. TSGI $20.80 down 0.86,1yr low $20.25.Any reasons?Is it time to start a position in TSGI & add to my 3% position in SIS(p/p $17.28) Txs for u usual great services & views

Q: TFII @ $38.26 down 1.71(4.3%) today.Is this related to DJT down 3.6% & CSX in US down sharply(think some 10%) today? Hope it is not co specific.Any news? Thanks for u usual great services & views

Q: Further to the discussion on recent earnings, there have now been two upgrades. CIBC and National Bank have just raised their targets from $9.25 to $9.75 and $10.00 respectively.

Q: I am planning on picking up some Boyd this week for my granddaughter's account. Do you know of any reason why it declined over 3% today?
Hopefully this just makes a good stock cheaper???

Q: NFI started the day with a big stumble, is the delivery news that bad? Is this time for bottom fishing and "invest the money you can afford to lose" - so to speak.

Q: Can you explain what the ‘put options’ on their balance sheet and income statement are?
Thank you

Q: Before market open today,it announced that it obtained 2 licences for outdoor growing operations.Around 9.55amPT, Fabrice Taylor made it a Top Pick @ $5.71 on BNN resulting in $6.10 c up 0.50($6.26H/560L).Last week the weed sector was devastated by TRST non compliance.Your view of CLIQ & is it ok to add to my current position of 2%(p/p $6.61) Txs for u usual great services & views

Q: Been a while since a question on one of these but they keep grinding higher. Is this just good momentum or shares are getting the right valuations? Do you know when they report earnings next?

Q: In a June 5 article Gordon Pape spoke highly of PBH and made note that the company maybe in the process of signing a deal with Walmart. The stock has been recovering nicely since the CPP investment. Have you heard or come across a potential deal with Walmart or is this pure speculation?

Q: I currently own PHO and down quite a bit and my weight is now only 1.50 % would you be comfortable buying enough to bring to a 2% weight or best to wait until we see this sector moving again?
Thanks

Q: Is wef a buy at this level, or the lumber industry on hold for now?

Q: If one was to invest 100,000 into the balanced equity portfolio on day 1 and keep those same stocks never selling or trading or following any rebalancing or 5i recommendations (assume dividends are just held in cash), what would the balance be? The purpose of my question is to compare the performance of buy and hold as opposed to an active fund. Is there a link to an excel spreadsheet that one could access to do their own evaluation if this is too onerous?
Thanks

Q: Hi 5i, Alaris announced bad news a while back when one of the companies it was financing ran into trouble and suspended payments to Alaris. At that time the AD share price was around $22 I think and the bad news drove it back down into the teens. Since then it has had three good news announcements. First, it announced that the trouble situation was not a worst case scenario and there was a reasonable prospect of AD getting a significant recovery from it. The next two good news announcements involved about $130M of new or additional investments on terms acceptable to Alaris. My question is: at this point, does it make sense to view Alaris' business (not the shares) as fully recovered from the effects of the investment that went sour, or do they still have some work to do to get back on track? Since the bad news first hit, the shares have had difficulty getting any traction above $20. Thanks for any comments!

Q: Please comment on earnings and your position on the company going forward. Thank you.

Q: What would be the value today of the initial Balanced Equity Portfolio if you invested $100,000 and bought and hold? Thanks.

Q: Owner of MX and was going to write a question on it today before reading:
"While we like momentum a lot, we view SPB as more of an income security than growth, and in our view MX is too cheap on valuation to endorse this switch. "

I recall a lot of talk on BNN etc about the oil companies as prices started to come down. Valuations were cheap and nobody thought oil was going as low as it did. Is there not some risk here that methanol prices keep going lower in the way oil did which would throw the valuation argument into question? What would it take for 5i to throw in the towel here?

Q: What the heck is happening to MX this morning?