Investment Q&A

Q: I am down 40% on this one. Should I buy more or ....

Q: Hi 5i:
For this year’s contribution to the grandkids (4&3) RESP I’m considering adding TOY or SIS. One reason I’m leaning towards TOY is that they are always watching PAW Patrol.
I know you look favorable on both companies. Which company would you go with?
Thank you as always for your advice.

Q: Comment and a question; About 40 years ago I was junior eng. on a non-starting LNG export project from Canada's Prince Rupert area to Japan. In the evaluation stage LNG was compared to methanol as a vehicle to transport methane (natural gas) to market and I heard that Japan would not import methanol due to its solubility in water and toxicity to fish as this was deemed too risky to a major source of food for Japan. I appreciate that there are methanol markets where this is not a consideration and that methanol is only one component of diverse energy and petchem supply. However, could you or your members or Public Affairs at Methanex add any relevant info on this subject.
I have no investment in Metanex. Private or public is OK.

Thanks for your insight, as always.
Cyril

Q: Greetings,

ATD is hitting all time highs - i have not seen anything that would be driving this. Have i missed something or is the stock price catching up with the acquisitions and growth?

Q: Most of the companies under PBH are focused on meat production. I'm curious if the company has given any indication in their calls of diversifying their offering more going forward or looking at non meat companies for acquisitions (Daiya, Yves)?

I feel like I'm hearing a lot more new new years resolutions this year about having more meatless meals a week because of environmental and health concerns. Google searches for veganism have been steadily rising through the years as well.

I'd be curious to hear your thoughts and how it may affect PBH or any measures they're taking.

Thanks for all your work!
Dennis

Q: why are you so keen on MX?
would you as an investor like a more diversified company.
A company that does not have their eggs in one basket?

Q: Good day and happy New Year team,

This is a twofold question so deduct as many credits as needed. First, I know multiple questions have been asked about GUD in the past. I've been in the name for a few years and hold a gain. That said, how much more patience should one have with this stock? At what time should an investor move on because it really seems like not much is happening?
Second question not related to the first. I dabble in penny stocks and I constantly see 100 share bids from the same house. Bid gets filled and immediately another 100 share bid appears. My question is this a sign of a house accumulating and keeping the price low to do so? I know that's a general question. I'm just wondering if this is some form of manipulation by some bigger players.
Cheers

Q: Mx had about a 40% corr,is now hitting the 50-day av. p/e f 8?? Do you think it has bottomed and is it a buy? Thanks Jim

Q: SIS--$17.28 p/p,current postion,3.5%. TFII---$47.58p/p,1.75% position now. Is it time to buy more of these 2? Txs for u usual great services & views

Q: Is it a good time to add ? Is it down because of the market or does the company have something we should be concerned about?
thanks!

Q: I own full positions in these four holdings, and have to sell two by the end of January - the other two will be held for long term. Please recommend which two you would suggest holding, and which two to sell. I'm not concerned about sector balance for this question. Thanks, Kim

Q: In your last response to VNR ( Nov 5) you indicated that you were not too happy with the stock. Do you still feel this way? I have only a 1.8% weight and deciding if I should add to it or sell and put the cash from the sell into CVD and XHY? I do currently own both CVD and XHY but only at a 2.5 % weight. These stock are inside a RRSP.
Thanks

Q: What are the reasons that the growth portfolio for 2018 (-16.86%) underperformed the TSX(-11.64)? Shouldn't your growth portfolio done better considering it has some of the best rated stocks out there?

Q: Hello Peter, I own both Dollarama and WSP Global. Both have suffered lately, perhaps even more than the market generally. I still have a long investing timeframe and a balanced portfolio. Would you suggest I hang on to these for better future performance or could the capital be better used in other names. Thank you.

Q: Hi Guys! What would your top stock be for 2019?

Thanks!
Dean

Q: Happy New Year to all
Is it possible that TSGI could double in a year? And GC as well? Or are your comments about them being favorites saying that growth is there but relative only to the volatility and weakness of other stocks.?? I realise this is a tough call...
Thank you

Q: Hi !
What is your top rated growth stock for 2019?

Thanks, Dean

Q: As of today, what are your top 2 picks from each of your 3 portfolios?

Thanks as always

Dave

Q: Happy New Year Everyone at 5i! It is TFSA deposit time and I am looking for an addition to current holdings or a new addition for my son. At present he holds, ATD,BMO,BNS,ZWU,WEED,CCL,FTS,GWO,KXS,NFI,OTEX,PBH,SHOP,SPOT,VGT. His TFSA is going quite well so far (100K) and he has a very long term horizon. Your suggestions are welcome. Please subtract as may question credits as needed. Cheers, Tamara

Q: Hi 5i,

Happy New Year! Has anything fundamentally changed for TSGI since your latest report in June? What is it's current forward P/E? Why do you think the shares have performed so poorly? I am a bit hesitant to buy any due to the debt, but I like the best in class features the company offers.

Thanks!
Dave