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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: Just a comment based on Darcy’s question on March 7.

While anyone who is invested in stocks based on the balanced equity portfolio, which I suspect is plenty, my own experience is to recommend patience.

Remember when GC was recommenced and then shortly thereafter the news came out about the money laundering. Stock tanks and the natural reaction was panick. Thanks to 5I I held firm and am looking at 60% gain.

I buy the dips, and for the most part, am very pleased, with the BEP.

Thanks team!
Read Answer Asked by Kelly on March 09, 2019
Q: When answering Scott's question about the lightspeed IPO you said Shopify is 10X sales. On the 5i's website under companies it says SHOP is 55X sales and on Yahoo finance it says 25X sales on the TSX and 19X in the US.

Can you tell me where these discrepancies come from? It makes it difficult to compare companies. Is it best just to do the math yourself?

Thanks.
Read Answer Asked by Dennis on March 09, 2019
Q: I currently have TOY at 1.6% weight. It was higher but with the recent decline in price this had made my weight lower. Would you be comfortable buying this stock for the long term for at least 3 years or wait to see how the next 2 quarters are? I am thinking of buying to increase it to 2.6% weight.
Thanks
Read Answer Asked on March 08, 2019
Q: My question revolves around Peter's webinar and the thought we should know when to sell our losers. I bought the above just before the decline last year. All outpaced (negatively)the market decline considerably. During the recent market rally 2 have not participated with the market, the others have basically market performed. Leaving the value at this point -23%. There have been some misses in the last reports for these companies. As an investor what am I looking for now to continue to hold these positions or be a seller.
Thank you,
Mike

Read Answer Asked by Mike on March 07, 2019
Q: PBH, NFI, KXS, TSGI, GC, BNS, SIS, CCL and now TOY. Not good. It feels like, for some time now, a lot of risk but not the commensurate reward. Please comment.
Read Answer Asked by Darcy on March 07, 2019
Q: Up nicely on ATD.B and not considering selling but wonder if PKI is worth an add as well. I do not own many stocks similar to ATD so no issues with balancing. What, would the case be for owning PKI and is it one you endorse strongly?
Read Answer Asked by Tim on March 07, 2019
Q: Sorry about this...but it's another TSGI question

If this was a brand new company that you were considering and you were making a decision to deploy based only on numbers (8x earnings, 5B debt, guidance where it is) BUT NOT based on past performance, analyst expectations or missed quarters what would your enthusiasm be like for buying? Does the price when weighed vs debt vs projected growth dictate a strong buy? Is growth not good for a company priced where it is or is growth "less than expected" and therefore viewed as bad?
Read Answer Asked by Tim on March 07, 2019
Q: This is a question that could apply to the above companies based on recent results but many others throughout a year. When a company you guys like misses earnings but has a reasonable explanation and the release/conf call doesn't turn up anything wild to be concerned about does it ever not make sense to buy or top up when the market overreacts? GC yesterday was another great example. Your thoughts please on when you would and would not be active buyers following a miss by a company you consider to be of high quality.
Read Answer Asked by Tim on March 07, 2019
Q: Am I missing something here or is it just the quirks of the market. TSGI has massive debt and missed some numbers but it goes up because " it's not as bad as some thought it could have been". GC does not have a long term problem, has solid growth metrics, is just getting started in Ontario also missed estimates and the price goes down. What's the rationale.
Read Answer Asked by Clarence on March 07, 2019
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