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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: In an April 2nd answer pertaining to a question about PBH, you stated that it is not cheap at 27X earnings. Both TD WaterHouse & 5iResearch’s company page states PBH’s P/E ratio is about 44X. Does the 27X figure refer to the forward P/E. If it does, from where did you obtain that figure & is it possible for 5iResearch clients to have access to companies forward P/E ratios. Thanks … Cal
Read Answer Asked by cal on April 03, 2018
Q: Added positions in SIS and SJ today on the dip. Any other really good buying opportunities off the list in the portfolio (dont need energy or financials) with the current volatility. SIS and SJ where on my add next list and hadn't really made a plane beyond those...
Read Answer Asked by Tom on April 02, 2018
Q: A BNN guest recently made mention of a European competitor that may soon enter the NA marketplace that could severely impact Savaria's business, to the point where a friend of his considers SIS a short (I think this is also in part due to its valuation). Are you aware of any such threat on the horizon? Does Savaria have any kind of moat or special advantage that might insulate it from new (presumably established & high quality) competition?
Read Answer Asked by Peter on April 02, 2018
Q: Hi there,

I currently hold almost all of the names in the Balanced Equity Portfolio and would like to dip my toes into the Growth Portfolio. What are your currently top 5 ideas from the Growth Portfolio whose risk profile would be the most similar to the names held in the Balanced Equity Portfolio?

Thank you!
Read Answer Asked by Michael on April 02, 2018
Q: Hello 5i, I am up over 70% on this company. So I am wondering if it is time to consider selling or should I accumulate more. It's still under 5% of my portfolio. Do you see any reason to sell? What is your assessment of the company. They seem to be doing all the right things for some growth. Do you see anything in the near term that could cause some downward pressure? Thanks for your service..
Read Answer Asked by pietro on April 02, 2018