Investment Q&A

Q: What caused the 5% rise in TOY today?

I have a 1/3rd position and looking to add some more. Would you recommend adding now or waiting for the earnings in early May?

Q: Comments on quarterly?

Q: Peter,
Thanks to 5i we purchased CSU shares some years ago. As of close of business yesterday the shares had risen 510%. (I sold some shares last year when the weighting became to high). Now Mr. Rosen is predicting a crash or a recession. He seems to be counselling selling shares to raise cash. However why would I sell my hard won shares because of Mr. Rosen’s predictions? Investors need to think of themselves as owners of a business not “riverboat gamblers” going to get rich quick. I can assure the members that the officers of CSU are not selling their shares because Mr. Rosen is calling a market top. I once read somewhere that making predictions is a bit like spitting into the wind - you got to accept there will be a little spit on the toe. In Mr. Rosen’s case he seems to be going for a “spit polish” - maybe on both shoes!
Thanks for all you do
Jim

Q: With TOY suing Mattel would the stock be impacted up or down? Thanks

Q: Is TV a buy at these levels or should we wait?

Q: I see that you recommend holding onto Enbridge preferred shares. Do you recommend the same for common shares? Im down about $2 on them right now, but have many years to sit on it and collect using the DRIP.

Q: THERE are reports on MTY, PRI.UN , MAXR , my question is how come they are not included in either portfolios (balanced, geowth and income ) WHAT i am doing wrong , something i don`t understand , thanks

Q: CSU's
Q1 looks pretty solid. Please comment on it. Include your thoughts on 0% adjusted organic growth and if there is anything negative.

Q: I am wondering why your BEPORT is so high in Materials and Industrials and why it holds no Telecommunications, Utilities or Real Estate? I believe that most of 5i's recommendations have a much lower percentage in Materials and Industrials and suggest that most people hold stocks in all eleven sectors.

Q: Not a question, just a comment: "Liquor Stores N.A. Ltd." changing its corporate name to "Alcanna". Depending upon how successful this cannabis initiative is for them, should be interesting to see if they eventually decide to spin off the booze biz.

Q: If this is a duplicate please disregard, the website disconnected when I hit send on the original. In your company data on ATD.B the analysts generally rate it a strong buy. However there are no earnings estimates. Is this an error and do you have other information on the earnings estimates?
Thnx
Mike

Q: You answered $5.92 to a request for CSU's consensus estimate for Q1 eps, but your company info shows $7.26.
Should we take these numbers as the range?

Q: 1st time in a long time that GUD is up sharply on the day(7.32% currently) on drug approval news .Have 4% position @ $10.16,so is it a good time to add some?Txs for u usual great views & services.Just imagine the reaction if it makes a big investment.

Q: Mr. Hodson, today GUD closed at $8.14. It seems the stock started improving. I hope it continues on that trend !

Q: Would you a) consider adding to a 3% position to average down here and b) would you confirm that insiders own 45% of the issued common shares.

Thanks

Q: Could you please comment on PEO's recent results.
Thank you

Q: Hi Ryan any particular reason for the current drop in this stock this time.
I like the div but the cap loss is going to be nard to recover from .do you feel any reason hang on or should one just move on
Kind regards
Stan

Q: My local newspaper had an enlightening article on opioid prescriptions to treat chronic pain. The article stated that over 9 million prescriptions were filled "in Ontario alone" during 2015-2016. I found this number astounding considering the population is about 14 million which means one in every three people had this prescribed during that time which was an increase of 500,000 from three years previous to those dates.
Does this not mean Knight's announcement of Health Canada's approval of Probuphine for opioid treatment is a huge event? Why would they announce this after the close on a Friday - it seems like a big deal. What do you think?

Q: Canopy growth has bought a large chunk in LIQ ,for $15 a share.this is about 50% more then the share price right now.What is the reason for this premium?
Do you see LIQ being taken over?and what are their future prospects?
How much do insiders own?
Thanks

Q: I am building my porfolio following the BE porfolio. I have listed the stocks I currently do not own from the BE porfolio I have funds available to purchase 4 positions (or 8 half positions) in the stocks I have listed. Which four or eight would you recommend me adding?
SLF, CCL, WSP, CLS, PKI, GC, AEM, MG, ATD.B, PBH, GUD, TOY, AIF,