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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: Hi, I currently hold all companies in your income portfolio (except I sold Cineplex a while back) and would ideally like to go down to holding approximately 30 companies in total from the 50+ I currently hold. Going forward I would like to continue following the income portfolio but would like to add about 10 from your balanced portfolio. Which 10 from the balanced portfolio do you feel would most complement the ones from the income portfolio? In other words what are your favourite 10 from the balanced portfolio. Thanks, Mario.
Read Answer Asked by Mario on December 12, 2017
Q: The Globe Investor has the target price on PBH as $106.50 based on analysts polled by Zacks Investment Research (6 month time horizon, updated daily). On BNN yesterday, the caller asked for the street consensus target, which was $116.50. Pretty large difference = $10. Is it simply the 6 month target price vs a 12 month target price? Thanks...Steve
Read Answer Asked by Stephen on December 12, 2017
Q: I looked at PUR, liked the business, but found it pricey and chose to wait. A bad call I suppose. I realize Xylem will realize cost savings on the acquisition, and will no doubt see opportunities to expand PUR's business within its portfolio, but please help me understand something. I estimate Xylem is paying over 20 times PUR's expected 2017 EBITDA. I thought 10 to 11 times was "high". Isn't $9.00 exceptionally pricey? What can I take away from this? Thank you for your time. Edward.
Read Answer Asked by Edward on December 12, 2017
Q: Hello Peter and Team,

I do like BCI quite a bit as people need glasses. It's one of those boring areas of the market that is a necessity. A couple questions though:
Would BCI be considered a staple or a discretionary stock? I feel like it should be a staple as vision is not something I would forgo.
As well, in your report there isn't any mention of how laser surgery is affecting a market. I do know quite a few people that have undergone laser surgery and who widely recommend it to others. How much is laser surgery affecting the marketplace? And how is cheap alternatives online affecting the marketplace?

Thank you for your great service as always!

Wes

Read Answer Asked by Wes on December 11, 2017
Q: Hey, thanks for your great service.
I'm looking for few companies that I can invest on tsx venture. Any upcoming companies that are doing very well?
Read Answer Asked by Mohammed on December 11, 2017
Q: Hello in a recent answer to question about the growth portfolio you mentioned some planned changes. Do you have approximate time when we will see those updates? I hold the majority of the stocks with the exception of about 8 stocks but thinking of holding off until I see the updates/changes.

Great work and wishing you all the best over the holidays. Looking forward to 2018 being a successful investing year

Thanks 5i
Read Answer Asked by Sal on December 11, 2017