Investment Q&A

Q: Would you support a switch from SJ to TV at this time for an investor looking to increase Torque/ Small Cap exposure? The other materials holding is CCL.B.

Q: I find the negative news seems to always carry more weight than the positive. So on the flipside of the TD downgrade this week here is the positive news on CRH.RBC upgrades CRH to outperform today and on Monday Canaccord restated buy ratings stating the correction for the reimbursement change is over done.I'll also mention the analyst from TD that downgraded CRH is ranked as having a 37% success rate and is ranked 4026 out of 4601 analysts.It is crazy to me that a downgrade from an analyst with such a spotty record would impact the stock so much but I know its due to the current negative sentiment with reimbursement changes. This is just an fyi for those bothered by CRH's recent losses.

Q: You thoughts on Open Text `s Magellan program -- stk effect

Thanks ---Don

Q: What is your take on the resignation of the President & Ceo.Thanks for u usual great services & views

Q: This is in response to johns question today about the downward trend of savaria and photon. I would also lump GUD in with these. It has seemed like a 5i favourite for a while but is basically at the same leve it was last November.
You told John that 3-4 months isn't long enough for these names, how long would you recommend as a minimum (I am ok with years of needed)?

Is there anything in their news to make you very confident that the momentum will change directions?

And, do you feel comfortable adding to these 3 at tofays levels (or is it likely just holding on for a few % over the next year and they've already used up their momentum?) (I know this is kind of asking you to crystal ball, but I'm hoping for educated insight).
Thanks!

Q: I need to add to the financial sector of my portfolio. I own 3 stocks in this sector, a full position in BNS and would like to add to SLF or ECN. I was going to add to ECN but began to wonder if ECN would be negatively impacted by rising interest rates especially with their debt being over 2x or would they simply pass on their increased expenses to their customer? Not sure how much competition they have in that space. Thank you in advance for your expertise.

Q: Hello Peter and All,

I look after my daughter’s TFSA and Investment Acct. She is 7% under weight in Tech with holdings of: (OTEX 2.3%), (PUR 1.4%) plus ( QQQ and other ETFs provide 4.3% Tech ), total portfolio, 8% Tech. Money will not be required for about ten years.

To bring her up to 15 % total would you suggest buying KXS plus add to OTEX and PUR, or would you use a different combination such as CLS instead of PUR.
Many thanks.

Q: (Comment) Going forward I would expect that any acquisitions that are in CRH's pipeline may have just gotten a lot cheaper for them. Why pay up for CI when your share of the business is suddenly devalued ? Could CRH negotiate a different split on the revenue?
Clarence

Q: Do you have a preference for one of these companies over the other at this time?

Q: If you were a holder of CRH, what would you do?

Q: Over the last month or two these companies have consistently dragged down my winning days. Your recommendations please.
Thanks so much.
Alex

Q: July 19, 2017 ? asked by Darcy:

The answer indicated most selling was on the bid. How is this info calculated and where is it available?

Q: I am retired and living on dividend income. 80% of my funds are in my income portfolio, which is focused on dividends and yield (approx. 20 stocks) and meet my income needs.
So I am considering investing the remaining 20% of my funds in your balanced portfolio for more capital appreciation. How would you recommend I go about this? If I also mirror your balanced portfolio, I would have 40+ stocks in my portfolio.
Would you therefore recommend 5 stocks that look most attractive at current valuations and invest equally in each?

Q: Which is a better buy ?

Q: Can you give a reason or reasons why NFI has been down in value lately?

Q: Not sure how much you consider technicals before making purchases, but what do you make of the chart here? Seems to be breaking down. Would you wait a bit for a better deal? Or is that trying to be to cute for whats destined to be a long term hold.

Q: Hi,

If you had a choice, which account would you hold KWH.UN in? Is it eligible for the Cdn tax dividend credit?

Thanks,

Q: Why the weakness in GSY? The only newS I See is they set the date (Aug,2) for the next earnings release.

Q: Hi all,

You recently had this Q and A reply:
Q: Could you please provide your opinion on your 2 best stock ideas for the near term {6-12 mths}. Thanks Valter

5i Research Answer:
Short terms are very hard to call.
We would suggest Methanex MX and Photon PHO.

My question is what catalyst you see for each stock that make them your favourite ideas for the next year?

Q: If sector was not an issue, which would you choose to put money to work, GUD or PHO?