Investment Q&A

Q: Internal discussions at my end!! What is the current Price to Book (I calculate - just over 10. Also I figure the P/E ratio about 60. Do you agree? Thank you.

Q: Hi 5i,

In your Income Portfolio summary, you have ~10% in Energy. Which stocks are classified as energy?

If you were to add a new energy stock to the Income portfolio, what would be your top pick(s) be at this time?

Thanks in advance!

Q: Which company do you like best and see the most upside pho or gps.

Q: Sorry for asking another question about SYZ, but something doesn't smell right here. It appears that a couple executives bought some small amounts of stocks (aprox $250K) late last year, which for a light trading stock like this creates some excitement and pushes the stock higher and then late January the CEO and and officer sold $7.1 millions worth of stock, just before a bad quarter and the stock drops like a rock. While maybe legal, it doesn't feel right to say the least and I don't understand how the sale went through as it trades very lightly.

Do you have any concerns about management practices? Does it point to deeper problems at the company?

Thanks M

Q: With about 3.5'in the above I have considered replacing with something comparable with more growth potential or higher yield. Suggestions? Thank you.

Q: If someone is retiring in 10 years should they follow the stocks in the income portfolio or the balance portfolio?
Thanks

Q: Hello 5i,
If you had to choose between Enghouse and Open Text today which would you choose for growth over the next 2-3 years. I own a small amount of each and want to consolidate.
Thank you
Dave

Q: I am selling my DH holding in the very near future, and want to replace it with another company in the technology sector. I plan to take about a 4% position with my proceeds from the DH sale along with some additional uninvested capital. Along with my plan to increase my holding in ABT to about 2%, this move would increase my technology holdings to about 6%. I would strongly prefer to buy one company rather than two, and I am debating between KXS and OTEX. I know that KXS appears poised for further growth, while OTEX is more of a mature company, with a track record to support it. If you had to choose one, would you go with the proven entity in OTEX, or the company that appears poised for significant growth in KXS; or would you split the investment and buy both? I am trying to limit my holdings, as I have found that I had too many small positions that didn't really add to my bottom line while increasing my bookkeeping efforts. I would like to take the position some time next week, as I have learned that timing the market does not prove to be as valuable in the long run as spending time in the market. Thanks for reading, and I look forward to your response.

Q: Hi,
from your balanced portfolio holdings, at current prices, can you give your top 5 stocks you would be buying?
I plan to purchase these in my TFSA and over time will be building the portfolio to match your balanced portfolio.
Thanks for your help.
Dan

Q: In two responses today to questions about SYZ, you said 'we do think it is worth keeping an eye on SYZ at these levels'. What should one be looking for and for how long? In your opinion, is it a good buy now at this level?

Q: Hello.
Looks like your comments are trending to the negative side as stock price makes its way lower. Waiting to watch this low seems wasteful.

You have written "keep an eye on at this level".
Do you mean get ready to sell because of the disaster that others may no about or be favorable to picking stock at this level?

Peter, it is really hard to see you as a Fund manager holding on to a stock like this with real capital.

Your clarification on keep and eye would be good.
thanks
Dave

Q: 1.5% position in PHO & 2.5% CRH.Each has appreciate 50% thanks to 5I.Is it time to take 50% profit?Appreciate u normal great services & views

Q: How do you see the future for these two stocks...which would you prefer?

Q: Please comment on Crius as a potential income name, with a potential takeover sweetener.
Thx F

Q: Would you buy shopify at these levels or wait for a pull back?

Q: Im surprised at the mild reaction to a serious downgrade from a serious company with a high flyer like Shop? What do you think? Has anything really changed here? Buy, sell or hold for next two years?

Q: Hello, I have owned HWO in past and was thinking to buy it again. Their share price however has a negative momentum recently.
At what price would you recommend buying this stock.
What is the downside risk from this point?

Q: Peter's top picks on BNN.Mar 27.Please rank them,best first.Thanks so much for u usual great views & opinions

Q: Your updated report on Knight Therapeutics gives six A+ ratings and one A. Did you arrive at an A- overall rating due to management risk concerning CEO Goodman's possible health issues? With the present management team, is there eventually a possibility that his departure, for whatever reason, would not diminish the company due to existing talent?
How likely is it that Endo would sell Paladin to Knight? Is that not the ultimate embarrassment - selling a company for which you paid a fortune - for a song?
Thanks.

Q: Why is XTC down so much today?