Investment Q&A

Q: Q: I plan to have a portfolio which is good for one year, five year and ten or more years. My objective is to have good growth, capital appreciation with moderate risk. Capital preservation over three years in spite of high short-term volatility will be fine. Please tell me what you think of a portfolio I am considering putting together consisting of V-N, UNH-N, WFC-N, NFI-T, FB-O, AMZN-O, GOOGL-O, KXS-T, ENB-T, CN-T, CJT-T, BYD.UN-T. Your thoughts on how this may compare to the BE portfolio performance, volatility, Saftey. Equal weights would be purchased. I invite you to make any changes, additions, deletions? I will appreciate if you place these stocks from high to low priority.
I apologize if I am asking too much. Thank you.

Q: Regarding the question about selecting half of your balanced equity portfolio, you mention ‘confidence ‘ ‘over the long term’ for stock like TOY and CXI over much bigger BNS and T ..
I’m not certain to understand ..do you mean confidence in over-performance over a longer period..at the risk of higher volatilty/risk ? Is it much better to buy the complete portfolio ?
thanks for the good work !

Q: I own a little more than half the stocks in your balanced portfolio. Would it be possible to list which of these twenty names you consider better than the others? For example, if you were forced to cut half the names, what would be left based solely on the merits of each individual stock?

Q: Hi 5i: I recently bought som33 PUR, only to see it drop nearly 20%. Has the story changed at all recently, or should I just hang on?

Q: Hi Team,
Can you please let me know when Shopify next reports earnings and what the revenue and earnings (loss) expectations are please?
Thank you.
Michael

Q: Is there some news that I am missing? What's happening with New Flyer?

Q: Can you tell me what you think of a portfolio I am considering putting together consisting of some 5i all stars. Your thoughts on how this may compare to the BE portfolio performance, volatility, Saftey. Equal weights would be purchased. Sis, Syz, Zcl, toy, Pbh, Sh, Tnc, Esl, adw, Kxs, Gud, Rrx, Wcp, Cxi, Csu, Pli, xtc, Crh, sgy, Otc, Dbo, SJ. And a bank of you choice. Would you make any changes? If you don't think this would outperform then it will be the BE portfolio.

Q: Hello 5i
FSZ has been marking time since its run up earlier this year.
Do you feel this is a good "value like" entry point?

In light of the recent acquisition, have you heard or is there indication of how the purchase will be funded.......a share issue expected?


Looking to purchase for excellent dividend and 3 to 5 year growth prospects, 3% wieght in a conservative / diversified portfolio.

Thanks
DAve

Q: Hi 5i,
Could I please get your thoughts on Loblaw, I was thinking of adding to my position or would you wait for further pull back.
Thanks David

Q: I am somewhat concerned about the negative momentum for the last couple of months. I understand there are concerns about food cost deflation and perhaps the ongoing price competition investigation. I also know that you like Loblaw because of the Shoppers earnings growth potential. Should I continue to hold or should I sell. I purchased at $72.00 today down to $66.00. Is there more downside to the stock going forward or do you see this as just a temporary set back and perhaps cycle rotation? Besides Loblaw, I own Premium Brands in the same sector and have done very well with it.

Thanks for your help.
Joseph

Q: SJ---report date. It was a top pick plus a recommendation on BNN this week. ZCL---report date & estimated revenue.It was also a top pick and a recommendation this week on BNN, Appreciate your usual great services & views.

Q: HI Peter... I hear that an old Hedge Fund manager that blew up in the 08 meltdown is back and for some reason is being very critical of IT. Do you have any knowledge or advise as to why we are getting beaten down so much. Closed down at the low of the day.

Q: When does tax loss selling start and end this year? Also what are the stocks that are most likely to be hit? The other part to my question is which, if any, of the tax loss selloffs would be worthy of acquiring?

thanks so much for the service you offer! I'll be a lifelong member!

Q: I would like to increase my portfolio exposure to Consumer Discretionary and Consumer Staples. What would be your favorite stocks in these 2 categories. Thanks

Glen

Q: I have small positions in bam.a and bip.un. I would like to add wsp or stn. Which would you prefer for a 2 to 3 Year hold and why? Thanx.

Q: What are your thoughts on DHX and how does this compare to Spin master, since they are catering to the same market segment. Which has better long term growth and why?
Thanks
Matt

Q: (You may receive this twice, but when I sent in the message a few minutes ago, I received an error message that suggests it may not have gotten through.)

Do you have an estimated date for when these companies report their 3Q earnings, and whether they may have telegraphed expectations? Thanks.

Q: What do you make of the former senior sales executive of IMax joining the board of DBO? I view it as positive and wonder if it could develop a relationship between DBO and IMAX. Your thoughts please.
Thank You

Q: Just thinking ahead about profit taking on some of this years winners during end of year down market days coupled with tax loss selling etc. What 5 growth stocks like SIS or ZCL would you put on your hot list to but or add to?
Thanks
David

Q: Hi Peter and Team,

Can you comment on how rising interest rates will affect ECN and EFN? I was an owner of EFN before the split, so I now own both, but I was thinking of adding to my ECN position.

Thanks,

Jordan