Investment Q&A

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

Q: Hi 5i,
Could I please get your thoughts on DRT and there upcoming earnings, should I hold or sell.
Thanks David

Q: I'm planning to purchase 1 or 2 of the following stocks after the US election. Could you rate these 4 stocks in the order that you would recommend them at today's prices. Also which one is more under valued?

Q: Share Rajeev's concerns.Stocks like NFI which are priced to perfection will drop on negative news.2 guests on BNN recently stated that there is strong support @ $34 to $36. In Sept.at least 3 other guests on BNN recommended to buy on pullback.Note that state of Washington recently exercised options for 100 buses for $56m.$39.18 today.

Q: I purchased Sun Life for some exposure to a rising rate environment even though I don't expect rates to increase very much. My concern with Sun Life and other insurance companies is there exposure to Canadian real estate as part of their investments. I know that Sun Life has an active real estate division and they purchased a real estate company in 2015 as well. Do you think this is a risk in the event of a real estate downturn in Canada? Safer to play Fairfax which I understand has zero exposure to Canadian real estate, despite its higher valuation? Am I over thinking things here?

Thanks,
Jason

Q: Hi Gang
Have held IT for a while now. What are your thoughts when they move to London. Is there any upside or should we just move on.

thank you
Cindy

Q: Any explanation why SYZ has been so weak for the past month? It's down again today. Is it a case of no news from the company coupled with only one follower (5i) of the company? Is this a buying opportunity or a time to move over to something more interesting (and more followed)?

Q: SYZ is down 6% this morning, any insight about why ? Thks

Q: PUR and AYA are taking it on the chin today. PUR has been one of your favourites. Comments please?

Q: My initial purchase of PURE constituted only 1.5% of my portfolio. With the recent dip, would it make sense to top this company up to 3%? ... assuming there are still clear skies ahead.

Alternatively, I've been "toying" with the possibility of switching out of Pure and into Spin Master, for a 3% holding. Is Spin Master an overall better growth company?

Your thoughts?

Q: Hi 5i I'm looking at adding 2 more companies to my income portfolio. At this time I own AW.UN , BNS , BCE , BEP , DH , ET , SPB , VNR , WSP. Would appreciate your thoughts on 2 more recommendations. Thx for a great service. Gerry

Q: Hi, this stock was recently added to Balanced Portfolio has dropped sharply from its recent highs.

New Flyer today closed at $37.83, which is off by about 15% from its recent high of $44.87, reached just after quarterly results. When Marco Polo decided to sell about half of its stake @ $40.40, the secondary issue was oversubscribed 3/4 times. In one of your recent comments also, this weakness was again attributed to one large seller.

It has been widely believed that lately NJ issue has been responsible for the depressed stock price. Today's weak backlog numbers and sequential decline in ECU deliveries besides lower after market sales have caused market to press the panick button resulting in another sharp drop.

My concern is that stock may not recover in near term and is even at the risk of losing more value. Should I bail and find better use of my capital? Thanks