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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 Peter and Team - Could you provide me with an update on D-Box Technologies including the following: level of debt, cash on hand(is it still $13 million), quality of product, opinion of management, insider ownership. TD Waterhouse shows the number of shares at 175 million. Is this a reasonable number or do you think it is somewhat diluted and what is their history of issuing shares. Also could you comment on any major shareholders holding more than 10% - I think there are at least two. DBO appears to have good potential for growth but what would be the major downside possibility(s). Thanks as always for your excellent service.
Rob
Read Answer Asked by Rob on September 26, 2016
Q: I am in my early 30's and wanting to start a TFSA growth portfolio (modeling 5i growth portfolio). I am looking to invest 10,000 today, and 10,000 subsequent years. What names would you suggest to start with today?
Read Answer Asked by Loren on September 26, 2016
Q: In view of the effect on the market of the unknowns coming up in the next few months - with US election and its aftermath, and good possibility of US bankrate going up in Dec. I am thinking of going defensive. I have quite a few of the stocks listed in both your Balanced and Income portfolios, could you please list for me which of these stocks you would designate as best 'defensive' - (whatever that means). Thanks again, always look forward to hearing your comments.
Read Answer Asked by Arthur on September 26, 2016
Q: Hi : what is your opinion now that shareholders approved the split in two, Element Fleet and ECN Capital. The shareholders also approved the issue of ECN shares to buy Infor. how do you see the future of these companies. I own EFN and will receive shares of both. Should I keep both ?, sell one, if so which one, or should I sell both ?
thanks !!
Read Answer Asked by Alejandro (Alex) on September 26, 2016
Q: Recent additions to the 5i portfolios have entered at about 3% weightings, in spite of healthy cash positions in BE and Growth; is this a change in philosophy from the customary 5% or is it your intention to normalize the weights at a more favourable entry point?

I would use the "My Watchlist" feature more if it had View/Edit/Delete functions as there may be some names I do not want to be alerted on forever, only temporarily.
Read Answer Asked by Jeff on September 23, 2016
Q: this is a comment not a question, I just read your response on nfi about it's share price drop. last nite i received a notice from td that nfi is issuing a prospectus secondary offering on a bought deal basis at $40.40 expecting to close sept 27. I assume these will be the shares from the said seller. why kick investors in the teeth to the tune of 5% when the stock has been averaging higher prices.
Read Answer Asked by Tom on September 23, 2016
Q: Hi, Can you please comment on Marco Polo sale of 4.5 mln shares on a privately arranged bought deal. (Any idea of the price?) I understand that they still will own 6.5 mln shares. This is the 1st and largest shareholder deciding to monetize a sizable portion of their holding on the heels of the company's 2nd largest private equity shareholder slowly and contantly offloading large blocks of their shares over past 6-9 months. Is there a theme here? New Jersey issue is still an overhang. What are your thoughts ? Thanks
Read Answer Asked by rajeev on September 23, 2016
Q: I submitted this question last Thursday and received the auto response that my question had been submitted but since I haven't received a response I will try again.
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie
Read Answer Asked by Maggie on September 22, 2016
Q: Hi team, I am looking to start a position in SYZ, I have pretty well every position in the growth portfolio. I'm thinking 3% full position in one purchase . Is it a good idea?
I am thinking about the same with ESL, and have noticed the share price is lower now than a year ago. Is a full position same as above be acceptable?
Thank you as always for the service.
Read Answer Asked by Jacques on September 21, 2016
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