Investment Q&A

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

Q: Any comment about NFI's update on their backlog? It seems like the market didn't like this as the stock is currently down over 5%. Anything to be concerned about here?

Q: Hi Guys,

Please comment on today's results. Still a "buy"?

thanks,

Jim

Q: Regarding the Model Growth Portfolio, which 5 companies do you rate as having the best quality of management?

Q: ZCL is a profitable pick of 5I on 8/31 @ $9.99,now $11.21 plus current 2.85% yield.After market close on 10/14,co.announced that its CEO is granted a temporary medical leave of absence to deal with a benign tumour,& that its strong board can handle business during his absence.Please your view on impact,if any.Technically it is very strong.Appreciate your usual great views & services.Looking forward to your mid month report given the volatility & fast approaching US elections.

Q: Have held this for 18 months ,been very patient as a lot of BNN analysts have liked it with the promise of "unlocking value" when the company splitting into 2 ,but they only thing that has happened really is the stocks "dropping in value" any reason why and your thoughts for the next year on these 2 companies..thanks.

Q: Hi there,

I had two questions. The first one would is on Sleep Country - I noticed that has come off it's highs of around $33ish. Do you think today's price would be a good entry point or will it continue a down trend with profit taking etc?

My second question is on the Balanced Equity portfolio. I have been following your updates and stock selections and started out with a 5% weighting or so in each name. What is the best way to deploy any new funds if I wanted to follow the balanced model? A real world example of this would be if I contribute money into my TSFA next year, what would be the best way to deploy this new cash into the BE Portfolio? Should I divide up the contribution amongst several names? Hold it in cash and wait until you have added a new name to the portfolio and then deploy it? Is there a recommended approach to this?

Thanks!

Q: What is your opinion about the failure of the merger with Infor? Thank you

Q: Up 10% today. See any reason why?

Thanks

Sheldon


I have a question about 1014

Q: Hi 5i,

If book value of ECN is $4.41 per share, why would it be trading in the $3.15-$3.20 per share range right now?

Does the current share price increase the risk or change anything for the INFOR Acquistion Corp merger to close?

Thanks, Shane

Q: Hello Peter and Team,

Do to the split, I have a tiny (practically negligible) position in ECN. Is this a company that you would be willing to top up to a half position, or should I release it now? If you are willing to top it up, would you prefer ECN or EFN and why?

Thanks,

Wes

Q: Would the stocks in the income portfolio be those you would recommend for retirees?

Q: Which would be a better buy? Loblaw or PBH?

Q: Looking back at previous questions about TOY, it's mentioned that it is attractive at 21x or 19x P/E ratio. My TD Waterhouse web broker research platform states that it's currently operating at a 46.7x P/E ratio.

a) 46.7x would be bad, right? And cannot be true?
b) What's the current P/E ratio and how can I reliably find it independently?

Thanks

Q: I have not yet exchanged my Intertain shares but if so I would take the exchangeable shares as you have recommended. However I am considering the following option: sell my Intertain shares on the open market this week and buy the Exchangeable shares (probably) when they become available. Could you please comment on this strategy the advantages and disadvantages. Thanks.

Q: I am going to start building the growth portfolio over the next couple of months, please identify ~5 stocks that might not hold their current valuation or that I should take a little longer to watch before purchasing.

Q: I cannot find the deadline date to elect to choose the "exchangeable shares" option. Questrade requires it. From the Intertain documentation, it seems it's up in the air? Thanks.