Q: Thanks for the good service you have helped my portfolio and my investing greatly...if one was to invest in the balanced 5i and the growth with no fixed income what percentage would you recommend be allocated to each for an aggressive investor ... also, what percentage would you recommend for a conservative investor...
Q: I hold this in my RRSP and it has dropped from $60.00 to present level of $53.85. How much further would you feel this is going to drop, or are we at the bottom. I feel I should average down.
Q: Having bought some at much higher prices ($18) and given your recent comments around it's low valuation and that IT is trading at significant discount to it's peers would this be a good price to pick up some more and lower my ACB? I know if the company is sold it unlikely to be at a price that's a double from here. IT is an insignificant part of my portfolio but is in my tfsa so i can't use the loss.
Q: In perusing your growth portfolio TNC seems to be the only one (except XTC which I already own) with a P/E maybe(?) under 20. Is it starting to look better than your initial B- rating?
Q: April 22, in regards to the process involved, you responded to Andrew, "Once it is done for one movie, it will work in all theatres." Can you expand on this statement please?
Q: Hi 5i, can you provide some examples of the comps for Intertain in Europe? I understand these companies trade at much higher multiples. Thanks a bunch.
Mark
Q: Hello Peter,
I have done well on bombardier and was thinking of selling my position and adding to alimentation couche tard to bring to 5% weight given the current debate on the control structure. The stock is down on the news and was wondering if the switch would make sense given Bombardier is more speculative, but 5% weighting of couche tard makes me a bit nervous. Please advise.
Q: What do you like about DBO? As you made room for this by removing CXI, I assume that you must really like this name.
Am I right in understand that the technology needs to be integrated into a film during the production process and can be quite labour intensive? Will this make it difficult for them to get a wide adoption of the technology?
Q: Why would Concordia agree to enter into discussions with Blackrock (or others) if they have confidence in their ability to integrate recent acquisitions, roll out newly-acquired drugs across a larger geographic area, and generally execute on their business plans? Doesn't it suggest management see insurmountable issues ahead in one or more areas? Thank you for your comments.
Q: Hi team, in the growth portfolio I am overweight with IWO, about 14% and down 10%. My thoughts last year were to possibly take advantage of a drop in the CA $. That strategy didn't work. Should I sell some and how much or hold?
Thanks for the good advice.
Q: From the growth portfolio Ihave:AVO,GUD,XTC,DRT,EFN,PLI,BOS,PUR,TNC,IT,CXR,SH,KXS.
Would you sell any of these to replace with your recent additions DBO and/or RRX.
Thanks Peter.
Q: Hello 5i team,
Could you shed some light on the recent comments by Alain Bouchard regarding Bay Street's opposition to extending the dual share structure while Prem Watsa just got the OK to extend the dual share structure; what is the conflict here? and how would this affect me as a shareholder?
Thanks,
Antoine
Q: I'm wondering why a trading halt would last for so long when the news is already out, and it's something as benign as preliminary discussions after being approached by another party. Is there something else coming?
Q: Hello Peter
I have ATD.b in my portfolio,and after reading today article in The Globe And Mail http://www.theglobeandmail.com//report-on-business/couche-tard-chairman-says-bay-street-investors-blocking-founders-control/article29699072/ I would appreciate your opinion. Is this situation posing any serious danger to ATD.B (sell of) or is this opportunity to buy more of this stock, or do nothing is better option?
Thanks Andrew
Q: Good morning - I own both these stocks thanks to your recommendations. Both are at all time highs today. Is it time to thin them out or keep enjoying the ride.