Investment Q&A

Q: Would you please suggest a company(ies) that make paper products for incontinence? The beginning of the boomers turned 70 this year and I suspect this market will grow. Thanks for Savaria, a big winner for many of us.

Q: Hello, Apologies, my last question was about Viad Corp US (VVI) not Seven gen. Thanks.
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Question:
VVI has gone up by almost 30% since summer, I am thinking after the election if there is a little bit of a lull..might be a good time to take a half position on this company. What are your thoughts on this company. Thanks. Shyam

Answer:
Seven Gen looks quite good following its recent acquisitions. It is showing excellent momentum, good growth is expected and cash flow looks good. It has checked back a bit from its high, and looks good today. It reports Wednesday. Its last quarter was well ahead of estimates.

Q: I presently hold an ETF for the S&P 500 and am thinking maybe now is the time to exit this Index ETF. Would like to know your thoughts. Thank you

Q: I am interested in investing in an ETF listed in Canada that invests in US Technology companies. What would be your recommendations?

Q: SiriusXM, the US parent that will be taking in Sirius XM Canada, reported a very strong Q3 with large free cash flow, increased guidance, the initiation of a dividend and an increased share buyback. Do you have any thoughts on this name?

Thanks, Jim

Q: Hello 5i Team,
Could suggest an ETF for each Canada, USA and international that would as closely as possble mirror the methodology used to contruct the balanced equity portfolio?
Thanks
Dave

Q: I'm currently 50% in cash (although understandably I shouldn't be). I am contemplating allocating 70% of my entire portfolio to the Balanced equity model to represent Canada and the remainder (30%) to Vanguard's total market US market ETF - VUN.TO. In the past I have tried to stock pick myself using some suggestions from this site and have not come anywhere close to the performance you have achieved with the Balanced Equity model. What is your opinion on the 70% CAD market and 30% US market allocation? Thanks!

Q: Could I have your view on there 3rd quarter report. Would you say this stock is a strong buy?

Q: Peter,

I would be interest to know what you think of Fortune Brands Home and Security (FBHS-N) for the long term. Giverny Capital has established a large position in this one this year.

Much appreciate the service you offer.

Q: Hi Peter & team,
Now that QCOM is acquiring NXP,if I have to choose just
one, between QCOM and NVDA, what is your recommendation?
HG

Q: Hi Peter & 5i staff.
With the US election looming, do you see a need to sell US health care related stocks, (drug companies, biotech, etc.)
Thanks,
Ken

Q: Hello 5i,

Your service last addressed AKAM in 2014. Although positive in 2014, the stock really got hit at the beginning of the year 2016 and I was not sure if that was company or market related. Is AKAM considered a market leader? Would a bigger company like MSFT, or GOOGL be interested in taking it out? Does AKAM have a moat in this space?
What is the growth expected going forward (2017)? Would you add to a position (currently 2%) at today's price ($67 range).

Thanks for all your hard work. kathleen

Q: Hi 5i team:
I know that your mandate does not include US stocks, but I need to buy a large US cap, that is safe and pays a good dividend. what would you recommend ?, and if you can't recommend one, what will be the best source(s) with info to select one ?. Thanks !!!

Q: would greatly appreciate your expert opinion on this Company
I know the US is not your top expertise but I trust your opinion very much
thanks in advance

Q: Your outlook for IR for the med-longterm. Is it a buy here or wait for better entry?

Q: Is NVDA still one of your favourites and could you please tell me when it will report quarterly results? I have a small position and am thinking of adding to it. Many thanks, Peter

Q: Hi, BGC Partners is traded in the US and I've held it for a many years and have been happy with its progress (both stock appreciation and business performance in general). However, lately it has been trading sideways and I'm unsure why this is? Do you see this as a further buying opportunity, or are there warning flags?

On a scale of 1 - 10, 10 being the highest, where would you place BGCP in terms of risk?

Thanks,

Cam

Q: I need about $15,000 in cash. I hold larger amounts about equal in Coca Cola, General Electric, Microsoft and Sysco (which has dropped significantly in the last week) Which would you suggest I should cash in?
Thanks Jd

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: Hello Peter & team,
Would you pls. comment on their quarterly release. Worth holding?
Thank you!