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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: AcuityAds reported another quarter of excellent growth on Tuesday and yesterday, news of another competitor (TubeMogul) being snatched up by Adobe.

Comments?
Read Answer Asked by Richard on November 14, 2016
Q: I have cash to add 3 new positions to my registered investment accounts. The current holdings are listed above. This is 15% of my portfolio. The other 85% is professional managed and well diversified in mutual funds. Can you recommend some Canadian stocks (that you have reports on) and ETFs that are the best purchases today that I should look into? Thanks, Matthew.
Read Answer Asked by Matthew on November 09, 2016
Q: Do you have any comments on results released today? Why was the drop so significant? Volume 6x normal...

I'd still like to hold (maybe even add to) as they seem to have some interesting technology. Is this an opportunity to add for the long term? Current position is 1.2%, and I'm still in the green despite the drop.

C
Read Answer Asked by Cameron on November 08, 2016
Q: Greetings Peter and 5i team: Along with every other investor, I suppose, I am interested in companies that have consistently created shareholder value over the long term with a history of dividend growth and superior ROE relative to their competitors. I am wondering if in today's environment there are any mid-cap or larger companies outside of the financial and energy sectors that fit that criteria but with a reasonable P/E relative to their historical valuations? I am thinking that based on previous Q&A that Magna might fit the bill right now? Any suggestions greatly appreciated, thanks.
Read Answer Asked by Stephen R. on November 07, 2016
Q: MSI is trading around $20, near its 52 week high, and reports on Nov 9. I have owned MSI since it was $10, so I have doubled my investment and collected rich monthly dividends along the way. The company has steadily grown revenues and cash flow at 10% p.a. compounded over the last ten years. As a "human capital" service provider with low capex and high return on invested capital, why does 5i not cover this company? What is your long term outlook for MSI in terms of security and growth of the dividend? What are the chances of a takeover by a large cap competitor like MMC or WLTW?
Read Answer Asked by David on November 02, 2016
Q: Hi, Peter & Co. I am looking for some companies that I might add to my elderly sister's portfolio during the tax-loss selling period. She is looking for some dividends, some growth and reasonable stability. Her portfolio has a lot of cash. She currently owns:
DH
Genworth
Northwest Healthcare
A&W
Brookfield Renewable
High Arctic Energy(long-term position,slight loss)
Canacol Energy (small, profitable position)
Would you please give me 2 or 3 names in your selected sectors that I can monitor for opportune purchases?
With appreciation for your great service.
Ed
Read Answer Asked by Ed on November 02, 2016