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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: 2 question : So bomber has bounced a bit so time for me to suck it up and sell at a 30% loss. Sell now or hold off a few more days to see if it has some legs.

Once I sell BBD.b what full position of the balanced equity portfolio would you buy right now: ccl, gud, nfi, sis, sj, syz, t or toy? Currently rebalancing my CAD equity portfolio to loosely match your portfolio and those above fill gaps in my allocation. Open to off the list suggestions but already overweigh or OK in financials, energy and tech.
Read Answer Asked by Tom on June 05, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Cyclical (Discretionary) sector. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.
Read Answer Asked by Terry on May 15, 2017
Q: Hi 5i, can you please advise me if TOROMONT INDUSTRIES (TIH) is a good company to own for the next 3-5 years? This company had appreciation over 100% in the last 5 years and had an approximate gain of 25% in the last 12 months. With the price being around 9% below its most recent high, would you think that it would be a good time for an initial purchase? or can you suggest another company you would recommend in this sector, Thank you for all your help!
Read Answer Asked by Valter on May 15, 2017
Q: Gentlemen,

As you know I have $100,000 face value of the the NFI Convertible Debenture that is now selling at approx $400.

Maturity is June 30, 2017. I am trying to figure out what price to sell them at, given that the stock is selling in Canadian funds and the bonds are price in US funds.

The stock converts at 100 shares per $000 bond, but I am confused by the currency.

To figure out the price that I offer these debentures for sale, do I simply multiply the stock price X's 100 X's the currency exchange rate of 1.37 and divide by 10 to get the price per $100 face value?

The conversion info is here:


https://www.newflyer.com/investor-relations/performance

As you know this is a large trade for me and I don't want to screw up.

Thanks

Sheldon

Read Answer Asked by Sheldon on May 15, 2017
Q: Looking to add 4 positions for growth. I have high energy exposure but can add to all other sectors. High risk tolerance. Long term time horizon. Recommendations?
Read Answer Asked by Chris on May 12, 2017
Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
Read Answer Asked by Richard on May 09, 2017
Q: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...
Read Answer Asked by Tom on May 01, 2017
Q: Not worrying about sector, which 5 stocks in the balanced portfolio have the most growth potential for the next twelve months from the price they currently trade at.
Read Answer Asked by Paul on May 01, 2017
Q: Please comment of the shareholder rights plan. It seems to be a proposal to give the board more time to extract more value in the event of an unsolicited take-over offer. The stock has been strong recently but I suppose there has been no unsolicited offer. If the board had received an unsolicited "feeler" would they have been obligated to release it to the public or only if there had been a firm offer?

By the way I agree with the other members in supporting all the work you do.

Jim
Read Answer Asked by James on April 21, 2017
Q: Good morning 5i team,

I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.

I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.

Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?

As always, thank you for your excellent insight and advice.
Tristan.
Read Answer Asked by Tristan on April 13, 2017
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