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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: Hi 5i team, just read your recent report on XTC. How can you explain the higher multiples for XTC versus the three others: growth is currently favored by the market over size, value and more diversification? What would you expect the stabilized P/E to be over the long run for them? Higher and lower for which of these? Thank you, Eric
Read Answer Asked by Eric on March 10, 2017
Q: Good Morning I was listening to the Linamar conference call and the results are very impressive, in fact, the dividend was increased by 20%. The share price dropped over 2% this morning which is surprising. May I have your impressions?
Would MG (PE 7.4) or XCO (PE 10) be more advantageous vs LNR (PE 7.5)?
Thank you
Marty
Read Answer Asked by Martin on March 09, 2017
Q: For industrials I have CP CNR WSP and MG. I would like to add one more to this sector. Do you have a favourite pick for medium and/or long term hold?
Read Answer Asked by Terry on February 21, 2017
Q: Can you please give me your top 3-4 industrial stock picks. Looking at adding some diversity to my holdings, 5% industrial. Don't have any industrial picks other than what is held in ZDV. Moreover, if I hold physical gold and silver would this be considered material sector allocation?
Read Answer Asked by Nino on February 15, 2017
Q: Could you please confirm for me that the following stocks qualify for the dividend tax credit.
$BAM.a, $CGX, $ENB, $WSP, $SLF, $BCE, $CNR, $MG and the ETF $CEW.

Thanks as always,

Vater
Read Answer Asked by Valter on January 24, 2017
Q: Hi 5i: Thanks for answering my question about the cyclical and non-cyclical stocks, and also for identifying the Discretionary/Staples categorization (which I also found puzzling). The only stock in the balanced portfolio that I thought I knew how to classify was Magna - I believe Peter once explained it was discretionary not industrial, as one might think. You did not list this one in your response. Does that mean that MG has been re-classified? AS I said in my question, I find this categorization class a real puzzle.
Read Answer Asked by Roland on January 17, 2017
Q: Good morning:
I am a retired investor who owns small weightings in the above-mentioned shares. I am thinking of selling Ford and re-investing the money elsewhere while still having a position in the auto sector with the other two companies. I would like your thoughts on this and how you think this sector will perform in 2017. Have auto sales peaked?
Thank you.
Read Answer Asked by Isabel on January 09, 2017
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