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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: Hello 5i
The positions for KXS (kinaxis) and PBH (premium brands) have run to 6% of my kids' RESP (thanks 5i!).
Should I sell off 1% of each and purchase PHO? Or as I am waiting for TIO to close and that is a 3% position would I use TIO funds instead to purchase PHO and just let Kxs and pbh run?

In terms of RESP management, my kids are 4 years away from drawing down on the funds. Our plan is to turn enough investments to cash each may to cover our annual contribution for each child for the September to April year. The remaining funds would be otherwise fully invested except the fund has roughly 5% cash and 0 fixed assets. Please comment.

Read Answer Asked by Kat on May 25, 2017
Q: Your current opinion on CARA please. It continues to under perform. Would you recommend selling it and buying something else in the Consumer space? Thanks.
Read Answer Asked by David on May 23, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Defensive (Staples - Non Cyclical) sector which is 15% of my current portfolio. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you - my portfolio is now cleaner and easier - sold the losers.
Read Answer Asked by Terry on May 16, 2017
Q: I am overweight PBH (thanks 5i) and looking to sell half and purchase something else in the consumer sector. GIL looks like an interesting fit, however the risk associated with one customer having 18.2% share and no fixed contract seems a bit daunting. Do we know who this customer is - a retailer like Walmart or a wholesaler? Has thee been a long term association? Given the value of this customer to Gildan would they not put significant pressure on Gildan to reduce margins.
Thanks in advance for your answer and your excellent service
Read Answer Asked by mitchell on May 09, 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: Hi,
I'm a growth investor and getting a little heavy in my consumer discretionary holdings. I own CARA and MTY and thinking of switching one out for PBH. Which one do you think I should consider switching out?
Thanks
Read Answer Asked by Curtis on May 08, 2017
Q: Goodday folks..Just a huge thank you for getting on the straight and narrow. Question is bought 2850 shares of sis at 8.20 . Should I sell 1000 shares and Buy What.. No Energy have plenty.. Thanks for everything Respectfully Cliff
Read Answer Asked by cliff on May 04, 2017
Q: Currently building the BE portfolio. In Technology, I only own CSU, looking for a second name to add. Which company would you add for diversification? If you think I should add two half positions that would be OK too. Thanks!
Read Answer Asked by Jean-Bernard on May 04, 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: Which one of these 4 companies would you buy today
for growth and long term hold? (disregarding sector)
In which order would you rank them?
Thank you.
Read Answer Asked by Uli on April 27, 2017
Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!
Read Answer Asked by Warren on April 26, 2017
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