Investment Q&A

Q: The president stated in its press release that the first quarter results were "right on plan". Although I realize this is only one quarter and record results at that, my concern lies in EPS being almost 20% below street consensus and a lower number than any I could find. This seems like very poor communication between the company and the street especially after the recent money raise and only adds to unnecessary volatility. Do you agree?

Q: Just how bad was the miss? The market sure reacted violently.

Q: What are your thoughts on Premium Brands Holding PBH's results? Is a pullback a buying opportunity for a 3-5 year timeframe? Thanks for all your work!

Q: Hi, could you please provide the street estimates of Revenue, EBITDA and EPS for PBH, BYD.un and NFI. Thanks

Q: I would like to add some consumer staples to my portfolio for diversification purposes. Would you please recommend two or three?

Thanks

Ray

Q: I'm looking for Canadian consumer stocks. Any suggestions?

Q: Sirs :Badger has drifted in a tight downward trading range for some time. Do you expect a breakout in the near future or have a suggestion or two I may consider for growth in the near future. Thanks for your sound advice in the past.
John

Q: Both of these companies had a major pop on Wednesday. Can't see why, can you?

Thanks

Sheldon

Q: What is your opinion of MCB at its current share price.? Are there better values out there? If so could you name some regardless of sector and assuming a diversified portfolio.

Q: Hi Peter,Ryan et al. My daughter age 32 has $32K to invest in her TFSA. My initial thought was a half position in CAO and KXS along with full positions in BNS. ATD.B CTC.A,PBH,
and HCG. Any suggestions and comments would be appreciated for at least a 3 year time frame.
Thanks in advance.
David

Q: I have Shaw, Telus and Bce in my cash account. Would you recommend selling Shaw and buying Premium brands (Pbh) or some other stock? Thanks.

Q: Hi, 5i.

What are your top picks for consumer staples at this time?

Thank you,
Robert

Q: What is the reason in your opinion that is causing the run on this stock
Stan

Q: Hi,
I may have timed out in my last attempt to ask this question so please ignore it if it's still in the queue.

I'm looking to add either PBH or ATD.B. I currently only own Loblaws in this space. Do you have a preference for a long term hold in an RRSP account?

Thank you,

Robert

PS. Love the ability to tag my favourite Q&As.

Q: Hi 5i, I'm investing on my NEW TFSA, the stocks I'm thinking on choosing from are: PBH KXS ATD.B GUD NFI RRX OTC.
I would like to reduce the number of stocks to 4. Which one would you suggest I go with, for a 5 year investment, I would like to max my growth and I do not mind taking some risk.
Thanks

Q: Hi 5i,

I currently hold CLR but it's been flat to slightly up over the past several months. I have been thinking.of dumping it for PBH. which has better growth prospects for the intermediate future? Thanks in advance!

Q: Hi, This is to send a note of commendation for how you set your stock selection strategy and discipline. It was clearly evident when you recently added PBH and KXS to the Balanced Portfolio with a full 5% position undeterred by the fact that stock traded at $55.69, close to its all time high. I would not have had the guts to initiate a position in PBH at these levels, watching stock price for 3 years, climbing steadily from $15-$16 level to present. New addition of PBH to my favorite 5i Portfolio was a your strong vote of confidence in the co. helping me to finally decide to pull the trigger and I am quite happy about it. I already had a full position in KXS from before. Thanks for the incredible value you offer to retail investors like me, everyday