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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: An analyst from Citi has warned that “debt service ratios for non-financial firms” in Canada are very high, and a crisis is possible within a year. Is it safe to assume that none of the companies you recommend would have any trouble servicing their debt (TSGI, SIS, PBH, COV, TOY, etc)? Do any prominent names come to mind which might be at risk? Thanks for your thoughts.
Read Answer Asked by Brian on December 17, 2018
Q: Could I get your opinion on purchasing these stocks going into the new year. If none your choice of some income and dividend suggestions. Also comment on bce for a long term hold. Merry Christmas to all.
Read Answer Asked by kenneth on December 17, 2018
Q: Hi

I have not had time to do the research lately, but what is happening to SIS. I bought it at $16.60 abut a month ago when it was showing good potential and growth. I know that the stock market is turbulent right now, and affecting good companies negatively, but did I miss something important about this company. I bought 300 shares, should I hold on to them or is there something tragic looming on the horizon for SIS.
Read Answer Asked by Robert on December 12, 2018
Q: I trade with td Waterhouse and get their Technical alerts via e mail. Dec. 7th. Alert has downgrades on the above noted stocks. ipl- Close 20.92 down to 18.00 range. mre close 10.28 down to 4.75 range. sis close 13.01 down to 8.00 range. Your view on these technical downgrades, and are they fact. Sis was a recent top pick of Ryan Modesto. Should I be selling on Monday?
Read Answer Asked by kenneth on December 10, 2018
Q: I hold approx. 6000 shares of each of the following at hIgher prices.VET,SIS,PXT,COV and GUD.Which would you sell,add or hold.Your input is appreciated.
Thanks Richard
Read Answer Asked by Richard on December 07, 2018
Q: With the recent market correction, I have several stocks that are down quite significantly and others that stayed flat or went up a little. This involves that the weightings changed quite a bit for some stocks. I know 5i isn't a big fan of averaging down, but in such context what would be your advice? I have the followings (%loss, weight) :
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?

Thank you!
Read Answer Asked by Julien on December 03, 2018
Q: Hi, I am looking for 2-3 stocks which have recently come down, but have strong revenue projection, low debt, and good track record.
I am not looking for Oil & Gas, Pipelines, or Utilities.
Please let me know if CGX, SIS, WEF, QTRH, NFI meet that criteria. If yes, how would you rate these.
If not, please suggest few other names.
Thanks for your help.
Read Answer Asked by Harpinder on December 03, 2018
Q: Ryan and Peter,
I'm looking to buy a company that has good rebound potential once the market turns. SIS AND NFI both seem to be oversold. In your opinion, which one looks like it is poised to impove its share price the most once this market improves. Which other companies, (sector doesn't matter) have excellent rebound potential. Thanks for your advice.

Read Answer Asked by Les on November 29, 2018
Q: Hi 5i,
I am considering small average down purchases of the listed companies but unfortunately cash is limited so can't choose all of them! Could you rate/order them for rebound potential ? Currently MX & TOY are approx 3% each, FSZ 2%,and TSGI/SLF/SIS have been driven lower to approx 1% each.

Thanks
Mike
Read Answer Asked by mike on November 26, 2018
Q: I would like to top up these positions and trim them back in the future (12-24months?)

Are there any names on the list I should avoid or expect a longer recovery for?

Always appreciate your wisdom.
Read Answer Asked by David on November 23, 2018
Q: Thank you again for this excellent service. I have a question about Savaria. In their most recent quarterly results, for the 9 months ended September 2018, stock-based compensation is $899K on $12.9M income. If I have done my calculation correctly, the stock-based compensation is about 7% of expenses. I do not know how to find the base salaries for the management (which would presumably further increase the management cost for the firm).
Is this not a lot excessive? Should I be concerned about the "cost" of management and how this cost could dilute shares or profits?
Thank-you
Read Answer Asked by Dale on November 21, 2018
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