Investment Q&A

Q: My son is in his early 20s and building a portfolio based on your balanced portfolio. He currently holds 11 stocks. He has no industrials, communications and only TOY in the consumer space. We are thinking of selling ADN from his TFSA and replacing it with SIS or PBH as we know you recommend growth stocks in a TFSA. He also has MX in the material sector. Is this a good plan, not necessary, or do you have another suggestion from the above list that you think is better? Thanks

Q: Could you please provide street estimates for Revenue, Adj EBITDA and Adj EPS for these companies for the upcoming quarterly results. Thanks

Q: Hello...a current answer please for Tuesday market - What to purchase for pure growth, risk not a factor, 3-5 year time frame - from above list or another suggestion?
Many thanks.

Q: ZCL--It appears it missed expected eps by 0.01 & this is 2nd Q in a row.Please your take on results & going forward. SIS reports on Aug 10 & may I have your view.If I recall,it did a financing of 2.76m shares @ $13.90 about 3 mos ago. Appreciate u usual great services & opinions

Q: I am looking for 3 or 4 Canadian dividend paying stocks to add to my portfolio. What are today's picks for safe, rising dividends, and fairly priced stocks of solid companies? My portfolio is well balanced, so sector is not important.

Q: Goodmorning My wife has approximately 50k in cash in her rrsp that she would like to put to work she is looking for 5 investment ideas for a conservative investor be they ETF or individual companies that pay a 3 to 4 % dividend. She is currently well diversified over all sectors
Thks
Marcel

Q: This is in response to johns question today about the downward trend of savaria and photon. I would also lump GUD in with these. It has seemed like a 5i favourite for a while but is basically at the same leve it was last November.
You told John that 3-4 months isn't long enough for these names, how long would you recommend as a minimum (I am ok with years of needed)?

Is there anything in their news to make you very confident that the momentum will change directions?

And, do you feel comfortable adding to these 3 at tofays levels (or is it likely just holding on for a few % over the next year and they've already used up their momentum?) (I know this is kind of asking you to crystal ball, but I'm hoping for educated insight).
Thanks!

Q: I am curious about a comment you made earlier. Someone asked about photon control, and you pointed out that nothing had changed with regard to the situation or prospects at this company, which your regard as very good. Yet since late April, the trend in its stock value has been steadily downward. Savaria is another of your favorites with great prospects, but its trend over the last six weeks, has again been consistently down. If the actual underlying performance of the company has not changed, what causes a stock to fall off like this, not for a day or a week, but consistently over a long period, given most investment is being done by professionals?

Q: Hi 5i Team:
What are 5 pure Canadian growth companies that you will recommend for TFSA. Risk is not a factor. No need for dividends. 3 to 5 year horizon. Plan to add future contributions to this list in the next few years. Of course I will be reading your reports to see if there are any sudden changes in these companies and adjust accordingly.

Q: Hi team
I have a half position on the above except for ZCL which I sold it earlier for a small gain, which one of the above would you add on to the postion from my cash ? Thanks
Michael

Q: Hi Peter and Group. I have just taken some profits on WEF - I needed to lessen my exposure anyway. What is your top 3 stocks I should reinvest in? (regardless of sector) - I am a moderate risk investor. Thanks for the service

Q: Hi 5I just reviewing our positions and two laggards of late are fcr. and exe. Not concerned about holding them but wondering about replacing them for a better dividend or potential growth. Your thought would be appreciated.

Q: Do the high p/e ratios on these stocks concern you or does their future growth take care of that? Also, are their dividends sustainable over the long term? Morningstar reports a low ROE on BEP and BIP, yet they are ranked as a high quality investment. AQN,BIP-UN and especially BEP-UN also seem to have high debt levels. Are these still good buys? thanks

Q: Any obvious reason for the jump in Savaria on a down day?

Q: Savaria is taking a hit yet again. Any news? Is it a good time to add to position?

Q: These 3 companies represent 5% of my portfolia. I was thinking of adding more BEAT. Can you give me your thoughts on BEAT? I could not find any reference to it under member questions.

Q: I want to add some stocks to my TFSA and would prefer to have companies with good dividends (approx. 4%) and decent capital appreciation prospects for the next 3 to 5 years. Would you have any names that fit these criteria? Thanks

Q: Hi - With the recent pullback in many stocks, have any of your favourites dipped in price enough that you would be advising clients to hop on board. Totally understand that this is just guessing but hoping that a few jump out at you. No need to consider KYC factors in your response. Many thanks!

Q: I currently own both of these companies. I'm planning on adding to one. Which would be your first choice for a long term hold {3 to 5 years} balancing some safety with reasonable growth.


Thanks Valter

Q: Would you buy at these levels or wait for further declines?