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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: 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: I am trying to decide between BCI and XTC for my TFSA. From my analysis BCI has better metrics (FCF/Capital Invested, P/FCF FCF/Sales,margins) but what worries me is the intrinsic value. Using Graham number Earnings Power Value and DCF analysis I get a stock price in the $10 range for BCI, where as for XTC it appears to trade close to or below intrinsic value. Which would you go for? Should I be worried about the intrinsic value?
Read Answer Asked by Andrew on January 19, 2017
Q: I have in my tfsa the above stocks in a weighting of 5 to 10% with 10k in cash. Which of the ones listed would you add to or would you recommend one or 2 others stocks that would fit in this portfolio. I also have other rrsp and trading accts. thks marcel
Read Answer Asked by Marcel on January 17, 2017
Q: Outside of MG, TD and SLF (all of which I own) and their respective sectors, which companies in your coverage universe do you think fit traditional value metrics? Are there any companies in Canada that are outside of your coverage that you would both endorse and seem like value propositions? Thank-you.
Read Answer Asked by Alex on January 10, 2017
Q: Hi 5i,
Happy New Year Peter and 5i team. We would appreciate if you could assess our grandsons (age 3) RESP. We have added new money and will be getting some additional grant money soon. In your opinion what additional stock would fit in with his current holdings or should we increase the percentage of the lowest holdings which is TNC and XTC.
The current holdings are: ATD.B, CXI, DHX.B, DSG, XTC, GUD, PBH, TNC.
All of the holdings are up. Thank you for your advice in the past.
Read Answer Asked by john on January 05, 2017
Q: Of the four I would like to sell one. Which one?
Greetings Peter.
Read Answer Asked by peter on December 19, 2016