Investment Q&A

Q: Hi 5i team,

Both GDI and FSV are in the building service industry. If I can only buy one, giving the growth and revenue projection, the balance sheets. the management, which would be your preference and why for a 3 years hold. Thanks.

Q: I am thinking of replacing TOY with either PEO or GDI. What is your opinion on this idea? Do you prefer one over the other?
Thanks. Peter.

Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks

Q: Hi team,
I am looking at either adding to Gsy or buying Gdi as a new purchase for my 2020 Tfsa purchase. Which would you prefer at these levels? Even after the big run Gsy has had its p/e is showing much lower than Gdi (14 compared to 63 according to my brokerage ). This being said perhaps Gsy has more room to run than gdi looking at growth rates and valuation ?? Also, do you have a couple favourites in mind for recommendations that a guy should be buying first thing in the new year for the tfsa ? Thanks
Shane

Q: The stock has been dropping to the level where they announced their acquisition.
Is there any reason why the premium is now completely out?
Could the market sense GDI issuing shares at a lower price?
Thanks

Q: How risky an investment do you think GDI is in comparison with some of the stocks in the balanced portfolio? Would you put 1% or 5% into it?

Q: Peter; I bought some GDI yesterday- lucky timing - could you comment on the news today and can they finance it internally? Double thanks. Rod

Q: In the LIRA account which is quite small the holdings are SJ, FSZ and TOY. TOY is only a 2% weight, SJ and FSZ both 3.6 % weight and all 3 are in a loss position. Would you add to any of these or look for a new stock to add like GDI to the LIRA? I have a long time before retiring.
Thanks

Q: Even though the business seemed a bit boring (auto glass and collision repair), I bought BOYD quite a while ago and it has done very well. I see some comparisons with GDI: expansion into USA and consolidation in a fragmented industry. I realize they are very different companies, but I'm wondering if you could say a few words about similarities and differences. And maybe comment on management and strategy in the two companies. I have read your report on GDI and find it an interesting analysis of a boring business. Specifically, I wondering whether you think GDI has the promise that BOYD did when you first wrote about it. Thanks for great service, as always.

Q: Your answer to James re: GDI today, "We would not consider it 'core' for a large investor, but more of a 'park and forget' name." My thought a stock as 'core' and 'park and forget' position would mean the same. What is the difference? Maybe provide some examples of a 'core' stock versus a 'park and forgot' stock to help with understanding the difference. Thank you for your help.

Q: Hi Peter, Ryan, and Team,

To increase my Industrial exposure, I recently bought 300 shares of GDI, and am down about 1.5% so far. Would GDI be a good candidate for tax loss selling, or do I run the risk of having to buy it back at a higher price after 30 days? Thanks in advance for your guidance.

Q: GDI: 5i seems to like this company at 30 x FPE, a lot of debt.. What am I missing? In general, I only buy large cap "dividend growers". I have only bought 2 growth type stocks before BAD and ACQ which I held for a few years and sold at huge profits - both never to return to their previous highs - so, never considered them core positions. The same would apply to GDI; however, a little gun shy on this one at these highs.

Q: Hello 5i,
I currently own SIS,TOY,PBH,CCL. I'd like to add GDI and DOO. Would you sell any of the existing to add one or both of GDI or DOO? I'm primarily looking for growth.
Thank you!
Dave

Q: Since you did your report on gdi I have been watching it , and contemplating buying in. But everyday it seems to be running away from me since releasing earnings . Should I wait for a pullback now to get in? Or should it just be bought? I am a little hesitant as the price targets you gave in your report seem to be getting surpassed already . Thanks

Q: Can I please have your opinion on this company. I found some older questions in regards the company but I would like to know your current view. Thank you.

Q: Hello team,

On my trading platform, P/E is showing 45 and on the same platform they have a "Value Analyzer" Says the stock is under valued.

Is it possible that the stock is under valued even when the share price is at all time highs.

Your thoughts,

Thank you and have a great day!

Q: I have a hard time understanding the valuation for GDI. What am I missing? Would you buy it at the current price?

Q: Recently Bruce Flatt said Brookfield was finding bargains in the small caps. Any thoughts on which companies in the 5i stable would interest him?
Thanks for Enercare.

Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.

Q: HI,
Can you give me your opinion on this stock? Thanks Clare