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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: 5i Team,

I know you are not a fan of Bombardier. Too big a float, historical screw ups etc, but I was still surprised to read your 'let it go' comment to the previous question below, especially considering that it seems to have broken out of the $5 range funk, has the C-Series flying, gaining traction in China, and in general, seems to have a lot of positive momentum - I know your team loves momentum!

I have a 5% holding in BBD.B (which is part of a 15% industrial sector weighting in my portfolio, others are MDA, Magna and Caterpiller). Should I 'let BBD.B go' and rotate into something else? It's ok to be blunt and to the point with me, am I dumb to hold BBD over other 5i names like Stantec, Boyd, Macro? I'm also underwieght in health care and am looking at Paladin and Athena. You guys have more than earned my trust, what would you do with that 5% BBD holding? I want growth, and lots of it!!!! :)
Read Answer Asked by Ray on October 22, 2013
Q: Hi Peter, how does one know whether or not there are too many shares outstanding for a company? For example, in a previous question regarding Bombardier, you said that they have too many shares outstanding. How can I know that Bell, Rogers, or any other company has too many shares outstanding? Is there some sort of calculations to apply? Thanks Gervais
Read Answer Asked by Gervais on October 17, 2013
Q: Hello Peter and 5i Team,
Do you see much more upside to Bombardier, bbd.b.
I am currently up 20% on this one and wondering what your thoughts are with regards to potential upside considering the delays testing the new aircraft. They are releasing results in a couple weeks and was thinking of selling prior to the announcement.

Any thoughts / advice would be appreciated.
Thanks,
Paul
Read Answer Asked by Paul on July 18, 2013
Q: Peter and team,

I'm a new member and first off just want to say that I find the info and responses provided on the website to be awesome. Easy to understand, thoughtful but to the point. I've watched Peter on BNN over the past couple of years, and always came away impressed with what you had to say, very glad that I finally made the decision to sign up with 5i.

Enough butt kissing, my question is on Bombardier. I consider Bombardier to be a core 2-5 year holding in my portfolio (currently slightly above my equal weight of 5%). My rationale is 3 fold, 1. trading near historical lows, 2. healthy pipeline of contracts, 3. Heavy political support for the company, and aerospace industry as a whole. Having said that, its still aerospace and therefore a huge risk.

What are your opinions of this company looking out in the mid term, 2-5 years, and even the Canadian aerospace industry for that matter? Are you with this as a core holding, or recommend that I look elsewhere for my Aerospace needs (ie. your recommended MacDonald Dettwiler and Associates Ltd.)?

Thanks!

Ray
Read Answer Asked by Ray on April 12, 2013
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