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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: BRP has retracted somewhat and I think could fall further to $59 or $60 range. Considering that "BRP competes with some formidable brand names, such as Polaris and Honda in the snowmobile and ATV sectors, which have higher sales and deeper pockets for advertising and promotional spending." Also as a consumer cyclical and with the present uncertainties around NAFTA, do you think this is a possible volatile stock along the lines of TSGI, The Stars Group ( personally now down 36% and have learned some painful lessons)? Or does it's position as part of a conglomerate give it some protection?

Thanks Always. Stephen
Read Answer Asked by Stephen on September 12, 2018
Q: The following is an info from a commentary:
Beaudier Group and Bain Capital, which own a combined 58 million multiple-voting shares in BRP, will convert some of their holdings through a secondary offering of 8.7 million subordinate voting shares.Tuesday’s retreat suggests that investors could be nervous about key stakeholders selling out at the top of the market, and at a time when some observers are concerned about the aging business cycle and the impact of rising interest rates on consumer spending
If you look at the average daily trading volume, it’s like 220,000 shares. You’re putting 8.7 million shares into the market. There’s going to be a complete oversupply relative to demand on the shares that are out there,” Ms. Katz said.
After the secondary offering, Bain and Beaudier will still own nearly 50 million BRP multiple voting shares, combined. However, additional sales are likely, particularly by Bain.

In light of the above, can I please have your candid comments on this company going forward. Is Doo considered a "sell"
Read Answer Asked by Rick on September 12, 2018
Q: Good morning

If you had a 2 year period and could take a calculated risk to see some good capital appreciation...what 2 US stocks would you buy right now? also what 2 CDN stocks would you buy or be adding too...No concerns on portfolio diversification or taxes..

Thanks

Matt

Read Answer Asked by Matthew on September 12, 2018
Q: I know these are different sectors and market caps, regardless of portfolio specifics which would you guys consider being the better choice for a long term holding with a brief reason why.
Thanks guys
Read Answer Asked by Marie on September 12, 2018
Q: I'm looking forward to the Toronto World Money show this Friday and Saturday. Does the staff of 5i have some speaking engagements or meetings to attend this year? Always a great show by Kim and her staff and very well attended.
Read Answer Asked by Terry on September 12, 2018
Q: Hi, Guys
Just a general question on allocations and percentage weighting in portfolios.
When you're dealing with multtiple accounts (RRSP,SPRRSP, RESP, Taxable Investment Accts, TSFA's), which I am, what is the concensus on the following:
1) Do you count all accounts together when weighing percentages, do you separate taxable from RRSP's, or do you treat each account separately?
2) Wouldn't you treat percentage weightings differently in the various accounts(RRSP vs Taxable)?
Cheers,
Chris
Read Answer Asked by Christopher on September 12, 2018
Q: when i started investing 40 years ago i remember watching a young mario gabelli who was everywhere saying NEVER FIGHT THE TAPE.
i bring this up in relation to the marijuana stocks, when all this started i agreed with you, but about 3 months ago i stopped fighting the tape and joined the party and i have made a huge killing but also my year, i am mostly out now, so my question is you constantly talk about momentum, new highs etc etc but you never participated, imagine what mj could have done to your portfolios, why. dave

Read Answer Asked by david on September 12, 2018
Q: I know U.S. markets are not your focus but any help would be great. I am looking for some suggestions on growth holdings in a TFSA USD for a long term hold 5-10 years. Currently in the account V, FB, BRK.B I am not a fan of dividend paying US holdings in the account due to the 15% robbery from the US government in non registered accounts. I am looking for something with stability and top in their industry. I have thought about CRM or SQ but other suggestion would be great. Thanks again for the great service
Read Answer Asked by Kolbi on September 12, 2018
Q: What are your thoughts about IBI Group Inc. I've been following it (somewhat) for the past few years. It had a good run up until the start of this year and now has been doing poorly. I'm not sure what changed this year.
1) What are your thoughts on why the stock has lost so much value since the start of the year; and
2) Do you think the stock is currently at a good entry point?
Read Answer Asked by Michael on September 12, 2018
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