Investment Q&A

• Magna International Inc. (MG)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Should I add to MG on the sell off?
Is there another in your BE portfolio you think is a better opportunity right now instead?
I am well diversified with your BE stocks, although probably don’t need to add any financials at this point.
Thx
John

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Read Answer Asked by john on August 08, 2018

• Magna International Inc. (MG)
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Q: Hi 5I team
Will you be continuing to hold Magna in the balanced equity portfolio or are there better options to replace it given the companies comments or reduced expectations? It is a time like this I will ask the question you taught me "Has something changed?", I think it has but it is surrounding trade which is temporary. How do you value the company going forward?
Thank you
Jeremy
Jeremy

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Read Answer Asked by Jeremy on August 08, 2018

• Vanguard Growth ETF Portfolio (VGRO)
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Q: Setting up a dollar cost averaging buy of VGRO. From your experience is there a time of month where stocks tend to under perform, for example, triple witching events at the end of a month?

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Read Answer Asked by Richard on August 08, 2018

• Stella-Jones Inc. (SJ)
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Q: Hi,
Please provide your opinion on SJ latest results.

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Read Answer Asked by André on August 08, 2018

• NFI Group Inc. (NFI)
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• Boyd Group Income Fund (BYD.UN)
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Q: I have sold Magna and my question now is what company would you recommend as a replacement. Ernie

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Read Answer Asked by Ernie on August 08, 2018

• Questor Technology Inc. (QST)
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Q: In response to some previous questions. A potential negative change in Colorado regs might be causing the sell off:
https://www.oilandgas360.com/colorado-2500-foot-setback-gets-real-macquarie-research-believes-turned-in-signatures-will-be-enough-to-put-97-on-the-ballot/

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Read Answer Asked by Scott on August 08, 2018

• Covalon Technologies Ltd. (COV)
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• SNC-Lavalin Group Inc. (SNC)
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Q: Good morning Ryan, Peter

Thank you for all your hard work - keeping us informed
I’m wondering if there are any companies we should watch re the recent news with Saudi Arabia

Have a good day.

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Read Answer Asked by Marla on August 08, 2018

• Magna International Inc. (MG)
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Q: Please provide your opinion on the latest results.

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Read Answer Asked by JR on August 08, 2018

• BRP Inc. Subordinate Voting Shares (DOO)
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Q: What are your views on the escalating global tariffs and how they may affect the real fundamentals for DOO and also how may affect possible negative perception for future global sales of DOO products? .

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Read Answer Asked by joe on August 08, 2018

• Worldpay Inc. Class A (WP)
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Q: What is your opinion of this company? Hang on? Time to sell ?
thanks for all the great information.
Connie

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Read Answer Asked by Constance on August 08, 2018

• BSM Technologies Inc. (GPS)
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Q: Could I have your latest thoughts on GPS please?
What are the expectations for the upcoming quarterly results? Is it still worth holding?

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Read Answer Asked by JR on August 08, 2018

• Whitecap Resources Inc. (WCP)
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• Exco Technologies Limited (XTC)
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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• Evertz Technologies Limited (ET)
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Q: Hi, I like to raise some cash for new opportunities and have already trimmed some of my winners. However these companies have not done much in close to 2 years.
Wcp down 5000
XTC down 4500
Fsz down 2000
Et. down 1500
Sector not a issue, would you sell one or two of these or take a chunk out of each one?
Thanks

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Read Answer Asked by Brad on August 08, 2018

• Uni-Select Inc. (UNS)
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Q: Hi All at 5i! I have held Uni select for several years and have doubled my money. Considering Trumps tariffs and their possible effect on the auto industry, and the fact that the stock is cyclical, would it be prudent to sell it now and buy it back at the bottom of its cycle, whenever that may be ? Thank you, Tamara

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Read Answer Asked by Tamara on August 08, 2018

• Stars Group Inc. (The) (TSGI)
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• Western Forest Products Inc. (WEF)
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Q: Hey guys, really enjoyed Peter on BNN the other day. Loved the bit about CEOs being psychopaths, that was hilarious! Always nice to see a bit of light hearted humor these days.
Anyways, I bought into TSGI and WEF in the last couple of months. Unfortunately they've gone straight down! They're both down around 12% from where I bought them. I'm not a short term guy but I'm just curious if you still think that they have a good long term view. Thanks for all your great advice over the years.

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Read Answer Asked by Andrew on August 08, 2018

• Enbridge Inc. (ENB)
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• AltaGas Ltd. (ALA)
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• Algonquin Power & Utilities Corp. (AQN)
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Q: Could you please give me your opinion on these companies and how you would rate them for potential growth? Thanks, as always, for your wise counsel.

Alan

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Read Answer Asked by Alan on August 08, 2018

• Western Forest Products Inc. (WEF)
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• ZCL Composites Inc. (ZCL)
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Q: Hi Peter,
I am considering taking a small position in wef and zcl. Recently, both stocks have been in a downward trend. Would this be a good time to start acquiring these stocks or should I wait?
Looking forward to hearing your opinion.
Jane

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Read Answer Asked by Jane on August 08, 2018

• Altus Group Limited (AIF)
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Q: comments on the quarter please ??

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Read Answer Asked by blake on August 08, 2018

• SNC-Lavalin Group Inc. (SNC)
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Q: SNC was unexpectedly down today. Do you think it is related to the Saudi anger with Canada. Does SNC have a significant amount of business with Saudi Arabia.

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Read Answer Asked by Alfred on August 08, 2018

Q: With the Saudia spat ongoing could it affect the east coast refineries which use Saudi oil- and if yes which Canadian companies might benefit? Thanks. Rod

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Read Answer Asked by Rodney on August 08, 2018

• Global X Balanced Asset Allocation ETF (HBAL)
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Q: What do you think about HBAL a new balanced ETF just launched last week?

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Read Answer Asked by Glen on August 08, 2018