Investment Q&A

Q: Hi Peter and Team,

Back in 2004 and 2005, I purchased 2 labour sponsored funds, to get the tax credit associated with them. One has gone under and the other is about half the value.

What is the minimum time I have to keep on holding to the labour sponsored fund, without being penalized for the tac credit?

Tganks

Q: Greetings and happy Friday gentlemen,

If initiating a new position in shopify (I realise im a little late to the game), would a full position be ok, or would it be wiser to start with a half?
Kind regards,

Karim Rahim

Q: Hi folks,

I don't have a position in either one of these companies but I would like to. Both stocks keep going up and are expensive. Is it to late to start a position in one of these packaging companies, if so which would you prefer to pack away for the long term.

Thanks a bunch.

Q: Would you buyer of ITC and PUR at today levels? any comments on the recent $3M order that ITC received? Looks to be positive.

thanks
sal

Q: This company was the focus of a recent positive write-up in ROB magazine:

https://www.theglobeandmail.com/report-on-business/rob-magazine/rogmaghow-aw-is-remaking-itself-into-a-hipsterhaven/article35099606/

With plans to open 40 new locations over the next year I don't believe the growth story is over, just paused. It seems to me that SSSG as a measure of growth is somewhat flawed for this type of business as locations have to be open for 2 years, or as a minimum 5 quarters, to be meaningful, correct? And they treat their franchisees a whole lot better than Tim's where a rebellion is happening.

It may be out of the 5i portfolio but it's still in mine where it's been since 2013. I note the distribution has been upped several times to the point it yields 6% on my original investment so I'd be more inclined to add to the position on its recent weakness.

Q: Hi team, I've held CVE from the split of ECA I have 100 shares my cost is 29.17 would you buy more here to lower my cost and hope for a recovery or sell it and forget that I ever had it. Thanks, Nick

Q: Hi folks,

i would like to establish a position with this company, am I to late to jump on the train with this one. From what I have read you guys are firm believers in buying stocks that are going up, and this is certainly the case with this one. Could I get your well respected opinion. Looking to hold this for the long haul.

Thank you kindly.

Q: Following your balanced portfolio for 4 months and done well. Did buy shop as the only stock out of portfolio. It has done very well and now makes up 9%. Holding for the long term, but wondering if I should continue to ride the wave or sell 2% and buy another tech stock. Hard to sell when it keeps climbing. If so what tech stock. Right now I do not have syz. T as always you guys are the best.

Q: Can I get your opinion on CPX? We recently took a position in it for the good dividend but it has gone down steadily for the last few days. Hold for the dividend, sell? - Thanks, Ted

Q: Engh has moved nicely in the past couple of weeks. Is there some explanation for this movement and your projections for this stock would be appreciated
John

Q: I currently hold all stocks in the Balanced Portfolio. I have a 3% position in CLS, ATD KXS MX NFI SJ SYZ and WCP. ALL THE REST ARE AT A FULL POSITION.

I HAVE TRIMMED DOWN MY HOLDINGS AND NOW IN A POSITION TO MOVE TO A FULL POSITION ON ALL THESE STOCKS. OF THE NAMES MENTIONED WHICH ONES ARE PRIORITY TO TOP UP?

THANKS IN ADVANCE, YOUR SITE IS IMMENSELY HELPFUL.

KC

Q: EFN.PR.C fell yesterday and are down again today, is there any reason to worry about the preferreds? Thanks.

Q: I have room for one more growth stock in my portfolio. Which of the above two do you favour and your reasons. Thank you for your excellent service. Brian

Q: Hi there,

If I already own almost the entire BE portfolio plus ZCL, SHOP, GSY (substituted for SLF from BE) and XTC (substituted for MG from BE) - what would be the next best idea/highest conviction name with a growth tilt that would be worth taking a look at that you believe will do well?

Thanks!

Q: Hi 5 I research. I would like you to name your favorite US stock
that shows decent growth for the next short teem.
Thanks so much for your invaluable information on the Canadian side. Maurice

Q: Do you know of any ETFs which cover the small-cap technology space ?

Thanks

Dave

Q: Hi team,
what do you think of the UK acquisition announced yesterday by Uni-Select.

Would you be confortable with taking a position in the company at this point?

Q: Hi Peter, Ryan and 5i Team;
I am curious as to whether or not the ratio between revenue and market cap is actually a useful metric. I present the examples of ALA (Revenue 2.4, Market Cap 5.1), and IPL (Revenue 2.0 Market Cap 9.9)

Q: Can you explain the use of limited partnerships as a tax strategy and can you rate the various companies offering these investments.
Thank you Terry

Q: I have never owned RIM or Blackberry. For years it has had ugly price movements and negative news. Today I quickly read a document from Citron Research which is surprisingly positive. I really like the idea of buying a stock that the "Wall-street shorts" like, since they've proven to be quite effective. It talks about its non-blackberry products and divisions and speculates that they are well-positioned to sell to the auto-industry. It mentions their acquisition of QNX, a microchip and operating systems company located in Ottawa last I checked. Can you read their article and tell us what you think of it?