Investment Q&A

Q: Got this name as one of your suggestions for US holdings.

Last week it took a big hit on earnings even though I thought the earnings looked good.

Can you give me your take, were there any material changes IYO, and do you have any concerns re the company going forward?

Thanks

Sheldon

Q: BCI is about the only B+ or better stock in your coverage universe that I do not own.

Currently it appears to be quite oversold .... and does carry a small but respectable dividend.

Do you still like the company & would this be a good entry point?

Thanks.

Q: Late January you commented that Open Text was trading at 15 times earnings or so...however I cannot figure how you calculated this.
Was it forward earnings? GAAP or Non GAAP earnings? What was the earnings number you were using?

Q: Do you have any idea when SHOP will be profitable. According to their latest financial information it will not be in 2017.

Q: Can you recommend 3 good names in the financial sector (any sub-sector) that are a good value? Banks seem to have had a bit of a run with the rising interest rate and deregulation talk and they seem a bit pricey. Would you wait for a pull back or is the run up justified and sustainable? Anything else look good today?

Thanks

Q: Can you please give me any information and/or recommendations on Atlantic Gold.
Thank you.

Q: is there a reason for ALA.r to be trading below the issue price of $31?If the deal goes through,will ALA.r be trading close to $31?Already has a half position.Thanks for u usual great services & views.Happy family day.

Q: What other companies do you think have a high dividend which is comparable to Crius and is sustainable as well

Q: What do you think of Rubicon Project?

Q: When using the above methodology (BTSX), by definition, sector balancing is uncontrolled. Given that, and the undisputed performance of the methodology, can a long term buy and hold investor commit to using this method for the bulk (say 75%) of his equity portfolio and feel confident of the portfolio's stability relative to the TSX index?

Q: Peter, I am going to provide my daughters (18 & 19) with $5,000 to start their TFSA's. The amount is not large enough to have a portfolio and I have read your answers on this type of question. However, I am thinking of a EFT for the S&P 500 rather than the Canadian index which is too focused on Financials and Energy. As their expenses will be in Canadian $, I would like your recommendations for a hedged EFT. Should I add a small position in SHOP, etc?

Q: Hello Team,
Which of these two companies would you prefer for ongoing, consistent growth?
Thank You,
Barry

Q: Good morning gentlemen,

Which of these two securities do you believe will provide the highest total return over the next few years? I am inquiring because I have some Extra cash and a 5%. Discount on A&W looks like an enticing buy .

Thx,

KR

Q: I can't find any recent recommendations for a portfolio's sector weightings. Could you please list once again your suggested sector percentages for an average growth-and-income investor? Thanks!

Q: Just wondering why I can't acccess 20 Feb questions?

Q: Hello 5i
My wife has taken advantage of a company matching stock purchase plan for the last 10 years. It has grown to represent about 30% of our combined retirement accounts. I'd like to move half of it into the balanced portfolio for better diversification. I also really like Shopify Open Text and CRH medical. Would you substitute current B.E. holdings to fit these three in or simply add them. My thoughts are to eliminate Enghouse and Sylogist but am curious to hear your thoughts.
Thank you for your invaluable advice!!!
Dave

Q: Appreciate your opinion on Sentry Small/Mid Cap Income Fund(Series F). I keep seeing their Ad in the Globe indicating that $10K invested in it in 2006 would be valued at $45.7K today!

Is this for real? Many Thanks!

Q: Could you give me your opinion on AC's results which came out today? FYI typing AC in the stock look up function brings up everything but Air Canada.

Q: Hi. I have two companies in the consumer discretionary portion of my portfolio; Canadian Tire and Walmart, each comprising 5% of my total portfolio. My stock portfolio consists of 18 companies spread over most of the TSX sectors. I am contemplating gradually replacing Walmart with Amazon and would like your opinion. Thanks.

JR

Q: Hello 5I Team,
I will be retiring within the next 2 years and plan to supplement my overall fixed income with dividend income to be drawn from my portfolio. I currently hold a mix of growth and income positions but will be transitioning to more of an income base. I have a good core of diversified Dividend stocks held through most of the sectors, but do not currently hold anything in REITs. I am familiar with your favourite REITS, but am looking to focus on higher yield, understanding the risks associated with this. Could I have your feedback on the following considerations, particularly towards the stability of dividend payout? As well, could you please share your thoughts towards the impact that upcoming interest rate increases may have to REITS in general? My considerations would be: Dream Global ( DRG.UN), Cominar ( CUF.UN) and Artis ( AX.UN). Thank you kindly,
Rick