Investment Q&A

Q: Hi 5i - I'm seeing a trailing P/E of 2.2. Is that correct? Is it that undervalued?

Thx as always.

Q: I have been holding on to DH in anticipation of the takeover at $25.50 just announced. Do you know when the deal will close? Do you know if the next $0.12 dividend (x-div date is Mar. 22nd) will be paid? In short, is it better to sell now or wait to be taken out?

Thanks so much for your much-valued service,

Bob.

Q: Hi Team, you probably have a few of these questions so feel free to delete if it is creating clutter. What are your thoughts on the DH Corp purchase by Vista Equity Partners? Is it a fair price? It seems fairly opportunistic, do you know much about previous deals Vista has done? Do you see any chance of a white knight emerging? If I'm looking to move on from the position, what do you think is a good replacement for it (either tech or finance)? Thanks, Alex

Q: Did you listen to the conf call? Any further opinion??

Thx

Q: Your comments on the recent 4th qtr. & year end results of (MSI) Morneau Shepell would be appreciated.Do you know of any problems in the short term?
Thanks, as always,
Dave

Q: Hi,

A few months ago, you recommended AU.UN as one of the top investments for a combination of growth and distributions. Since then, it has done very well. Do you still perceive AW.UN as one of the top Canadian investments for a combination of growth and distributions?

Thanks,
IF

Q: Hi,

Can you please indicate your top 4 or 5 value oriented investments for a combination of dividends and capital gains for the long-term (3-5 years or so).

Thanks,
IF

Q: I am a 66 yr. old, dependant on my investment portfolio for almost all my income. I often hold equity positions for much too long and have suffered 60-100% losses in some stocks like Guestlogix, Paladin Energy, Avion/EDV Gold. Currently my largest holdings are: CSU, IPL, PSK, VET, H, TD and HR.UN. I am looking to replace some of the previous with the following names: SLF, MRT>UN, TCL.A, ENF, and FIE or FIE.A
Could you please RATE the positions held vs. the possible relacement positions and please provide colour on 'best' between the FIE's.

Thanks and fell free to consider as many credits as warranted.

Dean

Q: My son ( 31, single, no dependents, good salary) has $10,000 cash in his TFSA and $30,000 cash in his RRSP. He would like to begin building a growth portfolio with a 10 to 20+ year time frame. No stocks are owned at this time.
1) Suggestions on where to begin?
2) He plans to add $500 to $1000 monthly to the TFSA for the foreseeable future. Suggestions on how to employ these contributions?
Thank you, Trevor

Q: I have enough funds for one of the above.Which one would you choose and why? Many thanks .Anne

Q: My percentage market allocation presently in Altus, Kinaxis, and Open Text are 4.41%, 7.38%, and 3.85% respectively. Perhaps I'm top heavy in Tech stocks, though I plan to boost OTEX to a full position down the road. Would it make sense to sell AIF and replace it with either GUD or CRH since I hold no medical stocks at this time? You have helped my analytical skills tremendously, though I'm not good as digesting financial statements.

Thanks for this and keep up the good work.

Q: Just comment so please do not deduct credit.Re TD,agreed with 5I that the some $6b drop on 3/10 is excessive,& if TD is found guilty,the fine will likely be not material, plus no move now is the best move.So far this are just allegations,which have to be proven.TD stated that employees must abide by Code of conduct & ethics,i.e. act ethically & place interests of customers first.OSFI is always monitoring the financial institutions.As a retired employee of one of the other big Can.Banks,I can attest that we are closely supervised by management,plus many checks in place to ensure correctness. As a matter of fact,there was a booklet,Code of conduct & ethics on top of my table so that it is visible.We need to review it periodically with the supervisor.

Q: Hi

Which would be a better place to park cash for 4 to 6 months
ZST or PSA
Thank you for your advice
Steven

Q: Would you buy this stock ahead of reporting earnings today? Do you expect an increase to the dividend when they report?
Thank you
Maggie

Q: i would have thought the deal for the possible sale of innova would be positive for amaya. why is stock down

Q: I would like to make a substantial new investment based on your balanced portfolio with funds transferred recently into my LIRA account from another institution. Instead of buying everything now would you be able to group them into "acquire now" and "can wait" or similar buckets? You can also suggest new names.

Thank you for your most valuable service that I just renewed. Peter

Q: Hi Team at 5i!!!! CCL has announced a 5:1 stock split. Is it a good time to add to the stock now? It is at a high . Thank you for all you do!!!! Cheers, Tamara

Q: (1) ALL Canadian Banks seem to be teetering now . Should we simply ignore this - trim, or are there still some gains to be had in staying the course ?
(2) Do you feel that a switch to TD from BNS would be a good move with the damage to TD's price ?
(3) I have done so well with Banks and fairly well on Insurance , but my REITS and Financial "Others" ( like CXI ) have reversed ... After the TD over-reaction, should we be expecting a mass exit from the financials on the slightest hint of bad news ?

Thanks for rescuing me from my fear-driven-frequent-trader past .

Q: To sell or not to sell, that is the question. I find it a more difficult question than whether to buy. Should I hang in to recoup some loss, based on the price estimate of $11 for 2017. Or should I reploy the capital for better quality and equivalent yield? My feeling is that I should take the bet and hang in on the basis that its balance sheet looks strong enough.

Q: Blast...I missed seeing your customer survey. But I'm one happy, aka satisfied customer. As for an American, aka USA portfolio, I'm all for it. My preference would be for a balanced portfolio. And I would be willing to take out a separate or stand alone subscription for it. The sooner the better, too!......Tom