Investment Q&A

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?

Q: Hi Team,
What is your take on this morning acquisition by Uni Select.

Thanks in advance!

Q: Always a nice surprise from Brookfield, to find a new stock dividended-out into your portfolio. I see that it's a global (re)insurance company, or looking for global opportunities at least. When BAM dividends out small quantities, prices to tend to drop as they get sold out of portfolios. Assuming that happens in this case, is this a reasonable opportunity to purchase more, to build it into a small position? Is there a projected dividend pay-out that you can see?
Thanks very much...

Q: What ETF(s) might you consider best choice(s) for dependable tax efficient income with no concern for capital appreciation whatsoever but capital preservation being very important in both CAD and USD please? Thanks.