Q: Referring to you company report I am not sure what you mean when you say "WPK is closely aligned with Wipak". Can you explain what the relationship is?
Thanks
John
Q: Hi Peter. Have held this stock for a little more then a year and have been pleased with performance so far. Currently it is 2 percent of my portfolio. Would you recommend increasing position.
Thanks
Marc
Q: I have held this since about 13 dollars. It is now at 20 and am wondering what you think the risks are with continuing to hold (about 2 % of my portfolio)this stock. The dividend is very good and the company states that is still looking to take it private. Some believe the stock is worth around 24 dollars. Please give me your thoughts. Thanks
Q: Hi 5i,
Happy New Year Peter and 5i team. We would appreciate if you could assess our grandsons (age 3) RESP. We have added new money and will be getting some additional grant money soon. In your opinion what additional stock would fit in with his current holdings or should we increase the percentage of the lowest holdings which is TNC and XTC.
The current holdings are: ATD.B, CXI, DHX.B, DSG, XTC, GUD, PBH, TNC.
All of the holdings are up. Thank you for your advice in the past.
Q: I am overweight in financials and have owned HCG for several years. I'm planning to sell at a (small) loss but would wait if you felt further price appreciation is likely.
Thanks for your advice.
Q: Hi 5i, I've moved some cash over to a US account. Can you suggest 3 or 4 US growth names you would lean towards adding for 2017? I'm looking for pure growth / don't need dividends. Thanks.
Q: Happy new year to 5i crew, onwards and upwards in 2017.
Please advise the top 4 stocks in the growth portfolio that you consider to have the strongest fundamentals. And maybe 1 alternate also from growth PF.
Q: How much does Microsoft stand to benefit if the taxation is substantially lowered in respect to the repatriation of money they hold outside of the U.S. ? I've been a subscriber since 2012 and I'm looking forward to another wonderful year with 5i Research. Thank you.
Q: I am sensing that Stella Jones may suffer as a result of the very real possibility of NAFTA disputes under a Trump presidency. I note that the stock price has been moving south lately. I am considering sale of my SJ stock and using the funds to add to my holdings in GIL. I would appreciate your comments.
Q: Please could you rate these 3 similar companies for:-
-Dividend sustainability
-Dividend growth expectations
-Insider ownership
-Debt Levels
-Current outlook for growth
Are any suitable for a full position in a RIF account?
Are any buyable at current prices, and if so which would you favour?
Q: The company is proposing a Capital Reduction in order to be able to maintain the current .09 quarterly dividend, of $100 million.Canada Business Corp Act states a corp shall not declare or pay a div " if there are reasonable grounds for believing that the realisable value of the corp's assets would thereby be less than the aggregate of its liabilities & stated capital"
In layman's language, can you explain what Rogers is proposing here, where the $100 M will be going and if you feel, as the company states, this is a positive move for shareholders?
Q: Hi Peter, Can we request to please include top 5 buys in each portfolio along with monthly portfolio reports. This will help us in directing new money.
Also, do you think there is strong case of putting new money into stocks within coverage summary that have high ratings but has dropped over last 12 months . Like ABT, BOS, ENGH etc. Since they have a good rating ( B or over ) are these good candidates for rebound or would rating may be slashing once the review comes up.Thanks