Investment Q&A

Q: Hi. I would like to add 2 to 3 stocks to the growth part of my portfolio. What US/Canadian suggestions do you have? My portfolio is well balanced so I am not too concerned about sector. Currently I have SHOP, CSU, SJ. thanks, J

Q: Hi guys, my 21 year old sons TFSA presently consists of: Crh, Kxs,Gud,shop, and Syz. We are considering adding PBh, Zcl, mx, or pho. Leaning towards PBH or ZCL. What would be your preference or is there another recommendation?
He is up over 20% on all positions and 50% on KXS. Can't thank you enough for starting 5I.

Q: I was wondering if you could add anything to my understanding of this company whose share price has stagnated over the past year. The takeover of Jarden was well received by analysts and the quarterly results afterward seemed to suggest things were progressing well. A number of analysts recommend the stock so is it just range bound at this time for no particular reason or is there something else at play?

Appreciate your insight.

Paul F.

Q: Do you PIN and Purpose Investments in general? What do you see as the main risks with PIN? Thank-you.

Q: I understand you’re not keen on the split corps and I have read all the DFN commentary, that aside what are your thoughts and do you have metrics for FFN?

Q: I was wondering what you thoughts were on Freshii vs A&W in terms of valuation metrics and which you would prefer. Thanks

Q: Over the years I have tried to compare myself to indices to determine if my portfolio performance compares favourably. Basically if it does not I always consider 'firing' myself. Your service has allowed me to increase my overall performance I believe and stay 'employed'. Came across a service (from article in National Post) regarding a free service called ARC Private Client Indices. It would appear to provide a real nice comparison indices based on my portfolio makeup. Are you aware of this and do you have any comments on it?

Q: Savaria on a nice roll of late. Dividend rate now around 2%. How does a Company in a situation like this decide how much to raise and when. What factors are involved.

Q: Dividend Reinvestment Calculator ..can you tell me where I might find one... I could not see one on the internet.. Thanks.

Q: Hello 5i team,
I have only one entry for healthcare (GUD) and was wondering if it is a good idea to add another security seeing as this sector is beaten down? If so do you have any suggestions?
Thanks,
Andrew

Q: What is your opinion on this secondary issue of 3 billion dollars by CVE, the discount look attractive, would you recommend to participate on it?

Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.

Q: I need to add to my tech sector. Would you add ENGH after the drop today? How about DSG? Any others that you would recommend to purchase right now?

Q: I see Peter was on BNN and highlighted pbh, mx and zcl. ZCL is in the growth model, but I can't find any 5i reports on it when typing company name or symbol. Am I missing something? Thanks.

Q: Hi 5i team,
I sold HCG since there is to much smoke at this point to hold on to them (CEO firing, heated housing market, shorts, etc...). I only have SLF for financials and was wondering what would be worthy additions along with a decent dividend?
Andrew

Q: Why the big drop in BCI yesterday and how do you view it's future?
Thanks

Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help

Q: What is going on with Enghouse today? Down over $4.00? Is there a problem?

Q: The sell of on Tue. Mar. 28 seems to be rather extreme, A fellow investor pointed out "looking at the ENB chart (US chart) it looks ugly to me like its ready to take a dive (head and shoulders formation) ; the way I'm seeing it is if ENB looks bearish then ENF is probably going to take a dive as well which brings me back to the same question, why did ENF sell off so bad. The chart is here: https://tvc-invdn-com.akamaized.net/data/tvc_4a2816752f087df5dc33999672d10282.png
Would you please provide your comments and analysis.

Q: Hello 5I
Could you please rank the following aspects of an equity in order of importance to yourselves. I know that these lists are a personal biased ranking but it gives me insight into how you perceive a stock when you need to buy or sell. Can you assume for the list that you are adding to a balanced portfolio and if you need to use an example, could it be from the Balanced Equity Portfolio. Would the list change between buying and selling?
Growth
Valuation
Cash flow as part of the valuation
Debt as part of the valuation
Management
Momentum
Sector Momentum
Recent Events
Past Performance/Execution
Dividends
Dividend Increases(History of)
Currency
Politics
Anything else
When I look at a marijuana stock I think this is impossible for me to purchase due to valuation. Am I wrong? I thought the same thing about Teck Resources when it was $6/share. I know that these stocks are not in your portfolios but I am hoping to apply your thoughts to stocks within your portfolios.
Thank You
Jeremy