Investment Q&A

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi Guys,
My Consumer Cyclical allocation is 29% of my portfolio, the companies are CCL.B 4%, DIS 3.5%, HD 3.5%, SBUX 3.5%, BYD.UN 2%, GIL 2%, AW.UN 2%, MG 2%, CGX 2%, DHX.B 1%, AYA 1%, BOS 1%, NFI 1%.
I am holding AYA until the sale of the company and the only stock which I am below water on is BOS. Looking forward to your advice.

thanks

Jim

Upvote 0

Read Answer Asked by jim on August 08, 2016

• Criteo S.A. (CRTO)
  • View CRTO Profile
  • View Questions on CRTO
• MIND Technology Inc. (MIND)
  • View MIND Profile
  • View Questions on MIND

Q: I would like your opinion of the following two companies. CRTO CriteoSA and MIND Mainstreet Capital. Your opinion of their investability, stability, growth, and all other criteria you deem important. Thank you.

Upvote 0

Read Answer Asked by Maureen on August 08, 2016

• Whistler Blackcomb Holdings Inc. (WB)
  • View WB Profile
  • View Questions on WB
  • View Reports on WB

Q: Which is the better choice? Sell to enjoy today's $10 gain now or wait for the cash and Vail shares.
Thanks.
Jim

Upvote 0

Read Answer Asked by Jim on August 08, 2016

Q: Is the update of your coverage universe coming out or am I missing something?

Upvote 0

Read Answer Asked by Greg on August 08, 2016

• Concordia Healthcare (CXR)
  • View CXR Profile
  • View Questions on CXR
• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What would be on your top 10 list for high conviction takeover targets in the next 6-12 months timeframe. You can exclude CXR,

Upvote 0

Read Answer Asked by Imtiaz on August 08, 2016

• Prism Medical Ltd. (PM)
  • View PM Profile
  • View Questions on PM
  • View Reports on PM

Q: I asked a question on PM soon after the takeover bid concerning the possibility of an increase in the share price before closure of the deal. Thanks to your answer, I held on and, lo and behold, the price has increased some 10% in the last few days. As before, I has difficulty in getting news (all I got so far is a circular about the meeting to vote for the deal). Is the price increase due to a dividend? Thanks as ever. henry

Upvote 0

Read Answer Asked by Henry on August 08, 2016

• Avery Dennison Corporation (AVY)
  • View AVY Profile
  • View Questions on AVY

Q: I am seriously considering adding Avery Dennison to my US portfolio.
Although not Canadian your comments would be appreciated
Dave

Upvote 0

Read Answer Asked by DAVID on August 08, 2016

• Dominion Diamond Corporation (DDC)
  • View DDC Profile
  • View Questions on DDC

Q: I see the last comments on DDC are a little dated. Could I have your updated thoughts. On the negative side it is trading in the $11 range and has a major mine shut down because of a fire about a month ago. Also they expect to be down for three months or so to repair / replace equipment. On the positive side there is a nice yield and insider buying has picked up.

Thank you.

Upvote 0

Read Answer Asked by Mike on August 08, 2016

• Chartwell Retirement Residences (CSH.UN)
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Crombie Real Estate Investment Trust (CRR.UN)
  • View CRR.UN Profile
  • View Questions on CRR.UN

Q: Can you please comment on Csh.un & Crr.un earings. Both stocks are down 2%.
Would you consider as buying opportunity.

Upvote 0

Read Answer Asked by Hector on August 08, 2016

• Omni-Lite Industries Canada Inc. (OML)
  • View OML Profile
  • View Questions on OML

Q: No one ever talks about this stock. Is it best in class ? Is it worth a small position ?
Thank you Peter and Team !

Upvote 0

Read Answer Asked by Nancy on August 08, 2016

• H&R Real Estate Investment Trust (HR.UN)
  • View HR.UN Profile
  • View Questions on HR.UN
  • View Reports on HR.UN
• Artis Real Estate Investment Trust (AX.UN)
  • View AX.UN Profile
  • View Questions on AX.UN
• Chartwell Retirement Residences (CSH.UN)
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN
• Cominar Real Estate Investment Trust (CUF.UN)
  • View CUF.UN Profile
  • View Questions on CUF.UN

Q: Hi 5i team,
This REIT's share price fell almost 4% after the financials release on friday. As I believe eastern Canada will do well over the next few years, would you recommend it at this price, or could you propose better alternatives ?

Much thanks

Upvote 0

Read Answer Asked by Sam on August 08, 2016

• Ebix Inc. (EBIX)
  • View EBIX Profile
  • View Questions on EBIX

Q: Ebix has been a company you've previously mentioned is a good US company to be involved with. Been a long time holder of the company and just wanted a "health" check up on the company and what you're opinion of the most recent quarter released earlier today.

Upvote 0

Read Answer Asked by Eugene on August 08, 2016

• Visa Inc. (V)
  • View V Profile
  • View Questions on V
• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY

Q: Currently hold RY (4.5%) and V (3%). I want to bring my total financial holdings to 15%. Please recommend two companies that would complement the list. Thanks.

Upvote 0

Read Answer Asked by Charles on August 08, 2016

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Can you please comment on Fiera's earnings?
Thank you

Upvote 0

Read Answer Asked by Marty on August 08, 2016

• Chartwell Retirement Residences (CSH.UN)
  • View CSH.UN Profile
  • View Questions on CSH.UN
  • View Reports on CSH.UN

Q: I have $20,000 to invest in a good, steady dividend paying reit with some chance of growth. Other reits we own are MST.UN and AAR.UN. Recommendations, please! - Ted

Upvote 0

Read Answer Asked by Edward on August 08, 2016

• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Intertape Polymer Group Inc. (ITP)
  • View ITP Profile
  • View Questions on ITP

Q: CCl.b versus ITP. Which would you prefer. Thanks

Upvote 0

Read Answer Asked by Ron on August 08, 2016

• Bird Construction Inc. (BDT)
  • View BDT Profile
  • View Questions on BDT

Q: Yikes ! Most all of my profits on this recent purchase gone in one day - Friday Aug 5th. Were the results that bad? Would love your view, Peter

Upvote 0

Read Answer Asked by Nancy on August 08, 2016

• WestJet Airlines Ltd. variable voting and common voting shares (WJA)
  • View WJA Profile
  • View Questions on WJA

Q: Westjet now has the first discount airline entering the Canadian marketplace with a continued dark outlook for their core routes (Alberta). What are your near term (3-6 month) and longer term (1-2+ years) thoughts on the stock price/valuation? Any and all insight is welcomed.

Thank you for all your great work this year, it has been an exciting one!

Upvote 0

Read Answer Asked by Will on August 08, 2016

• Mountain Province Diamonds Inc. (MPVD)
  • View MPVD Profile
  • View Questions on MPVD

Q: mpv diamonds seem to have the mine completed on time & under budget. The shares price is down by more than 10% in two days. I am holding these stocks for the dividend of 1 $ per year. Do you see any problem & if so what?

Upvote 0

Read Answer Asked by charlie on August 08, 2016

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA

Q: I was hoping to buy more NVDA, but it keeps going up!! Is it getting too expensive? Any other ideas of US upwardly mobile stocks in any sector?

Upvote 0

Read Answer Asked by Elaine or Gerry on August 08, 2016