Investment Q&A

Q: I hold CSU and have gained nicely to date. Last earnings report beat almost all analysts estimates, yet the stock continues to edge lower. The growth by acquisition model appears to be a negative influence in the market currently. What will be required for a fine enterprises such as CSU to distinguish itself going forward and not be painted with the same brush as VRX or CXR etc... Do you see further downdraft in the stock in the near term as a result of recent events and out of favor growth by acquisition companies. Where should one expect this stock to be 6 to 12 months from now.

Q: Buy, hold or sell? Tx

Q: Your response to Grant on the above topic sparked a question in my mind.

When I read your response of IGM vs CIX i believe, if I comprehend your response clearly, you seem to prefer CIX as it has many benefits over IGM.

However IGM is in your income portfolio and CIX is not.

Can you clarify, if I were to buy one or the other would you reccommend CXI over IGM?

Thanks

Q: Would you buy Transalta at this price? Thank you

Q: Big, moves in the stock today, are you picking up any news etc.
Thanks

Q: Hello Peter & 5i team,
Is Savaria Health or Industrial?
Thanks,
Antoine

Q: You've spoken well of EBIX in the past and mentioned that it use to be a fast growing stock.

There's a sudden rise in rise in the stock today and I won't see any significant news. What is your opinion of the the company as of today?

Q: This one is interesting. How do you think the turnaround story in this is going? Could you give some metrics such as their margins and inventory turnover or other metrics that might be more important. Your thoughts about it too.
Thanks guys

Q: When will True North be taken over and therefore cease trading under the current symbol?
Thanks!

Q: Hi 5i - at current prices - which one of these companies would you add to your portfolio first? I like them all, just trying to buy good companies at good prices overall in my portfolio (I have struggled with the good prices part at times!) : ) Thanks!

Q: Hi Peter and Ryan,

I only have approximately 6 % of my portfolio invested in Technology. At this time which tech companies would be your top picks ?

Thanks

Dave

Q: I saw this article and feel it may be of interest to some members:

http://www.collinsbarrow.com/en/cbn/publications/steps-entrepreneurs-can-take-under-the-justin-trudeau-government-tax-flash#.VjjOoZC6m2g.linkedin

Q: Hi Peter, At first I want to say that I did not listen to your advice on portfolio diversification and allocated 25% of my portfolio to Concordia by averaging down when it was going down. My average cost is CAD$44. I am now down 18% as CXR is down 8% today. I am very uncomfortable with this, I have other 46 stocks having 75% of my portfolio(most of them from your growth and balance portfolio) and then I have CXR which is 25% of my portfolio. Question to you is this: 1. Do you know why it is down today(could not find any news or downgrade)? 2. Is there any catalyst coming(except quarterly result on 10th November) 3. I see its volume is below average last couple of days, do you think professional money manager will buy this name again? Or how and why the price going to go up? 4. How do you want me unwind the position, I don't want to sell now as I am 18% down, should I sell when the price comes back up to my average cost? 5. I read the report by Ryan and all other analyst reports on CXR and it convinced me that there is significant upside to this name, so should I hold it? This is in my taxable margin account.

Q: Q3 results - comment please.

Q: I am considering adding another financial, and am looking at either CIX or IGM (Investors Group). I am retired and invest primarily for income, with dividend sustainability and capital preservation ranking above growth. Which would you choose, and why. This would be about a 2-2.5% position.

Thank-you

Q: When you look at the quality of a company, how important is looking at Return on Average Equity?

And can you please tell us what the ROE for CSU is in the latest quarter they announced?

Q: I'm curious to get your opinion on this company.
Ed

Q: What are your current thoughts on Twitter?

Q: Please provide view on Starbucks. Looking for a long term steady hold like Disney or Apple. Understand it's expensive and paying a premium but is it worth it? Thx

Q: i would like to increase my US holdings by adding an etf that is concentrated in the technology and consumer discretionary/staples sectors. I currently hold VUN which is my only exposure to the US market. I realize that these sectors are covered in VUN, but have very small weightings. Does this seem like a reasonable strategy? Would you please suggest such an etf, preferably on the tsx.

Thank you