skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is there any reason to continue to hold Twin Butte Energy ? Would it be better to take a tax loss an move on. my energy exposure including TBE is 5.7%. TBE is .4% of my total portfolio. $1.07 is my cost base. Thanks for your thoughts.
Read Answer Asked by Don on December 10, 2015
Q: Posting only small tastes of the new ETF & Mutual Fund letter is too much of a game of "Here kitty kitty," and doesn't seem appropriate for a loyal following that is glad to spend money for what they feel is a good value. Could you post either the full issue or a couple full articles from it? Thank you.
Read Answer Asked by Jerry on December 10, 2015
Q: - There has been a lot of downside with the attempt to buy office Depot and that fallout but are the fundamentals also a mess? What's up?
Read Answer Asked by Barb on December 10, 2015
Q: CBL has turned into a falling knife. Past commentary suggest that the company may go private. Is going private essentially a forced sale at depressed prices? More specifically, would it have the effect of locking-in current shareholders' losses, or is there any way shareholders can benefit from a post-private recovery? Is it fear of this event that is now driving the price down?
Read Answer Asked by John on December 10, 2015
Q: KNow this has been a hot topic lately. But the reason for the fall might be a report just issued by Veritas calling DOL a sell.

Here is what they said:
"Canadian equities
Dollarama Inc. (DOL) - $81.70
Need-to-Know Veritas: Sell (PT $79)
Dollarama reported record GPM of 45.9% compared to historical average of 42%-43%, which led to a 35% increase in EBITDA to $154.8 million. Dollarama’s multiple price point strategy is the key driver of its strong SSSG, with average transaction size increasing at 3%-6% for the last several years while traffic increase was a mediocre 1% on average. Management indicated on the conference call that it will introduce new price points of $3.50 and $4.00 in the second half of F2017 and moved to a new metric: % of sales above $1.25 (instead of above $1.00 previously), which signals that the retailer is close to reaching a saturation point at the lowest price levels and needs higher prices to supplement SSSG. Given the company’s reliance on SSSG and growing expectations for ‘beat and raise’ quarters, a saturation point could create notable downside in the name should the company see slower than expected growth growing forward.

Sheldon
Read Answer Asked by Sheldon on December 10, 2015
Q: To a largely great extent, figuring out price action (market action) is not an intellectual exercise as much as it is an emotional one. That aspect of analysis should not be minimized though 5i dismisses this. 5i can't understand the sharp drop in pipeline stocks. Before their rout, the sector had been trading a 1 or 2 --even 3 standard deviations from 10 year Price/CF average and it became a very crowded trade. This sector is a perfect example of a sector being bid up for no reason other than yield and relative safety. It's been a disaster over the last 12-18 months. They are better priced now but the next shoe to drop is in Telecoms. Comment?
Read Answer Asked by Norman on December 10, 2015
Q: I have a profit in SYZ and am entertaining using that profit to buy sis- would you endorse a move from syz to sis? If not where would you put it ?
Read Answer Asked by Robert on December 10, 2015
Q: How would you compare TNT.UN and Sot.un ? Both are small comercial reits with high yields and Tnt.un just seems to go down.
Read Answer Asked by terrance on December 10, 2015
Q: Given Dollarama’s recent good quarterly results and the (perhaps unwarranted) stock price reaction, would you consider this as a buying opportunity? Enough to recommend DOL over ATD.B for a new purchase today, or would you stick with ATD.B as your top pick in the consumer space?
Read Answer Asked by Steven on December 10, 2015
Q: I am down 28% and 19% on these 2 stocks.For tax loss selling which one or both would you suggest selling?Or neither.Thanks.
Read Answer Asked by Paul on December 10, 2015
Q: Your comments on earnings and guidance please?

Read Answer Asked by Catherine on December 10, 2015
Q: dollarama just pegged their price at $1.25 because of higher inventory costs because of our low dollar.I was thinking maybe a lot of people will think this is not a dollar store any more and sales will drop.
Read Answer Asked by peter on December 10, 2015
Q: Sorry my question got changed to banks but I was asking about Utilities.
I don't own any and was thinking of picking up a large position for year end. What do you think of this idea and the sector over all? What weighting would you give them? How many should I own? Which ones would you recommend? TIA
Read Answer Asked by Gerald on December 10, 2015
Q: The latest drop down transaction with tranalta is described as receiving tracking preferred shares in these assets.Therefore are they being rented or owned ? As well if Transalta goes bust what happens to RNW since TA owns 65%.
Read Answer Asked by John on December 10, 2015
Q: I understand that there is a large short interest in Enbridge and some analysts are quite negative on the company. It was mentioned on CNBC yesterday with comparisons made to Kinder Morgan.
Read Answer Asked by Murray on December 10, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!