Investment Q&A

Q: Where can I find your recent emailed report on the re-alignment of stocks in your different portfolios. ie removal of HCG etc.

Q: Merus made a move yesterday involving 60 million dollars. Do you see this as a good move and is it worth adding stock to my position?

Thanks, Charlie

Q: I use Canadian Insider on a daily basis as part of my ongoing checklist of investments. Would you please clarify the term "acquisition under a prospectus". A recent example - DH - 3/10/2015. Thank you.

Q: Since your most recent adjustment to your model portfolio, I have been looking at Progressive Waste Solutions (BIN). Today, I was planning to purchase until I noticed a PE ratio of about 27. Since this is much higher than the 10 -15 that I usually target for buys, I thought I would investigate further. Their growth is about 5% which indicates a relatively poor PEG ratio of about 5 and I see that their cash flow for the year indicated borrowing to pay a large portion of their dividends and share buy back. Also the dividend is relatively low at about 1.7%. I am certain that you would not place this company in one of your portfolios if the negatives I have described above was the basis for your decisions. Can you explain what I am missing and why this is one of the new replacements to the portfolio? Thank you very much. I always value your analysis and opinions.

Q: In your excel spread sheet, for the portfolios can you add a column with start date after the symbol column? This will really help..

Q: In follow-up to Friday's question on STZ (expensive in your mind), if I like the theme, where should I look from a value perspective? US (DEO) or Canadian (perhaps ADW.A or CSW)?

Thanks for the great service!

Q: Hi Peter, Ryan & Team;
I am having nightmares about LSI. Is there any indication of when the company will come out with the year end financials?
Shareholders appear to be jumping ship.
FYI: Teenburgers at A&W for $3.00 (+ taxes). Thank you.

Q: Good afternoon 5I team,
I would like to have your opinion on DuSolo, would you consider this a buy at this time?
Thank you for your help, David K.

Q: Peter, could you comment on Mandalay's first quarter results and the shareholder rights plan just announced. Was the recent 10 cent drop to 82 cents related to the "in-the-works" rights plan ?? Are you still positive on this stock going forward??

Q: Hi Peter & 5i. Would this stock be a good time to buy, also in the Stock Charts its a 3 box reversal, what does it mean. Thanks Gene.

Q: where would you rate this co.? b or c . and is the div safe at this point.

Q: Dear Gentlemen,
These two companies ATB.a & L, are in Consumer Defensive sector, together they are weighting 9 % of total PF.
For re-balancing my PF, do I classified them with Consumer disc or Consumer Staples sector ?
Thank You.
Best Regards.

Q: If I understand correctly, the Chinese government lifted some restrictions, and due to it, a lot of money from China has been moving into the Hong Kong market. This might explain why the chinese market has gone up 40% in 1 year. TD Waterhouse tells me that the PE ratio on ZCH is 11.5. That's 60% cheaper than the TSX. (a) Do you think this move by the government will be transformational for that market is could bring their valuations close to the north-american markets? (b) with canadian dollars, would you buy XCH? CHI.A seems to be the only other option but it's 8x smaller in size.

Q: Howdy,

How do these two great companies compare with respect to IRR, top line growth and valuation? Which would you consider a better buy for long term growth?

Thanks.

Q: Imperial oil seems to be on a rise lately, what do you think is the reason? Would these gains be short term or is the strength justified? Also would now be a good time to sell some of the shares, how much higher would be a good exit price? I have held these shares for a long time and would like to reduce my position but keep waiting for the 57 to 60 dollar range. Thanks for your opinion, and your valuable service.

Q: I am considering moving some money from an S&P 500 based ETF to a TSX 60 based ETF here now that the resource stocks decline has affected the TSX and made it better value here than the S&P 500. Am I thinking straight or does the momentum of the S&P 500 mean that I should keep my money in it? Diversification is not an issue for me, I am well diversified no matter what I do with this money, I am thinking in terms of timing here. Thanks.

Q: Due to funds constrain,Peter please choose 10 stocks.one from each sector from each of your 3 portfolios( i.e. total 30 stocks).My daughter(26 yrs old),spouse & I are basically conservative,but I like to invest a small sum in the growth portfolio.Really appreciate your normal great services & opinions.

Q: I've been watching this stock since last yr when it was $39.00 and was reluctant to buy because I am retired and usually buy only stocks that pay a div. & have a history of incr. same. I am sitting on a lot of cash & since I hold all the blue chip financials and a few oil stocks perhaps I should bite the bullet and buy CGI? Is it too expensive now? I have a separate USD portfolio and would not put more money in there as our $ is too low right now.

Q: I am trying to find a few stocks to buy for my TFSA that pay dividends or perhaps have a lot of growth-or, both. I own all large cap blue chip stocks in my RRSP & non-registered trading account-so, looking for something different in the CDN universe? Obviously these need to be fairly safe as any loss would not be elligible to claim against gains from my NR account.

Q: Since I am retiring within the year, would I be wise to move my stocks to a more dividend paying portfolio or as 5I calls it "income portfolio". Would this move protect my RRSP money better if the market slips