Investment Q&A

Q: In August of this year, you noted that although Celestica was a good company, it was also a "business... that ... is more of a 'later cycle' business, meaning it does better as the economy really gets going."

Would you consider the economy having picked up enough for this company to be a good buy at this time? (I already own Enghouse, Sylogist, Avigilon and Apple in Technology, each with a 4% weighting, except for AVO which is at 2.5%)

I am doing some year-end cleaning up of deadwood, and re-allocating some funds to a few companies with more growth. (Mind you, I'm thinking of taking AVO behind the barn and shooting it, to offer an old farmer's almanac analogy.)

Your thoughts are always valued.

Q: When you refer to the p/e ratio of companies in this forum, are you always referring to the forward ratio?

Thank you and Merry Christmas/my portfolio is up 41% because of

Q: Peter, referring to your conversations with Bay Street players. If that 'someone' who told the mutual fund about the deal was from inside Amaya, would the company be still liable for the insider trading case? Thanks.

Q: With the recently announced change in US/Cuba relations would you recommend this etf?

Q: Hello Peter & Co,
Could you please explain what this company does?
Tony

Q: I noticed high target prices on this pipeline company even though they have a negative tangible book value, huge debt and significant insider selling. Can you give me your opinion of the approximate value of this stock?

Q: Hello team,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?

Thank you,

Q: What is your opinion regarding Ridley inc..? Thanks

Q: I am thinking of taking a position in surge,but as of late it has not participate in the rally as much.
Are there reasons for this?
Are there underlying issues that I should be aware off.
And what is there hedging program look like,are they able to keep paying the dividend?

Q: Hello Peter and team,

If you would have to deploy 200K for 2 years for maximum growth what stocks would you use today?

Thank you
M

Q: Dear Agent. Would you recommend AGF=B as a good stock to purchase. Eddie.

Q: What do you think of the Management team at Leucadia. I know that lately their Assets haven't been performing well at all. Is this just temporary or was it the result of poor leadership, and last would this be a good entry point for a long term hold.
Thanks Gordon

Q: A follow up question on ESL. In previous answer on ESL you suggested that a 4 to 5% position in ESL should be the max weighting. Is this because of the potential risk with the stock, or are you expecting ESL to slow in growth? Some extra clarity please.

Happy Holiday to all the 5i Team
Darcy

Q: What do you know about this company besides the cameras. Is it a good investment?
Please use the name Helen.

Q: I have some PLI and PHM in my portfolio. A very small percentage. I am considering adding to one of the names. Which one would you consider a better name?

Thanks Ken

Q: Please provide your opinion of LMT-N. Do you like the sector it is in? How is the valuation? Best, Don

Q: ShawCor has provided an update today on the South Stream Offshore Pipeline Project. I would appreciate your assessment of this news on the company and whether I should consider selling the stock at this time. Thank you.

Q: David Burrows recommended EA on Marktcall today. Gaming is
big with the young generation, and I am thinking of buying.

I'd appreciate your opinion of this company at present.

CV

Q: I have an investment in the Global Infrastructure fund (GIF.UN). As luck would have it, it's gone straight down since I purchased it. The yield is 6% so I like that but being down 11% on my capital offsets that value significantly. The Middlefield company website suggests an NAV $2 higher that the current unit price ($11 vs. $9). Is the posted NAV yet catch up with the real value? The top 10 holdings look like good companies to me. I could average down, sell or hold. Not sure at this point what to do. Any thoughts?
Second part question is that I don't healthcare exposure and wondering what you think of Middlefield's new healthcare fund GHC.UN is a good place to invest or would you suggest something else for exposure in this space? What's your opinion of the quality of the Middlefield management to provide a good investment vehicle, stable returns and growth?

Thank you.

Q: What is your advice on investment policy statements?
I have read everyone should have one, but hear very little about them.