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Investment Q&A

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

Q: Hi there,
Just doing some portfolio re-balancing as my portfolio seems to have gotten off track a bit lately. I am running with about a 22% weight in industrials but have CCL and richards Packaging classified there. I always struggle where to classify these two - more suited to materials or do you have an alternate classification. i am extremely underweight in Consumer Discretionary. Any recommendations? i have been reluctant to buy anything in this space lately!
Read Answer Asked by kelly on March 22, 2018
Q: Hello 5i team,
I hold 3 stocks in the energy sector: ENB since 2012, KEY since 2010 and PKI since 2006.
With an average total return of 5% per year (which basically equals the yield) ENB is, by far, the worst performer.
That begs the question: granted ENB is a good company, but it does not seem to be a good stock to own.
Thank you,
Antoine
Read Answer Asked by Antoine on March 21, 2018
Q: I have owned this stock for several years and it would appear that the company is executing its strategy well, albeit much more slowly than I would have liked. As it results improve, I am wondering how you see its growth going forward and combined with that what you see as an ultimate viable exit strategy. The last few quarters results have been good (in my eyes) and while the stock price has grown, the trading volume is so low that it seems that even if I wanted to get out, I could not. (Just for the record, I don't). But do see the ultimate end play as a takeover in which case I won't have to worry about liquidity? Or is it just a sleepy stock that has enough shares outstanding to not make this an issue?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 19, 2018
Q: The CEO of Blackberry was interviewed on BNN today. He said that they are branching into security software for many devices including auto and end point devices. Is this a major threat to the business of ABT? If ABT cant get their sales growing would that be an indication that they are ripe to be disrupted and made obsolete rather quickly?
Read Answer Asked by Joel on March 19, 2018
Q: Hi 5i Team,
Maxar Technologies is at a 52 weeks low. Have you changed your opinion on this company? Is it a buy, hold or sell? I know Maxar is a Canadian based company, but Its headquarter is located in the U.S. Does the dividend still qualifies for the dividend tax credit?

The service you provide is always much appreciated.
Read Answer Asked by Michel L on March 19, 2018
Q: Does MGA's potential acquisition of the Canadian Toys R Us stores, impact Spin Master's business at all, as it looks like they are a direct competitor of Spin Master?

Is there the potential for MGA to try and shut out or limit Spin Master's products in the potentially newly owned Canadian Toys R Us stores?

Thanks again.

John
Read Answer Asked by john on March 19, 2018
Q: With re balancing in my cash account I have a capital gain of $25,000 in 2018. If I were to sell my CGX, ENB and GUD I would have a loss of $14,000. My thinking is that this loss would offset the capital gains.

I intend to re buy these 3 stocks after the 30 day period,

Does this make sense?

Thank you

Sincerely

Mike

Read Answer Asked by Mike on March 19, 2018
Q: Hi Peter, bought more GUD today and have a quick curiosity question on what they do with all the cash reserves while they wait. It looks like ~$788M vs 142.8M shares = ~$5.52/share. I'm assuming that with that magnitude of funds they'd get a pretty decent rate/month; but is that what they do ? Also, what size ($) of company would/could they target with the amount of cash they have ? And, is the thought that any purchase would be NA based or does that matter ? Thanks.
Read Answer Asked by Paul on March 19, 2018
Q: Hi, TOY is a constituent of 5i Portfolios for a long time and it would also be fair to believe that this company is owned by a large number of 5i members. Recent bankruptcy of Toys r' us us cast a gloomy shadow on all toy manufactures and caused a huge uncertainty as to what is the near and long term impact and how each company is handling it. Your recent comments have addressed members' concerns to a good extent. But, is it possible for your team to do an analysis of the situation with specific reference to TOY, covering issues like, non-receipt of receivables, loss of sales, alternate marketing channels and company's relationship and past experience with them, near and long term anticipated impact on profitability. Also how is it likely to influence the growth projections in Canada, US and international markets. If it is possible to seek some clarity from the company, it would be really helpful. Toys r'us Canadian operations, reportedly have been agreed to be bought by a group. How does it impact ( positive or no impact) Spin Master.

Also based on your analysis and T/A, do you see more pressure on stock in near term and at what level you consider it to be a Screaming Buy. Thank you so much !!!
Read Answer Asked by rajeev on March 19, 2018
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