Investment Q&A

Q: I missed the recent run up in the stock, as did not buy when first recommended at 5iResearch, last year. However, reading through your comments, for past several months, I am getting interested in building a position, may be 2%, for all our family accounts. My present portfolio (and family) reflects more of 5i Balanced but also have some Growth companies , like SHOP, GIB.a, KXS, TOY, etc. each 3-4%. I am quite happy with the portfolio mix and its performance. Thanks to continued guidance and excellent picks by your team. Would you be comfortable to buy at today's levels or is it too late to the party. ? Thanks

Q: Your thoughts on how would free trade cancellation effect Stella Jones? Thank You

Q: Any concerns over the resignation of CFO?

How do you fell about present valuation?

Q: Hi,
My retired father holds the above stocks in a TFSA in equal positions. I'm looking to add one or two more stocks with the 2018 TFSA contribution. Any suggestions?

Thanks,

Q: Opinion

Q: I have asked a number of questions on this stock but now CGX is down another 5.68% today (09/01/18) with a low not seen since 22/06/2013. Is this more of a correction to get the valuations in line? Is now a great opportunity to buy? Or simply hold on to a stock that apparently has lost the confidence of investors?

Q: Hi Team,

Thanks for your great service. Looking for a recommendation for a growth pick for 2018 to add to my portfolio. Currently from your growth portfolio I hold KXS SHOP GUD. Just recently sold TOY for a nice return. Thanks.

Q: Cineplex is off $1.52 (4.17%) this morning - are you still positive on the stock and any reason for the stock coming off this morning? - thanks

Q: Hi ... I'm looking to take advantage of the recent declines in one of these two companies and would appreciate your opinion as to which represents the best growth opportunity over the next 3 years.
Thanks, Rick

Q: Please comment on CXI's latest quarterly results and your opinion on its prospects moving forward.
Thank you

Q: Wpk in the Summary port.If I rememder correctly,it wae removed from one of the 3 portfolios;if so,why?Recently You preferred CCL.B over WPK.Is this still the case?.Is this a good entry point for WPK after a decent decline?Thanks for u normal great services & views.

Q: Hello 5i Team,
What do you think of CSU at its current valuation and its future growth prospects going forward? (Long term hold)

Thanks

Q: Canaccord is near a yearly high, do you think it might be an opportunity to sell it.

Q: Hi guys,
What are your current thoughts of DOO. You had a B rating on it in a previous report. The share buyback was suppose to be over in July, but recently I keep seeing more insider buying. Is this new or a continuation of the previous major share repurchase announcement. You commented in the report about their engine division (rotex?). I believe their are making these for Scarab jet boats now. Any guidance on the sale of those boats and how that 2015 sale panned out for increase engine manufacturing now that it is out of their SeaDoo brand? I hear that this engine is the best for small jet boats, so perhaps with the good marketing of Scarab, sales could be in a better trajectory. There has been good price movement in this stock lately, but I am nervous about going into a consumer based manufacturer company. You had also commented on large USD based debt in the report. As of late currency swings could be more relevant to earnings. (Also- full disclosure- i want want for me lake Huron Cottage) i could be biased. Thank you.

Q: I thought perhaps CGX would gain some $ after Tax Loss Selling. Any reason for the continued selling, for instance today? Or is this to be expected?

As always, Thank You

Q: Hi Peter, Ryan, and 5i staff,

For my son's 2018 TFSA contribution, please rank these stocks and one ETF in order of preference: GSY, AVO, TOY, SIS, MX, XEU. He already holds SIS (up 216%), TOY (up 50%), and MX (up 34%). He holds no European stocks and very little outside of Canada, so I think that XEU could achieve some extra diversification, with a further advantage that it's a "commission-free" ETF with Scotia iTrade. Any other suggestions would be most welcome.

His other holdings include BCE, BEP.UN, BNS, CAR.UN, ENGH, GUD, KXS, NFI, PBH, and TRP.

Thanks for such great advice! There's no way we could replicate such results without 5i at our side.

Q: Hello Peter and team,
Further to my question you just answered on my grandaughter's RESP, I'm thinking of selling GSY (its up nicely) and buying a bank stock like BNS. I am concerned as there are are no large caps in the portfolio. What are your thoughts on this? Thank you.

Q: What sector do you see most opportunity in 2018 and top 3 names in the space?

Q: hi peter, do you still like it and would keep holding. this is getting frustrating and tempting to sell at loss (may be bottoming ) as oil is rising but stock is dropping. why is it not participating. otherwise, may be should be looking for a better candidate. thanks for sage advice, as always.

Q: I'm about to transfer stocks from RRIFs to TFSAs, and am wondering which of each pair below has the best growth possibilities:
1: PKI vs CCL.B
2: SJ vs MX
Thanks for your great service!