Investment Q&A

Q: Hi,

In the technology sector I definitely have enough CSU, and enough ENGH and OTC. I also own GIB.A and SHOP. I have been wanting to buy KXS, but am wondering with 5 technology positions already owned does it make sense to add KXS? Will I be over diversified if I add KXS?

Paul

Q: What is your current thinking on FSZ. I currently already have about 25% of my portfolio in the financial sector - big cap stocks only.

Q: Of all the tax loss selling companies that have had a rough 2016 which one do you believe has the best chance to turn around in 2016

Q: Good morning Peter, I purchased PUR in early August based on your company report and have watched it steadily decline 21% since. I know you continue to recommend this as a growth stock with risk, while stressing the need for a long term hold. It seems I've got the risk side covered, so my question is whether you have changed your position about the growth potential. I can wait on this stock and will hang in there if warranted. What are your thoughts? As always, I appreciate your invaluable advice.

Q: I've both CCL.B and ITP and over the years, they have grown quite a bit. I am thinking to trim back to lower their %. Please let me know if both are in about the same business. Which has a better balance sheet (less debt) and more future growth? Which of the two should I trim back or should I sell equal portion of both? Thanks and a merry Xmas to the entire 5i team.

Q: Is the termination today of he Redknee deal likely to be of meaningful benefit to CSU ?

Q: CCL.B is up 18% today on news that it bought Innovia. Thoughts?

Q: Usually when a company makes a big purchase it's stock takes a hit, but CCL is up over 18% on the news of its purchase. Is this overdone? If you own should you sell now in expectation of a pullback, or contrarily if you didn't own now would you buy it here?

Q: CCLindustries hasten up ~18% this AM. Is it purely to the purchase of Innovia or is there another reason? Is this acquisition that benificial? Thanks for your insights.

Q: Please comment on the offer by Baazov being terminated? What does this mean for the future? Are the company fundamentals good? Is this a time to start buying a little?

Q: Greetings:

Can you tell me why Gildan dropped about 5% yesterday? It seemed to be rising nicely last week :(

Thank you!

Q: can you give me your opinion of the CCL purchase of Innovia
CCL market cap is about 9B. This purchase is more then 10% of its
MC.A big bite. My read is very positive, but what do I know.
CCl is a large % of my portfolio since about $89.00

Q: I have held all the stocks in the growth portfolio since inception and am thinking about moving back towards an ETF portfolio approach. If I were to proceed, would you do this gradually over time, all at once in December or January, etc?

Q: What is your assessment of the latest development at GUD and the relatively subsantial price drop?
Thank you
Henry

Q: announced a deal with NASA this week for 170 million. CEO is all excited as well as the analyst at TD. What does 5i think as I value your opinion much more.I have my original position when in the BE portfolio.

Thx

Q: Of the four I would like to sell one. Which one?
Greetings Peter.

Q: Hi Peter and gang,
A few days ago, in a response to a question regarding MDA,
5iResearch indicated that the P/E ratio for MDA was 11X. But according to TD Waterhouse's site, MDA's P/E ratio as of yesterday was 21.5X based on an EPS of $3.07. Just wondering why there was such a big different between the two P/Es given that MDA's price did not move significantly either way over the last week or so. Thanks.

Q: Comments on Enghouse earnings release ?
Thinking of averaging down my cost after what looks like a solid earnings release. Appreciate your views.

Q: I already own Chartwell (csh.un) and like it as a stable company with a strong demographic play and nice dividend. With the recent pullback, would you suggest this is a good time to add to the position? Or should I wait for more of a pullback? In your opinion, is there a certain price in which this this company becomes a screaming buy?

Q: I hold Chartwell Retirement (CSH.UN) and have trimmed my holdings earlier this year due to overweight and the expected interest rate hike. My plan was to repurchase CSH.UN back to full weighting once the interest rate has been announced. With the US Fed announcement of a possible 3 interest rate hike in 2017, maybe I should defer this purchase until later on the year. Then again in Dec 2015, US Fed expected to raise interest rate hikes four times in 2016 but there was only one interest rate hike. Currently, the dividends are DRIP since dividend income is not required for many years. CSH.UN has increased its dividend twice since 2011. Therefore I wonder if the increase of interest rates will exceed the future potential dividend increases? What do you think of the plan to add to CSH.UN holdings or should I hold off since income is not required at this time and the DRIP over time will increase my holdings or is there another idea to consider? Thank you.

Wishing everybody at 5i and its members, best wishes for the holiday season.