Investment Q&A

Q: I have held this company for some time and I'm down significantly on it. I lost money on it back in the day when it really was a tech company. I'm a slow learner. The stock hasn't done anything in the last 5 years except loose value. Over the last month it is down almost 8%, 16% over the last 6 months and 26.5% over the last year. In 5 years it has lost 45% of its value.

I'm not sure about its business model. To me it is bordering on extortion and I'm not sure how much growth there is going forward. The company put itself up for sale and no one would touch it. The only ones making money on this company are the lawyers.

I've lost patience and am going to sell WIN. I guess your metrics make it a 'B' on your report but I don't understand keeping it in the 'Income Portfolio'. The dividend looks very attractive, however, the decline in share value has more than eaten that up.

Q: Hi 5i Iam looking for the next possible amaya or CSU. I like stocks trading under $10 with big potential futures.It could be any sector. I was thinking GUD based on your intelligence.Thx for all your help.

Blake

Q: Hold some Magna and want to buy more. Is this a good time? How concerned should I be if emerging markets and possibly Canada remain in recession?

Q: Any reason the stock does not explode, as expected ?

Q: Hi,

I am thinking of buying either TD or BNS for my RRSP to buy and hold. I saw that you recommended BNS on BNN the other day so I assume you like it more than TD. Can you briefly tell me why and how the two compare on a valuation basis. I like TD for the US exposure.

Thank you!

Q: Hi, What do you think of BNS buying Sears Canada credit card portfolio from JPMorgan? Would buying in a TFSA be best as the dividends won't be taxed?
Thank you!

Q: You think this company is been beaten up too much?
what is your outlook here ,is now a good time to buy?

Q: Any comments on its activity yesterday?

Q: Can I get your opinion on this company please.

Q: I need to add to utilities sector to re-balance my portfolio. You have been recommending Enbridge as the best bet in utilities, is it still the case? In fact, I can add either CDN or US company (have free cash in both accounts), so I am also considering KMI.US - I like the dividend and the stats seems to be better than for CDN utilities. If you had to choose one utilities stock in Canada or US based on a combo of dividend and growth, which one would it be? Dividend is not that important for me at the moment, but it's always nice.

Q: With Fitch putting HCG on a negative outlook, how concerned are you about HCG's future? During the rating process, would Fitch have received information about the current quarter's results or future outlook?

Thanks,

Q: I have taken a loss on TMA. Should I sell it and be done?

Q: Just wondering if your position on CPX changed since May 20. How would you rate the stock today (buy/hold/sell)? CPX is now less than 2% in my portfolio and I am approx 20% down on this stock. I like the dividend but the stock chart worries me - it's been steady downhill YTD. I know that the last quarter was bad due to facility outage, but the stock price is likely to go down even more due to tax loss sale, it seems like an ideal candidate... Do you consider the dividend safe? If yes, I have no problem holding it for a few years. If not, should I take a loss and switch to a better name (???) in the same sector?
Thanks.

Q: What is your current opinion on CXI? I am down quite a bit on this one and it seems to be drifting lower.

Q: Hello, I have owned Boston Pizza for about 2 years and while I like the dividend the stock is down about 15%. If you were going to stay in the same sector, would you stick with Boston Pizza or switch those funds to A and W? Thanks for continued great service. Bill

Q: Hi 5i,
In the tech portion of my portfolio I have:
Apple 3%, Google 3%, Enghouse 1.5%, Cognizant 1.25%, Open Text 1.25%, and Qualcomm 1%.
Would any of the above be a sell in your opinion?
I am considering adding about a 1.5% position in either Kinaxis (kxs) or Tucowsn(tc). For a 2 to 3 year hold, would you recommend one over the other?
And if neither of these stocks are to your liking could you recommend 1 or 2 others to consider.
Thanks for all that you do.

Q: I was hoping to get your thoughts on Venator's position on CSU:

http://www.venator.ca/uploads/FEB_2015__Final_.pdf

"I just don't like paying for acquisitions that haven't happened yet, and when you pay more than 20x earnings for an otherwise no growth company that is exactly what you are doing. This is why we own Open Text but not Constellation Software. If Open Text doesn't make an acquisition for the next two years it might drop about 10%, putting its valuation on par with Oracle (to name another low growth consolidator); the same scenario played out with the aforementioned Constellation Software would send that stock down over 30%."

CSU's share and earnings growth is largely based on its excellent ability to acquire businesses and less so on on its organic growth. If CSU is unable to acquire companies at the same pace (the larger it gets, the bigger the acquisition required to make an impact), would this not cause a material negative affect on its valuation?

Q: what do you think of aw.un , q3 just released , increase dividend once again 3.4% SSG of 8%,Great stock, look like they are firing on all cylinder.

Q: Can you please give us an update on this company. Still a long term hold? Thank you

Q: Hey guys,

I have the following stocks on my watchlist: AGU, ATD.B, BAM, CNR, CU, CCL.B, EMP, PJC, L, MG, MRU, SAP and Tri.

I am looking to buy high quality dividend growing stock at normal valuation. Regardless of sectors allocation, which one would you be comfortable buying at current prices? And any suggestion I might have missed. I am overweight financials, telecom & oil at the moment.

Thanks!