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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: I have looked at firstservice latest investor circular where they talk about 20% for 20 years. They say a $100 thousand dollar investment in 1995 is now worth over 3 million.Jay Hennick has been the CEO during this period.He is now with Colliers as CEO. I am looking at increasing my positions in these companies. Is 5i still going to wait a few more quarters to see how the split works out.I am very tired of commodities.There looks to be lots of factors that move these stocks down and are way too volatile for me.
Read Answer Asked by blake on July 27, 2015
Q: I currently have 16% of my portfolio in Consumer Discretionary (CCL.B, DHX.B, DOL, GIL) and about 5% in Utilities (BEP.UN). I was thinking of selling Gildan (GIL) and using proceeds for Interpipeline (IPL).

What are your thoughts of this change based on future growth outlook and share appreciation? Am I selling a good performing stock and trying to catch a falling knife?
Read Answer Asked by Mike on July 27, 2015
Q: Hey 5i, I sold my ACQ at $67 and $42 THANK YOU! I am holding BYD.UN at an upside of 143% AGAIN THANK YOU! I have taken profits on Boyd along the way but wonder what makes it different than ACQ which would help me decide to continue to hold it? Do you see continued growth and what red flags would I look for which would indicate a reversal in growth.
Read Answer Asked by Martin on July 27, 2015
Q: Hi, Magna's recent acquisition in Germany has received praise from most analysts. However, stock price appears to languish and trade even below the level stock was trading before this announcement ($72).There was also huge volatility/trading, on first two days after this news ( high of $74.50 and low of $68.50).I started a position in Magna recently and would appreciate your comments. Thanks
Read Answer Asked by rajeev on July 27, 2015
Q: You may have read the Barrons article of a few days ago. I would think it may have contributed to the further weakness of the SP. It sounds like a bit of a hatchet job but do you consider it has much merit? I currently own 600 shares at an average cost of $41, and although I still like the stock, think it might be prudent to sell half in case of further weakness or a prolonged sideways slide. What would you do? It is still just 5% of my portfolio. I continue to berate myself for falling in love with companies. Thanks.
Read Answer Asked by Jim on July 27, 2015
Q: Could I have your current opinion of Wilan please. A good time to buy? I have a half position and andother half would bring me to about 1.5% of my total portfolio. Thanks
Read Answer Asked by Bob on July 27, 2015
Q: BAD is showing considerable weakness the past few days. Do you have any explanation and could you provide thoughts going forward.

thanks
Read Answer Asked on July 24, 2015
Q: Can I get your opinion on the latest quarter for Winpak.
Read Answer Asked by Paul on July 24, 2015
Q: Would you still rate TMA as a "B-" given the weakness (economy, forecasted earnings, etc)
Read Answer Asked by Wayne on July 24, 2015
Q: Regarding Carl's (I think) question on MacDonald Dettwiler. Scotia, today, lowered their 2016 and 2017 eps estimates from $7.14 to $6.83 and from $7.91 to $7.66. They also lowered their price target to $98 from $102.

The Scotia report recognized the high quality of MCD's business, backlog and earning's growth but the above adjustments were made in light of current challenges in the current satellite market.

Only post if you find helpful.
Read Answer Asked by john on July 23, 2015
Q: Hi 5i,
Are there any other companies in Canada that fly under the radar you can think of that provide a "boring" or niche product/service such as ccl, gil, sj, mda? Im looking at buying mda or gil but I don't want to pay to high of a valuation.
Great job as usual!!!
Read Answer Asked by Marie on July 23, 2015
Q: Comments please on their latest financial report. Thanks!
Read Answer Asked by Paul W on July 23, 2015
Q: Hi there, can I get your opinion on "FDX". FedEx Corp.

Thank you!
Read Answer Asked by Robby on July 23, 2015
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