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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, My question from Sunday appears to have been lost, so I'll try to resubmit. There has been a melt down in Sylogist stock price for past few weeks and my suspicion is that it could be due to fear of slowing regional economy due to slide in oil prices. It's a bit concerning as Technology sector, broadly has been a strong sector lately. Can you please share your thoughts on this and if Sylogist has a risk of its major customers curtail spending in IT area. Thanks
Read Answer Asked by rajeev on December 22, 2014
Q: I saw your recommended weighting was 3% of TMA. Is this a sector call on transportation or a small cap call due the size of the company? Would your weighting on TFI be 3% also? I am thinking transportation is the perfect counterpoint to energy and was expecting it to do will in this environment. What would your weighting overall be for the transportation sector in 2015?

TIA
Read Answer Asked by Gerald on December 22, 2014
Q: Hi 5i team,

FSV has been a bit of a laggard over the past six months. For pure growth potential would you recommend holding onto FSV? As my goal is growth I was thinking about switching my position in FSV for equal positions (half positions) in Kelso and Exco. Thoughts on this move?

Much appreciated as always and all the best over the holiday break to the entire team!

Jon
Read Answer Asked by Jonathan on December 22, 2014
Q: I recently took profits SLF to offset losses for tax purposes. I was looking to get back in when I heard an analyst on BNN, who liked both SLF and MFC, but thought SLF was a bit pricey compared to MFC. SLF's PE is 13.8 while MFC's is 9.8. SLF has a higher dividend but also has a higher payout ratio suggesting MFC might have more room to grow its dividend. For income investors, which do you like better? Best wishes for the holiday season.
Read Answer Asked by Ken on December 22, 2014
Q: Hi Peter and team, TMA is down today by over 5%. Any reason you know of? Don't own it....Would it be an opportunity to buy and what % of port. you think is adequate? Thank you! And I wish you and your team a Very Merry Christmas and all the best for the New Year!!
Read Answer Asked by Silvia on December 22, 2014
Q: Follow up on CXI. Your report on the firm is positive, but it is not in the model portfolio. Please explain how you decide what goes into the portfolio and when you make changes to the composition. Thanks.
Read Answer Asked by Noel on December 22, 2014
Q: Hello team,

Happy Holiday to you and your families.

In the context of a diversified portfolio, with high risk tolerance, could you compare the following stocks in terms of growth prospects over the next two years?
1 - MacDonald Dettwiler & COM DEV
2 - WEF and HBM
3 - ESP, EXO and SVC

The objective is maximum growth potential.

Thanks for all you do.

BK
Read Answer Asked by Bekaye on December 22, 2014
Q: Peter and Co.
For a while you favoured Boston Pizza but now you favour A&W. To me they appear to be similar except in size. I have been considering BPF but seeing a local BP close has me wondering if there is something going on that is below my radar. Can you please explain why you now seem to favour A&W and is BPF OK? Thanks in advance and I wish you all and the other members a Merry Christmas and a Happy New Year.
Gary
Read Answer Asked by Gary on December 22, 2014
Q: I have had a half position in CXI for about a year. Would you be comfortable adding the other half now or should I wait for a pullback? How expensive is this stock on a PE and PEG basis? What is the key catalyst that might drive the price in 2015? Thanks for your comments.
Read Answer Asked by Noel on December 22, 2014
Q: Hi Peter and Team, would you be able to explain the five year low in share price of AHF? Is there something of real concern here? Are insiders or major share holders selling here? Thanks!

Thanks for all your help this past year.
Merry Christmas and All the Best in 2015 to All at 5i including Members!
Read Answer Asked by Hussein on December 21, 2014
Q: What do you think of today's news? How comfortable are you with management?

Merry Christmas!
Read Answer Asked by James on December 19, 2014
Q: Hello- CSE provided an update yesterday - adjusted Ebitda is expected lower than 2014 ...what do you think of the company's long term prospects? Buy , sell or hold??
Thank you
Read Answer Asked by Pat on December 19, 2014
Q: Hello Peter & Co,
Could you please explain what this company does?
Tony
Read Answer Asked by Antoine on December 19, 2014
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