Investment Q&A

Q: WSP sold Berger Services yesterday. Is this material? Why was it sold?

Q: I'm curious about your support for Atco. Is it because it's inexpensive or is there something else going on here?

Q: Hello,
BNS has not been performing well, I'm wondering if it's time to swap out for another bank or would you suggest topping up back to a full position? What is your confidence like with this company? Thank you

Q: your thoughts about BNS.
How big is their portion of the Latin market?and what are their results on this?
with the rise in currencies (especially the Mexican peso)wouldn't you think it would help their results?
And what are your thought of a take over of LB one of those days?
Is BNS still your favorite Canadian bank?Their dividend is sure attractive.

Q: Your comments on pre-released Operating Results please.

Thanks

Q: Trisura pre-announced Q2 results and markets don't appear to like results....your thoughts on EPS announcement...in-line? with analysts, and why would they pre-announce???,,,,do you still like company...or should I settle down and wait for actual Q results on 10 August, thanks, jb

Q: Your thoughts please on the quarter?

Thx

Q: Hi, What are your thoughts/mechanics on the rights issue of new Constellation debentures ? Do you consider it as a good income investment ? Thanks

Q: I own MTL and CN and done well. Any other similar companies I could add (with decent div. )

Q: Looking at overall return, how would you rate these 2 stocks?

Thanks

Q: Can you comment on TFII'e earrings? Thanks. - Jeff

Q: Hello
Could you comment on Real & First Solar earnings.
Thank you very much.

Q: Good day and which of Doman’s and Acadian do you prefer?
How safe are their respective dividend?
Thanks

Q: I would appreciate your insight concerning the recent drop in Trisura’s share price. Thank you!

Q: Hello 5i
Please share with us your views on the quarter.

Tia!

Q: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?

Q: My earnings website says the 3 companies reported earnings. If so, may I please have your comments. Dock me points accordingly

Q: Can I please have your analysis of First Service recently announced earnings. Do you see upside potential in the next few years. Any comments would be appreciated. Thank You.

Q: Would you buy ATZ below 20$.?

Q: This is a portfolio management question. I help manage my retired sister’s stock portfolio; it consists of 36 generally high-quality companies, with focus on Canadian dividend-paying stocks (as she benefits from favourable taxation of eligible dividends); the portfolio has done very well over the years (thanks to advice from 5i); the philosophy is generally "buy-and-hold" with minimal turnover. Portfolio breakdown is roughly 60% Canadian (many with U.S./international focus, e.g., TD, RBI, TRI, etc.), 30% US, 10% foreign. All 36 stock holdings are 2.0-5.0% positions (median weight, 2.7%), except Aritzia (ATZ), which due to declining share price is down to only 1.4% weight. My question is: what to do with a stock like Aritzia? the portfolio management style would be to add to this position, given that it is fallen a lot, and the expectation is that it will recover, and potentially do quite well, in the long-term. On the other hand, there is a risk of continuing bad performance, and one doesn’t want to add good money after bad (the ATZ cost base is already near the median for the 36-stock portfolio). So, from a portfolio management perspective, how would you handle such a stock that has fallen quite a bit below the 2.0-5.0% target weighting of the rest of the portfolio. (Further, it doesn’t pay a dividend, either.)

Ted