Investment Q&A

Q: Having heard Christine Poole today not being too keen on the auto parts industry, how does this fit in with xtc? I have made
a little in it and wonder if I should sell and get into something else for now. They will be having their AGM on Jan. 29. Any thoughts on this? Thank you.

Q: Re: SYZ
Long time (close to original?) subscriber, just renewed for two more years. Thank you for providing the subscriber discount - it again shows your ethics and the fairness with which you treat your subscribers (which is in addition to the great info you provide).
Anyway, enough of the accolades.
Sylogist (a member of your portfolio) has been pretty much sideways since August. Technically, (sorry, I'm a bit of a chartist - I know you aren't) it has fallen below its 20 and 50 day moving averages and is showing significant negative divergences on both MACD and RSI. (Not good technical signs). While I appreciate you may be "comfortable" with the stock here, my question is what do you see as being necessary to move this stock upward and what might be the chances of that happening.
Though I ask very few questions, I really appreciate your responses.
Thank you
Neil

Q: Good Morning Peter and Team,
I purchased Genivar (GNV-T) now called WSP Global (WSP-T) back when the shares got whacked after the purchase of WSP. The share price has run up nicely since then and I am considering switching to Stantec since STN has recently pulled back a bit. When I look at both companies, side by side, Stantec looks to be the better run business based upon profitability, share dilution, balance sheet, etc. Also the dividend that WSP pays out forces them to issue shares and borrow in order to grow. Stantec looks to be run by a far more disciplined management. I would appreciate your opinion of the switch. Thank you. DL

Q: Good morning - I am comparing HCG & FN.
HCG - PE 11 Yield 1.4% Payout Ratio 15%
FN PE 8.8 Yield 5.9% Payout Ratio 53%
I also assume that both companies will be affected by raising interest rates.

Your thoughts please.

Thank you as always
Craig

Q: What is your thought on Badger Daylighting? Is it over valued or is there more up side?
Thanks Peter.

Q: I am running out if gas with sylogist, i have owned it since the 3.35 range ,made a ton of money, but the last 3 months have been a big zero with syz. There are so many great companies out there, so my question where do you rate sylogist today on a scale of 1 to 10 for agressive growth. I am not looking for stability.dave

Q: The last time you commented on Leon’s Furniture (LNF) was over 7 months ago. I bought this stock a while back because I wanted exposure to the Consumer sector from within your coverage list. I’m up slightly but the stock hasn’t really moved much. I keep hearing accusations in the news about their questionable consumer lending practices and advertising claims, and while it doesn’t seem to have impacted the stock price, I am feeling less enthusiastic about this holding. How do you feel about the company today and if I wanted to switch to something else staying in the consumer space what would you recommend?

Q: Hi,

If you select your top 10 stocks for the year, would MNW fall anywhere. What do you see with respect to MNW during 2014. Also it is been slipping recently maybe because it went up so much. Do you think there would be any issues to holding this for long term. Thanks

Q: Hi Peter,

I am thinking of purchasing LIQ but noticed it has rallied significantly in the past few days. What do you think of this company? Should I be aggressive to purchase it at current levels or can I be patient and accumulate it on dips?

Q: Happy New Year, 5 I Team. I am thinking of investing in two of the following three stocks in my TFSA account this year. Would you please give me your opinion on which two would be the best choice: CHR,B Chorus Aviation, DHX, DHX Media and HWO, High Arctic Energy Service. Thanks, Lesley

Q: Peter & company ... keeping with tech as possible leader this year ... does a balance between - DSG, MNW, ESL offer possible returns .. is there one of these MORE preferred by your analysis ..thx

Q: getting very concerned about STN, peaked in December at $72.34 and now $64.10, can take a very nice profit, time to say so long?

Q: I have been considering Enghouse (ESL) as I can now put some money in my TFSA. However, I noticed Descartes (DSG)and started comparing to ESL. I read your previous comments and they do not indicate any leaning to one or the other. The market caps are similar but ESL has a lower P/E. What is your opinion of these two? Thanks in advance.
Gary

Q: Hello 5i Crew
I'm interested in when the following will be reporting their 2013 4th quarter: AVO, AYA, FEYE. Thanks for all that you do and I check your site at least 3x daily !!

Q: Could you recommend 2 stocks from the 5i model portfolio to hold in a TFSA, the other 18 stocks would be in a regular non sheltered trading account.

Q: Hi Guys,
I noticed in your latest Jan 03 5i research summary you have given TCN a C+ rating yet the actual December report states a B rating.
Have things drastically changed or is this just a little slip up
cheers.

Q: Current TFSA holdings are BEP.UN, BNS, PKI, and HR.UN. Have room for 15k investment and plan on buying MCR plus one other stock. The 15k for two stocks will equal about 5% each of the combined TFSA/Investment Acct portfolios.

Do you have a preference of MG, or ACQ for the second stock? I have no other exposure to the automotive industry.
Bob

Q: GLN Glentel is up $2.00 in the last two weeks and it raised it's dividend four percent yesterday. Is it going up because people sold it for tax loss and are now buying it back or is interest coming back into because of improving prospects? I'd appreciate your thoughts. THANKYOU

Q: EQI How do you feel about EQI as of now? Smoothwater appears to be supporting the stock which worries me. Do you think they might pull back on that support to try to sway us little people to go with their offer? Would CXS be a decent more stable alternative?

Q: Stantec (STN) has now fallen 10% from it's high of over $72. Any concern or is this normal after the big run-up of 2013? Might it be a good time to add to my position?