Investment Q&A

Q: Hi 5i team, do you have any potential candidates that will double in price in the next 2, 3 or 5 years?

Q: Blackberry is tanking. Should I sell and take my loss or do you believe it will recover in the next three months? Thank you.
Ron N

Q: Do you think WEED has a potential for growth from here.

Q: I have a full position in TOY and am starting to lose patience as I’m now down 24% in a year and don’t really see any positive momentum building given trade tensions and indications of an economic slowdown. I’m considering selling half or all to move into a more positive growth story as things stand today. As an example, I recently sold a half position in SIS and bought LSPD with very positive results. I would possibly buy more LSPD with the understanding growth=risk. Security and diversity are covered in other parts of our portfolio; these growthy stocks are in our TFSAs where growth is our only consideration. Given the objectives of our TFSA accounts can you make a case for keeping, selling half or all of TOY at this time.

Q: What 4 Canadian stocks would you buy that have the potential to appreciate quickly for a short term hold? Risk not an issue. Well balanced portfolio.

Q: I am looking to raise some cash - what 1 or perhaps 2 of the above stocks would be most suitable?
Thanks once again
RAM

Q: May I please have your opinion on Indus Holding Inc. Also, I see conflicting market caps on different websites. Can you please confirm the current approximate market cap. Thank you.

Q: This is a follow up question to my request for your opinion on the management of many companies. Sorry for the prior long list.

It is good to know that you need to like the management of all companies included in your model portfolios. That helps a great deal. When you remove a company from your portfolios, does that mean that you have lost confidence in the management team, among other things?

I have removed those in your portfolios from my list, as well as those with reports where I have found comments on management. The remainder are as follows:

CTC.A LNR PZA
L SAP
CVE IMO TRP VET
BTO ELD FNV LUN NGT OR PSK WPM
EIF WJA
FM TECK.B WFT
SJR.B T
AQN CU EMA FTS

US: CVS GILD UNH CAT NVDA INTC

Could you please comment on their management teams, as to whether they are excellent, good, acceptable, or questionable?

Thank you,

Fed

Q: This stock has preformed quite well recently, is there anything that you identify that would point to this be a sustainable rally?

Q: I'm underwater on a few investments and I'd appreciate you sharing your perspective on if you see these stock improving over the next 3-6 months.

Q: I know this company is a bit small for you to get too interested in, so my question is really not company specific but rather based on using KUT as an example. They have had a good run over the last year. Price is near highs. Yesterday they announce a BDF at .95. This is about 10% below recent trading. Today they announce an increase in the BDF at the same price. Naturally, price dropped around 7% today to just above the BFD pricing. However, while noting the dilutive effect of the financing (adding around 20% to the float!) and the probable cap on the stock price for a while as all is digested, should not one wonder that if seasoned investors are prepared to pay a certain price for a fairly large piece of a company which is trading near all time highs, perhaps this should be seen as a positive for the company and we, as small investors, should give consideration to buying near the BFD price? I appreciate that big investors get it wrong as often as we do, however, is this scenerio not generally a positive for the company?
Long question, please deduct as many as you deem appropriate.
Thanks as always

Q: What are your thoughts on this company and buying stock now or wait for a quarter?

Q: Should we consider Macro more valuable now that the Trans Mountain Pipeline has been passed or should we wait until it is well into construction as there are still some hurdles to overcome?

Q: Both Canada Goose and Canntrust have been hit hard lately can come off their highs. Would appreciative your thoughts on initiating purchase on these stocks.

Q: I am thinking of taking a small position in my TFSA. Growing company in a growing field.
Your thoughts Thanks Derek

Q: I am wondering how to classify a stock as growth vs income. In some cases it is obvious. A stock paying no dividend is surely growth (eg TOY PHO BTO ELD). And a stock that is stable, large, and has a solid dividend (3-7%) is surely income (eg ET BCE ENB BNS GWO). Please correct me if this is wrong. But in many cases, it could be either (eg SIS SAP PBH ATB.B FM TECK.B UNH:US).

Could you please tell me how you determine how to classify them?

Thank you,

Fed

Q: Can you please give me your opinion about this company. They usually beat estimates and have acquired many companies with success. Is this a good entry point or you would wait for a better price point.

Q: your thoughts on association with shoppers and its potential

Q: I’m looking to hold not more than 8 names that you think I could keep for a multi year timeframe.I am not especially looking for income....just the very best quality total return prospects .Names could be American or Canadian and multisector

Q: Hi Peter, Great to be back on this platform after a number of years. Thank you for the great work you and team are doing. Apart from LSPD, what other 2 to 3 companies do you think have little or no debt and have a great growth profile like LSPD or even better? Thank you,