Investment Q&A

Q: You mentioned earlier that with rate increases and other uncertainty growth stocks take a hit. Also, that there is some opportunity/interesting options out there. What would you recommended as a buy right now? (ps. I'm currently following the balanced growth portfolio.)

Q: Can you provide any insight into the acquisition announced yesterday?

What could it mean for the stock?

The terms sound too good to be true;
-to keep the asset acquisition cash-flow neutral to FLYHT during this period, PAC will pay FLYHT a subsidy of USD$3.3 million.
-Pursuant to the terms of the acquisition of PWS assets and the transition agreement, FLYHT is paying no monetary consideration to PAC for the PWS assets.

Thanks.

Q: I am a buy-and-hold, dividend/dividend growth investor. I am contemplating exiting my position in PG and establishing a full position in PBH, for a long term hold. Would 5i endorse this move? How long do you think PBH will be able to sustain its very impressive dividend growth rate? Thank you.

Q: Hi I bought TSGI at 42 ish and now is at 29ish at the time I bought you were recommending don’t know if I should sell or hold also OSB is falling can you tell me your thoughts on it. Thank you

Q: Hey guys, What are your thoughts on Vanadium. With prices now over $20/lb companies like LGO, EFR, and FVAN have taken notice and are positioning for a potentially huge demand for Vanadium. Is the China demand(requires Vanadium in rebar) and battery demand real? and worth a spec position in one of the companies above?
Thank you!

Q: What is your current opinion on $TIH and how might they be affected by the LNG project in BC.

Thanks Valter

Q: Hi 5i:
I've been struggling with what to do about some questionable decisions I've made over the last year or so and would greatly appreciate your advice.
Since we began handling our family RSPs 2 years ago the overall value has increased 58% (not including contributions) which we're pleased with. But that gain could be much better if not severely weighed down by Corus (4.5 % of portfolio & down 46%); Firan (2.7% of portfolio & down 43%); Freshii (2.3% of portfolio & down 51%); Extendicare (2.4% of portfolio & down 27%) and, more recently Transcontinental (6% of portfolio and down 18%).
I look at these and don't know what to do - hold or sell - and that indecision is creeping into the rest of my decision making to the extent that I'm pretty much doing nothing but letting the whole shebang sit where it is, which I don't think is a good investment strategy.
We have 6 years until conversion to RRIFs.
Could you tell me what you think would be my best next step for each of those listed above. If sensible to sell any or all and put the proceeds somewhere more useful I will, but before I take that step (and that loss) I could sure use objective advice as to whether that's the right thing to do on a case by case basis.
Thanks - your thoughts will be much appreciated. And if your answer requires more than 1 credit that's completely understood.
Peter

Q: I have a question about ASG; it is time to look at it again?

Q: Is this stock following Micron today? Would you add today?

Q: Can I have your opinion on the AFN equity issue and overall opinion of this company. Thanks.

Q: Please u take on 1)Recent Q results & going forward.It stated record revenue 2)$27.5m Bought Deal private placement of 5.5m shares @ $5..It was increased from original $20m a few hours later. 3Is this a good time to buy some? Thanks for u usual great services & views

Q: This stock finished up 63% on October 2nd and I cannot find any news besides unrelated stories about CBD infused teas and other drinks potentially coming to market in the coming months-years by other companies maybe DTEA?. Is this the reason it jumped up so much or is there another reason I have been unable to source? Thanks

Q: Sleep Country seems to be on a downhill slide. Even Amazon has got into the mattress business. What do you suggest? Wait for at least one more earnings report before selling? Seek a better opportunity now? Or just hold on for an eventual stock price recovery?

Q: What can you tell me about the Wayland Group, symbol wayl.

Q: Hello, I'm looking at adding PBL to my portfolio and noticed the one day price jump. Is this mostly due to the acquisition of Shafer Systems? Is it still a good time to buy (long term hold?), or should I wait for a pull back due to the current valuation.

Q: What are your thoughts on this company at current prices?

Q: I have had for years. If I sell, can you recommend a replacement? Thoughts?

Q: Hi 5i,
Thanks to your recommendation I am currently at a double with gsy. I was looking for your outlook with this company going forward from these levels. I know you have previously said it was still cheap? Do you see the SP continuing to rise nicely over the next 12 months? The main reason I am asking is I am considering trimming my position and buying some CRM (Salesforce). Would you consider this an ok move? Or do you see gsy share price climbing as much or better than CRM possibly will over the next 12 months? Thanks for your opinion.

Q: hi Peter what are the 2019 earnings per share estimates for SIS DOL COV PBH and TGSI. thanks Richard

Q: RHT is a small cap and is down more than 40% since it was added to the BE portfolio last year and is down 4% today. Comments please
Thanks