Investment Q&A

Q: I own these 4 stocks in my TFSA account in which SIS is 2% holding overall all accounts and the other 3 are 1% overall. From reading the questions that have been asked on theses 4 stocks , you feel that DRT is a hold as well as GUD? I would like to increase my holdings so do think that it would be best to add to PLI and SIS at this time and not GUD or DRT?

Thanks
Dolores

Q: Hi folks
Two questions.
I have held both these for some time in my wife's LIRA account. She can not access this for about 12 years, so a long term hold is very possible. Have held these for a couple years. Both are down about 10%, I have held on because I see the ETF as a long term play on our aging population, and ACHN (hopefully you have a little info with this) as a risky but likely takeout target down the road. I have trimmed this one down and made a bit of $ in another account with it, so it isn't as bad as it looks.
Looking back, which is always easy, there are better options, however I am in now and wondering if I should stay the course.
Don't mind volatility, actually kind of drawn to it. Any thoughts?
Excellent job btw, your cheap at twice the price!
Cheers ;)

Q: Appreciate your thoughts on Cipher which has been extremely frustrating to hold. Do you think price can appreciate if and when the sector sentiment improves?

Q: What do you think about replacing a combination of VGH and ZQQ with a single holding in ZUQ--you gotta love the sound of "high quality". thanks Gary

Q: Update

Q: Any comments on the deal announced today with HP?

As a secondary question, when deals that have long closing dates (this is scheduled to close in 2017, I beleive) when should we expect the share price to react? Of course it depends on the deal but is there normally an immediate change, followed by more activity towards the closing date or does it all tend to get baked in right away?

Appreciate your insight.

Paul F.

Q: Hi, It appears from recent comments that you like this company a lot and it will be a favorite addition to your portfolios, when possible. I had a 4% position ( purchased at $37 and $41.50), but decided to trim over past 2 weeks. I believe that company has a solid growth profile for next 5 years, specially in municipal buses segment in US. They continue to receive large orders. But I am not sure of the recent purchase of motor coach business and its future prospects (could you comment pls). In addition, my other concern is insider selling. Coliseum Capital (L. Adam Gray) the 2nd largest shareholder of the co. has cut their holding by at least 25-30% over past 6 months and continues to do so, as recent as June 10 (243,300 shares @41.01). I think this could be a reason for stock unable to move out of $40- $41.50 range, for past several weeks, despite a very strong quarter and promising outlook. I would appreciate it if you could share your thoughts and is it prudent to wait to add to this stock . Thanks

Q: Hi Guys,

Can you speak a bit about the adjustments that CXR has been making to its financials? Is this accounting gimmickry? Is the underlying business sustainable without these adjustments?

My thinking is that these acquisition-related adjustments can't be made forever, so won't reality of low unadjusted earnings one day set in?

Q: Are there any companies/organizations in the Artificial Intelligence sector that 5i believes are good long-term investment opportunities; perhaps focusing application to diagnostic medicine. (Not so interested in driver-less cars, but believe that there must be tremendous long-term plays for companies perfecting diagnostic tools, for example.)
Thanks for your excellent investment analysis.

Q: What are your current thoughts about New Flyer Industries?

Q: Much has been made of the emergence of "fintech" as an emerging sector with substantial upside. Can you recommend an ETF that covers this area....or absent that, a few recommended specific companies

Clay

Q: I'm interested in PUR as an investment & would appreciate your comments on its future.I realize they had a strong last quarter.Currently I have 5% holdings of both SIS & DBO & they are doing well for me.If you like it, what %age of PUR should I buy or am I getting too much money in small caps.What %age of small caps would you recommend ? Thanks as always.

Q: Hello, could I have your analysis of Ceapro inc please.
Thank you
Dave

Q: Hello Peter
I still have Phm 8000@1.046 and Qst 3000@2.57 not looking so good.
Should I sell one and add to the other? Or cut my losses and add to a better growth stock from your growth portfolio?
I am diversified so just looking at a better stock for the next 2-3 years.
Thanks for your work!

Q: Hi, 5I
What type of value does dhx represents at $6.51.
I have no clue how to judge this company and the stock went all the way down to $6 sometimes ago.
Is book value, peer valuation, PE/G or any other valuation that will direct a sense for this stock?
thanks for helping.
Claude

Q: I hold these 3 plus XLV in the health care portion of my portfolio. Not adverse to risk but I am wondering whether CXR is worth the grief. Is there a case for focussing on the others, or does the risk/reward of CXR make it worthwhile holding?

Q: Hi Peter!

If the Growth portfolio had to be reduced to 10 names what would be your top pick today?
correction... on this question it should read top 10 picks today not top pick. Thank you!

Ian

Q: Hi, I don't understand the signfificance of todays press release, since they talk about different share classes? Did the founders just sell a lot of their inside holdings? I'm a bit nervous since phm founders dumped their stock - is this at all a similar situation?

Q: I hold ETFs that track the S&P500, TSX and the All Cap Ex NA index, both hedged and non-hedged. I'm considering adding an emerging market ETF but I'm concerned about the heavy China weighted that most such ETFs have. Your advice would be appreciated. In particular, can you suggest one that has a lower China weighting?

Q: Well, that was a wild turn of events.

Buy more? Sell or hold for better days ahead?

If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.

Thanks