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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, iam doing quite well with Kinaxis, but the volatility seems a little out of my comfort zone, do u think a switch to New flyer Industries would make sense for less volatility, but similar capital appreciation over the next three to five years, disregarding the dividend, thanks
Read Answer Asked by Pat on April 14, 2016
Q: Hi, My portfolio is starting to recover nicely. A few of my holdings are laggards though, and I'm wondering if this is a good time to top them up, or should I hold off? Are the prospects still good for these companies? If so, why aren't they participating in the recovery?

BOS, MG, EFN, MDA, CXR, IT
Read Answer Asked by Carla on April 13, 2016
Q: I have $400k in cash that I plan to use over the next year to build a cottage. How do I invest that? Use term deposits maturing at 3,6,9 and 12 months? The interest rates are so low I'm wondering if there is a better way?
Read Answer Asked by Brian on April 13, 2016
Q: Hi there, I recognize you do not advocate short term trading, but could you please provide some suggestions of stocks that are good day (or week) trading candidates that are high quality stocks that could be held for the longer term in case the short term trade does not work out well. Thanks.
Read Answer Asked by Hussein on April 13, 2016
Q: We have a sizable GIC coming due next week with considerable room in our TFSAs. Please provide 4 or 5 of your best growth suggestions. Much appreciated as usual.
RAM
Read Answer Asked by Ray on April 13, 2016
Q: My girlfriend is building herself a small portfolio with low to medium risk stocks, she owns equal parts DOL, CP and ATD.B. She now has the cash to add 2 more stocks in her portfolio. I was suggesting her L or MRU in retail .I was also thinking MTY,BPF.UN or AW.UN in the food sector. What do you suggest ? Thank you !
Read Answer Asked by Francois on April 13, 2016
Q: Hello Peter

In my power balanced portfolio I have: CSU, ESL, SJ, CCL.b, BYD.un, ATD.b, MG, KXS, DOL, PBH, DHX.b.

My question is: what is wrong with my portfolio that on the such a good day today on TSX +158 pts., all of my stocks accept for CSU and MG went down!!
What is wrong with my portfolio selection and what would you change.

Thank you Andrew
Read Answer Asked by Andrzej on April 12, 2016
Q: I have some extra cash to deploy and am trying to decide between aw.un (already have metro and atd.b), bep.un (already have snc lavalin), and enb (already have it,ipl and keyera). This is in a registered account and I am looking mainly for a dividend. Am already overloaded with financials.
Also, is bep.un going to be affected by the recent concerns about the brookfield company's accounting?
thanks.
Read Answer Asked by Astrid on April 12, 2016
Q: Please share your analysis about the stewardship and fundamentals, thank you!
Read Answer Asked by MG on April 12, 2016
Q: Hi again 51 team!

I currently hold a position in MAL and am considering switching into CAE. What are the main advantages and disadvantages of the future prospects for these two businesses?

What are the executives (not self-serving analyists!) at CAE forecasting for earnings growth and cash flow over the next year?

I see from previous Q&A that 5i has noted that CAE has been profitable every year since 1991. Do you think the market cap of this company reflects their long term financial performance?

Would the CAE track record and future outlook be compelling to add to the 5i balanced portfolio? Why or why not? If not, what does this company have to do to merit inclusion in such a portfolio?

Many thanks for your insights and opinions 5i team !

SGR
Read Answer Asked by SG on April 11, 2016
Q: On March 16/2016 most of the senior management dumped a large portion of their shares. Otherwise, low daily trading & a lousy name compared to Easy Home! what's your thoughts? Sell or hold.


Read Answer Asked by Robert on April 11, 2016
Q: If the deal to purchase Canexus does not go through, what effect would this have on the current price of Superior? Also would the dividend be sustainable going forward?
Read Answer Asked by Martin on April 11, 2016
Q: I am fascinated by the Empire Co. story. I have read some of your earlier replies and would agree that it is a wait and see stock at this time. But some of your criteria for a good stock seem to be in place, i.e. history of increasing dividends, reasonable P/E, Price to Book. And the company is buying back over 5,000,000 share to retire them.

To me, this seems like a true value investment. The stock broke through its very long trend line in mid November. I would wait until the trend line turns back up and re-evaluate at that time but when (not if)this happens, there is a $10 capital gain available. Am I right on this one?
Read Answer Asked by Fred on April 11, 2016
Q: Your thoughts on Sandvine earnings report. Is it buy/Sell/Hold at today price.
Love the service Thank you If answered & posted already please disregard.
Read Answer Asked by Hector on April 11, 2016
Q: Question: I own too many positions . Some were income plays , many were from my days as a "big shot" oil investor , others were lost causes .. . Ignoring sector balancing ( I have been trying ) , which stocks should I heave ?
Your portfolios have been very helpful in rescuing me from my previous ways ... thank you
Consumer - AW.UN /ADW.A/ATD.B./CCL.B/CGX/MG/ PBH/HLF/KEG.UN/L/MG/PZA/AYA/ECI/DOL/GIL/ACQ
Financial - BNS/RY/CXI/EFN/IGM/HCG/
Healthcare - PHM/
Industrial - AFN/ RUS/WSP/SIS/WEF/CFP/XTC/MDA/BAM.A
Materials - SJ/
Energy - ALA/BEP.UN/CPG/ECA/PPY/TOU/WCP/BDI/SGY/FRU/VET/ IMO/ PSK /FRU
Tech - CSU/GIB.A/DH/ESL/SYZ/DH/DSG /
Telecom - T/BCE
Utility - ENB/
REIT - AX.UN/CSH.UN/CUF.UN/DRG.UN/D.UN/SRU.UN/
Read Answer Asked by Thomas on April 11, 2016
Q: Hi, I have been thinking of adding a restaurant stock to my portfolio after I divested Diversified Royalty and Cara Ops. I reviewed MTY and just came across Imvestor Restaurants Group, when it was discussed on BNN, Friday as a top Pick by Brandon Caldwell. How would you compare the two on various metrics like, financial strength, management, dividend and future growth prospects (by acquisition and organic growth)? In one of your comments, you mentioned that MTY missed on St-Houbert purchase (by Cara). Which one, in your view is more undervalued today and holds lower risk for a long term hold? Thanks
Read Answer Asked by rajeev on April 11, 2016
Q: I retired, hold a diversified portfolio and keep reinvesting the income. I am intending to buy on margin within a reasonable amount to profit from the spread.
What is your advise.
I am looking for three solid Canadian low beta good dividend paying stocks.
Any suggestion
Thank you
Raouf
Read Answer Asked by Raoul on April 11, 2016
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