skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 1 more answer this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: We've seen that GUD's share price has not been significantly affected despite the market sell-off in the past couple months and the recent sell-off/scare in healthcare. GUD's significant cash position is likely playing a part in this regard acting as a safety net in its valuation.

Are there any other similar early-growth companies out there that have significant cash positions or financial strength that would not be easy targets for a market sell-off?
Read Answer Asked by Arneh on October 06, 2015
Q: Hey Guys, these three are my "dogs" right now, fortunately, I have a small position in each, less than 1% of my portfolio. Would you keep all three and wait for the recovery or sell two and double down on the other one or sell all three. Time frame 3-5 years.

thanks,

jim
Read Answer Asked by jim on October 05, 2015
Q: Been a happy shareholder of Dollarama. If one looks at the chart, it's like the late-summer correction didn't even phase it.

There's always talk of increased competition from the dollar stores from the US (Family Dollar, Dollar Tree, Dollar General). Just how much of a threat is this to Dollarama's moat? And if US dollar stores are not a threat, what is their main risk?
Read Answer Asked by Eugene on October 05, 2015
Q: Pembina is up around 4% with decent volume this morning. Any reason for this?
Read Answer Asked by Donald on October 05, 2015
Q: How do you think the TTP agreement will affect MG and LNR? Are they a sell or hold?

Thanks, really enjoy your service!
Read Answer Asked by TK on October 05, 2015
Q: Peter, with new governments seemingly trying to get rid of coal,how will that effect generators such as Northland Power or Capital power? One better than the other? Any other generators that will be effected? Thanks Ken
Read Answer Asked by Ken on October 05, 2015
Q: Hi 5i team,
I was fortunate enough to have sold some of my winners earlier this year in my cash account, so need to take some of the losers off the table. I'm pretty sure I'll sell AHF and CHW (I've been disappointed with these for quite some time).
I'd like your advice as to which of these should go (please list the ones you feel strongly about not keeping first). Choices are: ACQ, AVO, CXI, DHX.B, FCU, IT, MDA, SYZ, TD and TOU. Also, do you think I "should" pick up any of these at a later time?
Thanks for the amazing service!
Read Answer Asked by Brenda on October 05, 2015
Q: May I have your thoughts on Algoma? The stock has been weak recently possibly due to general market weakness or possibly due to problems with the delivery of latest self-unloaders. I know the company puts you to sleep but if you wouldn't mind unloading on the unloaders I would appreciate it.
Thanks
Read Answer Asked by James on October 05, 2015
Q: Can you compare expected earnings growth rates between IT and AYA for me? And compare their valuations? Thank you.
Read Answer Asked by Michael on October 05, 2015
Q: Hello Peter,
these three have the same chart pattern, the 40 DMA moved below the 9 and 20 DMAs, sign of buy! Do you agree? How will they respond to an eventual Bank of Canada interest increase?
Many thanks, J.A.P. Burlington
Read Answer Asked by Joseph on October 05, 2015
Q: In general, how many stocks are necessary to be adequately diversified? I know that your model portfolios have 20 positions each, but if I owned fewer stocks, it would make if possible to monitor each positiion in more depth. I would appreciate your thoughts.
Thanks,
Read Answer Asked by Hans on October 05, 2015
Q: In the FP dated Sep 25,a Joe Chidley wrote about the Black Ducks i.e.Fear trades in reaction to mini-events.2 good examples this week.1)H Clinton's pledge to control drug price gouging.This resulted in the Nasdaq biotech index drop of 7%,& VRX declined more than 10% on Tuesday.2)Volkswagen's cheating on emissions control tests,& the impact was Ford & Gm decline of 2.8% & 2% respectively on tuesday. Neither events change the fundamentals in the subject 2 sectors.The arrival of a black duck can herald opportunity. You are correct in your prediction that the recovery from the Aug 24 decline will be a W,& not a V.Note that on Sep 28,the S&P 500 successfully retested the Aug 24 low.On Oct 2 a retest again, & the biggest reversal to the upside in 4 months on volume which is higher than the average volume for the previous 20 sessions. Please advise the situation now;It is on a uptrend now?Is it time to take advantage of egregious pricing?Please provide some names. As always apperciate Your usual great services & opinions.Looking forward to seeing You on BNN on Oct 13
Read Answer Asked by Peter on October 05, 2015
Q: Thoughts on the public bickering between mr glassman and mr boland? With the large decline in cbl since it's ipo, is it something you would invest in?

Thanks

Robert
Read Answer Asked by Robert on October 05, 2015
Q: With these choppy markets, what do you think of Corbys as a place to wait it out. Also, do you think the dividend at 7.6% is sustainable?
GUY
Read Answer Asked by Guy R. on October 05, 2015
Q: I have been looking at this company for some time. It seems awfully cheap, and is growing nicely. Mr. Glassman appears to have lots of expertise in the area. I realize there are far to many stocks for 5i to research, but my question is if this is a stock that you would ever consider covering, or are there some fundamental underlying issues that would exclude it from your consideration (similar to your reluctance to recommend resource stocks?) Are there any major issues that give you pause? What do you see as the main risks with this company?

As always, thank you for your help.
Read Answer Asked by Donald on October 05, 2015
Q: How is IT impacted by AYA's New Jersey news? Agreed that the real prize for AYA is the rest of the USA and they are lobbying California. I like IT because they are in regulated markets in Europe (UK, Sweden, Spain). Does IT plan to expand into the USA too? Could you please briefly compare IT and AYA from a business and investment perspective. Do you think that AYA may buy IT once it brings debt down? Based on forward P/E IT looks very interesting and insiders have been buying in the $11 range.
Read Answer Asked by James on October 02, 2015
Q: Hi 5i From what I have read Boston Pizza and Mr. Lube are both owned by T&M group of companies. Since DIV now has acquired mr. lube trademark/royalty, is there any reason why div could not also acquire bpf.un. And if so do u think this would be a good fit?
Thx
Gerry
Read Answer Asked by Gerry on October 02, 2015
Q: My investments are primarily growth stocks. My holdings in the following 7 stocks have declined considerably. Should I sell or worth keeping?
BOS,SEV,SCR,AGGZF,BAMXY -US, FLYLF,IMAX
Thanks for your advice.
Klaus
Read Answer Asked by Klaus on October 01, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!