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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: In response to a question today you recommended Loblaws in the Consumer Staples sector. I'm curious why not Metro when Metro has a much higher ROE and a lower P/E ratio. Also, would you recommend George Weston instead of Loblaws? Just curious. Thanks for all you do!
Read Answer Asked by Pamela on March 27, 2015
Q: Could we get your latest views on GUD. It's been off quite a bit the past few days. Is it good time to take a position?
Read Answer Asked on March 26, 2015
Q: In the Consumer Cyclicals, I hold Linamar, Magna, Disney, DHX Media and a bit of BABA. In Consumer Defensives, I hold Couche-Tard and Saputo.

I was thinking I would sell Linamar from cyclicals and add Loblaw to Defensives, under the assumption that it's probably better at this time to have more weighting in defensives than cyclicals. Does it merit holding both Saputo and Loblaw, given that their charts parallel each other in an upward trajectory, with Loblaw slightly outperforming Saputo since about the end of October. I have a sense, from reading all your answers on Loblaw, that you expect good growth from them. If not Loblaw, would you suggest another name, please? .... or should I leave well enough alone, assuming there is still good growth in Linamar? Thanks for your advice, as always: you deliver a stellar service that is beyond compare!
Read Answer Asked by Sylvia on March 26, 2015
Q: Hello Team,

Would it be possible for you to list the names of 1 or 2 companies in each sector but with a management which is similar to the ones at CSU, CCL, CXR, or AYA? I mean companies whose management has proven record in caring about shareholders, taking calculative risk to grow the business, and having meaningful skin in the game.

Given your vast knowledge of who is who in business, I hope this is not way too much work for you but I understand if you decline. Like everyone else I am just grateful that you are there for us all. Thank you!
Read Answer Asked by Saeed on March 26, 2015
Q: Please advise five Canadian dividend growth stocks you can recommend at this time. Thank you, Barrie
Read Answer Asked by Barrie on March 26, 2015
Q: Although we are still buried under mounds of snow here in the Maritimes, it is spring cleaning time. I am looking to get rid of some of my loser stocks for other opportunities.
Would you recommend bailing on any of the following? Or conversely, would any be good to average down on? I have a long term investment horizon.
GXI -34%
CVE -35%
ESN -57%
NTB -31%
RMM.UN -19%
AX.UN -3%

Thanks
Read Answer Asked by Robert on March 25, 2015
Q: Peter Ryan and team
I have a limited accounting background I understand most of the ratio's eg ROE PE CF but I have great difficulty in figuring out how to calculate them on a complex financial statement

Could you suggest a course or literature to help members calculate the different ratios and determine debt levels etc

Everyone says do your own research and I want to become better equipped

Any suggestions would be appreciated

Thanks
Paul
Read Answer Asked by Paul on March 25, 2015
Q: This company has hit new highs the pas 2 days on the venture. Ravi Sood is on of the principles behind what they claim is using the income trust structure as it is based on foreign assets--in this case renewable power on the fringes of the EU. Does the concept work? Is it for real and not phony magic?

Bryon from Elmira
Read Answer Asked by Bryon on March 25, 2015
Q: Could you comment on Pivot. They say they will initiate a 3 cents dividend in September and will convert the pref shares. At 30 cents , its a 10% dividend for a growing company.

Their last earning a few months ago showed a 10% increase in profit and they maintained 11% margins.
Read Answer Asked by Olivier on March 25, 2015
Q: Could you please comment on Logistec recent earnings (03/24) and the news release about expansion of their Montreal terminal? The stock had a great run, do you see more upside or would you recommend something else?

https://ca.finance.yahoo.com/news/logistec-announces-expansion-termonts-container-173000129.html

thank you
Read Answer Asked by Olivier on March 25, 2015
Q: I have a handful of blue chip (industrial?) U.S. stocks which I'm up 20 to 40%. UTX,GE,AMT,AA,GLW. I would like to think of myself as a long term investor but with all the indicators of rising interest rates and pull backs, should I look at taking some profit here? I'm usually guilty of hanging on too long and not selling. I'd be looking at putting it into what you recommended to Nick for his TFSA on 03/24/15 WSP or STN,XTC, HGC, WCP and / or ATD.B
Thanks
Read Answer Asked by Nick on March 25, 2015
Q: Hello 5i team, This name reached all time high in January this year at $17.02, after that it keeps dropping. Now it is at $14.12. Even when the market is rising like today, it still makes new low. What is wrong with it? what should I do? I am fairly diversified now. If sell, please suggest a name to replace it. Thanks.

Lin
Read Answer Asked by Lin on March 25, 2015
Q: I administer a small RIF account for a relative. Time to make some changes as it's in a negative position. Three stock are in the negative, and 2 have done well. That changes do you recommend for a growth portfolio? (Time horizon: about 4-5 yrs.)
Cost Price Value % loss % portfolio
ACQ 58.47  31.79 1,017.28 -45.63% 4.56%

QST 3.55 2.36  3,540.00 -33.46% 15.86%


HCG 51.2 42.47  4,247.00 -17.05% 19.03%


OTC 59.77 69.96  6,996.00 17.05% 31.34%


AVO 15.52 21.39 6,417.00 37.79% 28.75%

Loss
TOTAL 22,217.28  -3.17%
Read Answer Asked by Helen on March 24, 2015
Q: Hi 5i Team!

With the recent correction in lumber stocks in the TSX, what would be your top 2 preferred names in the industry and why?

Thanks for the great service!
Angelo
Read Answer Asked by Angelo on March 24, 2015
Q: What do you think of Yellow Media? Is it a buy?
Thanks!
Read Answer Asked by Arthur on March 24, 2015
Q: Goodmorning Peter and Team!!!! It's minus 9...got the reggae playing and am eyeing the shorts and flip flops...please tell me that this weather has to improve. On that note, what are your thoughts on Brookfield Asset Management? Is it a buy at this level or should I wait for a pull back? Thinking warm thoughts, Tamara
Read Answer Asked by Tamara on March 24, 2015
Q: What Canadian Companies benefit from Low Canadian Dollar and have lots of sales in USA. I thought of CLR,SAP,HLF, GIL, ADT.B,MRE, DRT,TD ( with US branches and Ameritrade ),Lumber WEF.
What are others and what do you think of names above?
Bob Kirvan
Read Answer Asked by bob on March 24, 2015
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