Investment Q&A

Q: Im news that did not DOO too goot for the share price.

Why does the market not like this news?

announced today the launch of a marketed secondary offering by certain of its shareholders, namely Beaudier Inc. and 4338618 Canada Inc. and Bain Capital, and the filing of an application to list its subordinate voting shares on the Nasdaq Global Select Market in the United States under the ticker“ DOOO”. Trading of the Company's subordinate voting shares is expected to commence on the Nasdaq following the pricing of the offering

Q: Would you be a buyer of gold stocks right now and if so which ones?

Q: Both these have been a little sideways lately. Who should i cut to make another acquisition?

Thanks for all your insight
Mark

Q: Hi, could you please provide Dollarama's earnings estimates. Thanks

Q: After close today TSGI stated it is reporting on acquisition of Sky Betting on Sep 17Your take please..Hope it is good news as it has dropped from some $50 to current $31.72 in a short period.Iam down 30%. Thanks for u usual great services & views On a aside looking forward to Ryan on BNN on Sep 13

Q: Hi, I sold Enercare and was wondering how I should replace it.
My portfolio is built with mostly large caps and some titles from your BE and Income portfolios. I am retired and depend partly on dividend. Here is the portfolio breakdown:
Consumer defensive 10,31 %
Energy 13,16 %
Utilities 11,05 %
Telecom 11,56%
Reit 0,76%
Financial 24,38%
Healthcare US 3,53%
Industrial 6,85%
Consumer-non cyclical 0,44%
Consumer cyclical 2,67%
Tech US 4,20%
Diversified 0,42%
Basic materials 1,84%
Fixed income 3,44%
Equity Canada(ETF) 1,80%

CASH 3,59 %
Total 100,00

Q: I do not see any REIT in the Income and Balanced portfolios. I would like to know why.
Thank you

Q: I have 2.5% positions in TD and BNS and no other Canadian financials. I have had Sun Life on my watch list for awhile. Not sure why it is drifting lower after last quarter's results. Would now be a good time to add it, or would it be better to continue watching the negative momentum. Or maybe it would be advisable to top up BNS and TD instead? Maybe you could speculate on why SLF is declining. I am not sure how they are doing in Asia, but I imagine there is a fair bit of potential there, if they can tap into it.. Thanks, as always, for great service.

Q: Follow up questions:
Thank you for your answer.
Are the expectations of 6 to 10 cents provided by the company or are you doing your own calculation to get this number ?
Also, as a business scale and grow, do you try to estimate future margin and profit (say 3 years out) or is it a futile exercise given that there are so many variables...
I am trying to get better at assessing companies like Reliq. I usually pass on them as they always seem too risky for me and 1-product company most times.
Any advise or general comment would help. Thank you
Pierre

Q: Greetings, Peter & Co.
Are there any major concerns you would have with a purchase of ECN Capital? Is the dividend considered 'safe'?
With appreciation.
Ed

Q: TFI - TFSA or Unregistered account?

Bought 2.5% position in Cov on spec at $7 based on 5i's recommendation. Hold on or take the money and run?

RHT / TSGI- average down or be patient?

Thanks. Keep up the excellent work.

Best Regards,

KC

Q: Hi Peter/Ryan,

I bought TSGI at 40 in my RESP account and it is down 20%. I was thinking of buying at current price of about 32 in my TFSA account. However, Scotiaitrade research team rating on TSGI is HOLD (Thomson Reuters, Valueengine). I would appreciate your opinion in terms of should I wait for some good news before I add more money into this stock.

Thanks
Ninad

Q: What would be your suggestion for a 5 yr hold split between the growth/ balanced portfolios with a modest amount of $50,000 . I realized that it is small amount for proper diversification and how many names would be adequate . Thank you !

Q: Hi team
I have some extra cash to be deployed

this stock has been on a downward spiral
I have half position in PBH already also in decline, consumer staples should do well
in the summer months, but)
wonder if I could increase my position in PBH or start a 1/3 or half position in QSR
which one would you prefer for a 3 years plus hold with some consideration for a small
dividend income as well, thanks

Michael

Q: Can you please explain how you value this company in terms of ratios and financial metrics ?

Q: Why is after the strategic alliance announcement with QUNIE Corporation on 9/05 met with a selloff? We kind of expect a pop in SP, could it be just a drag down by the hit in the U.S. tech stocks the last two days? What is your take on this?

Q: Good Afternoon 5i,

What are your current thoughts on SHOP? Are you worried about the news that Instagram is preparing their own eCommerce program?

Thanks!

Q: Could you comment on results ?

Q: I am modeling a portfolio after your balanced portfolio (with the occasional stock from your growth portfolio as a replacement) and already hold your other suggestions in the industrial and consumer area. Looking at adding one of the above 4 stocks this week. (DOO would be in place of MG if chosen). What would be your suggestion and why? Thanks!

Q: Hello Peter, Even after recent decline Materials still represent 17% of balanced portfolio. do you suggest a high weight to this sector. do you still like it it / comfortable for it to show better performance ahead (relative to discr or fin).thanks