Investment Q&A

Q: Can you explain in simple terms how ECN functions at a high level?

For example, in their rail vertical, are they leasing their own rail cars or connecting buyers to sellers while providing loans, or something entirely else? What makes them attractive for buyers versus going to a big bank? I'm trying to see wherein lies their competitive advantage.

Thanks.

Q: Referring to your response that the uptick in PLI is likely related to small cap bounce typical to this time of year; would you trade on that basis? I've got a nice profit and am wondering whether to hold or trade around volatility. Their financial trend is looking good, so I'm not averse to holding either.

Q: Hi 5i Team

I've been watching CGX from the sidelines and can't get past the persistent high P/E ratio in the face of the struggles that the movie theater industry is going through. I understand that CGX is working hard to diversify and that the have a virtual monopoly on screens in Canada but that doesn't justify the high P/E to me. I'm leaning more toward buying PUTs rather than buying the stock or CALLs.

I'd appreciate your opinion on CGX's current valuation and prospects for next year.

Thanks
Peter

Q: Why was Telus dropped from the Balanced portfolio?
At current price levels, which 3 companies in the Balanced portfolio are attractive to buy if one didn't have any?

Thanks!

Q: Following your balanced portfolio. still have not purchased the above stocks. Give me your top 3 from the list above in order. Have a 5 year time frame. Thanks for all your help. Is this a good time to buy?

Q: I've been a long time holder of Constellation Software recommended by you. Thank you so much.

My question is in regards to the companies that Constellation acquires. I notice only a few deals through press releases, but if I were to go into the quarterly statements I see way more companies being acquired. Why is Constellation being selective and only publishing some deals and not others? Is there a criteria for this or is it just up to them what they disclose to public and shareholders?

Q: Hi, Although these are not comparable companies, I'm looking to invest in one for my TFSA and would like information on which has the most growth potential in terms of share appreciation.
Thanks

Q: Thinking about beginning a position in BCE now that it has pulled back. Any thoughts on support levels now that interest rates increases have been pretty well telegraphed ? Thanks Steve

Q: For growth and maximum return in a TFSA, would you suggest BCE with the good dividend or ATD.B as the riskier but more to gain investment? I know you don't have a crystal ball but based on your best research? Thanks

Q: Happy New Year to the 5i team! Which one between DOL and ATD.B has more growth potential according to you based on a 5 yrs time frame?
Thanks!

Q: I sold GUD for tax loss purposes. Trade date was Dec.18, settle date was Dec.20
What date can I repurchase it?

Q: I am transitioning from a growth portfolio to an income producing portfolio. Should I buy the dividend stocks in the model portfolio one at a time or buy small portions of each?

Q: Is this a good entry point after recent steady decline?Thanks for U usual great views & services. Eagerly awaiting U monthly update

Q: After being a laggard for most of 2016 &2017, Sylogist shares finally picked some momentum after release of last quarterly results in December, probably due to renewed optimism about company's outlook for 2018 and beyond. However, market interest seems to be fading out as reflected in share price falling back to $9.50-9.75 level (below where it started last year). I do understand that no analyst covers the co. and stock has low liquidity. Over past 4-5 years, since we started investing in the company, it has produced decent returns for us including respectable dividend growth each year, but I am wondering if it's time to lighten up (6-7% of portfolio) and deploy funds elsewhere. Unless, of course, if there is a compelling reason/potential to hold. Thanks

Q: Scotia shows outstanding shares for Dollarama declining from 144 million, in 2014, to an estimated 103 million in 2020. Is it within the realm of possibility that management continues to purchase shares and decrease the share count to the point where just privatizing the company becomes the logical end game?

Thanks for your opinion. I look forward to renewing my subscription before the end of January.

John

Q: Any idea when PTE is reporting its results?
thanks

Q: Is there any meaningful news explaining the recent increase in PLI?

Q: Which would you prefer to hold in a TFSA?

Q: Which of the balanced equity industrials would you add now. I own WSP already but no others. If have cash for 1 full position or could do part position in a few of them.

Q: Hello Peter,
We made our annual contribution to our grandsons RESP. He is 4 years old. We would like to add one or two new stocks to his portfolio. The current holdings are:
ATD.B
CXI
GUD
NFI
PBH
In your opinion what would be some good Additions? Thank you