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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: I currently own all 3. Would you be comfortable adding to all 3 at this time? each position would be at 4%.

Thanks Valter
Read Answer Asked by Valter on October 18, 2017
Q: PBH has consistently been one of your top 3 growth stock recommendations lately. Based on your recommendation, I am keen to initiate a position. However, every time I look at the stock chart it seems like it may be over-valued. When PBH Revenue and gross profit increase 25% year over year, but the stock price increase 55%, doesn't this indicate that PBH is over-valued? If PBH P/E is currently 36, isn't this trading at a premium to it's average P/E and there's more downside risk that it will return to trading fair value?
How do you calculate PBH as being one of the best valued stocks today?
Read Answer Asked by Curtis on October 17, 2017
Q: My favorite stocks are those that go up year after year without a hitch, and have a decent dividend. You appear to favour the same kind, as above. But you have no utilities in your balanced portolio. Would you please contrast the growth rates, dividend growth, stability and safety of the above with regard to why a utility like Algonquin would not fit in nicely?
Read Answer Asked by John on October 17, 2017
Q: My partner has $25k to invest in a new TFSA. Was thinking that 5 stocks of $5k each might be a good initial starting point. Do you agree? And could you make suggestions of stocks to add based on a moderately to aggressive approach. Her other investments inside a RRSP are primarily mutual funds or ETF based. Thanks!
Read Answer Asked by John on October 17, 2017
Q: Gps declined 4.5% today & the news of immediate leave of COO & Chief Sales Officer(fired?) plus Mobi earn-out agreement.Please briefly comment on above apreement.Any other news to cause drop.Is it a good time to established a position & if so,what percentage?.Thanks for u normal great services & views.Looking forward to see Peter on BNN market call on Oct 19.
Read Answer Asked by Peter on October 17, 2017
Q: Another 2 headlines in the Vancouver Sun today.1)B.C.Casinos knowingly accepted banned cash:confidential report.In 2015 River Rock Casino accepted $5.37m(79%)of $6.7m from illegitimate lenders.2)"Nearly all" gamblers with $20s left with other bills(reining)."River Rock does have criteria in place to help prevent refining for the purposes of money laundering,but---the notion that nearly all gamblers were paid out with $100 bills,regardless of the denomination that they brought in with,in part suggests that the controls in place to prevent a patron from refining may not be functioning as intended."These reflect poorly on River Rock & may result in adverse impact.Buy,sell or hold.Thanks
Read Answer Asked by Peter on October 17, 2017
Q: My first tender offer! TRC Capital Corporation wishes to purchase 3,000,000 shares of OTEX at a share price of $38.50 which represents a discount of slightly less than 5% over the current price. My preliminary research suggests TRC is known to have made a number of these discounted offers. You comment please. Thanks!
Read Answer Asked by RANDALL on October 16, 2017
Q: I'm looking for growth stocks from the Growth Portfolio that have been beaten up and are potentially poised to rebound soon and have the highest possible up side for my TFSA.

I your view currently , with the exception of ITC which I just purchased. Which other one or two would you consider right now.

Thanks
Read Answer Asked by Henry on October 16, 2017
Q: 5i Team,

I notice that you have IWO tagged as a financial stock in the growth portfolio, however, when I check the sector break down for it (here: https://www.ishares.com/us/products/239709/ishares-russell-2000-growth-etf), financials are only stated as 6%. The 4 major sectors (Info tech, Health Care, Industrials & Consumer Discretionary) make up 80% of the ETF.

Any specific reason for that classification in the growth portfolio? Should I be tagging IWO as a financial in my portfolio? Thanks.
Read Answer Asked by Ray on October 16, 2017
Q: I'm guessing 5i has a substantial number of clients now and I am wondering if that is a factor in issuing a sell recommendation on a stock when a major event happens? For example, would Peter have " done nothing " as a portfolio manager when SHOP was attacked as was instructed to 5i member's? In no way is the a question on integrity or a lack of respect, I'm a 5i member for life!
Read Answer Asked by Charles on October 16, 2017
Q: I have some cash to deploy in my TFSA. I am looking for two or three growth companies with medium risk. What would you suggest?
Thanks so much for your very wise and thoughtful advice. You provide a wonderful service for which I am very grateful.
Read Answer Asked by Cathy on October 16, 2017
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