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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: Peter's top picks on BNN.Mar 27.Please rank them,best first.Thanks so much for u usual great views & opinions
Read Answer Asked by Peter on April 04, 2017
Q: Your updated report on Knight Therapeutics gives six A+ ratings and one A. Did you arrive at an A- overall rating due to management risk concerning CEO Goodman's possible health issues? With the present management team, is there eventually a possibility that his departure, for whatever reason, would not diminish the company due to existing talent?
How likely is it that Endo would sell Paladin to Knight? Is that not the ultimate embarrassment - selling a company for which you paid a fortune - for a song?
Thanks.
Read Answer Asked by Steven on April 04, 2017
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?

In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Read Answer Asked by Gregory on April 03, 2017
Q: Hello 5i
Looking at the benefit of staying in TNC vs exit at current available trading price today of $3.30.
Sticking around to collect the sure 1.5% (call it 3% annual) gain from here and having a safe place to pick up this return feels comfortable.

Selling out now to an investment with great potential seems appropriate - but no guarantee of going up and could be a loss as market increase volatility.

Would you pleased offer your thoughts and comments on opportunity cost with current situation and likely candidates to switch into?

Thanks
DAve

Read Answer Asked by David on April 03, 2017
Q: I have more than doubled my initial investment in Savaria and I haven't sold any shares yet; however, I was wondering what the current forward P/E ratio is and if you would ever sell because it got too 'expensive' in the short term?

I understand buying strength and that hitting new highs is a very good sign, but say Savaria went 50% higher than it is today in a short time frame, would you ever sell purely because the valuation was too high or would you tend to ride it out and risk a pullback because after all, it is still a solid investment and a growing business?
Read Answer Asked by Arthur on April 03, 2017
Q: In the last few months I have been rebuilding my "taxable" portfolio modeled on your balanced portfolio with the addition of some growth names. I am happy with my overall balance of equities and am now going to change my TFSA from an ETF to stocks. What are your top five picks from your balanced portfolio at this time. Similarly the top five picks from your growth portfolio. I realize you often hate questions like this but I do find your answers interesting. Thanks you for your excellent service!
Read Answer Asked by Paul on April 03, 2017
Q: With the recent price surge of these 3 stocks would you recommend starting a position.
Your advice is very much appreciated.
Read Answer Asked by Craig on April 03, 2017
Q: Gentlemen,
Portfolio question on repeat selections,

In the 5i Portfolios there are some equities that are found in several of the portfolios, eg KXS, ENB, GUD, BNS etc.

Instead of repeat are there no other stocks in Canada that you can add that you like as much/more.

Surely another bank might add more variety on North American economy than the international as Scotia does. Is there no other healthcare opportunity than GUD who seems to be a little slow in deploying its capital?
Are there no other utilities that could diversify ENB? You always mention FTS very favorably.

Why repeat and not diversify with unique selections?

Thanks

Sheldon
Read Answer Asked by Sheldon on April 03, 2017
Q: Hello there,

Recently I had asked about your top 2 favourite growth ideas outside of your Balanced Equity Portfolio/Shopify and GUD and GSY were suggested along with OTEX (however you had mentioned this might give too much weighting towards technology). I presume GSY would still be one of your favourite ideas - but what would replace GUD as your second favourite idea, now that GUD is part of the BE Portfolio (which I have purchased along with CLS on Friday). Thanks so much!
Read Answer Asked by Michael on April 03, 2017
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