Investment Q&A

Q: Please your opinion on ZCL including insider ownership,estimated eps & revenue.When it is reporting?After your recommendation @ $10,I iniated a half position;should I add now.Thanks for u usual great services & views

Q: I keep trying to add to a position in Photon. The stock just doesn't seem to want to pull back. Would you be comfortable adding here at its current valuation etc.

Thanks

Q: I have an approx 1% (of equity portfolio) position in Pure technologies and 1% in cash available. Would you endorse selling the pure technologies and buying a 2% position in Shopify ? (I am not getting any younger)

Thanks.

Q: SYZ looks to be net buyers of their stock recently and insiders are buying. I have a half position and would like to add. Any concerns other than the small size of the company. I follow the BE portfolio mostly with a few income stocks as well.

Q: Hello 5i
With pur price decline would you consider this a good time to buy or is managements own underwhelming commentary on their business performance (Q3 webcast) enough to create a wait and see status?

Looking for sustainable growth investment. Is it pur or do you suggest alternative at this time?

Thanks
Dave

Q: 5i Folk my daughter has a ten plus year investment horizon with approx $40k cash I'd like to invest for her into the Growth portfolio. She could therefore purchase say $2000 of each of the holdings but are there any you'd currently omit or lighten up on in favour of others you'd increase the weighting on or are you currently recommending all 20 or so because you like them equally long term (or they wouldn't be included if you didn't) and would you weight each of them equally?

Q: I am looking at this company mostly for income and my research indicates that they supply some chemicals to the US Midwest. Just wondering if it is possible the quantify the effect Trump would have on this company if he slaps a tariff on these products? Are these products a large percentage of their sales?

Q: Could you please comment on People's earnings release and whether their revenues and earning are in line with your expectations.
Thank you
Mark

Q: I read with interest a recent answer that split the 5iR balance portfolio into 3 ‘buckets”. My wife has a RRSP and a regular account….and both of these “buckets” hold 5iR income portfolio positions...and will be adding to it. From risk and diversification reasons, I would be interested in your take on what a two way split of the 5iR income portfolio would be…….Thanks…….Tom

Q: i could not find this on the questions section so i will ask you. Could you provide me with the companies in the balanced portfolio as to the sector you put them in i.e. bns financial etc...i tend to think that you rate some of the companies diffrent than RBC does....thankyou

Q: Hi folks,bought into rrx/t last week at 9.60,watched it run to over $10 but today watched it break below $9. I know oil has been volatile but is everything still ok with company that you know of??, stock has sold off more % than others in the sector, thanks as always, jb

Q: Now that PLI has received orphan drug designation for PBI-4050, what is the liklihood the stock will rise to $4.75 as predicted? If it does reach that level, is that a take-off point to much higher levels?
Elmer

Q: Hi Peter and staff
Given your logic for dropping AdW (low yield) what makes Loblaw worthy of staying in the Income Portfolio?

I have owned it for over a year with no growth in share price to go with the low dividend .

Thanks for all you do
Dennis

Q: I currently own both EFN and ECN and my broker would like me to sell EFN and buy more ECN as he think there is more growth potential in ECN? Would you agree with this move?

Thanks
Dolores

Q: Hi Peter! SIS said in their statement "There are over a thousand resellers of accessibility products in North America." Their purpose behind this statement was to iterate that there are many opportunities for acquisitions that could improve synergies, but I'm more concerned about how they maintain a competitive advantage. Do they depend too much on R&D? If not, what makes them stand out from the rest and what are the barriers to entry? Is there any brand loyalty among its customers? Do you see them being bought out in the future (i.e. like United Technologies that own OTIS elevators)? Thanks!

Q: I currently own DRT and wonder if it would be better to sell DRT and invest in SHOP or another tech company as my total weight in this sector is only 4% and does appears to have better growth. I currently own ENGH and KXS both at 2% weight.

Thanks

Q: I hold EFN and recently bought more ECN. John O'Connell was on BNN Jan. 19 and expressed a very negative opinion of both based on self serving management. Could I please have your comments on ECN. Buy hold or sell?

Q: Could I get your thoughts on PUR, it has been declining recently and was wondering if there are any catalysts for growth this year.

Q: Hi Peter and Staff:
More of a comment than anything else . First a thank you - I would not have hung in for such a large gain if you had not been comfortable enough to leave it in your portfolio.
I do wish that other than situations like Concordia where you decide you cannot stay in due to a bad situation that you would not drop good companies unless you added your replacement at the same time - I follow your strategy of not sitting in cash - When you toss a stock from your portfolio without a replacement despite comments you make that there is nothing wrong , I think you leave us scratching our heads as to why you feel it is so important to drop it to sit in cash . For one thing you may add a stock that we already own so we would not have sold ADW or you may add one we are not 100 percent sold on and would only sell 1/2 of Adw and buy the replacement for a 1/2 entry .
Thanks for all you do
Dennis

Q: Good morning,
If I sell ADW.A (which I am tempted to do) as I am trying to follow the Income Portfolio as well as the Bal. Eq. Portfolio I will need about a 5% ($35000) position in another equity to replenish the Consumer Staples sector. Currently hold ATD.B, DOL, L, and PBH. Thanks as always for your insightful responses.
Ted