Investment Q&A

Q: Regarding the Model Growth Portfolio, which 5 companies do you rate as having the best quality of management?

Q: ZCL is a profitable pick of 5I on 8/31 @ $9.99,now $11.21 plus current 2.85% yield.After market close on 10/14,co.announced that its CEO is granted a temporary medical leave of absence to deal with a benign tumour,& that its strong board can handle business during his absence.Please your view on impact,if any.Technically it is very strong.Appreciate your usual great views & services.Looking forward to your mid month report given the volatility & fast approaching US elections.

Q: Have held this for 18 months ,been very patient as a lot of BNN analysts have liked it with the promise of "unlocking value" when the company splitting into 2 ,but they only thing that has happened really is the stocks "dropping in value" any reason why and your thoughts for the next year on these 2 companies..thanks.

Q: Hi there,

I had two questions. The first one would is on Sleep Country - I noticed that has come off it's highs of around $33ish. Do you think today's price would be a good entry point or will it continue a down trend with profit taking etc?

My second question is on the Balanced Equity portfolio. I have been following your updates and stock selections and started out with a 5% weighting or so in each name. What is the best way to deploy any new funds if I wanted to follow the balanced model? A real world example of this would be if I contribute money into my TSFA next year, what would be the best way to deploy this new cash into the BE Portfolio? Should I divide up the contribution amongst several names? Hold it in cash and wait until you have added a new name to the portfolio and then deploy it? Is there a recommended approach to this?

Thanks!

Q: What is your opinion about the failure of the merger with Infor? Thank you

Q: Up 10% today. See any reason why?

Thanks

Sheldon


I have a question about 1014

Q: Hi 5i,

If book value of ECN is $4.41 per share, why would it be trading in the $3.15-$3.20 per share range right now?

Does the current share price increase the risk or change anything for the INFOR Acquistion Corp merger to close?

Thanks, Shane

Q: Hello Peter and Team,

Do to the split, I have a tiny (practically negligible) position in ECN. Is this a company that you would be willing to top up to a half position, or should I release it now? If you are willing to top it up, would you prefer ECN or EFN and why?

Thanks,

Wes

Q: Would the stocks in the income portfolio be those you would recommend for retirees?

Q: Which would be a better buy? Loblaw or PBH?

Q: Looking back at previous questions about TOY, it's mentioned that it is attractive at 21x or 19x P/E ratio. My TD Waterhouse web broker research platform states that it's currently operating at a 46.7x P/E ratio.

a) 46.7x would be bad, right? And cannot be true?
b) What's the current P/E ratio and how can I reliably find it independently?

Thanks

Q: I have not yet exchanged my Intertain shares but if so I would take the exchangeable shares as you have recommended. However I am considering the following option: sell my Intertain shares on the open market this week and buy the Exchangeable shares (probably) when they become available. Could you please comment on this strategy the advantages and disadvantages. Thanks.

Q: I am going to start building the growth portfolio over the next couple of months, please identify ~5 stocks that might not hold their current valuation or that I should take a little longer to watch before purchasing.

Q: I cannot find the deadline date to elect to choose the "exchangeable shares" option. Questrade requires it. From the Intertain documentation, it seems it's up in the air? Thanks.

Q: I would like to top up some holdings in Balanced Equity. What are your top 5 stocks to buy right now from the BE portfolio?

Q: At this point in time, what would you say is an opportunity to buy 3 stocks in each of the income and also balanced portfolios? Thanks for your suggestions.....Tom

Q: I have to reduce my C. Disc. sector; which one of the above would you let go? Great service! Thanks, Stephen

Q: ET seems to be in a downhill slide since June, now down aprox. 15%. The 5 year chart shows a trading channel with higher lows and higher highs. Is there a fundamental reason for this stock to sell-off on such a regular basis? Is now a good time to top-up a position? Thanks Ron

Q: Thoughts on the recent pull back in gold and gold shares? A good entry point for Agnico Eagle or still more downside possible?

Thanks,
Jason

Q: Morning, I have held HCG for years, and XTC for about a year, have been waiting for a turn to positive on both. Is either expected to improve or are there better names in these areas? Thanks, Lavern