Investment Q&A

• Alimentation Couche-Tard Inc. (ATD)
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Q: I have a question about ATD.B.Was it the increase in debt from the acquisition from Imperial Oil that caused the drop in share price today or profit taking or something I'm unaware of? By the way my portfolio is up more than 52% so far this year, in no small measure, because of your sage advice.Thanks, as always.
Dave

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Read Answer Asked by Dave on September 08, 2016

• NFI Group Inc. (NFI)
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Q: I own this stock and I am concerned about the number of insiders selling this stock. Would appreciate your comments. With thanks, Bill

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Read Answer Asked by William J on September 08, 2016

• Sun Life Financial Inc. (SLF)
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Q: Can you explain the e recent weakness in SLF

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Read Answer Asked by Douglas on September 08, 2016

• Element Fleet Management Corp. (EFN)
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Q: i bought efn because it was financial operating in a different niche than the banks or lifeco's. i'm looking to add some more and bring it up to 1/2 position in my portfolio. add now or wait for the split? if wait for the split, stick to the leasing business?

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Read Answer Asked by Richard on September 08, 2016

• Evertz Technologies Limited (ET)
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Q: What are your thoughts on ET earnings.

Thanks for the great service

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Read Answer Asked by Hector on September 07, 2016

• Income Portfolio (Income)
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• Growth Portfolio (Growth)
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• Balanced Equity Portfolio (BEPORT)
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Q: Would it be possible to get the average return of all 3 portfolios combined?

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Read Answer Asked by roland on September 07, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Is SH still a good bargain to enter for TFSA short- medium term investment?
Thanks

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Read Answer Asked by Sriram on September 07, 2016

• Magna International Inc. (MG)
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• AirBoss of America Corp. (BOS)
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• Black Diamond Group Limited (BDI)
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Q: I am trying to balance out my portfolio sector weightings and am having trouble classifying where these 3 companies should go. I have all 3 of them as "Manufacturing and/or Industrial" whereas you have BOS and MG as "Consumer Cyclicals" and BDI as "Energy". Can it be argued that these are Industrials or should I just stick with your sector classifications?

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Read Answer Asked by Sandy on September 07, 2016

Q: Do you know the % of insider ownership of ABT shares. For small companies I like to have that information but couldn't find it on a company presentation. Thanks

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Read Answer Asked by Jerome on September 06, 2016

• Miscellaneous (MISC)
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Q: In your latest article in the Financial Post "5 Things To Worry Investors", you mention seeing some stocks jump on earnings releases even though revenue and profit were lower than last year. Which stocks in the Balance equity portfolio would fit this description?

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Read Answer Asked by Lionel on September 06, 2016

Q: ABT: recommended in latest 5i email: I read the description of it's business and it was like reading a foreign language - I am not a technology person at all and do not buy companies I do not understand; so, please educate me.TTM PE 23, FPE 270, make no or very little money, ROE 0, CF .23, and pays a healthy dividend. I currently hold no technology other than DH if it qualifies?

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Read Answer Asked by James on September 06, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: What are the 3 best "value" picks or "cheapest" stocks in the Balanced Equity Portfolio right now?

Thanks, Shane

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Read Answer Asked by SHANE on September 06, 2016

• The Intertain Group Limited Exchangeable Shares (ITX)
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Q: Could I have your thoughts on todays press releases on IT. Thanks

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Read Answer Asked by Bruce on September 06, 2016

• NFI Group Inc. (NFI)
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Q: I was wondering about the coming or on-set of the drive-less buses. Are they going to be producing the drive-less buses? Do they have the knowledge to produce the drive-less buses? And, what about the the present production of buses, and how it would affect the change-over of production?

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Read Answer Asked by Herbert on September 06, 2016

• Linamar Corporation (LNR)
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• Magna International Inc. (MG)
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Q: Do the financials, notions of economies of scale and competition, street talk, etc lead you folks to believe that Magna may have any appetite to takeover/merge with Linamar?

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Read Answer Asked by Bob on September 02, 2016

• Miscellaneous (MISC)
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Q: Could you please list your favorite company's for strength, growth and income for each of the 11 sectors. A couple of extras would not hurt.
Thank you. PB

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Read Answer Asked by Peter on September 02, 2016

• Greif Inc. Class A (GEF)
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Q: Good morning,
Interested in ABT and Greif Inc.GEF.US. Both have a payout ratio over 100%. How do you determine the stability of the dividend and are the dividends sustainable when the payout is so high? Do you expect the share prices to grow? Thank you as always.
Gary

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Read Answer Asked by Gary on September 01, 2016

• NFI Group Inc. (NFI)
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Q: We are on vacation (but still reading 5i of course). Vancouver transit uses New Flyer made buses and they appear to be well made and designed. Much better than the clunkers used on the Wilson line here in Toronto.
Jim

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Read Answer Asked by James on September 01, 2016

• TIO Networks Corp (TNC)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: I'm planing on selling my position in Avigilon, sector weightings aside, which would you choose at this time between TNC and TOY

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Read Answer Asked by Keith on September 01, 2016

• Maxar Technologies Inc. (MAXR)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: So an "A" rated company, MDA, gets kicked out of the Balanced Porfolio for TOY. TOY seems to have public for about a year and looks to be much smaller than MDA. So why do you prefer TOY over NFI? Are you sure TOY should be in the Balanced portfolio - it looks to me to be more a candidate for the Growth portfolio?
Jim

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Read Answer Asked by James on September 01, 2016