Investment Q&A

Q: The stock has trended down since August and ask for any background on this. Is this stock you would hold or sell?

Q: I have held exco xtc for a while - have about 35% profit . Thinking of switch to Magna. Make any sense??

Q: Hi Peter and Staff. I have very small positions in the stocks below and have a small amount to add to 2 of them. Sector allocation is not an issue..could both be in same sector and not matter in my weightings. Which two would you pick and why?

CCL,DHX,KXS,MSL,OTC,PLI and TNC

Thanks for all you do

Q: Reviewed you comprehensive reply today, however why are volumes up 1,771504 compared to much lower volumes.
Is this the shorts, or something else.
I hold this in my RRSP at a much higher price, and considering leveraging down, or even buying a call option.

Can you please help me out.

Many thanks for your help

Q: Hi 5i: Along with many others I have significant paper losses on CPD. I would hold for the good divided if I could be reasonably sure I wouldn't suffer another large hit if the BoC were to lower rates again, or go negative on us. Some time ago I sold about a half and reinvested the proceeds. I'm considering dumping the rest to limit the remaining potential damage. What do you think?

Q: Is there a correlation between EFN's falling stock price and Trinity Industries? Should there be any concern or should I add to my position in EFN? Thanks.

Q: Peter and Team,

In trying to follow the model portfolio moves, I am looking to add PKI. The one wart that I see is that, in your last report, it showed a payout ratio above 100%. Do you still see this and are you concerned about it>?

Q: Good morning 5i, any comments on SPB's report? Still comfortable with it in the income portfolio? Thank you

Q: I'm new to the service, have asked a couple questions and have went unanswered, not sure if your getting my questions??? Here we go again though. Wondering why you have stocks in your portfolio's that are not in your coverage universe?? I'd like to read about a stock (tucows as an example) before considering it for my portfolio, I would think your portfolio stocks should be in your coverage universe, am I missing something - thanks - hope you recieve this

Q: New member here.

As an individual seeking to replicate the allocation of one of your model portfolios in the longer term (over a year or two, as I shift out of current investments), what is the appropriate way to evaluate if your current portfolio elements continue to be a buy vs a hold?

My concern is buying in to a position that you are about to drop because it has reached its investment limit, either too high, too low, or just flat. CSU is an example that comes to mind: this security increased 329% since you included it in the portfolio, but I would be concerned whether this is near its limit for growth.

My initial thought is to simply match your newly initiated positions as they come and ignore the previous complete portfolio.

For the future, what is the appropriate method to rebalance your positions?

Q: Kinanxis earnings look strong with solid revenue and adj. EBITDA increase. Could you please comment on these numbers and Adj EPS. 2016 guidance seem to be in line with expectations. What's your take on the results and does it support current valuation. Thanks

Q: Hi Peter;
please comment on KSX numbers and the outlook for 2016.
Thanks,
Ron

Q: Hi 5i, I would like to add a new position to my granddaughters' trust accts ( 2).

They currently hold:

REIT ( KMP and AX.un)
Bank ( BNS and RY )
Insurer ( SLF and MFC)
Pipeline ( PPL and IPL )
Oil ( ARX and VET)
Utility ( BEP.un and NPI)

Could I get your top 2 suggestions in the following sectors:
tech
telecom
consumer staples
consumer discretionary .

Timeline would be 5 to 7 years.

Thanks for a such great service! You really help to remove the DREAD from investing

Q: I currently have a quarter position in Element Financial and as the trend line was down, I was holding off buying additional shares in EFN. Now with the announcement of the split of EFN into two entities, and the most likely increase in the p/e rating increasing, I am wondering if I should buy now, or in a weeks time, say, or hold off until the split is actually done.....Tom

Q: Hi

Couldn't see any news. Any spec reason that KXS is up 12% or just short covering?

Thanks

Sheldon

Q: Please comment on recent earnings. Market seems a bit unhappy with them.

Q: while the split might be beneficial for common shareholders can you comment on it's effects on the PFD's , please and thank you....the details might not be available yet but i would think one company would provide more strength to the balance sheet than two smaller ones...many thanks , in advance , for your thoughts on the matter....cheers

Q: Big news this morning, about splitting the company into parts. Comments? ( And if many people have asked this, please ignore this and charge me a question anyway!)

Q: What is the valuation like on Dirtt? What is the future expected rate and overall is it cheap, fair or overvalued for growth in the next 5 years. Thank you!

Q: Hi Peter, Considering current downturn I am thinking of putting some cash to work. Can you please give me *top* 5 names from your growth/model portfolio considering a 10 year hold(whose valuations are very attractive at the moment on a risk adjusted return basis)?