Investment Q&A

Q: I am great fan for both Norm Rothery and Ross Grant whose mentor David Stanley in CMS is my all time favourite writer. They love Dividend paying stocks. How come their selection is not identical? (Recent article in Moneysense and Ross' in CMS) Of course your own Model Income portfolio is very different as well.
Is it due to methodological differences? Would your recommendation to choose one of these portfolios be guided by investor's age, risk tolerance or other factors?
If I am going to pick and choose from all these portfolios what criteria should I employ?
(I know there is some overlap and common denominators in these portfolios)
It will be nice to see an article in CMS comparing VDY/ZDV with say BTSX or Norm's All Star candidates.
Thanks for your great service.

Q: Can you please comment on Savaria's recent quarter? Any concerns?

Thank you for all your continued guidance and most recently your recommendation on CDV

Q: I currently own a 1/2 position in OTC and was thinking of bumping it up to a 3/4 position. Any concerns with this?

Best,
Carla

Q: Can you please comment on TC and SIS results announced today and do you like them. Thanks

Q: with an implied value of 6.54 and a closing predicted for march/ april 2016 and exact earth spinoff where will shares trade tomorrow , i am guessing 6.20-6.30.
by the way great pick everytime it went down and it did jump around a lot i bought more, have a huge position. now my other huge position knight , but this one i am not worried, not with all that cash and expertise. dave

Q: I am still holding PHM . Is there any hope in the near future for this stock or should I sell it?
Margita

Q: What are your recommendations going forward on Com Dev.--Sell or hold

"COM DEV shareholders to receive up to $5.25 in cash plus 0.1977 of a share of exactEarth Ltd., for an aggregate implied transaction value of up to $6.54 for each COM DEV share"

Many Thanks as usual

Q: Good morning! TNC keeps getting away on me, I started my bid at 1.58 a few days ago, and I seem to be chasing it up the mountain without a drop to pick up my increasing daily bid! So you think I should take the plunge and buy at 1.80 (or perhaps 1.85 by the time this goes to press!) or wait for a dip.

Q: I have a sizable amount to invest. I have the balanced portfolio currently as prescribed. I am thinking of adding to all positions in equal amounts.Goldcorp scares me however so I may just leave that one. Any other concerns. Bin had a drop but now has stabilized and looks ok

Thx for your great help.

Q: Pease your opinion on DRT's results today.Conference call tomorrow morning.So please comment after call,if warranted.As usual appreciate your great views & services

Q: Please comment on AVO and DRT results. Thanks

Q: Your response to Grant on the above topic sparked a question in my mind.

When I read your response of IGM vs CIX i believe, if I comprehend your response clearly, you seem to prefer CIX as it has many benefits over IGM.

However IGM is in your income portfolio and CIX is not.

Can you clarify, if I were to buy one or the other would you reccommend CXI over IGM?

Thanks

Q: Hello Peter & 5i team,
Is Savaria Health or Industrial?
Thanks,
Antoine

Q: Hi Team,
I own atd.b and like it. However, I would like the perspective of somebody who might not like it (other side of the trade). Could you please give me possible reasons to not like it. Hopefully this won't be bad timing since it is having a small correction. I think it will be good practice to get an unbiased view.
Thanks, keep up the great work guys.

Q: Yesterday TD was wildly enthusiastic about the proposed merger of SPB and
CUS. The market seems lukewarm about the deal. What is your opinion about SPB's future, and its dividend? Thanks.

Q: Hi,
Thank you for your comments on IT's latest quarter. With a market cap of ~$1 billion and good results, I am surprised the stock price is not higher. Do you have any idea why the share price is so depressed and do you think IT is on the cusp of renewed interest from investors?
Michael

Q: I'm always adding to my positions in 5i stocks (mainly BE portfolio plus some growth portfolio stocks) and I like to buy "cheap". Can you point to anything that might be on sale right now? Thanks as always.

Q: Over the past few days, I have heard several talking heads on BNN (which I watch infrequently) disparage the Consumer Staples sector and ATD specifically, saying the valuations are too high. Which metrics are they using? You haven't rated ATD yet so I haven't found the answer on this site.
I like watching the technicals (but don't react to them). Neither the sector as a whole nor ATD is overbought and in fact the sector is closer to oversold. And, ATD has been on an unbroken uptrend since July of 2009 - but is that a bad thing?

Q: I am still kicking myself at my stupidity. I sold these when 5i sold them from the model portfolio and bought FM and G when FM was still in the model portfolio thinking it was on sale.I have since been in contact with the IR at FSV and the future looks good they assure me.FM has gone south quickly since their massive offering. There are lots of other stocks that are more "expensive" in the model portfolio.I am just disappointed at the choice of resource stocks by 5i and the damaged caused in my returns.

Q: Please comment earnings report for above three and forward guidance. Thanks. C