Investment Q&A

Q: Appreciate your comments for SUM. Thanks

Q: I have positions in WFT,CFP, and WEF. All of these forestry stocks have had significant reductions the last few days. I can find nothing to account for these drops. Could you shed some light on this? With a booming housing market in both Canada and the US, one would think lumber stocks would be heading higher. With thanks, Bill

Q: Now that a couple more quarters have passed since the last question you received on Roots, what are your thoughts on the company today?

Q: If insurance co such as Great West, Sun Life etc. were start including Medical marijuana products under the prescription medications that would be covered under their various drug plans, (group or individual), would a company such as Loblaw (shoppers) be the (a) way to play this or is this eventuality already baked in? Would it be a material enough impact L or others? I have not to this point been able to see my way clear to investing an any of the producers which I sense you are in agreement. Any other suggestions as to how one might play this if in fact such a development would be material to the industry?

Q: Good day guys!
Question on weighting in different sector:
I am currently over weight on energy 17% (VET, ENB, ZCL,EFX,PKI,VII) and underweight on industry 4% (on has NFI), if I want to trim it, which stock would you recommend to sale in energy and add in industry? Thanks!

Q: Are there any Canadian stocks that are safe from Trump?

Q: Does Reliq have direct competitors and how difficult would it be for another company to design a similar business?

Q: CSU has been a beast because of good management and execution on M&A without dilution. BYD.UN has had similar success to a lesser extent. Still holding these after years - this is when buy and hold works. Who is the next CSU? They are hard to find. I am searching for the next small/mid cap with this type of potential. Appreciate your insight.

Q: Your previous answer - RHT at $1.50 is still expensive, so what would be the reasonable price to get in then? Thanks

Q: I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?

Q: A while ago you answered a question re. companies with large inside ownership. You gave a list. I am unable to find the answer now can you repeat the list please.
Thank You 5I

Q: Can you tell me a bit more about this company? As well, would you see it as a growth stock and recommend it at the current price level of around $20? Thanks.

Q: Hi 5i

Could you give me your thoughts on this stock?
Also which portfolio would you recommend putting it in?(income,balanced or growth).
My son is thinking about adding this to his portfolio.
I might be interested in picking up a half position.

Q: I have a 1/2 position in RHT and am down 23%. Is it a reasonable idea to bring it up to a full position with the price drop? Thanks!

Q: I like what is going on at versaypay. Hit a new high today and earnings are not out yet. Own and want to buy more up to a 6% weighing. Do you think it is one you should maybe start looking at to cover for the growth portfolio. thanks.

Q: Hi, Transcontinental Ltd was recommended by some Portfolio Managers in the past, and has been on my watch list for some time. But it was Ryan's recommendation on BNN, last week that caught my attention. Although, company slowly started to divest of its printing/media assets over past 2 years and was making small acquisitions in packaging industry, but it was the Coveris purchase in April this year, which made most analysts to take note resulting in the stock earning a few upgrades. However, it looks like that brokerages are still not fully convinced of the true potential of this company although packaging should be close to 50% of company's business, post this acquisition.
Is this the debt level or the execution risk or the Management's capability and expertise or any other factors, in your view, which still has Bay street on the sidelines?
Identifying companies with huge inherent/untapped value and growth potential, at early stages has rewarded investors generously, in past. There are several examples in 5i portfolios, a few being, CSU, PBH and BYD.un. Do you see such signs with TCL.a ?

We own most of Bal Portfolio companies including CCL.b and RPI.un in packaging sector and are interested to add Transcontinental for above reasons (and more importantly, the fact that you like it). Would a 3% position be reasonable and is it prudent to buy a part position at current prices and wait for June 7 results (or 5i full report) for the balance ?

Thank You for your valued advice.

Q: Any reason for the 5% drop in RHT today? Or is it just the pre-earnings jitters?

Aren't earnings expected to be positive? If so, why would price be trending down and now a drop of 5+% today?

Q: Would you be able to tell subscribers what stocks were discussed by Ryan today, May 24 on BNN? Many of us work and can't see it live.

Q: Hi, what is expected Sales for RHT for current fiscal year and quarter
Thanks,

Q: Does RHT currently face customer concentration risk like COV? Do you expect additional contracts in the USA or other jurisdictions?