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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: do you have any idea why transforce gapped down this morning?
Read Answer Asked by Charles on January 19, 2015
Q: Hi Peter and 5i team,
We do not have any consumer staples in our portfolio and are looking to add one. We like Alimentation Couche Tard [ATD.B], Empire Company [EMP.A], Metro inc. [MRU], and Loblaw [ L].
We were wondering if Empire would be significantly affected by the loss of supplying Target stores.
thanks as usual.
Read Answer Asked by john on January 19, 2015
Q: I bought Kelso two weeks ago and it has now dropped 17%. Should I be worried? Has something changed with the company?
Read Answer Asked by Carla on January 15, 2015
Q: Is it because it is a low volume stock it has declined a quite a bit this-with new contracts and low fuel prices was wondering why the pullback
Read Answer Asked by terrance on January 15, 2015
Q: I would like to get your opinion on Espial Group's recent contract win. Do you think it is material to the company? I recently bought a half position in ESP (3% weighting in a 15 stock small-mid cap growth portfolio) and I am considering filling my position. My other tech holdings are TLA, SVC, PHO, and WIN; however, SVC is also only a half position. Which would you prefer filling?

Thanks for the great service!
Read Answer Asked by Scott on January 14, 2015
Q: Hello Team
What do you make of Vecima networks these days. Do their fundamentals look solid and do you think they can maintain their performance.
I have a 3% position. would it be advisable to increase to a 5% position
Thank You for sharing your expert abilities with us
Clarence
Read Answer Asked by Clarence on January 14, 2015
Q: I've had my eye on PUR for a while, looking for an entry point, it's off 17% over the last month, what are your thoughts?
Read Answer Asked by Robert on January 14, 2015
Q: Hello Team
From reading some of your Q/As about Metro (MRU), I understand that Metro owns 32+ Billion shares of ATD. Is there any news about Metro to be concerned about? and would any negative news affect ATD??? Thanks again for a quick response to my previous question not related
Read Answer Asked by El-ann on January 13, 2015
Q: Based on the info I have, this co. has: no earnings, no debt & a four digit payout ratio. Either they print money or have huge non-cash write-offs? What am I missing here as I am looking for something for my TFSA with good upside and dividends.
Read Answer Asked by James on January 13, 2015
Q: Hi 5i Team!
GS has dropped below its 52 week high and is off its 52 week high by more than 25%. Is there any fundamental reason for this?
The dividend is good, is raised regularly and it also pays special dividends.
My wild guess is that there was takeover speculation that hasn't panned out but I thought that was an old story.
Any information and advice on whether to buy, sell or hold would be appreciated. My entry price was $22.50 (TFSA acct). Thanks!
Read Answer Asked by Heather on January 13, 2015
Q: My question is on M-x as well as M.PR-x as I hold some of each. How do you feel about this stock going forward? What do you think of its underlying holdings in our current low energy environment? How much of their business is Alberta based? And how safe is the cash flow in terms of covering their preferred dividend? Thanks for your help.
Read Answer Asked by Noel on January 12, 2015
Q: If you were to pick only one, which one for a 2 year time frame?
Read Answer Asked by Glenn on January 09, 2015
Q: I've been searching for relatively cheap canadian pharma stocks that have postive cashflow and earnings growth. I recently came across CRH Medical, a recent recommendation of J.Donville. After accounting for the recent aquisition (trailing earning, some dilution, and debt), to me, it still appears quite cheap relative to the sector. I realize there is some execution risk, and now a fair bit of debt, but it seems reasonable. How do you assess this company and compare it to other small/growthy names in the sector? I currently have a half position in CRH and I am thinking about doubling down. I also own PHM and CPH in the sector but they don't look as cheap anymore. Thanks.
Read Answer Asked by Scott on January 07, 2015
Q: I've been watching GUD for the past couple of months looking for an entry point, and hasn't seemed to pull back at all with the rest of the market. I know you advise against timing the market, but do you think now would be a good time to jump in? Or do you think there will be more volatility in the short term? Also, what 2-3 other growth companies outside of oil and gas would you recommend for a TFSA with a 3 year investment horizon?

Thanks
Read Answer Asked by Jordan on January 07, 2015
Q: I have been watching this company with a view of share purchase because I think that animal feed is a pretty high need product and not a lot of competition. I worry that the stock trades very little, i.e. quite illiquid. Is illiquity something to be very concerned about, and if so why?. What is 5i's view of the company especially in difficult times which seems to be what is ahead of us. Thanks so much
Read Answer Asked by Phyllis on January 06, 2015
Q: Can I get your opinion on Corby Spirit and Wine. Happy New Year!
Read Answer Asked by Rob on December 31, 2014
Q: Hello Ryan:
I'm looking to add a quality Canadian health care stock to my portfolio for a 3-5 year hold or longer. What would you recommend.
Thanks for everything and Happy New Year.
Read Answer Asked by Andrew on December 30, 2014
Q: some time ago someone suggested that a coy called square

would have a very bright future. do you know of this coy & can you please give me more info & your thoughts.

Thanks Brian Robson
Read Answer Asked by brian on December 29, 2014
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