Investment Q&A

Q: Good morning Peter et al. I have $68K in a rrsp and $80K In a cash account to invest. A full position in each account is $20K. Time frame is 3 to 5 years. I have full positions in other accounts of shop,pbh,gud,nfi,sis, and toy. My thought was to add Boyd, CAE in each. I also have 1/2 position in Photon. Can you give me some direction on what else to add other than going bluechip defensive.
Thanks in advance david

Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.

Q: Hi 5i - these two stocks have been taking a bit of a hit lately - I have a 2.5% position in PKI and wondered if I should add to that or start a position in ATD.B (effectively which stock at these prices do you like better)? Thanks, Neil

Q: Thank you for your prompt reply to my question re PKI,AD.
I should have also asked that if you did not favour AD then could you recommend something else that has a decent yield and some positive movement in the near term.
Many thanks

Q: Hi, I am thinking about taking some profits from PKI and adding to my position in AD. This will lower my average cost,and increase the dividend I receive, but mainly I would hope to catch some of the upside momentum the stock has shown lately.
So really the question is, do you see the positive upside movement to continue. Many thanks

Q: I am down a bit on GEI & thinking about a switch to PKI? Would like your thoughts on this swap.

Thanks

Q: At the beginning of the year I had to liquidate 30% of a taxable portfolio. I managed to sell stocks that minimized my income taxes, however, as a result I sold all of my Financials, Materials, Utilities and Energy stocks. I now have 10% to add back and will be contributing another 20% sometime later this year. I do not think I will be needing these funds anytime in the next 5+ years. I am looking at taking half positions in PKI; GSY; BEP.UN and AEM. Your comments about my stock selections would be appreciated.

Q: Hi Peter,

Great job on BNN yesterday !! In addition to your Top 3 Picks (I already own), could you please give several additional picks which are good buys at this time.

Thanks !

Dave

Q: Could I get your opinion of pros and cons if choosing between Parkland or ZCL

Q: Which of these two has better growth prospects in the near and long term? I need to raise some cash and have to sell one of them.
Thank you

Q: Trying to mirror the BE Portfolio and I am just missing the 4 listed stocks..I have started to buy some PKI but don't have any of AIF,AEM and WCP.WCP I know is down YTD and from inception but maybe this is good time to buy .Or would you suggest buying the other 3 stocks first.Thanks.Paul

Q: Do you see any compelling investment opportunities where the current share price clearly doesn't reflect the strength of the business?

Q: Following balanced equity portfolio. Don't own syz,telus, wsp pki. I can purchase 1 or 2. Which 2 would you suggest and why? I will be holding for atleast 5 years. T as always Steve

Q: Hi Peter and gang, looking to buy one of these co. Do all 3 co do the same thing? Supply gas.thanks in advance for the wonderful service.

Q: Hi there,

1) I have already greatly benefited from your service during the two months that I have been a subscriber. Previously, I had subscribed to ShareOwner, but sadly the founder Dr. Bart passed away. From ShareOwner I learned about ROE, debt/equity ratio, earning retention ratio, asset turnover etc. However, I presume there are some differences between the analysis for small to mid-sized stocks. For small to mid-sized stocks, should I focus on cash flow growth ratio, revenue growth ratio or any other specific ratios? What reading material would you recommend for learning about analyzing small to mid-sized stocks?

2) What is the relationship between the price of crude oil to the stock performance of oil-related consumer stock (eg. ATD.B, PKI)?

3) Having recently seen in the news that Puerto Rico has filed for bankruptcy, how do you think this will impact the financial market as many financial institutions hold Puerto Rico's bonds. Do you think this will impact Canada's mortgage rates and how so?

Thank you,
Lai

Q: Hi 5i,
Just wondering if you knew how PKI's share offering was moving along? Do you know if it was well received, or was it under subscribed? I'm wondering if the share price will drop after the closing date and if I could get a better price on it.

Thanks in advance!

Q: Your thoughts on ER? Looks solid to me. Thanks.

Q: hello 5i:
I'm looking at a possible upgrade for our portfolio, as almost all energy names are down (and substantially), to date. Please rank the following, best to worst, using dividend, safety and growth in that order as criteria. This is a long term hold, so > 3 years. And would ALA be a better fit in the Utilities sector than energy?
thanks
Paul L

Q: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...

Q: Which of these two for growth,income,and dividend increases in both the near and long term, up to 5yr hold.
Thank you