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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: In following your recent responses you seem quite comfortable with AVO and its momentum combined with its risk/return factor. Using that as your base measurement could you list 3 more that you would feel have the same or more momentum and you feel the same level of return/risk confidence. These would fit into my Tfsa

Great Q & A section. Goes very well with my morning coffee
Terry
Read Answer Asked by Terry on January 26, 2018
Q: Hi guys,
What are your current thoughts of DOO. You had a B rating on it in a previous report. The share buyback was suppose to be over in July, but recently I keep seeing more insider buying. Is this new or a continuation of the previous major share repurchase announcement. You commented in the report about their engine division (rotex?). I believe their are making these for Scarab jet boats now. Any guidance on the sale of those boats and how that 2015 sale panned out for increase engine manufacturing now that it is out of their SeaDoo brand? I hear that this engine is the best for small jet boats, so perhaps with the good marketing of Scarab, sales could be in a better trajectory. There has been good price movement in this stock lately, but I am nervous about going into a consumer based manufacturer company. You had also commented on large USD based debt in the report. As of late currency swings could be more relevant to earnings. (Also- full disclosure- i want want for me lake Huron Cottage) i could be biased. Thank you.
Read Answer Asked by william on January 09, 2018
Q: I started an RESP for my granddaughter in May 2017 with equal weights of PBH, MX, BNS, SIS, KXS and ZCL. The total return of the RESP is 10% YTD. When ZCL had a poor earnings report in November 2017, I sold those shares and purchased ENB. Going forward, would you suggest any changes to the current holdings, and what would you purchase with new contribution money? My best wishes of the holiday season to the wonderful 5i staff, as well as all 5i members!
Read Answer Asked by Linda on December 21, 2017
Q: I sold Dhx.b for tax loss selling and maybe repurchasing after 30 days. However, the high debt load does concern me. Do you have any alternatives in the consumer discretionary sector at this time. Not looking for a trade but rather a long term hold.
Merry Christmas and a Happy New Year to all of you at 5i.
Mike G.
Read Answer Asked by Mike on December 14, 2017
Q: Please rank the above stocks based on how well you think they will do in 2018. 2017 was good for them.
Thanks.
Paul
Read Answer Asked by Paul on November 02, 2017
Q: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Read Answer Asked by victor on September 18, 2017
Q: What's a good replacement for CGX?

Thanks,
Robert
Read Answer Asked by Robert on August 25, 2017
Q: In a diversified RRSP account I have 10% industrials with positions in XTC, ZCL, NFI, and MG. Have been patient with XTC and can remain so, but do own MG already. The account is more growthy given time to need. Looking for a second opinion on my thought to swap XTC for DOO/CAE/BYD. Would you make the switch? If so to witch name? I don't trade a lot but do watch the names and account fairly closely.
Read Answer Asked by John on August 08, 2017
Q: This may be 2 questions:
As part of balancing my TFSA which is Growth oriented, I am looking to add positions in the Industrial sector; how would you rank these? any other to suggestions?
Similarly, what would be you top 3 pics and rank for Consumer Cyclical sector
As always, Thanks for the insight.
Read Answer Asked by Francois on August 02, 2017
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