Q: I notice FSV and Colliers stocks continue to do well post split. I would like to reenter my positions or is it more prudent to wait as 5i thought might be a good idea to wait a couple of quarters. If I do reenter a 2.5 % in each company would be okay? Jay Hennick and company seem very good at creating shareholder value long term.
Q: Please give some opinion on this new IPO. They are a global toy company with HQ in Toronto. Earnings grew very fast in the last 2 years, though was flat for 6 years before that. Insider will continue to hold more than 90% of shares after IPO.
Q: Dear Gentlemen,
''CCL.B - Materials officially but we would consider it staples''
As per TMX, CCL is in Consumer Cyclical sector
Thanks for your guidance.
Best Regards
Q: Within my RSP, I am looking for one or two ETF’s (CAD hedged) that will give me exposure to many of the large US consumer company dividend payers(JNJ, PG, PEP, KRFT…) . Any suggestions would be appreciated.
Q: Please assign a sector to each stock in your Balanced Equity Portfolio(eg BNS is in the Financial sector) as well as the Growth Portfolio.Appreciate your usual great services & Advices
Q: Thank you for your top pick suggestion. I need to ask you how you figured this company's price to be a cheap valuation. I am a novice so I just want to understand. Looking at TD Waterhouse they don t even have a p/e ratio due to insufficient data and EPS is actually below industry avg.
Both price to sales and book are also high compared to industry.
Conducted review of my portfolio and I would greatly appreciate your assistance in order to rebalance my portfolio.
Consumer Cyclical presently represents over 15 % of my portfolio and I’m looking to trade one of the following stocks BOYD, DHX, WPK and CGX in order to bring the weighting within approx 10%.
Technologies: Presently owns OTC, CGI, and ESL which represents 10% of my portfolio. I’m looking to add MDA, DH and ET for a mix of growth and income. As well, I took a 20% hair cut with OTC and I would like to know if it is worth holding.
Material: Presently we own SJ. Looking to add either G or AEM to increase my weighting to 5%
Energy (4% weighting): Looking for a dividend stock that would complement WCP, XEG.
Q: What are your thoughts about carmanah, you mentioned in a response to an earlier question it could be suitable for high risk investors, what makes this a higher risk company? It seems to be in the midst of a successful turnaround, great insider ownership, historic metrics are not great but looking forward things look quite rosy. Is it just that its a show me stock but you're paying for some of those results already?
Q: I'm trying to decide which one of these two forestry companies is the better choice - in terms of a combined return (dividends + growth). Can you help?
Q: In answering Rob question about rate of return, I found the easiest way is to use the function XIRR in excel spread sheet, perhaps accurate enough for my purpose.
Q: Hello 5i , my question is regarding Temex (TME). Can you review the recent news involving Oban and the proposed merger of several junior miners. as a current shareholder of TME is this a good deal ? if the proposed merger goes thru is management capable of creating shareholder value going forward ? should i vote to accept the offer ? why ? i realize overall this is a high risk sector but do you see any other red flags that the ordinary joe might be missing ? thanx Norm