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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: Hello 5i, Can I get your assessment on Dol? It seems fully valued at this point. I have a 1/4 position and wondering when to to pull the trigger on this to buy more or should I but more. I like to hold for a few yrs or until the story does not make sense anymore. Is that the case for Dol?
Read Answer Asked by pietro on October 30, 2017
Q: Sw ( Sierra Wireless) looks technically like it may haved based and might be about to take off....

Could you please give your opinion on its current possibilities for short term increase ( in terms of seasonality, technicals, fundamentals, earnings and sales as well as earnings and sales growth prospects, and competitiveness and sentiment) as well as you can determine

As well, would you please name its main competitors and rank it and them for suitability for long term long with rationale

Thanks... raelly DO appreciate your research
Read Answer Asked by lyle on October 30, 2017
Q: Has the market overreacted to the recent CCO loss? I have made some decent return buying on dips the past few years and selling several days/weeks later as the stock recovers to near its pre-dip low. Do you think this is another blip I can profit from very shorterm? Have I missed something major?

Read Answer Asked by Tom on October 30, 2017
Q: For a 40 year old, starting to save for retirement. Currently have in an RRSP these stocks: TOY, ATD.B SIS and TD. Now have room for two more holdings. Can you suggest 2 or 3 please?
Read Answer Asked by Elliott on October 30, 2017
Q: What do you anticipate as a return on the balanced equity portfolio for 2018? Reason I ask is that I still have a mortgage so I need to decide if after tax returns from my unregistered investments would be better used paying down my mortgage. As it is time to do end of year tax planning and planning for next year I need to decide what I do with my cash...Put it in equities or pay some of the principal on the mortgage. My current rate is 2.79% so not a very high bar even after taxes.
Read Answer Asked by Tom on October 30, 2017
Q: Morning 5i,

I've been keeping my eye on GIB for a while now and, to me it's looking like its on the verge of a breakout. For the last two years the stock has been trading more or less sideways. I now little about technical analysis, but I've heard the longer the consolidation period, the bigger the breakout. At least thats the theory as I understand it.

My first question is, do you view the behavior of this stock as a possible break out opportunity?

Second, if you were to move into the name, would you buy a half position now, and then wait for positive confirmation before purchasing the second half position?

Thanks again for the great service!
Read Answer Asked by Tristan on October 27, 2017
Q: Good Morning Team

I presently own the Industrial companies in your Balanced Equity Portfolio bar CAE and I owe ITW and HON in the US. would like to add another industrial to bring my total weight in Industrials to 16%. Thinking of either CAT or CSL (Carlisle Companies). which would you recommend in terms of valuation and growth, or would you side with CAE.Thank-you in advance and have a great week-end! Sam
Read Answer Asked by sam on October 27, 2017
Q: Hi 5i
Regarding the question asked by JS:
I think your answer is right on the money. I have been holding TransForce for a few years now and I saw some optimism and a bit of a run-up leading into the earnings. A slight miss had to be disappointing to many.
Another thing however, is that their package and courier revenue declined. Some holders of the stock, myself included, were hoping that that P&C would continue to grow with the growth of ecommerce. On a day where Amazon is showing huge gains in sales, we are not seeing that "trickle down" to the P&C business of TFII. In other words, TFI does not seem to be benefitting from the big gains in ecommerce generally. That's a problem because one would have liked growing P&C revenue to smooth out the ups and downs of trucking revenue. I think some investors don't see a primarily trucking play as long hold because it will be rather cyclical.
Anyhow, for what its worth I am holding, as the company still produces nice cash, pays down debt, buys back shares and has increased its dividend several times over the last few years.

Cheers
John
Read Answer Asked by john on October 27, 2017
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