skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: WOW...the new improved web site has everything I wanted. Good work. Thanks!
Read Answer Asked by David on April 14, 2016
Q: Hi, iam doing quite well with Kinaxis, but the volatility seems a little out of my comfort zone, do u think a switch to New flyer Industries would make sense for less volatility, but similar capital appreciation over the next three to five years, disregarding the dividend, thanks
Read Answer Asked by Pat on April 14, 2016
Q: Hey guys. I'm looking to add either an ETF or stock to my son's RESP. I currently hold XSU, CPG, CCL and cash all in equal weightings. What do you recommend I do? Thanks a lot.
Read Answer Asked by Matthew on April 13, 2016
Q: I have very small positions in WCP, VET, RRX, PEY, and TOG. Would you add to these now after the big gains this week, or do you wait for a retreat. Thanks!
Read Answer Asked by Janet on April 13, 2016
Q: Hi, My portfolio is starting to recover nicely. A few of my holdings are laggards though, and I'm wondering if this is a good time to top them up, or should I hold off? Are the prospects still good for these companies? If so, why aren't they participating in the recovery?

BOS, MG, EFN, MDA, CXR, IT
Read Answer Asked by Carla on April 13, 2016
Q: In your perspective which would be the best India ETF to buy and or the best individual India stock to buy?

Thanks.

Read Answer Asked by Ross on April 13, 2016
Q: HI,
Could you please comment on the news release April 8th- Chartwell Retirement Residences Announces Redemption of 5.7% Convertible Unsecured Subordinated Debentures. How do you feel this will impact the share price in the short term. How low could it get? I have been looking to add to my position. What price would be a good entry given the deb conversion is priced at $11.00 I suspect a high conversion rate and a certain amount of selling pressure (potentially strong) as debt investors are not equity investors. It looks like it has already started selling off in advance.

Thank you
Read Answer Asked by Douglas on April 13, 2016
Q: which offers better growth prospects 2-3 year term?
Read Answer Asked by don on April 13, 2016
Q: Question:I am repeating my question of yesterday and am intrigued as to your answer if you do NOT take the more conservative approach. "We have a sizable GIC coming due next week with considerable room in our TFSAs. Please provide 4 or 5 of your best growth suggestions. Much appreciated as usual."
RAM
Read Answer Asked by Ray on April 13, 2016
Q: Why does Globe Investor shows a negative 311.03 Payout Ratio? There are a few others like this...WEN, KPT, BNS, etc. Are these errors?

Thanks as always!
Read Answer Asked by Austin on April 13, 2016
Q: Seems like the stock is trying to make a move up, do you think the shorts are giving up on it for now, and do you know what the short position is?
Read Answer Asked by eugene on April 13, 2016
Q: What are your thoughts on the recent front office shakeup of PTG AND THE OVERALL PROSPECTS thanks for great service
Read Answer Asked by Greg on April 13, 2016
Q: Can I please get your assessment of PBH. I like everything about it except valuation.

Carl
Read Answer Asked by Carl on April 13, 2016
Q: Are you still okay with owning this name for the generous yield and small capital appreciation? It's been hovering around it's 52 week low for a number of months now, and company insiders have been buying lately.
Read Answer Asked by kelsi on April 13, 2016
Q: I have $400k in cash that I plan to use over the next year to build a cottage. How do I invest that? Use term deposits maturing at 3,6,9 and 12 months? The interest rates are so low I'm wondering if there is a better way?
Read Answer Asked by Brian on April 13, 2016
Q: Good Morning Peter, Ryan, and Team,
My question this morning is general in nature. I manage an RRSP account which I pretty closely follow the 5i Income Portfolio. However in several cases I substitute companies in the Income Portfolio with the following:
- Sub PKI for SPB
- Sub T for BCE
- Sub FSZ for IGM
The above subs have better growth rates which should translate into better dividend growth over time. I would like your opinion of the above subs please ??
Also you have removed IGM from the Income Portfolio. Does this mean you are bearish on the asset manager sector generally or just IGM in particular ??
Thank you for your sage advice. DL

Read Answer Asked by Dennis on April 13, 2016
Q: Could I have your thoughts on the preliminary results on SEV. Could you also tell me the insider ownership and debt levels. I have a small position in it but would like to increase it to a full position. Your thoughts please. Thanks
Read Answer Asked by Bruce on April 13, 2016
Q: I didn't think I would ever want to buy into auto retailing but you make a compeliing case for the company. Two followup questions. First, how much should be made of Mr. Landry being hired? It would seem to be quite a coup to retain the former head of Chrysler Canada to run what is a much smaller business. Do you know Mr. Landry? I don't mean this to sound mean spirited or indelicate but do you think this is a case of him needing a job or do you think he sees this a fabulous opportunity?

Second, you note parts and service account for 13% of revenues but what percentage of profits do they account for and is that number within or greater than industry norms? I would think that the greatest impact ACQ could have on a dealership is how this area is run. I am assuming that owning several dealerships would lead to greater buying power (thereby lowering costs) for certain parts (not OEM) like tires, wipers and consumables, lower advertising costs ect. in addition to providing state of the art management and IT infrastructure. However, given that they own various name plates, I assume their ability to improve margins via volume purchasing on new car sales would be minimal.

Appreciate your insight and again, apologies to Mr. Landry.

Paul F.
Read Answer Asked by Paul on April 13, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!