Investment Q&A

Q: Gentlemen,
Could you please list your top five growth companies? Tks
Andy,

Q: Hi 5i,

Can you please comment on the news out of PBH this AM?

Thanks

Q: Hi guys, I'm looking at your response to 'who's likely to suffer when NAFTA gets torn up' (which seems increasingly likely)... I have held these for a long time and been VERY happy with all of them, but is it time to trim them down? Do you think the NAFTA threat is sufficiently priced in? I'd love to get your thoughts on each one. Thanks! PS -- you can ding me for 5 questions :-)

Q: If someone was looking to add to a TFSA account, what would be your best 5 ideas to invest in.


Thanks Valter

Q: Why the big pop in these 2 today?

Thanks


Sheldon

Q: Hi

Based on Ryan's reply to the questions asked on the 3 companies mentioned above today on BNN.
Would it be wise to sell them now or reduce my position?
If yes, what would you suggest to replace them with?
Looking for growth first and a dividend is always nice.
Thank you
Mike

Q: PBH is down bigtime today but I am far more concerned about ENB. PBH is still very much in an uptrend as it has been since 2009. ENB on the other hand, is in a downtrend and has been for a year now. And, very, very rare for a Balanced Equity stock, has been showing up in the 52 week low column a number of times in the past while. What do you see for ENB. Are you considering any changes?

Q: I've never owned Premium Brands and wonder if you feel the earnings miss and 7.5% drop in price are a buying opportunity.
Thanks

Q: Hi team, you just answered my question, (very quickly, thanks), I'm unclear as to what "for a bit" means. Are you talking about a timeline, or a partial position?

Q: With results lower than expected, but outlook okay, is this a good time to step into PBH? Thanks.

Q: Hi Can you comment on Q3 results
Stan

Q: Can I get your top 3 growth stocks for a TFSA? Long term time horizon. Already heavy on energy.

Q: I have the following stocks in an non-registered account with curent weightings between 2.5% and 3.5% : TD, WSP, CSU, TOY and PBH. I would like to deploy a 2% cash.
Which one of the following now would be best to add for a full position or would you suggest another company? I was also thinking of starting a new half-position with NFI...

Thank you,

Q: What is the consensus for Q3 revenue and eps ?
thx

Q: Hi Peter and 5i team,
we would like to add a new name to our grandson's [age 4] RESP. In your opinion , what would be a good addition.
thanks

Q: Hi David,
I'm looking to add three positions to my business passive account -- i'm up 15% year to date.
I have equal weight in each stock and am looking to add more diversity. A combination of income and growth US or Canadian -- minimum $1 billion market cap.

What would you recommend here.
Thanks,
Raymond

Q: This was my question and the answer I promptly received yesterday. The answer was spot on but I have full positions in both SIS and GSY. I have sold my KPT today. Do you have a third name that might be suitable to replace it?

Thanks Heaps
Question:
I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement? Thank you

Answer:
KPT really has not created much value, and the stock was higher in 2013 than it is today. For income we would consider it 'so so' and certainly think there are better options out there. We prefer dividend growth, and the dividend has not changed in five years.

We would consider SIS and/or GSY for a nice combination of growth and dividend growth.

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?

Q: Hi Peter and team
I need cash from our LIF/RIF accounts and need to decide which stocks to pare. Considering future growth, should I sell equal amounts from ENGH / GIB'A or sell only one , and MG / PBH for another account? Appreciate your help.
Gary

Q: I currently own half positions in the above companies I am considering selling cxi and taking a full position in toy Would you agree with this strategy or would you recommend an alternate strategy these holdings are in my TFSA

Thks
Marcel