Investment Q&A

Q: I am overweight PBH (thanks 5i) and looking to sell half and purchase something else in the consumer sector. GIL looks like an interesting fit, however the risk associated with one customer having 18.2% share and no fixed contract seems a bit daunting. Do we know who this customer is - a retailer like Walmart or a wholesaler? Has thee been a long term association? Given the value of this customer to Gildan would they not put significant pressure on Gildan to reduce margins.
Thanks in advance for your answer and your excellent service

Q: Could I please have the earnings estimates for sis and pbh. What do you think about open text's quarter? Buying opportunity?

Thank you

Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.

Q: Hi,
I'm a growth investor and getting a little heavy in my consumer discretionary holdings. I own CARA and MTY and thinking of switching one out for PBH. Which one do you think I should consider switching out?
Thanks

Q: Goodday folks..Just a huge thank you for getting on the straight and narrow. Question is bought 2850 shares of sis at 8.20 . Should I sell 1000 shares and Buy What.. No Energy have plenty.. Thanks for everything Respectfully Cliff

Q: Currently building the BE portfolio. In Technology, I only own CSU, looking for a second name to add. Which company would you add for diversification? If you think I should add two half positions that would be OK too. Thanks!

Q: Hello,

I would like to start a new full position in an non-registered account. What would be your suggestions at the moment for growth and long-term (5-10 years+)?

Thank you,

Q: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...

Q: Which one of these 4 companies would you buy today
for growth and long term hold? (disregarding sector)
In which order would you rank them?
Thank you.

Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!

Q: I hold a full position in PBH. Do you not feel that the stock price is ahead of itself and therefore you should be cautious on recommending this co. at current levels and wait for a pull back ? The current price is greater then any analysts 12 month target.

Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.

Q: Hi Folks,

I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.

Many thanks,

Dennis

Q: Good morning 5i team,

I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.

I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.

Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?

As always, thank you for your excellent insight and advice.
Tristan.

Q: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks

Q: What 5 stocks would be your top picks to place in a TFSA for 2017?

Shirley

Q: My 15 yr old grandaughter has asked me to invest 1k of her hard earned babysiting money for about a 1 to 2yr hold in growth stock (my future as a grandfather may be at stake) I am leaning towards PBH over KXS what would your agree with my choice or would you have a better recomendation?

Q: For the 2 sectors which stocks would you buy, these are the only 2 sectors I am not invested in

As always thanks for your help

Q: I am a 21 year old investor with a long investment horizon. In my TFSA, both CPH and MRE have stagnated and I am thinking of selling these and moving on. Would you endorse this move and if so, could you recommend your top 2 names (any sector) to replace them?

Thank You!

Q: If you could only buy one, which would it be, PBH or QSR? This would be for 3-5 yr hold.
Thanks for all your advice.