Investment Q&A

Q: I own the above companies with the following corresponding weighting:
2.6%;1.3%;2.2%;2.5%;2.7%;2.2%. I am looking at the possibility of doing some consolidating - what are your thoughts on consolidating? If I consolidate - what 1 or possibly 2 companies would you eliminate and what 1 or 2 companies would you add to?
Use as many of my questions as you need and thanks for your excellent service.
RAM

Q: I have decided to only keep a few stocks and follow the Growth ETF Portfolio. Of the 10 stocks I have mentioned above 9 are listed in your BE Portfolio with the exception SHOP. All have done very well for me SHOP up 568%, CCL,B up 180% ,SIS up 159%,MG up 112% and the rest all up between 11 and 42%.So my question is do I keep them all? Sell some ? Any suggestions appreciated.Paul

Q: Hi Peter/Ryan
I am buy & hold investor. With quarterly results out for couple of mentioned companies, do you think any of these stocks don't fit in that category anymore irrespective of sector or there are better ones ?

Thanks

Q: Hi Peter
I'v god skier when CITRON published bad news about Shopify on 4th.April and I have sold all my SHOP same day. It was bad decision & I regret it. Now I have 130K to invest and I'm thinking to invest in all above stocks. All of the stocks accept for SIS & KXS are on their top and this skiers mi. Which one would you go as a first to invest and which one would you wait for better opportunity.
Andrew

Q: Savaria has continued to drop in price over the past few months. What do you see as the outlook for this stock, is it time to sell or is there upside over the next year? Thanks, Anne.

Q: With today's announcement of a replacment of the CFO at SIS a few days before earnings, is this a red flag as to results. Thanks

Q: Do you know why SIS has been so weak lately? Thanks

Q: When does Savaria report? What are the expectations?

Q: if you wanted to increase the weight in each of three stock SJ,SIS, KXS which would you top first, second and third?
Thanks

Q: Hello,

Time to deploy some cash. Do I add to AQN ( up 20% on existing position) or initiate a position is SIS. Looking at 2 year time frame, not worried about diversification, just relative upside.
Thanks

Q: SIS closed the bought deal of 5m shs @$14.15today & it closed up 0.40 to $13.43.Is it time to add on to my 3.5% position(p/p $17.28)Thanks for u usual great services & views

Q: Good afternoon Peter, Ryan and others in 5i
Right now my wife's TFSA is down 20%, trailing 12 months return. In her account, she has BCE 11.19%, ENGH 26.04%, NFI 15.53%, SIS 9.41%, TOY 32.49% and MU 4.71%. TOY is down over 9%. And ENGH, NFI and SIS have all dropped from 33% to 81% from their highs. But she bought these three stocks early. As a result, unlike TOY, they are still in positive positions (unrealized gains). She thinks that in TFSA there should not be any stocks going down so much for quite some time. She is thinking of selling or trimming some of them. What is your option on these stocks? Which stocks should she trim or sell? We are seniors at age of 67 and 69, and we don't need to take money out of TFSA for a long time. Could you recommend a few U.S. and Canadian solid growth stocks for her TFSA? We do need to have some consumer discretionary stocks. Could you also suggest Canadian and U.S. stocks in this sector? Maybe three each?
Thank you very much for your excellent advice all eight years since we jointed 5i.
Jim

Q: What is Savaria up to this morning? Can you explain what they are now offering? It seems similar to another announcement that aggravated investors in the past few weeks but with a better price. Also, was the guidance okay?

Q: Good morning 5i Team

This is a general question about secondary share offerings like the one issued by Savaria recently. In coming up with the offering price, is it typically based on a fundamental analysis of the corporations value or is it just a negotiated discount to the current market price?

Thanks as always.
Peter

Q: Good Morning
Is this deal with SIS today a positive ? Is the family involvement in this deal a positive development for the company ?
Thank You
Clarence

Q: My grand children (<3 & <1 year-old) have the above 4 stocks in the RESP. There is money for investment in 2 more stocks (long-term). I would appreciate your suggestions.

Q: Your thoughts on these companies at present values. Looking at 1 year hold.

Q: Hi,

In the process of replicating the growth portfolio. There are 3 industrial companies in it; ATA, GDI and PEO(which I currently own) I also own SIS and want to keep but also want to keep that sector at three stocks. Which one between ATA and GDI would you drop in order to keep SIS?
Thank you

Q: Hi, What will be the new no. of outstanding shares for Savaria, with 5 mln new shares issued and the insider ownership ( Mr Bouroussa and family, with addition of 71,000 committed from new issue) ? Based on 2019 guidance, and taking into account this dilution, what will be the pay out ratio ? Is this dividend 3.5 cents/month sustainable, in your view ? While no one likes a secondary at $14.15 after an issue at $16.60, a year ago, on a positive note, company could pay down a large portion of $101 mln debt, thus strengthening the balance sheet. Is there a silver lining and stock is worth adding at current level for 3% dividend yield and growth ? Also, is there a lock-in period of 4 months for the new shares from April 22, the expected closing date of secondary? Could it place more pressure on the stock, down the road ? Thank You

Q: Would you buy the dip today
Thanks
Karim