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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: PBH, NFI, KXS, TSGI, GC, BNS, SIS, CCL and now TOY. Not good. It feels like, for some time now, a lot of risk but not the commensurate reward. Please comment.
Read Answer Asked by Darcy on March 07, 2019
Q: Long term TFSA. I am currently down 11%BNS;26%GUD;8%STN and 6%SLF. Have Plus 10% weightings in all 7 stocks.
Should I add to the (current) losers or add something new or add to my (current) winners.
Read Answer Asked by Paul on March 07, 2019
Q: These 2 are laggards in my portfolio. PBH down 22%. SIS up 7%. They both hit my mental trailing stop of over 25%. Do you see any near term catalyst for them? While I am an investor and not a trader, if they are likely going to be "dead money" for another year, I probably like to sell and move on. What do you think? Would you also suggest replacements for them? They are in my TFSA account. Thanks again for all your valuable advice.
Read Answer Asked by Ford on March 06, 2019
Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?
Read Answer Asked by Charles on March 06, 2019
Q: I have funds to add another stock to my grandson's RESP. At the moment it holds the 3 stocks mentioned above. Which would you see as a good complement today?
Read Answer Asked by jacques on March 05, 2019
Q: Hi, Recent pre release took many of us by surprise. We are reviewing our portfolio position in Savaria (Currently 3.75%). For a Balanced Growth and Income portfolio, you have indicated in a recent response, the right weighting as 2-2.5%. But, 5i Balanced portfolio has 4.24 % weight presently (reduced from 4.5 to 5% earlier due to price decline).
Is your response based on the recent pre announcment of their results ? Are you recommending that we reduce our holding to recommneded weight, all else being same as Balanced Portfolio ? If so, when do you plan to make the change?
Thanks
Read Answer Asked by rajeev on February 22, 2019
Q: Is not 2019 projections significantly better then 2018? A company want to be responsible they are penalized???

“As the timing of the full impact of these cost saving programs is difficult to determine, we believe it prudent to re-evaluate our guidance for 2019. Consequently, for 2019 we are now forecasting revenue of $385 to $400 million and adjusted EBITDA in a range of $55 to $60 million, excluding any contributions from potential future acquisitions.”
Read Answer Asked by fwb181 on February 20, 2019
Q: Is there a "reason " behind SIS announcing its preliminary and un audited year end and last quarter financial results suddenly , which it had never done in the past ? The figures were not that bad when compared to street estmates, though EBITDA was marginally lower . Is something "brewing " for SIS which an ordinary investor is unaware?
Read Answer Asked by Sriram on February 20, 2019
Q: tiffPlease comment 1)SIS's preliminary results announced after market closed today, 2)TFII's acquisition of Toronto Tank lines. 3)RAY.A's Distribution agreement with Telus for 5 new music TV channels. Subsequent 2.49% drop in price today, Thanks foru usualgreatservices & views
Read Answer Asked by Peter on February 20, 2019
Q: What are your thoughts on SIS's premature earnings release with disappointing EBITDA miss and lowered guidance? Also they pointed to less acquisitions and more focusing on getting the house in order. Obviously not good to hear they are struggling in Europe. I have always liked this mgmt and I feel they handled this primarily negative release well and I appreciate their transparency and guidance on how they plan to fix the issues. But what does this mean for a company that has struggled for the last 5 months, are we now looking at another year plus of lowered guidance, less or no acquisitions, restructuring, and beaten down share price? Thanks
Read Answer Asked by Adam on February 20, 2019
Q: Hi 5i, I own CSU,COV,KXS, PLC (-3%), and PHO (-12%), however overall I'm 30% up (thank you), I have an extra 11K to add to my TFSA, would you recommend 1 or 2 stocks to complement my tfsa holdings. I'm 3 years away from retirement, medium risk. Would you get rid of any of my holdings?
thank you
Read Answer Asked by Fernando on February 19, 2019
Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.
Read Answer Asked by Dave on February 13, 2019
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