Investment Q&A

Q: Having followed this company for some time a 5% drop in a day is absolutely not the norm even on a bad day, which this is not. It follows a 2.5% drop yesterday. Something is going on here other than normal trading. Are sell volumes very high and in high blocks indicating some major holder is dumping shares?

Q: SIS has been dropping left and right in the last two sessions. Any news causing this concern?
Thanks

Q: What are your thoughts on the drop in Savaria this morning?

Q: Hello 5i,

I have a unique and complex situation as I worked in the US for half my career and have investment portfolios in both countries with tax deferred, taxable cash and growth free accounts. In addition I carry some significant capital losses. I am 2 to 3 years away from retirement and although I should not be exploiting growth, the lure of using the capital losses is very compelling. I hold SHOP at a full position, KNX & DOL at half a position each, and GUD at a 1/4. My health care sector is also low.

I have a full position to buy with - GUD appears to be the only under performing choice at this time.

What else would you recommend I look at beyond the 4 candidates I have in my current scope.

Thank you

Steve

Q: I am seriously considering adding 5000 NLN and 4000 PHO to my TFSA for growth opportunity over the next 1 to 2 years. Are the fundamentals sound for both these 2 companies and would you generally be OK with this choice. Do you have any better ideas of how to invest $10,000 in my TFSA with growth being my main objective???

Q: With Savaria being in an industry with tailwinds might a larger medical services try and asquire them?? Thx

Q: Hi Peter and Ryan,
Would you consider Chesswood group a long term hold as the stock hardly moves and if it does, it is to the downside. It does have a nice dividend but given its performance, it is not a good enough reason to keep it. Your thoughts please. Also, i am thinking of increasing my weight to 5 percent for Savaria or Constellation software. I am leaning towards Savaria (growing sector, decent dividend, good momentum), but your thoughts please. Thanks very much.

Q: Savaria is a small company in what seems to be a fairly fragmented market. What are their competitive advantages? Do they benefit from patents? Who are there primary competitors?

Bought a full position on your recommendation and it has run up nicely from the ~$14 range. Would you continue to hold? Also, what is the forward PE multiple?

Thanks very much!

Q: Can you recommend you top five growth stocks for my TFSA. I would like to take full advantage of tax free growth in this account. Rest of my portfolio is well balanced in my other registered and non-registered accounts. Time frame is 5 to 10 years.

Q: With Savaria getting 64% of their revenue from the US, do you see a material change in EPS with the US tax being reduced to 20-25% for Savaria?

Thanks, Barry

Q: Can you please provide the strength of each company in terms maintaining growth within this 6 months or more from good to least?

Q: Hi Peter,

SIS has grown to about 9% of my portfolio from an initial 6% and wondering if you think there's any more upside? My full positions are 5-7% so wondering if I should continue to hold or trim my position?

On the other hand GUD is down 20% and wondering if I should add more here or start a new position in CLS (I'm low on tech) if I do trim SIS. All of these are/will be in my TFSA.

Also, wondering about ECN, what will it take for it to break out above $4? It seems to be stuck below $4 for a long time now. I hold this in my RRSP.

Thanks for your advice as always.

Q: Seeking two or possibly three solid dividend producing Canadian stocks that have major US exposure for a non registered account. Thanks.

Q: Hi Team,

Thanks for your great service. Looking for a recommendation for a growth pick for 2018 to add to my portfolio. Currently from your growth portfolio I hold KXS SHOP GUD. Just recently sold TOY for a nice return. Thanks.

Q: I am currently sitting on some gains with TCN. Should I switch to WSP? Does WSPs run still have legs? Is there another yield play you might suggest that has room to grow?

Much thanks,
Mark

Q: Hi Peter, Ryan, and 5i staff,

For my son's 2018 TFSA contribution, please rank these stocks and one ETF in order of preference: GSY, AVO, TOY, SIS, MX, XEU. He already holds SIS (up 216%), TOY (up 50%), and MX (up 34%). He holds no European stocks and very little outside of Canada, so I think that XEU could achieve some extra diversification, with a further advantage that it's a "commission-free" ETF with Scotia iTrade. Any other suggestions would be most welcome.

His other holdings include BCE, BEP.UN, BNS, CAR.UN, ENGH, GUD, KXS, NFI, PBH, and TRP.

Thanks for such great advice! There's no way we could replicate such results without 5i at our side.

Q: Hello,

I have some cash in my TFSA, and I am interested in buying a stock with good growth in capital and dividend appreciation. I am a long term investor.

Currently in my TFSA, I have FAP, CHW, NEPT, PHO, SIS and S.

I am looking at TWM, Tidewater Midstream and Infrastructure.

What do you think of TWM? Or do you have a better recommendation?

Thank you very much.
Marc

Q: Happy New Year to the entire 5i team. Currently I have what I consider to be a well balanced portfolio based primarily on your balanced portfolio. I have $50,000 to invest in my TFSA. I would like to invest in Canadian companies that are relatively safe yet offer solid growth opportunities now and in the future. I have chosen the above companies. Please rank them for me and can you think of others I should add or any I should leave out?

Q: Happy New Year, and all the best of 2018.
Our granddaughter is 18 months old. Currently her RESP consists of 64% WN.PR.C and 33% XDIV. I was considering adding XDUH, the hedged version of the above fund, for both growth and income, with this year's total contribution. For direct growth, would it be wise to split this year's contribution between XDUH and SIS, given that all of these investments I make on her behalf are extremely long term holds.

Thanks again. Susan

Q: Need to add a full position to my TFSA. Currently own the above 5i covered stocks with KXS in my TFSA. What is your recommendation? Considering PBH, TOY, DOL.