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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: In your recent answer regarding 3 growth stocks in a TFSA you chose KXS,PBH,SIS. I wonder if you could elaborate on your thoughts about how you chose these. PKI, as an example seems, to have a good growth profile over the next 2 years and pays a nice dividend. Why not choose it.
I used the numbers provided by RBC Direct Investing below.
Thanks Mike

kxs Crnt P/e 1Yr Ern Gwth 2nd Yr Divi
KXS 121 37% 18% 0
PBH 35 42% 31% 1.61%
SIS 40 22% 50% 2.62%
PKI 65 37% 66% 4.5%
Read Answer Asked by michael on September 29, 2017
Q: Hello – what would be your top three growth stocks for a TFSA at this time? Thanks much.
Read Answer Asked by Kirk on September 29, 2017
Q: Please discuss dividend distribution schedules, monthly vs quarterly, in the context of DRIPS ("synthetic" DRIPS, by the brokers or trading platforms, which typically deal only in whole shares). A DRIP investor would want a dividend payment & schedule that yields sufficient dividend to buy new shares with the dividend.

SIS, which I recently added to my TFSA, has just changed to monthly dividends -- with not enough dividend to DRIP monthly unless I add more SIS, putting my SIS holdings at an uncomfortably-high allocation. My KBL has been in the same situation, for quite some time now.

What influences management to go to monthly from quarterly distribution?
Read Answer Asked by Lotar on September 28, 2017
Q: Hello Peter & co, I am going to start a half position in TWO out of Savaria, ZCL and Premium Brands Hldgs. This will be for long-term positions in a TFSA. Based on current info and prices, please advise which two you would favour. Thank you.
Read Answer Asked by James on September 26, 2017
Q: Hi 5i,

I noticed that both ZCL (3.68%) and SIS (2.56%) have decent sized dividends for relatively growth oriented companies. Assuming I have flexibility amongst my registered and non-registered accounts would you recommend these two stocks being in my non-registered account to benefit from the dividend tax credit or in my registered accounts given the higher growth rates of these companies?

Thanks as always,

Jon
Read Answer Asked by Jonathan on September 25, 2017
Q: Hello Peter, I have cash in my TFSA to invest. In addition to a diversified RRSP, my TFSA already has significant holdings in Google, Winpak, ZWB and the Agellan REIT (which have all done very well over the past few years).
Can you please suggest three 'growthier' ideas for new additions to the TFSA. I can accept a fair degree of risk, but not really interested in "long shots". (My gambling instinct was wrung out of me after my foray into Guestlogix - just a bad memory at this point). Thank you!
Read Answer Asked by James on September 19, 2017
Q: I'm lookng to add one more CDN healthcare stock. I currently have SIS and GUD.
Read Answer Asked by Terry on September 19, 2017
Q: Hi 5iResearch Team,

I have started a position on SHOP since this past January and have been adding to my position since. I am currently up by about 100% on my total holdings and now it accounts for about 5% of my total portfolio. I am debating if I should take some money off SHOP and put the proceed on something else (preferably with a dividend). May I please have your thoughts on this and if you can also recommend a company to buy with the proceed from the sale of SHOP should I decide to trim my holdings on SHOP>

Best Regards,
Read Answer Asked by Harry on September 18, 2017
Q: I'm looking to add a healthcare stock. I sold CRH to lock in the loss and have watched it climb daily while I cannot buy it due to the 30 day CRA loss rule. I have have another 3 weeks before I could buy it. Should I look at other stocks in this sector that are better or wait and buy CRH? I have an 8% weighting in healthcare.
Read Answer Asked by Terry on September 18, 2017
Q: Hi Peter,

As a follow up to my previous question, a 1-2 year hold was probably unreasonable so would you have any picks for a 3-5 year hold? I already own SIS and GUD for the long term.

Thank you.
Read Answer Asked by K on September 15, 2017
Q: Hi Peter,

Do you know of any companies where the stock price has tanked recently and due to solid fundamentals/management/cycles/etc you would hope to see a dramatic recovery? Basically, I'm looking for good companies with a great risk to reward ratio, for a 1-2 year hold....any Canadian stocks and maybe even a few US ones.

Thank you.
Read Answer Asked by K on September 15, 2017
Q: I am retired and living on dividend income. I would like to invest 10% of my portfolio in 4 stocks from your growth and balanced portfolios for capital appreciation. Which 4 stocks would you recommend that are at the best valuation, offer a margin of safety, and offer the best growth potential for a 3-5 year hold?
Read Answer Asked by Curtis on September 15, 2017
Q: Hi, can you please advise current PE ratios for each of these companies. Can you also rank them best to worst for adding a new position today for 3-5 year investment not taking into account sector diversification within the portfolio.
Read Answer Asked by Jordan on September 15, 2017
Q: I have some cash to deploy and I want to add to some small or half positions in the following 10 companies: MG, NFI, SIS, MX, SJ, PBH, ZCL, WSP, BCE, ENB. I would like to buy into some of these stocks today and some later, to spread the risk of the market's ups and downs. Which of these would you suggest I buy today, and which should can I hold off on? I am otherwise well diversified, so that is not an issue for how this cash is used.
Please deduct as many credits as you like. Thanks for the great service.
Read Answer Asked by Alan on September 14, 2017
Q: Reading the press release regarding SIS increasing its dividend, the president stated "Considering the aging population and its desire to age at home, we expect continued growth of over 10% in our lift division over the next five years and we maintain our objective to generate revenue of some $500 million by the end of 2021," concluded Mr. Bourassa.
With 2016-12 revenue at 120 million, that is a 4x revenue increase in 5 years. Very promising. How would you calculate the market cap and share price in 5 years based on his 5 year objective?
Read Answer Asked by Curtis on September 12, 2017
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