Investment Q&A

Q: I'm lookng to add one more CDN healthcare stock. I currently have SIS and GUD.

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,

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.

Q: Is there anything to read into Savaria (or any other company) moving from a quarterly to a monthly dividend?

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.

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.

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?

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.

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.

Q: Hi Peter, Ryan, and Team,

I'm puzzled as to why, after such good news several days ago, SIS is down about 2.4% today. Is this just normal profit taking, and would this be good time to add to a position? Would you be OK with a 5% weighting in SIS?

Thanks in advance for the valuable and pertinent advice!

Q: I own a 3/4 position in SIS. Is it too late to raise it to a full position now that it's up 8 percent today? Do you think it will pull back a bit?

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?

Q: Seems like a positive announcement?

Q: I would like to hear from you on the potential impact that bad policies such as the rise of minimum wage, high power costs in Ontario and the risk of losing the NAFTA framework may have on good companies that were thriving under previous governments.

Q: I have most growth stocks except the following: hwo, pte.v,and doo. I am slowly moving to the balance portfolio with full positions in: engh, mx, pbh. My question is ,what do I sell in the growth portfolio to get to a full position in sis ( half of position as we speak).
Thanks as always ! Jacques

Q: i assume all three companies are going down because of the cdn dollar, is this correct. dave

Q: Will SIS be hurt by a higher CAD?

Thanks,
Dave

Q: Good Day, Down a bit yesterday, is Savaria a good buy for a full 5% position at this time or should I wait for any reason.

Thanks

Q: Good Morning All,
I have cash from profit-taking in resources and I'm looking at ABT, ITP,SIS,CCL.B, or ZCL. All had some pull-back and pay a decent dividend. Your thoughts please. Many thanks for your excellent service. Bob.

Q: Good morning,

With sells as it was going up, I am still about breakeven on CRH but it has dropped to 1% of my portfolio. I have lost confidence such that I won't put more in. I am, however, looking for additional healthcare exposure. Right now I am also holding JNJ (3%) Danaher (DHR, 4%) which is mostly medical/dental since the spin-off of Fortive. I have been thinking of exiting JNJ due to the price that they paid for their latest acquisition. It seems a little inconsistent with their historically very conservative nature.

Would you think that adding a 2.5-3% SIS or GUD is a better approach, or should I keep CRH given its longer term potential? I prefer to not watch my investments every day and have a diversified portfolio across market cap and Canada/US with a lot of multinational companies (like CCL in Canada and UL in the US, for instance).

Do you have any perspective on the JNJ acquisition? If so, please feel free to deduct two questions.

Thanks!

Derek