Investment Q&A

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

Q: Hi: I am slowly building a diversified portfolio one stock at a time. I currently have equal amounts of BNS, BEP.UN, DRG.UN, ZUE, and GUD. Which would you recommend for my net purchase CGX or SIS. Or a better choice?
Thanx

Q: I am doing a little cleanup of my losing positions. I have small "leftover" of BDI, HNL, AIM and PD which all seems to be dead money right now but I wonder if one of these companies could bounce back (BDI for exemple is trading at 0.3x book value) ?

Can you suggest a couple of good companies to replace these losers?

Thanks again for your good advice and use as many credits as needed!

Michel

Q: What would be your top 5 dividend stocks (excluding banks & resources)which are presently undervalued based on their most recent earnings and would have the highest potential growth in the next 12 to 18 months. Thanks

Q: Could you please recommend some small/mid cap stocks with good growth prospects, a reasonable valuation and insider ownership that you would be comfortable taking a position in at this time. I am interested in PKI and GUD if you feel those fit the above criteria but I am also interested in you input on any others. Thanks! - Rob

Q: Re: Aug.25/17 comment from Bob on SIS big volume. This is where Technical Analysis/Stock Charts may play a role looking forward & backward combining the fundamentals. The stock has corrected roughly 30% from a high of 17.55 to its current low of 12.04. Simple charting platforms such as Moving Averages-Bollinger Bands-Relative Strength Index-MACD might of helped to find a bottom & choose an entry point.Could you tell us the size of the block trade & the price.
This could tell you where institutions are prepared to take a stand. The stock looks somewhat clean now & may return to its upward momentum. Regards: Ken

Q: What would your top 4 buys be to hold in a taxable account? What would be your suggested time frame for each?

Q: Hi
I have small position in PIH in my tfsa. I thought I might sell it now instead of wait for the takeover. Could you please make some suggestions of what to replace it with.
Thank you.

Q: Can I please get your opinion of SIS' newest acquisition.

Thanks

Dave

Q: SIS has sharply declined from its peak of $17.55 in late May.It is priced to perfection. After miss of expected EPS the last 2 Qs(May by 0.01 & Aug 0.05(0.07 vs 0.12 expected),investors are very unforgiving in this climate(eg geopolitical,Trump,seasonally weak period-mid July to mid Oct,talks of big correction & high valuation) despite 2 good US earnings period & slow & steady growth in economy.Look at similar negative impact on KXS & CGX.On the flip side,see PBH & SHOP.SIS was top pick of 5I on 3/3/16 @ $5.85 & 5/16/16 @ $7.99.I am now looking for an entry point,so please advise what is the catalyst(s) for a turnaround.Thanks for u normal great views & services.

Q: Hello 5i,
If I am looking at starting a position in SIS when it starts showing positive "price momentum", what are the 3 -5 primary factors that you consider to determine "price momentum" and also could you please quantify the parameters that you prefer (for example, if one of your factors is RSI, do you favour 14 or another value)?