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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: Please advice best stocks to buy today in consumer sector and healthcare?.
Read Answer Asked by Nizar on May 01, 2017
Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!
Read Answer Asked by Warren on April 26, 2017
Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.
Read Answer Asked by Scott on April 25, 2017
Q: Hi Folks,

I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.

Many thanks,

Dennis
Read Answer Asked by Dennis on April 24, 2017
Q: I have listed the small/med/cap companies I have on my watch list and am seeking your advise as to which three companies you would recommend my investing in from this list. (or some other that I have not listed) Many of these companies you have recommended on BNN. I look forward to your answer.
Read Answer Asked by Bob on April 19, 2017
Q: As yet, I have not 're-balanced' my portfolio by selling some of Savaria. I still have a significant cash balance and don't really need to. Do you regard it as a sell to some degree, or should I stick with my doubling of this investment. I do have Suncor in my 'Balanced Equity Port.' Perhaps you had it at one time and I missed a sell on it? Should I keep this equity or sell it? One of the few equities I never purchased in my portfolio (it is difficult to buy in my US Schwab international acct). Seeing how it has retracted from highs, do you consider this a value purchase now?
Read Answer Asked by Claus on April 13, 2017
Q: What 5 stocks would be your top picks to place in a TFSA for 2017?

Shirley
Read Answer Asked by shirley on April 11, 2017
Q: I am a 21 year old investor with a long investment horizon. In my TFSA, both CPH and MRE have stagnated and I am thinking of selling these and moving on. Would you endorse this move and if so, could you recommend your top 2 names (any sector) to replace them?

Thank You!
Read Answer Asked by Quinn on April 06, 2017
Q: How does the possible exercise of the options noted below from their current MD&A impact the price and opportunity?

In April 2014, the Corporation completed a private placement underwriting 5.75 million units at a price of $3.25 per unit, for net proceeds of $17.5 million. Each unit consisted of one common share and one-half warrant entitling its holder to purchase one additional common share of Savaria at an exercise price of
$4.25. These warrants expire on April 15, 2017.
Read Answer Asked by Gregory on April 03, 2017
Q: I have more than doubled my initial investment in Savaria and I haven't sold any shares yet; however, I was wondering what the current forward P/E ratio is and if you would ever sell because it got too 'expensive' in the short term?

I understand buying strength and that hitting new highs is a very good sign, but say Savaria went 50% higher than it is today in a short time frame, would you ever sell purely because the valuation was too high or would you tend to ride it out and risk a pullback because after all, it is still a solid investment and a growing business?
Read Answer Asked by Arthur on April 03, 2017
Q: With the recent price surge of these 3 stocks would you recommend starting a position.
Your advice is very much appreciated.
Read Answer Asked by Craig on April 03, 2017
Q: Hello,

Curious about inside ownership with these two companies. Both have been on a tear for a while, and wondering at what point would a larger company look at buying these up for their growth potential. Would you believe they are takeover candidates or does some characteristic of each make that unlikely?

Regards,

Robert
Read Answer Asked by Robert on April 02, 2017
Q: Hi Peter and Team,
In your latest newsletter you mentioned to trim SIS back down to 5%. I have a very small position and hesitated on adding to it because it kept moving up and I thought I had missed my opportunity. I'm now up 150% which represents 2.7% of my portfolio (thanks for that and I'm now kicking myself for not taking a full position).
Is it too late to top it up to 5% now?

Thanks for this great service.
Rob
Read Answer Asked by Rob on March 31, 2017
Q: Hello 5i.
Thanks for the ongoing investor communication/Education.
I have had slightly positive overall results with mixed individual stock selection results utilizing 5i information.
Would have liked to be on the Shop ride but I could not buy into a stock moving up everyday and now doubled in three months. How do I not miss this next time?
I did buy the indicated holdings (SIS, GUD, ET, SYZ, PUR, TNC=cash)
Excluding TNC, the mix leaves me up 6.9% in the time frame of about a year or so..SYZ since 2014 and some various buying along the way.
I am not doing as well as you Portfolio so stock selection and timing clearly makes a difference.

With this list, should the Holdings be at full weights now for all of them?
For example, PUR is under small cap $ allotment while SYZ is over allotment.
Is there something I should be adding that is most appealing today even though I personally may have to hold my nose and buy? (Portfolio is well diversified and balanced)

Also, it is clear I am not benefiting from the stock category you sometimes highlight as "winners" or "1000% gainers" to help propel my portfolio gains. Should I be trying to buy all the investment in your total portfolio or how does one use 5i service to benefit to the max?

Thanks
Dave
Read Answer Asked by David on March 23, 2017
Q: Please rank the following stocks in order of preference focusing on value/growth with 3-5 year time frame?
Itc
Sis
Pho
Ecn
Read Answer Asked by Gary on March 22, 2017
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