Investment Q&A

Q: I'm 78 and interested in income with security of capital and I'm wondering about changing the percentage allocation of various sectors. For example, rather than hold 5% in each of healthcare, materials and energy, I'm considering holding 15% in healthcare. NWH.un, SIA, DR and SIS are broadly diversified within the sector, provide an excellent average income and have been generally approved by 5i. What do you think, and feel free to make suggestions.

Thanks for all the steady, interesting and profitable suggestions daily.

Q: I would like to have your opinion as to which one (or three) equities , based on growth and weighing risk, you would pick for an aggressive TFSA. Thank you.

Q: I would like to add these companies to my portfolio.
They seem expensive, but I assume over the long term you are good with any of them at these levels.

In what order would add these. Is one of them better value at this point?

I have some tiny positions in XTC, BB, BOS, and was planning on selling these. I also have a 1% position in DHX. Should I just get rid of these tiny positions and consolidate into one or two of the names above.

Cheers.

Q: What a great pick by 5I @ $5,but its 2 recent events bother me as similar pattern to the 3 below companies.Stock went up sharply over time & then insider selling near or at new high for their"good & valid"reasons.PHM & ACQ are at much much lower levels than the insider sale price.NFI went down but have since recover due to good reception to its subsequent Q results & more business.SIS--insider selling @ $11.34 on Nov 14 & yesterday forecasted EBITDA & Revenue below street estimates.Would it be safe to assume that management already has the above forecasted figures in hand prior to selling.Is this fair to investors?

Q: Recently took position in Savaria, but with your last comments on Nov 22nd " Shares may see some weakness but the trend is still going the right way for SIS" should I get out now with minimal loss and buy back later at a potentially lower price?

Thanks for the info

Q: Good Afternoon 5i,

Can you please comment on the forecasts issued by Savaria for 2017...news released just moments ago?

Thanks,
David

Q: I noticed that under the 5i report that SIS is listed as an industrial stock. I thought this stock is more of a stock that belong in the health care sector. Which sector is more appropriate.

Thanks
D

On another note I would like to thank everyone who make this a wonderful web site for all of us wanting to learn and being able to ask any question and get an unbiased answer.

Q: Hi 5i
I have encountered some Financial pundits who say that Good Will on a company's books would be more transparent if it was called "an accounting plug".
Where is this factor declared in Financials? Do KXS and SIS have Goodwill on their Books? Does 5i consider that Good Will is a valid descriptor in some circumstances

I don't ask many questions but I appreciate the service you provide

Ernie

Q: Could you rank these as your number 1, 2 and 3 picks for growth, and provide some rationale. I am looking at one of these for a long-term hold of perhaps 5 years or more.
Thank-you

Q: Hi 5i - I own the following stocks (in a diversified portfolio) and Im looking to top them up to a full 5% position. At todays prices (for a long term hold) which ones would you top up first? Thanks, Neil

Telus - 3%
BNS - 2.5%
SIS - 2.3%
PKI - 2.1%
KXS - 1.2%
SJ - 1.1%
NFI - 1.1%

Q: Hi,

I would like to initiate a position in one of these 2 stocks and plan on owning both over time. Given that both are down about 15% from their recent highs last month, which one do you think has a better entry point right now?

Thanks for your time

Q: If you were bargain hunting today, irespective of the sector, which would be your preference Savaria or Davis and Henderson? These are looking good to me, but you might even favour another? I see these two as less risky than some others, of course. and that is an important criterion.
thanks for the good work

Q: Is SIS negatively impacted by the repeal of Obamacare if and when it goes through?

Q: Investors are spooked,angry,feel cheated ,& sick & tired of owners selling their stock @ a discount to market price after the stock has gone up sharply sometimes to near or new highs.How could one feels if purchased SIS @ 0r near recent high of $12.68 & it took a 10% haircut to $10.74 after owners bought deaL @ $11.34. NFI also dropped after owner sold in the low $40 & just returned to $40.21 after good reception to its q report yesterday.I bought @ $41

Q: With the drop of SIS, with no position. Is this time to add a full position?

Q: I have 4000 SIS stocks,has made money so far is pullback in price also gold and oil pull back a good opportunity to buy?.

Q: Hi. Savaria getting crushed today. Explanation?

Q: Hi, any comments on the secondary offering of 1,750,000 shares @ $11.34 buy Bourassa family. announced, today after market close. Discount to market price of 5%. They just excercised 500,000 warrants @ $4.25. The release said that they will continue to own 36.1% of Savaria's outstanding shares, which is reassuring but the largest shareholders/founders offloading shares may not be perceived by market favourably ? Thanks

Q: Hi, Any comments/significance of following news.

Savaria President and CFO Exercise their Warrants
10:19 EST Wednesday, November 09, 2016
LAVAL, QUEBEC--(Marketwired - Nov. 9, 2016) - Savaria Corporation (TSX:SIS) ("Savaria" or the "Corporation"), one of North America's leaders in the accessibility industry, announces that a company wholly owned by Marcel Bourassa, President and Chief Executive Officer of Savaria and Jean-Marie Bourassa, Chief Financial Officer of Savaria, has exercised 500,000 warrants to acquire an equivalent number of common shares of Savaria at a price of $4.25 per share. Savaria will receive gross proceeds of $2,125,000 from the issuance of the shares.

The warrants were issued in connection with a bought deal private placement completed on April 15, 2014, and were set to expire on April 15, 2017. As of today, 1,004,750 warrants have been exercised, representing 35% of the 2,875,000 warrants issued in connection with the 2014 private placement.

Savaria now has 36,350,197 common shares issued and outstanding. Combined, Marcel and Jean-Marie Bourassa hold, directly and indirectly, 14,874,022 shares, representing 40.9% of the Corporation's issued and outstanding common shares.

Q: Hello Peter, you've recently answered some questions as to current investment options for growth-oriented TFSAs, including the above companies. My TFSA has funds to permit three "growthy but not OVERLY risky" new investments. Whether from among the above choices or not, can you , considering the recent changes in market prices, please suggest your top 3 current choices to add to a TFSA (on top of my fairly balanced overall portfolio). Thank you!