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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: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers
Read Answer Asked by Josh on June 20, 2016
Q: Could you please give me a list of your favourite insider owned companies presently? A percentage of insider ownership and a brief reasoning as to why you are choosing the company/companies over other possibilities. If there is one that could be considered a full position purchase at this time or would you ease into all the names. Thank you
Read Answer Asked by Jeremy on June 17, 2016
Q: Hello 5i team,
I am currently up 48% on CXI and am contemplating switching to Savaria (SIS). This would be within my TFSA. I am overweight financials (as most Canadians probably are..) and currently underweight industrials.
Would you endorse such a move; are there any "red flags" you would see to such a switch? Any thoughts or comments would be much appreciated.
Cheers,
Mike
Read Answer Asked by Mike on June 09, 2016
Q: Hello, I have been reading your comments on Savaria Corp with interset, for a few months and decided to initiate a small position this week. Companies supporting aging demographics should continue to do well, but SIS is still fairly small cap and valuation appears rich. Stock also had a decent run lately, so it could tread water for a while. I would rather wait a few more quarters, before adding at today's price. What are your thoughts ? Thanks
Read Answer Asked by rajeev on June 08, 2016
Q: Out of your fav cdn growth stocks, how would you rank their relative risk (from lower to higher)
Read Answer Asked by Brenda on May 30, 2016
Q: Dear Gentlemen,
I want to add 2.5% from 10.5% to 13% in the Industrial sector.
At the moment I have the following companies in different accounts
BDI 0.5% (-75%)
MDA 2.4% (-3%)
ATA 1.1% (-20%)
STN 2.7% (-1.3%)
WSP 3.8% (+13.6%)
adding on one or two on these companies or add a new one SIS ?
Your recommendations ?
Thanks
Best Regards
Read Answer Asked by Djamel on May 26, 2016
Q: Good morning ... obviously both of these stocks have had a nice run up since their recommendation by your team Peter ... I think Agnico will have a negative impact with interest rates , does this apply to SIS also ?? Should I take some profit off the table??TY.
Read Answer Asked by Alan on May 25, 2016
Q: In light of your updated report on gamehost would a switch make sense to savaria. I usually try to replace a stock at or around the same price my thinking being that if sis has the potential to move up $2.00 faster than gamehost then I do not risk more money on a small cap stock and can recoup my $2.00 loss on gamehost faster with owning savaria.Does this strategy make any sense? I get they are completely different sectors.
Read Answer Asked by Helen on May 17, 2016
Q: Love the company and the demographic space that it targets. Long time holder so I have done very well. Found the name through 5i, so "thank-you". My only concern, does the large increase in share count over the last 3 or 4 years worry you at all? Do you feel the increase is being utilized correctly?

Regards,

Robert
Read Answer Asked by Robert on May 16, 2016
Q: I've had my eye on this one for a while. Too bad I did not buy when I came upon it? I tend not to buy small companies that are valued on growth because the landscape is littered with companies that fall faster then they rise when things do not go right. This comp. seems incredibly over valued to me: TTM PE of 27, FPE of 25, 7x book value. Even with an ROE of 20 & PEG ratio over one? It's EPS is very small - so, earning on a cash basis must be a fair bit higher. I'd like to buy - maybe? I prefer dividend growers as well. How liquid is the stock which is important to me because I like to hold good size positions. I did well with BAD & ACQ which were growth stocks: 3 x my money - so, I do like a bit of growth.
Read Answer Asked by James on May 13, 2016
Q: Down 80% on PHM and 20% with AYA. Thinking of selling these turkeys and buying SIS. SIS is currently overbought, but seems to have generally good fundamentals. I bought GUD almost 2 years ago at its all time high and just broke even on that purchase. I am concerned about the current valuation of SIS and if I am giving up too soon on AYA. My new rule to avoid this mess in the future is to sell half when down 5% and sell the balance when down 10%. Thankyou
Read Answer Asked by Richard on May 09, 2016
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