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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: Hi Team - XTC has been a frustrating stock. It's a half billion dollar company with a low valuation, but it's price has languished below 12 dollars. Do you have any insight into why it's such a thin trader, and why there's resistance to moving to a higher valuation? The conspiracy theorist in me thinks that it's pretty easy to manipulate a stock with such low volume.

Thanks for your long term and very valued service!
Read Answer Asked by Rick on March 17, 2017
Q: Hi 5i team, just read your recent report on XTC. How can you explain the higher multiples for XTC versus the three others: growth is currently favored by the market over size, value and more diversification? What would you expect the stabilized P/E to be over the long run for them? Higher and lower for which of these? Thank you, Eric
Read Answer Asked by Eric on March 10, 2017
Q: Hi Gang, Looking to add a company or two so what order would you put the above in for growth looking out 12 months. I already own SIS, TNC and SHOP.

Thanks
Anthony
Read Answer Asked by Anthony on March 10, 2017
Q: Good Morning I was listening to the Linamar conference call and the results are very impressive, in fact, the dividend was increased by 20%. The share price dropped over 2% this morning which is surprising. May I have your impressions?
Would MG (PE 7.4) or XCO (PE 10) be more advantageous vs LNR (PE 7.5)?
Thank you
Marty
Read Answer Asked by Martin on March 09, 2017
Q: Hello Peter and 5i team,
Grant money for our grandson's RESP just came in and we are thinking of adding to GUD or XTC. We could also hold it in cash for now. We would appreciate your opinion please. Thanks
Read Answer Asked by john on March 03, 2017
Q: Hi 5i, I hold BOS in a non-registered account and can claim a 40% loss. It seems to be recovering at the same rate as XTC. What is your opinion of replacing BOS with XTC at this time? Are these two comparable?
Thanks for your guidance.
Gary
Read Answer Asked by Gary on February 03, 2017
Q: Is there some news in DHs strategic review which would account for the lathe drop yesterday and today? Is it worth holding any longer and if you had to sell Dh or Xtc which would you let go first and why?
Thank you.
Maggie
.

Read Answer Asked by Maggie on January 20, 2017
Q: I am trying to decide between BCI and XTC for my TFSA. From my analysis BCI has better metrics (FCF/Capital Invested, P/FCF FCF/Sales,margins) but what worries me is the intrinsic value. Using Graham number Earnings Power Value and DCF analysis I get a stock price in the $10 range for BCI, where as for XTC it appears to trade close to or below intrinsic value. Which would you go for? Should I be worried about the intrinsic value?
Read Answer Asked by Andrew on January 19, 2017
Q: I have in my tfsa the above stocks in a weighting of 5 to 10% with 10k in cash. Which of the ones listed would you add to or would you recommend one or 2 others stocks that would fit in this portfolio. I also have other rrsp and trading accts. thks marcel
Read Answer Asked by Marcel on January 17, 2017
Q: Outside of MG, TD and SLF (all of which I own) and their respective sectors, which companies in your coverage universe do you think fit traditional value metrics? Are there any companies in Canada that are outside of your coverage that you would both endorse and seem like value propositions? Thank-you.
Read Answer Asked by Alex on January 10, 2017
Q: Hi 5i,
Happy New Year Peter and 5i team. We would appreciate if you could assess our grandsons (age 3) RESP. We have added new money and will be getting some additional grant money soon. In your opinion what additional stock would fit in with his current holdings or should we increase the percentage of the lowest holdings which is TNC and XTC.
The current holdings are: ATD.B, CXI, DHX.B, DSG, XTC, GUD, PBH, TNC.
All of the holdings are up. Thank you for your advice in the past.
Read Answer Asked by john on January 05, 2017
Q: I had to sell xtc because of tax loss selling. Would you consider buying it back or do you recommend another stock or two. Is it considered in the industrial sector?. Thanks for the great service. Bill
Read Answer Asked by Bill on December 28, 2016