Investment Q&A

Q: Hi 5iResearch Team,
I have finally decided to give up my full position on ZCL and was wondering if you can recommend something regardless of sector/industry, to take its place. Preferably I would like something with a dividend but it is not a must. As always, good works guys.
Cheers,

Q: What would you suggest to replace PUR, in comparable sector and market cap and any other best option at this time.

Q: I currently hold ZCL in my RIF. I am thinking about replacing it with ALA in order to realize a higher dividend and better growth prospects. Can I have your thoughts please? Thank you. Jim.

Q: I have sold my positions in ENB and ZCL for tax loss reasons. I am wondering if I should look at other stocks to replace these now or just hold the cash and buy these back in January. I would like your opinion and suggestions. I have a very long time frame. Thank you

Q: I recently bought ZCL based on 5i recommendation. Then after a missed quarter you drop ZCL from the growth portfolio, so I'm left holding a stock you no longer follow.
However for GUD you continue to recommend quarter after quarter based on no news or developments and a declining stock price?

Q: Both companies seem to have taken a hit recently, in regards to dividend growth/safety, would you prefer one over the other? Recent comments suggest ZCL growth has stalled. Thanks for the service.

Q: I am planning to get out of a full position in ZCL. I have partial positions in the other 4 above, thinking of topping up on 2 or 3 of them. Does this make sense and what would be your preference?? Thanks Jim

Q: Hi, just read your article on itchy trigger fingers, and I agree with you.But I could not understand why you would sell ZCL on there quarterly results? I thought up till there last quarter everything looked fine,and you were recommending the stock?

Q: Hi,

Thank you for the great advice.

Based on the recent quarterly results for ZCL, what are your thoughts surrounding the stock's target price over a 2-3 year term? I'm trying to decide whether to cut my losses at this time or hold long term in hopes for a recovery. Your input and insight is greatly appreciated.

Q: In May 2017, you recommended the following stocks for a long term RESP:
BNS, KXS, MX, SIS, PBH and ZCL. With the recent earnings report from ZCL, would you remove it and substitute with another investment? Thanks!

Q: Now that the growth of ZCL has slowed, do you have any suggestions for other growth stocks with a decent and growing dividend?

Q: Hi
ZCL is dropping like a stone now down around $11.00
Do you see this stock dropping further, or would this be a good time to take a position? How do you feel about the dividend?
GUY R

Q: Well, i feel that you are being a little short on your patience with this company, i own many of the company's in the growth portfolio, and feel that you could easily replace 6 to 8 of them with better growth companies, before you dump ZCL, are we just becoming qrt. to qrt. investors now?

Q: Massive drop in zcl today. You mention in an earlier response that zcl has 'stopped growing'. Management however states that 10% growth target will not be achieved this year due to poor q3, however should resume by next year. Essentially, the take away is that growth prospects should still be intact, notwithstanding this quarter. Am I getting this right? And if so, why consider removing it from the GP?
Thank you.

Q: Hi team, With ZCL results far from good, would you suggest selling? My sons own it and are even at yesterdays closing (won't be at the opening of mkts.). If selling.....what would you suggest as replacement?
Thanks!

Q: Q3 seems to be a disappointment. Management says that they expect to be back on track next year. If so, I would pick up a half position on any weakness in the next few days. Do you know them well? What is your opinion on their credibility?

Q: What is the consensus for Q3 rev. and eps please.

Q: This was my question and the answer I promptly received yesterday. The answer was spot on but I have full positions in both SIS and GSY. I have sold my KPT today. Do you have a third name that might be suitable to replace it?

Thanks Heaps
Question:
I am trying to break my need to hold on to my losers. I have held KPT for 4 years with nothing to show other than the dividend. I like the dividends but I don't have need of them at this time and I want something with some growth too. Should I give it up? If so any suggestions for a replacement? Thank you

Answer:
KPT really has not created much value, and the stock was higher in 2013 than it is today. For income we would consider it 'so so' and certainly think there are better options out there. We prefer dividend growth, and the dividend has not changed in five years.

We would consider SIS and/or GSY for a nice combination of growth and dividend growth.

Q: Hello Peter,
I am very fortunate to have recently received an inheritance and am considering the following as inclusion into a TFSA. (SIS) Savaria, (SYZ) Sylogist, (ZCL) ZCL Composites, and (XTC) Exco Technologies.
I would appreciate any feedback you could offer regarding these considerations.
Thank you,
Rick

Q: Please comment on the dividend. My online broker reports 8% yield, you report 3.5%. I guess the broker is including a special dividend. If possible, please share the regular and special dividends of the past 3 years, and share your view on the future dividend prospects. Thanks for your invaluable service. Frank