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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: The Globe ran a piece on assessing 231 Canadian Corporate Boards of Directors according to 35 criteria. A number of 5i portfolio companies such as SJ, WPK, DHX, ENGH, CSU, KXS, ATD, and PBH were in the bottom ranked third of the list, do you have any comment about that assessment? The way the criteria are structured, it would be easier for larger companies to properly diversify their Boards and get a higher ranking, but I was quite surprised to see names like GWO, OCX and FFH quite close to the bottom. A glaring stat is that only 12% of Board members are women.
Read Answer Asked by Jeff on November 29, 2016
Q: While I recognize that GM once filed for bankruptcy, but that's been a while now. The company appears to be in a much better position, made inroads into China, has an incredibly low P/E ratio and pays almost a 4.5% dividend. Would you consider this a good US/Auto/Industrial place to park some funds or is there a better place to go for that type of exposure?
Read Answer Asked by Barry on November 29, 2016
Q: At the recommendations of 5i I purchased these stocks in April/16 for my TFSA account. I have additional funds of $11000 to add. Would you recommend adding to these positions or purchase other stocks? My return has been in excess of 30% and therefore value 5i opinions. Thanks for your excellent service.
Read Answer Asked by David on November 29, 2016
Q: just a comment on crh, i bought 25000 shares between 6.56 and 7.10 yesterday, i thought the drop was ridiculous since the target was increased from 7.00 to 8.50 by rbc and their return on equity is north of 20 per cent, also i already owned 20,000 shares at prices below 5.00.
furthermore it seems most of the selling was retail investors panicking and selling.
and if it goes lower from here i will buy even more. dave
Read Answer Asked by david on November 29, 2016
Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?
Read Answer Asked by Andrew on November 29, 2016
Q: There are a few Multi-Asset ETF available in USA such as DWIN, PCEF, IYLD, CVY, and GYLD. The Beta of those funds is about 0.50. Do you recommend any of them? Are there any Multi-Asset ETFs that are based in Canada?
Read Answer Asked by George on November 28, 2016
Q: Not that you need another CRH question. So just a comment. It is interesting that it could pile up 4x average volume with only two trades as big as 10,000 shares. Jitters and shorts maybe. "Frisco Fastball" posted an extremist sounding article on Friday: "CRH Medical Corp Can't Be More Risky - Trades Significantly Lower". The almost substance-free article is accessible via Google Finance.
Read Answer Asked by Lance on November 28, 2016
Q: Hi Peter,
I went over your replies with respect to CRH. RBC increased the target price. I would have expected shares to stay the same or go higher. Hence, is this just profit taking by institutions and if so, they basically control the market. What is a retail investor to do? Last week, cRH was hitting new highs and now all of a sudden drops due to RBC's call. Can you please advise on how a retail investor should react? I am thinking just stay put given CRH is doing well(based on last earnings ) and it was not a really a downgrade on the target price. Please advise.
Read Answer Asked by umedali on November 28, 2016
Q: I realize this is a question you've already answered, but seriously, CRH is down over 15% today on a moderate downgrade to perform from outperform? I've never seen a single downgrade, even one that downgraded a stock to sell affect a stock this severely. Is it possible there's more at work here? Is this stock mainly held by timid retail investors who are simply following its momentum (which it no longer has)? Are there institutional investors involved in this stock, perhaps one which is trying to leave quickly?
Read Answer Asked by John on November 28, 2016
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