Investment Q&A

Q: I just sold XTC at a small profit, although it looked like it was improving but with the MG guidance in mind my patience ran out. I bought TOY (on sale today) what's your thoughts on this and how does this change my risk and growth prospects. Thanks Jerome

Q: I have a question about 1743

That's a lot of stock, any further thoughts or concerns?

Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan

Q: hi
Purely on a stock by stock basis, based on the short term possible performance of the stock, if you had to sell some of these stocks, which would (first 5) you sell and in what order? ( I like all of them but I want to reduce my leverage ) Do not consider them as a portfolio as I have other stocks in registered accounts. Reducing across all of them would not be efficient for the size of my account.
thank you
Francois

Q: Should I add to MG on the sell off?
Is there another in your BE portfolio you think is a better opportunity right now instead?
I am well diversified with your BE stocks, although probably don’t need to add any financials at this point.
Thx
John

Q: Hi, any comments on the secondary offering for $180 mln from primary shareholders and employees ? Thanks

Q: I would like to add two growth stocks to my TFSA. I would appreciate 3 suggestions to choose from. Thanks for a great service. Dan

Q: Please comment on earnings. Thanks

Q: Good day,

I currently own the subject shares in my TFSA portfolio. Are these stocks still worth hanging onto with the current volatility? I was considering selling everything and going with Vanguard or iShares.

Q: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks

Q: Where do you see the most short term upside from the following: SIS, TOY or NFI?


Thanks Valter

Q: Good morning 5i team
I am a retired, conservative investor who recently reduced the equity portion of our portfolio to raise cash for possible market "opportunities". Our largest equity holdings are TD, BNS, ENB, EMA and BCE. Thanks to 5i, we also hold SIS, NFI, BEP.UN and GUD. If we get a significant market sell-off, would you please recommend 3 or 4 stocks that have a good competitive advantage, modest debt and good growth potential. Thank you for your advice. Edward

Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you

Q: The company looks good and valuation seems reasonable given growth prospects. I've seen your positive comments on it.
However, why are they not paying dividend?
Given recent news regarding Toys R Urs Im wondering if its a low margin business that is purely a volume play. Or is it too dependent on high capex and inventories which lock up cash flows for long periods. Two questions on this
1) What are the net profit margins like in this sector and specifically for Spin master
2) Does Spin Master make good free cash flows and is the FCF growth really good looking back historically? How do you see the future given their international spread
3) Why is the company not paying dividend if it has a stable business with reasonable growth? Is it because of focus on growth over rewarding shareholders?

Q: I'm looking for a reasonable dividend yield plus growth potential and looking at above three stocks to invest for long run.
1) If I need to pick two of them which one would you recommend ? If you can share the reasons it would be great.
2) If you were to pick only one which one would you go with
3) Out of these three which one is more shareholder friendly or oriented towards building shareholder value.
4) How you will rank them based on quality of management? Do you see any issues w.r. to management quality or style of functioning in any of these.
Thank you for answering my recent questions on PLC and KBL - it was very helpful.

Q: I'm thinking of following your lead and selling Stella Jones in my TFSA. Also, I have a small amount of cash to deploy. I hold the above stocks in less than full positions. Which would you add to at this point? I could also include COV although it's near a full position after it's nice rise. Also, what are the implications of holding an American growth stock in a TFSA. What would be your top 3 suggestions if you were going to add an American stock. Charge as many credits as necessary! Thanks.

Q: These company shares were strong yesterday GC, TSGI, TOY and GOOS. I own all four. Do you like them all for Long Term. What others would you buy ? RAK

Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

Thank You
Clarence

Q: anything in your end to see why the pop in the stock yesterday?
Thx

Q: Both TOY and NFI have been drifting downward after reaching highs earlier this year. I sold 1/2 positions of both when they were near $60. Would you feel comfortable adding to both at this time to bring weightings back to full positions?
Thanks for your advice