Investment Q&A

Q: In your reply to Jeff you said that TOY did not quantify exposure to Toy R Us,& yet it said no carryover impact into 2019.In my humble opinion,Toy must know the potential loss.I wonder what is the impact on its share price,which has already dropped from $61.76(new high) to current $54.34.When is a good entry point? Thanks for u usual great services & views.

Q: Hi 5iR, This is not a question just a comment on TOY. 5iR I think you need to adjust your thinking on TOY. An increasing number of kids today do not play with toys. They play with their devices. As a grandparent I watch my grandchildren spend hours on their devices, not toys....it drives me nuts...... Since TOY is not in the software business, I would be a seller of TOY not a buyer. Cheers, Chris

Q: Do you take downgrades with a grain of salt. There are constantly companies being downgraded. Does that mean if I hold a downgraded stock get rid of it because it isn't going to do much or when it goes down buy more? I hold TOY a recent downgrade and it has dropped off some - buy more, sell? Thank you very much Dennis

Q: Did TOY's conference call shed light on how they will manage the Toys R' Us bankrupcty? Thanks.

Q: Hi 5i! What is your take on the weakness after what seemed to be good Q4 results. Could it be the results were already priced in? Disappointing 2018 guidance? Multiple contraction? General market conditions?
Thank you!

Q: I read the news release and liked their last Quarter also. However the outlook has me considering selling this stock on valuation versus go-forward growth potential.

From the outlook: "they expect gross product sales to be in the mid to high single digits in the next year ". So they now expect growth going forward to be less than 10%? This is a company that has been growing revenues of over 30% and I expected that they still had enough new regions to grow into to keep revenue growth high.

So if they now expect growth to be less than 10% per annum, can we assume they are transitioning from a growth company to a more stable income generating company? Nothing wrong with this of course, but it does then bring into question the current valuation: at about $1/share in earnings the current PE is about 60. If growth is 10% wouldn't a PEG of 6 be considered very high, even for a high quality company?

Q: Please comment on earnings.
Thank you,
Karim

Q: What stocks would you recommend for a person in their early 20s, who is starting a TFSA, with about $30000 to deploy? Thanks

Q: Over early morning java, I read in the TO Star that TOY is acquiring GUND. The share price for TOY is like stable, aka no dramatic move, up or down. The purchase of GUND from a private entity seems to be viewed by the street as a yawn. What is your take of this buy of GUND by a favourite position of mine, TOY (thanks to 5iR)? ....Tom

Q: Hi 5i, 2018 is off to a intereting start!
Thanks for your great service and guidence in these uncharterted times, it is much appreciated!
I have 100,000. to invest in my RRSP acct looking for 7 etf' or stocks, am intereted in CSU however with the high $ run do you think it is still a buy.
Thanks PS

Q: Hi, could you please post the estimates for TOY and SIS. Thanks

Q: Hi 5i out of Toy and Pbh and SHop & ccl.b which do you see having more growth for 2018 at current prices thanks Kim

Q: Hi 5i,
I have aprox. 20k in cash in my RRSP. I am trying to decide in what to invest it in. I am turning 37 years old this year. Should I be leaning towards a growth portfolio like I am doing with my TFSA?

What would be your top 5 stocks you would start your RRSP US or CDN with $20k cash?

I also have aprox $160k in a LIRA right now. How should i go about investing this money? Can you recomend me specific stocks or ETF's?

Thanks so much for your insight.

Q: I am looking to add a growth stock to my TFSA.
Please list your top three candidates at this point in time.
Much appreciated
RAM

Q: i have a 4% position in cash is their any stocks to add to at this time , or wait thx

Q: What are your favourite 3-4 high growth companies right now?

Q: Perhaps you can help solve a small dilemna in our family. My wife believes I should invest in spinmaster and I believe Brp would be better. This is for a TFSA
Which one do you prefer for a long term hold
Please deduct 2 questions one for your answer the other for counselling
Marcel

Q: Uber-guru Warren Buffett once said something along the lines of "Better to buy a great company at a fair price than to buy an average company at a great price". After the market pull-back of the last few days, there may be some great companies available at fair or even better prices. Can you name a few?

Q: hi 5i, as a retired couple with your income portfolio, 10% cash and our largest 5 positions above pulling back between 4% and 8% in the last 2 weeks, is now or soon a good time to deploy 5% cash? if so should we add to your income portfolio or add to the above stocks and in what order, best to last or wait for a bottom to form. Thanks so much for your reply. Peter

Q: Hi Peter, Ryan, and Team,

Darren Sissons, in a recent BNN "Top Picks" segment wrote an interesting few paragraphs in which he attempted to debunk some common 'opinions': "Telcos, pipelines, consumer staples and consumer discretionary are now inferior investments. (NOT TRUE, in his opinion) For fresh capital, the yields in these sectors are now actually becoming increasingly attractive. The broader issue is these segments have been over-owned since the global financial crisis and the recent underperformance is skewing their longer-term performance. For fresh capital, these segments offer an attractive risk-adjusted total return looking forward, in addition to protection against market corrections.

If you agree with his thesis, what stocks (in particular, from ones that you cover) in telcos, pipelines, consumer staples, and consumer discretionary would be most attractive at this time?

Thanks for your valued insight.