Investment Q&A

Q: I currently have a half position in TOY and am up 12 percent. I want to buy the other half but I've read that most of their sales are this quarter for christmas. So does that mean the stock will be much lower in January and for the next three quarters? I guess I'm wondering if I'd be buying at a high and should wait until mid next year?

Q: Could you please explain why Spin Master's Q3 earnings have been higher than the aggregate of the other quarters combined? Would you anticipate this to change in Q12017 with several new products coming online for the holidays? I'm not very comfortable investing in companies like TOY, PBH and PKI due to valuation so do you think that starting with small positions in each and adding to the winners makes sense?

Q: Hello Peter and Ryan,
All three stocks are hitting all time highs. This is a good sign. They all seem to have good fundamentals and technicals. Given that they hit all time highs, if i want to increase my position, is it best to wait for a pull back or just allocate the money and in the long run getting them 4 or 5% cheaper won't matter much. Please advise. Thanks

Q: Could you rank these as your number 1, 2 and 3 picks for growth, and provide some rationale. I am looking at one of these for a long-term hold of perhaps 5 years or more.
Thank-you

Q: Many thanks again for all you do.
Could confirm: would you buy both TOY and PUR as long term holds at todays prices?
Many thanks,
Mary

Q: I have recently joined 5i and have started converting one of my portfolios to the 5i Balanced Equity Portfolio. Given the limited funds, I am only comfortable holding about 10 positions. I am contributing to this account regularly, with the intention of building up to a full 20 positions within 12-18 months. Given today's conditions, which companies would be best to get into first?

I already hold full positions in CSU, KXS, NFI and SIS.

Thank you

Q: Managing my wife's RRSP. She is 30 years old, but a somewhat conservative investor. I have a position in TD, SLF, NFI after recent pullback ($38), SJ ($42) and BEI ($50). I am looking for another stock to add. With limited funds, it is hard to diversify across all sectors. What stock would you suggest?

Thanks,
Jason

Q: what are you top five growth stocks. please rank them on risk reward level. thank you.

Q: I have cash to add 3 new positions to my registered investment accounts. The current holdings are listed above. This is 15% of my portfolio. The other 85% is professional managed and well diversified in mutual funds. Can you recommend some Canadian stocks (that you have reports on) and ETFs that are the best purchases today that I should look into? Thanks, Matthew.

Q: Your take on their respective quarters please.

Q: Out of the above list, which ones would you buy today regardless of portfolio weightings.

Q: Hi, could you please provide the estimates of Revenue, EPS and EBITDA for SJ, BYD.un and TOY. Thanks

Q: Hello Peter, you've recently answered some questions as to current investment options for growth-oriented TFSAs, including the above companies. My TFSA has funds to permit three "growthy but not OVERLY risky" new investments. Whether from among the above choices or not, can you , considering the recent changes in market prices, please suggest your top 3 current choices to add to a TFSA (on top of my fairly balanced overall portfolio). Thank you!

Q: Hi, Peter & Co. I am looking for some companies that I might add to my elderly sister's portfolio during the tax-loss selling period. She is looking for some dividends, some growth and reasonable stability. Her portfolio has a lot of cash. She currently owns:
DH
Genworth
Northwest Healthcare
A&W
Brookfield Renewable
High Arctic Energy(long-term position,slight loss)
Canacol Energy (small, profitable position)
Would you please give me 2 or 3 names in your selected sectors that I can monitor for opportune purchases?
With appreciation for your great service.
Ed

Q: What are your thoughts on DHX and how does this compare to Spin master, since they are catering to the same market segment. Which has better long term growth and why?
Thanks
Matt

Q: My initial purchase of PURE constituted only 1.5% of my portfolio. With the recent dip, would it make sense to top this company up to 3%? ... assuming there are still clear skies ahead.

Alternatively, I've been "toying" with the possibility of switching out of Pure and into Spin Master, for a 3% holding. Is Spin Master an overall better growth company?

Your thoughts?

Q: Hello,

The following 5 companies are on my buy list to complete my portfolio:

PBH
TOY
NFI
BCE
CAR.UN

I have room for two in my TFSA, two in my non-registered and one in my RRSP. How should I divide the above 5 stocks into these accounts?

My plan is to buy on pullbacks. But I'm thinking about buying CAR.UN now because it has already pulled back on the mortgage news. Does this make sense?

Q: Looking back at previous questions about TOY, it's mentioned that it is attractive at 21x or 19x P/E ratio. My TD Waterhouse web broker research platform states that it's currently operating at a 46.7x P/E ratio.

a) 46.7x would be bad, right? And cannot be true?
b) What's the current P/E ratio and how can I reliably find it independently?

Thanks

Q: I would like to make my TFSA more growthy. The candidates I have in my TFSA that I am considering replacing with more growthy names are: TD, IPL and WCP. I own these in a non-registered account as well, but since I can’t take advantage of the dividend tax credit in the TFSA I would like to replace them.

The growthy names I have in my TFSA are DHX.B, ESL, and GUD. I think I have enough of these, so I am looking for other suggestions from your growth and model portfolio. I am considering, CXI, TOY, PBH, ZCL (maybe KXS if it pulls back to the mid-50s). I already own SIS, NFI, OTC, CSU in a non-registered account and think I have enough for now.

What growthy (but not overly risky) stocks would you suggest for a TFSA today for a long term hold?

p.s. I have already maxed out my TFSA contributions. With some cash in the TFSA and the sale of shares I may not have enough $ in the TFSA to buy a full lot(s) of the replacement (e.g sell 100 shares of TD @ $58, buy 200 shares of TOY @ $31.50). I would rather not buy an odd lot (e.g 184 shares of TOY) because I don’t have enough cash in the TFSA, and I can’t add any more $ to the TFSA until next year. Should I wait until I can buy the full lot (i.e. the price falls, or I get dividends to increase cash), wait until January when I can add another $5500 to the TFSA, or find another stock where I can buy full lot(s). What is your opinion on buying odd lots, especially with low volume stocks like TOY and CXI?

Q: What sector would TOY fall into? If you already owned Cineplex would you recommend TOY as I am trying to buy one stock from each sector for my daughter TFSA?

Thanks
D