Investment Q&A

Q: Hello Peter and Ryan,
Unless i am mistaken, Savaria missed the revenue numbers but did well on EPS. What do you think about the results. I was thinking of adding to the position to 5% as the trend still looks good for the company and the numbers overall were good.Any idea why Andrew Peller continues to surge and why Covalon and Photon Control continue to go lower? I know you have answered on the COV and PHO but they just keep getting pounded. Thanks very much.

Q: Can you please comment on the Earnings for Savaria. Thanks Valter

Q: Dear 5i:
Multipart Balanced Equity Portfolio question (please deduct credits as appropriate):
I have roughly $12000 to contribute to my RRSP (2018 contribution) right now, which four or five companies should I put this money in? Please exclude TECK, CSU, BNS, MX, PBH, and SIS in your response since I have full weights in these companies. I would much rather just add to positions to bring the weights of each position closer to 'equal weight', but this would involve averaging down (which 5i doesn't generally endorse). However, you have commented previously in the past that any company currently in the BE portfolio is 'buyable today'. So would averaging down be reasonable if one is only considering BE portfolio companies (for example, would be happy to average down on CLS/GUD if you think this is a reasonable move). I would far prefer to avoid individual security concentration risk by adding to other positions rather than trimming a winning position (regret trimming TOY, for example). Please provide your thoughts and guidance, and thanks as always.

Q: Could you suggest ways to invest in short duration mortgages
Thanks
CDJ

Q: Could you comment on the recent drug approval by the FDA for Theratechnologies. Does this seem like a compelling buy with a new product and revenue line?

Q: Re Kim's preferred share question, TD Webbroker publishes a monthly analysis covering the following topics:
Market Commentary
and Strategy ................................................................................................
........................................... 2
Preferred Share
Recommendations ...............................................................................................
................................... 3 - 5
Preferred Share Classes
and Characteristics ...................................................................................
...................................... 6
Preferred Share
Table Notes ...................................................................................................
................................................ 7
Retractable Pref
erred Shares ..................................................................................................
................................................ 8
Rate-Reset Pref
erred Shares ...................................................................................................
....................................... 9 - 19
Floating-Rate-Reset
Preferred Shares ..........................................................................................
................................ 20 - 21
Perpetual Prefe
rred Shares ....................................................................................................
....................................... 22 - 25
Fixed-to-Float Pr
eferred Shares ...............................................................................................
............................................. 26
Floating Rate Pref
erred Shares ................................................................................................
............................................. 27
Split S
hares ..................................................................................................................
................................................. 28 - 29
U.S. Dollar U.S. Iss
ued Preferred
Shares ......................................................................................
............................... 30 - 36 (It's 36 pages)

Also http://www.prefletter.com/ publishes monthly recommended issues. A single copy is about $20

Q: For energy sector I have these four companies. Sure, I am under water with all, but this is probably irrelevant. All offer good dividend, so I have time to wait. They have some debt too, which I don't really like. Please comment on the prospects for these companies: at this moment can you consider them value or value traps? Or, are they a hold? Are the dividents sustainable?

Q: Thoughts on their results ?

Q: In answering a question from Calin about certain energy stocks this morning this morning you said "Because of the weak sector outlook, we would not go too crazy here."
Could you please expand a little on why the sector is perceived to be "weak" and when/why it might get stronger?
Thank you,
John

Q: Another site about preferreds for Kim would be : investingforme.com
They have information under their "Data" section on all most all preferreds
John

Q: Do you know where I can find a cdn stock list that ranks stocks by total return (capital appreciation and dividends) for each year over the last 10 or more years?

Q: Please give our thought on reml-us

Q: Hi;

As WGL is trading significantly under the bid price by ALA for takeover, is buying WGL in an RRSP - USD account a smart play or is there still too much downside risk if the deal does not go through?

DON

Q: Hi 5i team,

Can you help to compare and comment on Square Inc (SQ) and First Data Corp(FDC)? these two company looks working on the similar business and 2 years ago they were similar price and FDC was even higher at some point. FDC revenue is nearly 4 times higher than SQ while market cap is much smaller. Another question is why FDC has so many debt $19.2B, much higher than their total cash of $500M. Maybe this is one of the reason that hurts their stock price ?

Thanks,

Adam

Q: Some research has been done to indicate that in bad economic times, like in a recession, the consumption of alcohol increases. Is there any historical data that supports these findings?Would a company like LIQ benefit from this? What other companies might benefit? Thank you.

Q: Please comment on these three companies. I have a half position on each. I am looking for long term, and they seem to have potential. It is time to load the truck or hold?
Thank you,

Q: Please comment on MAL-s recent Q. What are your thoughts about the future earnings. It seems the equity increased significantly during 2017 and has very little debt.
Thank you

Q: Hello, year end earnings including Q4 didn't look good did they? Without listening to MD&A how do you think things look going forward?
Thanks man

Q: Ttm- Tata motors Adr

Hi, What are your thoughts on TTM adr for a long term? P/E Seems really cheap. Tata is the owner of Jaguar -Land Rover and are coming out with nice cars in India. A really nice Electric car is soon to be released...Thanks. Shyam

Q: How do you see CCL.B fare with the trade issues and if there would be tariffs?
Thank you.