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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: Hi 5i,

L-o-v-e your service.

Question. I somehow ended up with 2 pipeline holdings in my TSFA. I still wish to stay in the sector. They are PPL and IIP and looking a a PERF chart, have very similar growth performance.

If I wanted to consolidate to one, which would you prefer (looking for long term growth + dividend).

Thanks !
Read Answer Asked by Jim on November 11, 2016
Q: I have a small position in Emera. No other exposure to utilities. Just went over their Q3 earnings release. Negative current ratio, $14 billion dollars in debt, rising 10 yr bond yield, some free cash flow, but not sufficient to pay down the debt rapidly and net debt to total capitalization of close to 70%. Aside from the yield, I don't see many positives. Should I sell and move the funds into a more cyclical name?

Thanks,
Jason
Read Answer Asked by Jason on November 11, 2016
Q: I have held Disney for nearly two years and am down slightly. I am wondering if it is time to move on. Do you see it getting back to its highs of $120 any time soon?
I am looking at the sector rotations and thinking this could be a source of cash especially if you come out with your list of stocks to watch out. The market has been hardly cautious.
Read Answer Asked by Rajiv on November 11, 2016
Q: Hi 5i Team,

My question is regarding the Balanced Equity and Income Portfolio. In light of the recent US election outcome, are you planning on making any significant changes to these portfolios in the near future? Would the election results cause any shift in company weightings to take advantage of sector strengths?

Thank you.
Francesco

Read Answer Asked by Francesco on November 11, 2016
Q: Hi 5i,

Although not in your coverage I have watched NVDA frequently over the past year and not moved on it thinking there was a little too much hype, too early. The latest results are telling me the hype was actually underestimated by many. You always seem to be fairly positive on the future of VR, AI, and self-driving cars. Just wondering if you believe these latest results are a sign of good things and some sustainability in the future of their business?

Thanks,

Joe
Read Answer Asked by Joe on November 11, 2016
Q: 5i,
From all of us who purchased Nvdia on your enthusiasm THANK YOU!
Now from a portfolio management perspective, with the stock up 114% year to date, and perhaps popping in the 20% range today, should investors take some off the table (as 5i did with some of its winners in the summer) perhaps to purchase more in the future. IT stocks are otherwise getting trimmed in market and the NASDAQ facing pressure. It looks as though the growth prospects for NVDA are good, but seem tied to TESLA. Stocks like Tesla may face pressure with a Trump presidency.

When last asked about weighting, 5i suggested 15% for Info. Tech (Sept 26), with the usual "weighting is a personal/situational decision". For the average 5i (model portfolio style investor) what would you suggest today for an info. tech weighting based on this evolving US investing environment?

thanks for the great service, kathleen
Read Answer Asked by Kat on November 11, 2016
Q: Re: Jason question
I would very highly recommand the site "Masters in busines" from Bloomberg and scrolll down to the interview of Aswath Damodaran by Barry Ritholtz, on Valuation, data and investing. I consider this interview the most unbiaised and educating I never had the chance to hear on the difficulties of valuing companies.
IN HOPE THIS IS USEFUL
Claude
Read Answer Asked by claude on November 11, 2016
Q: Hi, any comments on the secondary offering of 1,750,000 shares @ $11.34 buy Bourassa family. announced, today after market close. Discount to market price of 5%. They just excercised 500,000 warrants @ $4.25. The release said that they will continue to own 36.1% of Savaria's outstanding shares, which is reassuring but the largest shareholders/founders offloading shares may not be perceived by market favourably ? Thanks
Read Answer Asked by rajeev on November 11, 2016
Q: I am interested in your views on why the stock market suddenly became so enthusiastic about Trump when it was continuously going down a couple of weeks ago when it appeared that he would win. In the middle of the night on Nov 8th, the Dow futures were way down as expected and then miraculously they rebounded in the morning. Should we expect this to last?
Read Answer Asked by Maria on November 11, 2016
Q: Hi guys,

I was looking at Free Cash Flow Yield as a metric to evaluate companies that I want to invest in. Do you find this metric useful? Also, what would be considered a good free cash flow yield? I've heard people look at companies with 10% free cash flow yield, but that seems like it would be hard to find. Some of the companies in my portfolio like Disney and Stella Jones seem to have closer to 5% free cash flow yield. I know Disney has been investing heavily in their parks, which has lowered their FCF yield in the short-term.

Thanks,
Jason
Read Answer Asked by Jason on November 11, 2016
Q: Hi, Parkland Fuel stock continues to get pounded every day since its recent earnings release, losing over 10% of its value. It was mentioned as a baby Alimentation Couche Tard. Today, ATD.b stock price also showed considerable weakness. I have just started to wonder if there is a rotation out of these consumer names which have done well in past. And, if so, do you see this trend persisting, since money seems to be moving into banks, industrials and energy/material stocks. I have a small position in ATD.b but just doubled my PKI holding to overweight and feel a little concerned. Thanks for your valued advice.
Read Answer Asked by rajeev on November 11, 2016
Q: i have owned aphria from the beginning,i agree with you this rally in maryjane stocks has taken them to ridiculous valuations-- old saying never fight the tape.
my question is are we missing something, why do these stocks keep going higher, is it because 8 states approved legal maryjane in some form, will u.s. maryjane companies buy cdn companies with cheap cdn dollars -- what am i missing.dave
Read Answer Asked by david on November 11, 2016
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