Investment Q&A

Q: Good morning

Can you provide an updated investment opinion on this company. It has been performing very well for a technical perspective llately.Do the potential rewards outweigh the risks at this time?

Keep the beard Ryan!

Q: Goodmorning. What r ur thoughts on this company as a long term hold for a tfsa for a conservative investor?

Q: Thanks for your updated report on WSP. It looks like they are doing a great job with their recent acquisition. I'm wondering what your team's thoughts are of STN vs. WSP. Is there one you would prefer for the long term?

Q: Good Afternoon
The price of AFN.DB.B has slumped of late. How would you view a 2-3% position in a RRIF?

Thanks Team

Q: Hi 5i, there's been a close to 4% rise in today's share price. Any reasons for this bump up?

Q: How likely is it that Parkland will issue new stock to cover the costs associated with the acquisition of gas stations and "On The Run" convenience stores from Imperial Oil? Thanks!

Q: Hello 5i Research Team,
In the investment world, as in life, one has to have an objective. Before starting to invest a few years back, I followed the advice of Yogi Berra who is known to have said: « If you don’t know where you’re going, you’ll find yourself somewhere else ».
My first task was therefore to determine a specific objective, a specific compound annual return target ; that was and still is my prime reference.
Later on, I identified Jason Donville’s DKAM Portfolio as another benchmark ; a few years later, I became a member of 5i Research and the Balanced Equity portfolio became yet another benchmark. Both use different stock filtering methodologies that are quite complementary ; after all, that’s what makes a market.
For your info, since its inception date in mid-March 2013 to the end of February 2016, the 5i BE portfolio returned 86.1% (or 23% pa) ; for the same period DKAM returned 67.5% (or 19% pa)...and I handily beat my personal objective.
Congratulations and Thank you,
Antoine

Q: Hello to everyone at 5i

With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?

Thanks very much

Q: Veresen presents there year end results as "strong". What are your opinions on the numbers. I own it. Thank you.

Q: Hi team,
I think I kind of understand but just for sake of certainty:
1- What does it mean when the status on a given stock is HOLD? Does it mean: don't sell if you have it or don't buy if you don't have it?

2- What is the difference between Indicated Annual Dividend and Dividend Yield? For example, BDI right now has each of these at $0.60 and 13.57%, respectively. Let's say I buy 100$ worth of stock at $4.00 today, how much would I earn in dividend in one year if the dividend does not change in one year? With a big thank you! :)

Q: Shopify or Kinaxis for 10 yr hold in TFSA and why?

Q: i just want solid dividend paying companies. id like your take on the economy. are the policy makers playing games with the value of our currency ?id like to hold stocks for long term and let the drips accumalte is this an ok stategy or do i constantly have to have cash and buy gold etc if gold is the next best area what do you recommend

Q: Hi, Can you please comment on ESL earnings release. Looks like Revenue, EPS were a bit shy of street estimates. is this mainly due to CIT related expenses? You had mentioned that CIT was the 2nd largest acquisition in company history ? How is it likely to contribute to future results ? Did FX play a role in current earnings? I just started a new position today @ $57.25. What are your thoughts on valuation and market perception of results ? Thanks

Q: Please comment on Enghouse latest quarter. Thanks!

Q: In addition to my previous question if this stock drops do you have a price that if Enghouse went below it would be a table pounding buy? Reading through some past reports the company consistently states that operating results fluctuate between quarters and I'm guessing this is one of those quarters where things fluctuated below expectations.

How much weight would one put into Sadler selling some shares in the 70s a few months back to foresee recent movements in Enghouse stock? Is the drop at the end of trading Wednesday March 9 suspicious and does the OSC monitor such activity?

Q: Hi Peter/Ryan and Team, regarding IT in the growth portfolio, your thoughts please! Am I reading this correctly...BINGO! Your thoughts after the conf call. Also, what expectations do you have for this stock tomorrow morning, please? Interesting to say the least!
Thanks!

Q: Hi Peter & Ryan,

Could you please comment on Intertain's earning release.

Thanks
Febin

Q: I am looking for a home for a bit of extra cash - 3-5 year time frame. I own all of the stocks in your growth portfolio at roughly your pro-rata weightings. What are your current favorites for an additional investment. Thanks

Q: I am under water [$13.50] with WCP and getting conflicting views as far as meaningful recovery in the near future. Should I sell and use the fund elsewhere? If so I like to have your suggestion of a few other choices please. Many thanks, A.J. P. Burlington

Q: Hello Peter,
I am trying to decide between crescent point energy or tourmaline oil for 1 to 2 year hold. Also, what is driving the metal stocks like Teck and Hudbay minerals? Do you see this as a sustained rally or do you think it is simply a trade for now. Please let me know your thoughts. Thank you.