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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: Good Afternoon 5i,

Excluding the big banks and MFC, SLF, what are your top 3 picks for Canadian financials?

Thanks!
Read Answer Asked by David on January 19, 2018
Q: I sold EFN and bought ECN for hopefully more growth 6 months ago. Just looked and EFN is back down around 9$? I would have thought that EFN would be a big beneficiary of the strong US economy. What are you're thoughts? Do you think EFN is undervalued and a good investment?
Read Answer Asked by Curtis on January 17, 2018
Q: Looking to add two of these names to my TFSA. Which two do you think offers the best growth over a 5-7 year period?
Thanks
Read Answer Asked by Curtis on January 16, 2018
Q: In financials I own about 2.5% of my overall portfolio in both TD and RY with about 1% in ECN (total of 6%). What would be your recommendation if adding more to the financial sector. Stay with Canadian banks (add to TD or RY or possibly BNS) or add something like SLF OR MFC? Any other suggestions?
Thanks.
Brian
Read Answer Asked by Brian on January 15, 2018
Q: Hi Peter,

SIS has grown to about 9% of my portfolio from an initial 6% and wondering if you think there's any more upside? My full positions are 5-7% so wondering if I should continue to hold or trim my position?

On the other hand GUD is down 20% and wondering if I should add more here or start a new position in CLS (I'm low on tech) if I do trim SIS. All of these are/will be in my TFSA.

Also, wondering about ECN, what will it take for it to break out above $4? It seems to be stuck below $4 for a long time now. I hold this in my RRSP.

Thanks for your advice as always.
Read Answer Asked by K on January 15, 2018
Q: Good Evening,

I am currently light on financials. I have a 2.8% position in SLF, 3.4% position in BNS and a 2.6% position in GSY. Would you recommend adding to these, or starting a position in ECN or something else. I am a long term investor who doesn't mind some risk.

Thanks,
Janet
Read Answer Asked by Janet on January 09, 2018
Q: Can you explain in simple terms how ECN functions at a high level?

For example, in their rail vertical, are they leasing their own rail cars or connecting buyers to sellers while providing loans, or something entirely else? What makes them attractive for buyers versus going to a big bank? I'm trying to see wherein lies their competitive advantage.

Thanks.
Read Answer Asked by Daniel on January 09, 2018
Q: There has been a lot of insider buying lately in ECN. Is this normal after loss tax selling. Is the company buying back shares. ( PGF )is the investor Schuller still involved in company I believed he had purchased 90 million or so shares and please provide update on PGF.Are they starting to recover. Does PGF have light oil assets?
Read Answer Asked by Guy on December 29, 2017
Q: Hi 5i team,

I’m thinking of adding ECN to my portfolio. However, I already owned GSY and FSZ. Do you see any overlapping? Which two out of these three names will likely have the best growth in the next few years? Which two out of these three have the better balance sheets? Thanks and all the best for the new year.

Read Answer Asked by Willie on December 27, 2017
Q: What would be your top candidates to be taken out for a significant premium in 2018??
Read Answer Asked by Chris on December 26, 2017
Q: Noted Peter's two top picks earlier this week , ECN and SHOP.
The stories may sound good but could you comment on the fundamentals on both of these companies.
ECN, reduced revenue in 2/3 last quarters and EPS down in past two quarters, increase in diluted shares in past year. Balance sheet looks iffy with increasing debt.
SHOP, net income down, eps down, negative free cash flow, negative ROE, negative ROIC., but nice balance sheet with lots of cash.
If these are top picks , why are neither owned by guest, households, investment banker clients or guest firm or affiliates as indicated on disclosure at end of top picks?
Thanks
Jeff
Read Answer Asked by JEFF on December 26, 2017
Q: Suggestions for value stocks, any industry, and under 2 billion market cap? Thanks.
Read Answer Asked by Tyler on December 19, 2017
Q: I am starting a Growth Portfolio with $100,000 to be phased in over three years. I purchased DOL and SHOP with each 5% weighting, or $5000 each. What weightings should I consider for each of ECN, GSY, OTEX, PHO? (These positions will be in my TFSA and held for the long-term, more than 5 years.) Are there any other positions that I should consider at this time and if so, what weighting?
.PS...I currently hold KXS and GUD in my balanced portfolio.
Read Answer Asked by Tom on December 18, 2017
Q: Humble comments as I see them.CEO Steve Hudson is described by a respected guest on BNN as"a wonderful guy in promoting things",who was supported by the investment community.However his light has dimmed somewhat since the very big acquisition of the GE leasing assets(now spinned out to EFN) as he overpromised & underdelivered/performance below expectations.Hudson is more suited to ECN than ENF as shown by appreciation in ECN & depreciation in ENF since split.Reportedly Hudson& his management team draw very big salaries(maybe too high compared to performance) but they always buy back shares for many years.While he did not acquire co after promotion,he indicated that he will buy in 2018.Stay tuned.
Read Answer Asked by Peter on December 18, 2017
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