Investment Q&A

Q: Any reason for PBH to be up 3.3%?
I can't find any news?

Q: The following is an info from a commentary:
Beaudier Group and Bain Capital, which own a combined 58 million multiple-voting shares in BRP, will convert some of their holdings through a secondary offering of 8.7 million subordinate voting shares.Tuesday’s retreat suggests that investors could be nervous about key stakeholders selling out at the top of the market, and at a time when some observers are concerned about the aging business cycle and the impact of rising interest rates on consumer spending
If you look at the average daily trading volume, it’s like 220,000 shares. You’re putting 8.7 million shares into the market. There’s going to be a complete oversupply relative to demand on the shares that are out there,” Ms. Katz said.
After the secondary offering, Bain and Beaudier will still own nearly 50 million BRP multiple voting shares, combined. However, additional sales are likely, particularly by Bain.

In light of the above, can I please have your candid comments on this company going forward. Is Doo considered a "sell"

Q: What did you think of the most recent earnings release? Was there anything that showed the bank license approval is helping with revenue growth?

Q: Good morning

If you had a 2 year period and could take a calculated risk to see some good capital appreciation...what 2 US stocks would you buy right now? also what 2 CDN stocks would you buy or be adding too...No concerns on portfolio diversification or taxes..

Thanks

Matt

Q: Is DHX going belly up? Every day is going down hard

Q: I have been sitting on some CXR shares I foolishly bought many years ago - I guess I just could not bear to take the loss. This morning the shares have come to life thanks to a press release. I think I should now sell my shares. Do you agree?

Q: Hi Peter/Ryan,
Based on past answers, looks like you are positive on MU. It has been pretty volatile this year so far. What price would be appropriate if someone starts to open a position ?

Thanks

Q: Hi, what do you think about today's news release? Is it a good news to the long term perspective? And why the stock price acted so negatively today?

Thanks

Q: I know these are different sectors and market caps, regardless of portfolio specifics which would you guys consider being the better choice for a long term holding with a brief reason why.
Thanks guys

Q: Please provide your comments on Hudbay. How does it compare to other companies in this sector? What are the risks or potential you foresee?
Thank you for your great service.

Q: What is your take on ctc.a? Stock has been week for some time now.

Q: I am down quite a bit on this one, but I love the recent momentum. Do you recommend averaging down when the stock price pushes through its 200 mda?

Q: I'm looking forward to the Toronto World Money show this Friday and Saturday. Does the staff of 5i have some speaking engagements or meetings to attend this year? Always a great show by Kim and her staff and very well attended.

Q: Hi, Guys
Just a general question on allocations and percentage weighting in portfolios.
When you're dealing with multtiple accounts (RRSP,SPRRSP, RESP, Taxable Investment Accts, TSFA's), which I am, what is the concensus on the following:
1) Do you count all accounts together when weighing percentages, do you separate taxable from RRSP's, or do you treat each account separately?
2) Wouldn't you treat percentage weightings differently in the various accounts(RRSP vs Taxable)?
Cheers,
Chris

Q: when i started investing 40 years ago i remember watching a young mario gabelli who was everywhere saying NEVER FIGHT THE TAPE.
i bring this up in relation to the marijuana stocks, when all this started i agreed with you, but about 3 months ago i stopped fighting the tape and joined the party and i have made a huge killing but also my year, i am mostly out now, so my question is you constantly talk about momentum, new highs etc etc but you never participated, imagine what mj could have done to your portfolios, why. dave

Q: I know U.S. markets are not your focus but any help would be great. I am looking for some suggestions on growth holdings in a TFSA USD for a long term hold 5-10 years. Currently in the account V, FB, BRK.B I am not a fan of dividend paying US holdings in the account due to the 15% robbery from the US government in non registered accounts. I am looking for something with stability and top in their industry. I have thought about CRM or SQ but other suggestion would be great. Thanks again for the great service

Q: I am looking at etf's (TFSA account) on Cdn exchange that are close in nature to VIG and VXUS in terms of size, exposure and dividends.
Thank you

Q: What are your thoughts about IBI Group Inc. I've been following it (somewhat) for the past few years. It had a good run up until the start of this year and now has been doing poorly. I'm not sure what changed this year.
1) What are your thoughts on why the stock has lost so much value since the start of the year; and
2) Do you think the stock is currently at a good entry point?

Q: Please give me your thoughts on ACD

John

Q: Hello 5i, I hold the following US stocks: AMZN, SQ, NVDA, PAYC, ADBE, ANET, CRM, TNDM. I would like to buy: GRUB, ISRG, ILMN, FTNT, TEAM.
Do you see any of the current holdings that could/should be sold to purchase some or all of the new? I have an above average risk tolerance, a long time frame and a focus on strong growth.