Investment Q&A

Q: Hi,

Are you concerned that large Cdn tech companies are only able to how earnings through acquisitions? CSU's organic growth over the last 3 quarters is essentially flat. Why aren't they able to grow their existing businesses? Do you expect organic growth to return when the macro economic environment improves?

Thank you,
Jason

Q: I recently had my shares of TRX converted to Aralez. ARZ reported today and the stock took a huge hit. Is this worth holding or should I sell. Would these earnings include TRX or would it just be Pozen results, the company they merged with to form ARZ

Q: Hello 5i team. Any specific reason ACQ was down almost 8% today? Any specific news about the company, or something else? Thanks.

Q: Please comment on BOS results. Also what do you make of NHC financials

Q: Once again another beat-up stock shows strong results - what are your thoughts?

Q: Hi Guys,

When can we expect a new report on Gamehost?

The last report was Jan 2015 at $13.14 and was rated "B". The stock price is now around $9.15. Do you think it is still a "B" or after a 30% reduction in price is it now an "A"?

An updated report would be appreciated.

Thanks
John

Q: What do you think about last quarter results and year end 2015? Is it still a good hold for the long term? Growth potential still intact?
Thank you

Q: Because a large % of questions are to comment on earnings, is it feasible to use a template of the numbers you feel are important & then make your appropriate comments at the bottom. It would much easier to read from my end.
Thanks

Q: What do you think of pur results?
Would you buy this one or prefer HEO?
Or would you recommend another stock in the water-infrastructure business?

Q: I want to add one maybe two positions to the Industrial sector. I currently own CNR and RBA. I am considering KBL vs AVO for one of the new positions. I have sold AVO two times already because of frustration with the stock performance. I think AVO has more growth potential, but I like the steady performance of KBL excluding the latest correction. Should I take another swing with AVO hoping third time will be profitable or go with KBL or take positions in both? Please help me decide. Thank you

Q: The big winner in this account has been CCL.B. In order to maintain balance and diversification should I to some trimming (now at about 40 per cent of the account)? Trimming is hard to do as the stock has been stellar so far! Would you please suggest the best buys in the utilities and info tech sectors. I have a 5 year time frame and am only interested in solid blue chip companies. Besides CCL.B I own DHX.B, BNS, PEY, SJ and T. Thanks for your great service. Carole

Q: What are your thoughts re Kelso . It seems to me to be a niche manufacturer that should benefit from the loonie at the current range and from the need to move hazardous materials ( aided by the resistance to pipeline development ) . Your comments are appreciated.

Q: hello 5i,
I am also one who has been frightened a bit by Prem Watsa's remarks. In my case, however, I think it is healthy, as it has convinced me to dial back my equity exposure. I hate the idea of bonds because they pay so little. But, I also hate the idea of a possible ten or twenty years of a bad market.

So, I am going to trim positions and buy bonds. I wonder if you could make some suggestions. I notice that you have vcsh in your portfolio, along with xhy. I also notice that you often mentionCBO and xbb. it would seem to me that xsb might be a better choice because it is shorter term, no?

So, the question is what would be a good choice currently, on the bond side in Canada. GIC's would also be ok. Also, for American bond funds denominated in U.S. dollars? We would be talking about several hundred thousand dollars.
thanks Claire

Q: Hi 5i,
likely spending by the Canadian government. I see you have a 'B' for
I am looking to build a position in an engineering company given the WSP and an 'A' for STN. Can you give me a quick ranking of the two and a comment on why you prefer one over the other?

Q: Hi,

I own Cenovus as my primary oil exposure. I'm down substantially in a TFSA. I'm wondering if I should hold or trade up to a better name. Thanks.

Q: Bird reported mixed results for its latest quarter, and the market doesn't seem to like it ... down over 7%. Could I please have your thoughts on the company? Thanks.

Q: Hello team,
In your investment history, have you seen anything like this recovering ever? Is VRX another Enron or another Amex?

Would at any point it make any sense to average down on this basket base? Or would this be throwing money away gain and a second mistake?

Who else could we trust for an honest, experienced, and informed opinion! Thanks!

Q: How bad was the miss? What do you think of the stock in the short to medium term? Will this be dead money for a while, as I presume WSP will be?

Q: help me understand this one, amaya beat earnings estimates and announced strong revenue growth for first 2 months of 2016, baazov says he wants to take company private at 21, all analysts agree it will take a price of 24. dollars about to get a deal done, most analysts have a target price of 30-35, book value i think is 21.00, california is getting closer to legalizing online gambling,yet the stock lanquishes around 19.00. why. dave

Q: For my TFSA I would like to buy a conservative stock with a decent yield and some growth. I have BCE, SLF, TD. Would you please suggest a few names that I could consider. Thank You