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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: It has had an 8% drop at the end of the week. When I checked with Globe Investor there was an indication beside it - upgrades and downgrades. Do you know anymore than I do? DOO - (BRP) I notice that people have written in about the decline in the stock and you had mentioned about a secondary finance. What does that mean? Does that mean they issued shares, they borrowed money? Could they be falling in sympathy of Bombardier's court loss to Boeng? Thanks Dennis
Read Answer Asked by Dennis on October 02, 2017
Q: I have two unrelated questions. In a $3 million portfolio, I have about 100 holdings, which I would like to greatly reduce. I have ENB, ENF, IPL, PPL, and TRP. I would like to reduce the number to one or two of those names. My interest is capital gains and a good dividend. Which pipeline company will give me the best capital gains and divide over the next five years?

The second question relates to REAL. I bought the new issue at $ 13 and the present price is only $10.62. Should I sell and repurchase in 30 days or just sell the stock. What is the future outlook and the next reporting date?
Read Answer Asked by George on October 02, 2017
Q: Do you believe Equitable Group is an atractive buy now with its P/E a low 5.6? I am of the opinion that there is to much debt in Canada right now and we could be in a position where many people will default on their mortgages in the next 2 years as real estate prices go down and wages remain stagnant. What do you think about the mortgage environment in Canada and do you think Equitable Group is a safe investment with big upside potential?
Read Answer Asked by eric on October 02, 2017
Q: These companies were both recently rated as a B, which seems odd. DSG has a long track record of superior earnings growth, consistent growth over many years, predictable earnings, better management, better management credibility, stable executive suite, a deeper executive suite, major barriers to entry, a niche business.... This is not to say that AVO is a bad company, just seems not be of the same quality level as DSG. Does the high DSG valuation supersede all of these other factors? Appreciate your comments.
Read Answer Asked by Joel on October 02, 2017
Q: In your recent answer regarding 3 growth stocks in a TFSA you chose KXS,PBH,SIS. I wonder if you could elaborate on your thoughts about how you chose these. PKI, as an example seems, to have a good growth profile over the next 2 years and pays a nice dividend. Why not choose it.
I used the numbers provided by RBC Direct Investing below.
Thanks Mike

kxs Crnt P/e 1Yr Ern Gwth 2nd Yr Divi
KXS 121 37% 18% 0
PBH 35 42% 31% 1.61%
SIS 40 22% 50% 2.62%
PKI 65 37% 66% 4.5%
Read Answer Asked by michael on September 29, 2017
Q: Photon Control (PHO) is up strongly today on stronger than normal volume. I couldn't find any specific statements from the company linked to this, but yesterday Lam Research, a semiconductor equipment maker that uses PHO's products, announced results that were well received by the market. Is this driving the sentiment about PHO?

Thanks to the 5i team for informative and balanced insight.
Read Answer Asked by Steve on September 29, 2017