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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: Hello Peter,
Any idea why Constellation Software is going down quite a bit and do you see any concerns? Thanks
Read Answer Asked by umedali on August 07, 2015
Q: What market data sources do you use for company financials and general company information such as market capitalization? There seems to be a big discrepancy between providers. For example, Morningstar shows the market cap for TOG as approximately $800MM CAD where as Yahoo Finance shows $1.1B CAD. This can have a material impact when computing metrics such as price/book value.
Read Answer Asked by Nawaz on August 07, 2015
Q: Good Morning 5i

Looking for any comments on this O&G for a 3 year hold. Recommended on BNN yesterday. I'm concerning the Iranian oil arrival may cause a decrease in prices in next few weeks. Is it your view that a headwind will result and I should wait another month or two before jumping in on this one?

Any other recommendation for 3 yr. hold instead of ZEO?

Thank you!
Read Answer Asked by Randy on August 07, 2015
Q: If I may ask a follow up question seeking further clarification to my query from yesterday.
As I interpret your answer, now is the time as good as any to deploy new money; instead of holding on to the cash until the new year.
The second part of the question is where I request some clarification. The question is about the market. I am looking for your opinion on what would lead(define) the market going into 2016? Will it be the small mid caps in the growth portfolio or companies in the balanced portfolio? Is it going to be Wells Fargo or the Russell Index? Is it Magna or is it AirBoss and Intertain Group?
I have a mix of the Balanced Equity and Growth portfolio 70:30 and the new money will not change the mix by much. In your opinion what kind of stocks will impact the market higher over the next 6to9 months?
Regards
Read Answer Asked by Rajiv on August 07, 2015
Q: You folks are the best! Just a thought, you get so many questions about earnings, perhaps set up an "Earnings" category.
Read Answer Asked by Gregory on August 07, 2015
Q: Good Morning 5i

Looking to add Ishares Global Agricultural Index ETF in early Oct. Any thoughts on this one - recommended on BNN yesterday. Any others you would consider instead in this space?

Thanks very much for your sage advice as always.
Read Answer Asked by Randy on August 07, 2015
Q: Today's Before the Bell news release encourages investors to take advantage of stock rallies and take some profits off the table on stocks trading at high valuations. Besides Concordia Health Care, can you list a few more stocks that you think are trading at high valuations. Thank you.
Read Answer Asked by Kim on August 07, 2015
Q: Hi Peter and team.

Could you please comment on Savaria's latest earnings report. I know you do not follow it extensively, but would you say it might be a 5i type of company? Your thoughts are greatly appreciated.
Read Answer Asked by Greg on August 07, 2015
Q: Goodmorning.. Any reason for concern? thanks Cliff
Read Answer Asked by cliff on August 07, 2015
Q: could I have your thoughts on the Martinrea results.
Would this stock now be considered a buy?
Would it be wise to try to buy it at the open ?

Thanks
Rob
Read Answer Asked by Robert on August 07, 2015
Q: Peter and His Wonder Team
Please give me your current evaluation of PAA. How is there balance sheet,management and assets? They are at a multi year low and this quarter may depress it further.Do you think we are close to a bottom? Any hope for silver recovering in the next year or two? Will PAA be a sector survivor?
Thanks for your insights as always!
P.S. You were great on BNN the other day!
Dr.Ernest Rivait
Read Answer Asked by Ernest on August 07, 2015
Q: I am wondering about pipeline coating companies, as they should be in demand regardless of the falling price of oil. SCL and EFX appear to have the best fundamentals in the sector, given their payout ratios, price/sales and price/book and both are significantly down over the past 12 months. I am wondering: 1) is this a good sector given a 2-5 year time frame; 2) are these the 2 best companies in the sector to consider; and 3) which one would you choose if I only bought one, and why? Thanks in advance.
Read Answer Asked by Stephen on August 07, 2015
Q: Hi 5i Team,

I was ready to buy Cinemark, waited for their report, thought at first glance it looked reasonable - and am surprised at how the stock price has reacted. Can you please comment?

Thank you very much.
Read Answer Asked by Molly on August 07, 2015
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