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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: Hi, Could you please shed some light on your current views about Cineplex. They announced 100 F/T job cuts, which company tried to downplay but obviously market did n't buy it. As per one of your earlier comments, even at current levels, stock continues to be expensive. I have a feeling that there could be more downside and just wondering if it is time to cut the losses and move on. Globe mentioned that Gordon Pape finally threw the towel and decided to sell all their holdings in the Income Balanced portfolio. Your thoughts are most appreciated.
Read Answer Asked by rajeev on April 13, 2018
Q: I recently made a switch out of HWO into BIR, as I am of the mindset that BIR should do well (better than HWO) in the upcoming months because of potential bottle-necking of supply of oil in the upcoming months (this theory was mentioned by Josef Schachter on a recent BNN appearance), as well as BIR's current price being discounted significantly from book value. My question is if I should consider starting a new position in HWO at some point in the future, because if the theory about bottle-necking of supply proves to be accurate, then a company such as HWO would benefit as demand for drilling new wells would increase in response. Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on April 13, 2018
Q: I've noticed very divergent opinions on the future of the Canadian dollar versus other currencies. My own opinion is it's headed down but, as you know, these things are difficult to predict especially when unknown political decisions can suddenly change things. Do you have opinions in this area? How do you anticipate the Canadian dollar will perform versus the US dollar, the Euro, the Pound, etc? Do you make recommendations regarding the amount of foreign exposure in investment portfolios based on forex implications. If so, where (US, European, emerging markets, etc.) and what percentage?
Feel free to choose your own time periods if you feel able to answer this.
Read Answer Asked by Larry on April 13, 2018
Q: Hi 5i team,
What are your thoughts on FTG's recent earnings?
I see it is/was down 11% today (Thurs). Is this an over reaction?
Is it a good entry point for a 1/3 to 1/2 initial position?
How does it look going forward and is it simply that the results reflect the digestion of it's recent acquisition(s)? It seems to be getting some decent simulator component contracts.

Cheers.....
Steve
Read Answer Asked by Stephen on April 13, 2018
Q: Can retail investors ask their broker(say Td) to make their trades Anonymous (broker #1) or is that just available to institutional players? I notice selling of Questor shares by anonymous and wonder if the seller is trying to make shares available on the cheap before next week's management meetings with institutions and analysts.
Read Answer Asked by Murray on April 13, 2018
Q: I would appreciate your suggestion for two of your favourite stocks right now, in Real Estate and Energy. I was thinking about Tricon ... ??? and ????

This will be for an RRSP Account, in Canadian Currency.

I own Brookfield Renewables (BEP.UN) and Algonquin Power (AQN) already in this account, each roughly 5%. I have no weighting in Energy/Oil/Gas specifically, just in utilities. If adding another company in a similar space is too much weighting, please advise.

Thanks much!

Read Answer Asked by Sylvia on April 13, 2018
Q: Do you feel XON has turned a corner? Q4 numbers seemed generally positive. Maybe they have now beat expectations 2 quarters out of 8! (Ouch) Has their short position and insider ownership changed? I am standing on the sidelines but thinking of initiating a position to no more than 1.5% weighting. Any other comments you think are appropriate would be appreciated.
Thanks as always.
Jim
Read Answer Asked by James on April 13, 2018
Q: In an attempt to incorporate more value stocks into my portfolio, can you please suggest your favorite companies (excluding utilities and financials) that adhere (or come close to) Greenblatt's formula for selecting value stocks (ie. high earnings yield and strong ROC)?

Thanks.
Read Answer Asked by Graham on April 13, 2018
Q: A recent article in the Globe was citing an RBC analyst as saying it was time to go underweight on tech stocks.
I have the following weightings in my portfolio -
ENGH - 6% ; SYZ, KXS and DSG 4% each.
Do you see any of these as being seriously overvalued? I have very good gains on all and have taken profits on all except KXS as they have moved up.
Any comments are appreciated.
Read Answer Asked by Robert on April 13, 2018
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