Investment Q&A

Q: I was wondering what you thoughts were on Freshii vs A&W in terms of valuation metrics and which you would prefer. Thanks

Q: Over the years I have tried to compare myself to indices to determine if my portfolio performance compares favourably. Basically if it does not I always consider 'firing' myself. Your service has allowed me to increase my overall performance I believe and stay 'employed'. Came across a service (from article in National Post) regarding a free service called ARC Private Client Indices. It would appear to provide a real nice comparison indices based on my portfolio makeup. Are you aware of this and do you have any comments on it?

Q: Savaria on a nice roll of late. Dividend rate now around 2%. How does a Company in a situation like this decide how much to raise and when. What factors are involved.

Q: Dividend Reinvestment Calculator ..can you tell me where I might find one... I could not see one on the internet.. Thanks.

Q: Hello 5i team,
I have only one entry for healthcare (GUD) and was wondering if it is a good idea to add another security seeing as this sector is beaten down? If so do you have any suggestions?
Thanks,
Andrew

Q: What is your opinion on this secondary issue of 3 billion dollars by CVE, the discount look attractive, would you recommend to participate on it?

Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.

Q: I need to add to my tech sector. Would you add ENGH after the drop today? How about DSG? Any others that you would recommend to purchase right now?

Q: I see Peter was on BNN and highlighted pbh, mx and zcl. ZCL is in the growth model, but I can't find any 5i reports on it when typing company name or symbol. Am I missing something? Thanks.

Q: Hi 5i team,
I sold HCG since there is to much smoke at this point to hold on to them (CEO firing, heated housing market, shorts, etc...). I only have SLF for financials and was wondering what would be worthy additions along with a decent dividend?
Andrew

Q: Why the big drop in BCI yesterday and how do you view it's future?
Thanks

Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help

Q: What is going on with Enghouse today? Down over $4.00? Is there a problem?

Q: The sell of on Tue. Mar. 28 seems to be rather extreme, A fellow investor pointed out "looking at the ENB chart (US chart) it looks ugly to me like its ready to take a dive (head and shoulders formation) ; the way I'm seeing it is if ENB looks bearish then ENF is probably going to take a dive as well which brings me back to the same question, why did ENF sell off so bad. The chart is here: https://tvc-invdn-com.akamaized.net/data/tvc_4a2816752f087df5dc33999672d10282.png
Would you please provide your comments and analysis.

Q: Hello 5I
Could you please rank the following aspects of an equity in order of importance to yourselves. I know that these lists are a personal biased ranking but it gives me insight into how you perceive a stock when you need to buy or sell. Can you assume for the list that you are adding to a balanced portfolio and if you need to use an example, could it be from the Balanced Equity Portfolio. Would the list change between buying and selling?
Growth
Valuation
Cash flow as part of the valuation
Debt as part of the valuation
Management
Momentum
Sector Momentum
Recent Events
Past Performance/Execution
Dividends
Dividend Increases(History of)
Currency
Politics
Anything else
When I look at a marijuana stock I think this is impossible for me to purchase due to valuation. Am I wrong? I thought the same thing about Teck Resources when it was $6/share. I know that these stocks are not in your portfolios but I am hoping to apply your thoughts to stocks within your portfolios.
Thank You
Jeremy

Q: Hi team
this stock has been on the decline despite the rise in real estate prices in Toronto
are the earnings in line of the expectations ?
what will be a triggering factor to make this stock bounce higher ?
are there any other Reits that enable the investor to take advantage of the real estate prices in toronto ? thanks
Michael

Q: Hello 5I Team. I'm wondering if you may be able to recommend a forum or venue for a business start up to seek (private) equity investment. I've taken a more active roll with a company that will be mining materials for use in cement (an infrastructure investment much like a small Vulcan Materials Co.). I've registered with FundingPost and am using some 'guerilla tactics' but would appreciate any advice, or the advice of 5I members.
Thanks,
Brian

Q: Goodday guys. Have 2500 shares of sis and up 13K shouldI sell a thousand anddiversify bought @ 8.30 .. No need oil . Would appreciate your advice, Thanks for all you do. Maybe you should start a shriners fund in your name for KIds and we could donate. Thanx again.Cliff

Q: Curious to know your thoughts about this company?
I would like you to reference all valuation metrics that you use in your answer. Also, I hear they have a partnership with Facebook?

Q: What did you think of the Q4 results from Lassonde? Other than liquidity, any reservations about the company? Has been in business quite a long time but despite it's $1.5B market cap, not a company that one hears about that often.