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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 and Ryan,
Unless i am mistaken, Savaria missed the revenue numbers but did well on EPS. What do you think about the results. I was thinking of adding to the position to 5% as the trend still looks good for the company and the numbers overall were good.Any idea why Andrew Peller continues to surge and why Covalon and Photon Control continue to go lower? I know you have answered on the COV and PHO but they just keep getting pounded. Thanks very much.
Read Answer Asked by umedali on March 08, 2018
Q: Dear 5i:
Multipart Balanced Equity Portfolio question (please deduct credits as appropriate):
I have roughly $12000 to contribute to my RRSP (2018 contribution) right now, which four or five companies should I put this money in? Please exclude TECK, CSU, BNS, MX, PBH, and SIS in your response since I have full weights in these companies. I would much rather just add to positions to bring the weights of each position closer to 'equal weight', but this would involve averaging down (which 5i doesn't generally endorse). However, you have commented previously in the past that any company currently in the BE portfolio is 'buyable today'. So would averaging down be reasonable if one is only considering BE portfolio companies (for example, would be happy to average down on CLS/GUD if you think this is a reasonable move). I would far prefer to avoid individual security concentration risk by adding to other positions rather than trimming a winning position (regret trimming TOY, for example). Please provide your thoughts and guidance, and thanks as always.
Read Answer Asked by Walter on March 08, 2018
Q: Could you suggest ways to invest in short duration mortgages
Thanks
CDJ
Read Answer Asked by claude on March 08, 2018
Q: Re Kim's preferred share question, TD Webbroker publishes a monthly analysis covering the following topics:
Market Commentary
and Strategy ................................................................................................
........................................... 2
Preferred Share
Recommendations ...............................................................................................
................................... 3 - 5
Preferred Share Classes
and Characteristics ...................................................................................
...................................... 6
Preferred Share
Table Notes ...................................................................................................
................................................ 7
Retractable Pref
erred Shares ..................................................................................................
................................................ 8
Rate-Reset Pref
erred Shares ...................................................................................................
....................................... 9 - 19
Floating-Rate-Reset
Preferred Shares ..........................................................................................
................................ 20 - 21
Perpetual Prefe
rred Shares ....................................................................................................
....................................... 22 - 25
Fixed-to-Float Pr
eferred Shares ...............................................................................................
............................................. 26
Floating Rate Pref
erred Shares ................................................................................................
............................................. 27
Split S
hares ..................................................................................................................
................................................. 28 - 29
U.S. Dollar U.S. Iss
ued Preferred
Shares ......................................................................................
............................... 30 - 36 (It's 36 pages)

Also http://www.prefletter.com/ publishes monthly recommended issues. A single copy is about $20
Read Answer Asked by Jeff on March 08, 2018
Q: For energy sector I have these four companies. Sure, I am under water with all, but this is probably irrelevant. All offer good dividend, so I have time to wait. They have some debt too, which I don't really like. Please comment on the prospects for these companies: at this moment can you consider them value or value traps? Or, are they a hold? Are the dividents sustainable?
Read Answer Asked by Calin on March 08, 2018
Q: In answering a question from Calin about certain energy stocks this morning this morning you said "Because of the weak sector outlook, we would not go too crazy here."
Could you please expand a little on why the sector is perceived to be "weak" and when/why it might get stronger?
Thank you,
John
Read Answer Asked by John on March 08, 2018
Q: Hi;

As WGL is trading significantly under the bid price by ALA for takeover, is buying WGL in an RRSP - USD account a smart play or is there still too much downside risk if the deal does not go through?

DON
Read Answer Asked by Donald on March 08, 2018
Q: Hi 5i team,

Can you help to compare and comment on Square Inc (SQ) and First Data Corp(FDC)? these two company looks working on the similar business and 2 years ago they were similar price and FDC was even higher at some point. FDC revenue is nearly 4 times higher than SQ while market cap is much smaller. Another question is why FDC has so many debt $19.2B, much higher than their total cash of $500M. Maybe this is one of the reason that hurts their stock price ?

Thanks,

Adam
Read Answer Asked by Adam on March 08, 2018
Q: Some research has been done to indicate that in bad economic times, like in a recession, the consumption of alcohol increases. Is there any historical data that supports these findings?Would a company like LIQ benefit from this? What other companies might benefit? Thank you.
Read Answer Asked by Susan on March 08, 2018
Q: Please comment on these three companies. I have a half position on each. I am looking for long term, and they seem to have potential. It is time to load the truck or hold?
Thank you,
Read Answer Asked by Calin on March 08, 2018
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