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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 5i team,

LULU has really taken a beating these past two weeks despite strong financials, solid management, and the majority of analysts believing it will outperform the market. I am down quite a bit recently, and I was wondering if I should keep purchasing the shares as they continue to decrease in value with the hopes of a rebound?

For Sleep Country, do you also believe that this is a hold despite the drop in price that occurred in the past two weeks?

Thanks as always for your excellent advice!
Read Answer Asked by Hillary on May 29, 2017
Q: Hi just as a follow up to my earlier question on the fintech space and global payments (GPN). You suggested Paypal, square and Shopify. Can you rank them in order of preference? Thanks
KR
Read Answer Asked by Karim on May 29, 2017
Q: Why would these two companies' SP face so much headwind of last? If I'm to do an average down on just one of them, which one would you prefer? Or I should just sit back and see what's going on with them? Or perhaps just sell them and leave both?

Your insight, as always, is much appreciated.
Read Answer Asked by Victor on May 29, 2017
Q: You did a portfolio review for me in March and it was very helpful. I sold some losers, still have some stragglers and picked up a few great stocks & ETFs. I am wondering if I should hold CXI until later in the summer, in hopes business picks up or sell it now and buy KXS. I am down 40% in my TFSA and it's hard to sell but I am tired of waiting for good news. Your valued opinion, please. I know that it is no longer in your portfolio.
Read Answer Asked by Elizabeth on May 26, 2017
Q: What do you think of a strategy to buy convertible debentures from GSY as well as Altagas Receipts as additional investments to match against margin borrowings - they cover the margin interest for twice the amount invested in them.
It is possible the banks increase their interest rate even if Bank of Canada does not. How do you expect these two securities to react?
Also, how can one buy the GSY debentures - my investments are managed with a self directed brokerage account.
Read Answer Asked by Rajiv on May 26, 2017
Q: Hi, I can't decide which financial stock to choose for a half position in my portfolio . For financials I already own full positions of BNS, SLF . (And HR.UN for real estate if you think that is relevant)

Which would you choose and why? Thank you
Read Answer Asked by Mike on May 26, 2017
Q: GEO has been a good performer the past year but has been weak for the recent few months and particularly since releasing earnings earlier in May. Although the quarter showed some metrics that were down a bit, it appears they are setting up for good growth next year. Is this your take on the company? Is it a good time to complete a full position on the price weakness?
Read Answer Asked on May 26, 2017
Q: hi
I have a position of several single stock size in JFS.UN, but I am getting bored with it (yes, I know how that sounds). What is your opinion of it and should it be sold to take advantage of better opportunities. What stocks or etfs funds would you recommend to replace it?

My current energy or close to energy holdings are WCP, Crius, BEP.UN, IPL and FTS. Is energy close to a bottom and what might you add in energy? Would Sprott energy fund or NRGY.UN be a good choice or some other single stocks or funds?

thanks
(I realize this is kind of 2 questions... but part of a partial rebalance, so you can take 2 credits if that applies)
Read Answer Asked by Francois on May 26, 2017
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