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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 Peter A lot of concerns over PBH the recent downward pressure is the result of on analyst's downgrade for reasons he only knows .
By selling into this crap only exacerbates this issue .
The company is preforming well and expansion is on target and is raising cash through debenture offering at a great rate and as a investor I believe this is the best form of debt ,in a worst case is exchangeable for shares.
As members of 5i we are fortunate to have this private forum to share thoughts
Stan
Read Answer Asked by Stan on December 06, 2016
Q: There are two companies in your model portfolio ( SJ and KXS) that are being taken out behind the wood shed and being thrashed severely. Can you offer any reasons for this? Are there any possible concerns regarding the companies that we should be aware of and should we continue to hold the shares. Stella Jones is of particular concern with its downward spiral and down around 5% this morning.
Read Answer Asked by John on December 06, 2016
Q: I am trying to quantify my risk if 10 year treasury rates go back to the "normal" levels of 10 years ago (i.e. 4.5% to 5%). Would you be able to provide a reference to a source of dividend yields for the above stocks at that time? Would this be a good indicator of price risk for these stocks?

Thanks
Read Answer Asked by Hans on December 06, 2016
Q: Hello, Please suggest a least risky ETf for some income in lieu of keeping cash. This would be a most conservative position to earn some income instead of keeping cash and earning nothing. This is a RESP with Questrade for my 16 year old child. I had liquidated some positions so total 40% is in cash. Thanks.
Read Answer Asked by RUPINDER on December 06, 2016
Q: Walmart is the only retailer in my diversified stock portfolio and is part of my Consumer Staples sector allocation. Much of my portfolio is invested in dividend aristocrats like Walmart, as I am retired and need the dividends. However, the media has done a pretty good job of scaring the heck out of me by saying that Amazon will out-compete Walmart (and everyone else in retail for that matter). I am concerned that future profit growth will be a challenge as WMT is investing heavily in e-commerce. However, WMT is ranked 5 stars by CFRA (formerly S&P) and should benefit from US economic growth under the new administration, so should I stick with it? Or should I switch to a more technology-proof consumer staples company like Colgate Palmolive?
Read Answer Asked by David on December 06, 2016
Q: Hello. I have a 31-year old son who I've been investing on behalf of for the past two years. Since he started earning a regular income, he has loyally saved and invested in his TFSA (up to the maximum allowance) and started to make some contribution to his RRSP as well.

In his TFSA, he has three stocks (TD, AQN, ECI) and other Canadian and US ETFs (VFV, XIU, XEG, ZLB, XQQ, VEF). Now, given the fact that he has some time before retirement, my new plan is to sell ECI, AQN, or possibly BOTH to buy into more growth-oriented stocks. Do you think my new strategy makes sense? Should I sell ECI, AQN or both or none?

In my mind, there are several stocks that fit into a long term growth strategy. These include SIS, PBH, ATD.B, KXS. If you can think of a better one, please let me know. Your advice is very much appreicated. THANK YOU IN ADVANCE.
Read Answer Asked by Esther on December 06, 2016
Q: Hi 5i. Like other fellow members, we too have difficulty deciding when to sell equities which have done well.
We hold Alimentation and CGI Group in our TFSA's, and my wife holds BMO in her RSP, all of these have ~100% gain over our ACB. Their 52wk Hi prices occurred recently (Sep and Nov).
We also hold Stella Jones with a 68% gain, and Parkland Fuel with a 60% gain in our TFSA's. PKI's 52wk Hi was recent (Oct), while SJ's was almost a year ago.
We do not wish to sell any of these equities outright, but are thinking about re-couping some (or all) of our original investment.
Another issue clouding our decision : does a solid dividend (ie BMO and PKI) change the decision ?
Do you have a general rule of thumb to follow ? Could you give us your advice regarding what to do here. Regards. Your advice as always is much appreciated. T.
Read Answer Asked by Terrance on December 06, 2016
Q: I would like your thoughts on whether it is a good time to buy REITs given the pull back in some recently. I am looking at AD, HOT and HR so could I get you opinion on these or others that would be a good buy now.
Thanks.
Read Answer Asked by Dan on December 06, 2016
Q: Reko generated 19MM in cash in the most recent fiscal year ending July'16.
They just delivered another profitable quarter along with their FIRST ever dividend of 20 cents as a special dividend. With a hard book value of 6.61 and working capital of 3.15 per share and virtually debt free how would you assess the investment potential of the company?
Read Answer Asked by Charles on December 06, 2016
Q: Good day to Pete and Ryan,

A few questions:

1. Does SIS SYZ and ET offer dividend reinvestment plans? I can't seem to find anything on this, so I am assuming not. However, could you please confirm on this?
2. If you had a 10-20 year timeframe, what would be your top pick of these three for a buy and hold strategy?
3. Sylogist vs. Evertz - which one do you prefer?

Thanks guys!

Aaron
Read Answer Asked by Aaron on December 06, 2016
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