Investment Q&A

Q: Hi Peter and Staff:
More of a comment than anything else . First a thank you - I would not have hung in for such a large gain if you had not been comfortable enough to leave it in your portfolio.
I do wish that other than situations like Concordia where you decide you cannot stay in due to a bad situation that you would not drop good companies unless you added your replacement at the same time - I follow your strategy of not sitting in cash - When you toss a stock from your portfolio without a replacement despite comments you make that there is nothing wrong , I think you leave us scratching our heads as to why you feel it is so important to drop it to sit in cash . For one thing you may add a stock that we already own so we would not have sold ADW or you may add one we are not 100 percent sold on and would only sell 1/2 of Adw and buy the replacement for a 1/2 entry .
Thanks for all you do
Dennis

Q: Good morning,
If I sell ADW.A (which I am tempted to do) as I am trying to follow the Income Portfolio as well as the Bal. Eq. Portfolio I will need about a 5% ($35000) position in another equity to replenish the Consumer Staples sector. Currently hold ATD.B, DOL, L, and PBH. Thanks as always for your insightful responses.
Ted

Q: Could you give me you opinion on HSE? Why hasn't the stock price moved, if they are profitable & oil has rebounded slightly?

Q: This company describes itself as a Canadian manufacturer. In fact the vehicles are manufactured in China. Is this not somewhat misleading. New Flyer does manufacture in Canada a big contrast !!

Q: Could you please give you option
on this company
Thank you

Q: Ihave some shares in the above co.Do I have to do anything before 5 pm as they are to be listed on London.Will they still be listed on toronto?Jim

Q: As a follow up to your reply on a member's question, it is worth noting that Royal Bank recently set up a credit facility with the company. Up until now they had relied on more expensive mezzanine financing.That upgrade in financing is usually a good sign that business is improving. The company year end numbers will be out by month end.

Q: Hello 5i!

Knowing that SHOP is expensive on a PE basis, what is it's Price to Sales ratio? How does that compare to the other FANG stocks? (Facebook, Amazon, Nextflix and Google). Do you consider it reasonably price on that metric?

Looking forward to the 5i Event tomorrow!

Regards,
Angelo

Q: Savaria peaked in October and has been going down since then. With today's loss it's reached the -10% mark where I usually think about selling stocks (I was stung by nortel and JDS uniphase during the dot com days and vowed not to ever again follow a stock down too far). I know this stock is a favorite of yours so could you tell me what might reverse this steady downward momentum?

Q: I own these three, but am very disappointed in cpg. I was thinking of selling it and topping up the other two. Do you think cpg will recover? Your opinion please.

Q: Hi everyone,

Intended to buy in the US, which one do you think is a better buy in terms of growth and safety:
Shop or Momo?

Thanks in advance for your insight!

Q: Good day!

With the recent misstep by McDonald's in allowing nuts in their restaurants and no longer claiming nut free space, do you think this may have a positive impact on A&W which is nut free? Could the impact be significant in store sales? McDonald's seems to be receiving a lot of backlash from this.

Q: Since some time, GUD looks blocked at 10$ ?
Also CSU seems to not move much.

Q: Hi, DH Corp is down over 4% today with heavy volume but I don't see any news. Is this just simply profit taking from the lucky people who bought it a few months ago.

Q: Is there some news in DHs strategic review which would account for the lathe drop yesterday and today? Is it worth holding any longer and if you had to sell Dh or Xtc which would you let go first and why?
Thank you.
Maggie
.

Q: Would it be wise to sell my MDA position and replace with increased positions in your Balanced Portfolio?

Q: Do you have month to month return stats since the inception of the Balanced (and all?) portfolio?
Thanks!

Q: Just a quick comment and suggestion on Tucows. I've held on to Tucows since last year to see how well their U.S. wireless carrier product Ting would contribute to growth. Something I didn't expect as a growth kicker is that their higher valuation gives them more leverage to consolidate other domain service providers into their core business. TC is up 15% this morning as they're buying a competitor. Might be worth taking a look again to add to a growth portfolio and would be great if you could do a report on them!

Thanks for the excellent service as always.

Q: Which of these two energy stocks do you prefer? Please compare and explain why. Kelt seems to have better momentum lately. Thanks.

Q: Hi all,

Just interested on your opinion of McCoy Global. They were a portfolio company a while back, and it would seem to me that they will have tremendous torque once O&G spending comes back around. Am I missing something?

Thanks,

Mike.