Investment Q&A

Q: Hi, can you please go over PHO QR...I could be very much wrong but as I go over the release I get the feeling that it is turning into an Avigilon type of story with increased spending on facility and development, management turnover, lower margins and excuses for lower sales. I see both potential and opportunity cost.

I do not have a large position and am unsure if this is worth the headache. I could deploy the money into something better such as new growth portfolio position possibly next week!? Thanks!

Q: Could you give me your thoughts on investing in Europe at this point in time. Would you hedge to the US or C$? Would HEDJ be a good vehicle? Thanks.

Q: opinion please on gil (gildan activewear), read your report.new or newer plants coming on line? looks to me like this might be a pretty good growth stock and growth is what i'm after or is there a better one out there,any stock,any sector? tkx pat

Q: I don't own this company (DSG) but it seems to have a pretty good price trend for several years. In particular from Mar2010 to Mar2016 its stock price rose from aprox. 6.3 to 23 or about 265%. Looking at its financials, it reported AEBITDA of .36 in Mar2010 and .80 in 2016 for a total increase over the same period of 122%. That seems odd given the price appreciation. In addition this is a growth rate in per share AEBITDA of only ~14% over the 6 year period resulting in a PEG ratio (using AEBITDA) of ~ 2.41. So my question is: Why is this stock so loved? Yes it has consistent "earnings" but they don't match the stock price appreciation. In their latest annual report they say they have a CAGR of 24% but that is not on a per share basis. So again what am I missing?
Cheers & thanks for the great service.

Q: Reportedly ENB wants to raise as much as US$7 bil for general corporate purposes including reducing debt & financing capital spending,but it does not expect to spend the funds on any specific project.What is going on?The market certainly dislike as it took a sharp drop today

Q: Hi team, any input with the recent event with Goldcorp regarding leak at Mexican mine? thanks!

Q: Ceapro was recently recommended on BNN. I have never heard of this Company What can you tell me about them and would you invest in it.

Q: Hi Everyone at 5i, Can you please give me your opinion on CZO today's earnings. Sounds like this Co. has potentials, what are your thoughts on this stock?

Q: Gold and gold stocks have been dropping steadily over the last two to three weeks, with many down 10% to 20%. Can you tell us why? Is current or pending US policy a factor here.?

Is it time to sell these stocks before gold drops further? Or is this just a normal "zag" in the continuing upward zig-zag of gold prices? If so, should we hang on a little longer?

Any comments or suggestions will be most appreciated!

Thank you from a nervous "gold-bug"!

Q: I am up >60% for savaria and was wondering if it is a good idea to take partial profits?

Or is there an optimum time to take partial profits?

Thank you,
Andrew

Q: Would you recommend buying, holding or selling DIV and why would you do so?

Q: Do you think there is any hope for Alderon going forward

Q: Hi 5i, as a long in HCG ~3% of retirement account, been doing some land title searches online and google'ing this morning. My comment count on Seeking Alhpa is now a grand total of one (1). I posted the response below to the comment section. Additionally, some links at the end showing what kind of secretive and nefarious characters William Walker and Robert Wilkins are (this is completely tongue in cheek).

"sorry if someone made a similar post I haven't read to the bottom of the comments.....
There is an assertion above that one could do a historical search of the database and hypothesis that it would turn up more dirt, but hasn't been done. Anyone can subscribe to teranet for ~$1500 a year and search this database online traveling. I live in Toronto, Ontario, Canada. Additionally, you can pay per search online basically the same rate as doing this in person. Most real estate lawyers, and commercial and residential brokerages already have these subscriptions in one form or another. I just did a bunch of searches to satisfy myself as I'm long HCG ~3% of my retirement portfolio. So if any shareholders or short positions want they can do now, or ask a friend that has access. Also in the comment section someone makes a note about the difference between a sale transaction and a mortgage transaction appearing in this searches. Both mortgages registered on title on a property and purchase and sale transactions are searchable. Also, for more info on Wilkins and Walker, can search by the names they go by day to day, Bob & Bill respectively. Here are some links for those interested:
http://www.hamiltonnews.com/news-story/5427075-meet-the-nominees/
http://www.thespec.com/news-story/4281815-heritage-themed-boutique-hotel-coming-to-ancaster-s-wilson-street/
https://www.hamiltonchamber.ca/hamilton-chamber-of-commerce-ancaster-division-announces-nominees-of-2013-ancaster-community-awards/
http://www.lferguson.com/around-ancaster/"

Q: Temple has had a tough ride this past year,however I understand Morguard is now a significant shareholder. Do you have any view on the prospects for Temple from this approx. 80 cent price level?

Q: Of my two oil companies, WCP and SGY, I am even on WCP and down 35% on SGY, which is less than 2% of my portfolio. I'd like to add to my oil holdings while it appears to be trading at the lower end of a range. My gut wants to average down on Surge, but me brain says to add another holding, I'd appreciate an opinion and other option if deemed appropriate?

Q: having bought this co. back when 5i said if there was one growth
co. on the tsx it would be avo..should I hang in there or take my loss..

Q: if hcg lost 30 to 40 percent on the equity of a house and put that into context of the vancouver housing market,with some of their clients inability to pay their loans i could see their being a valid concern. why not wait it out grab some shares at tax loss season in 2017 or later

Q: I have a 6% weighting in technology ( Apple and DSG ). I would like to bring this up to 12%. Could you recommend 2 Canadian and 2 US stocks. Thanks.

Q: Please list these three stocks in order of preference for a conservative income account. Thank you.

Q: I received about $ 25,000 The proceeds from Innvest Reit I was getting a 7 percent yield Can you suggest one or two companies that have stable cash flows and yield anywhere close to what I was getting for Innvest

As an aside my portfolio is up 15 % YTD I owe most of the gains to 5i You can't get a better testimonial than that

Thanks so much

Paul