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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: I have been looking to add ZZZ for a while now. The stock price has declined since earnings and I have decided to start a position. My portfolio consists of 25 stocks and since I do not want to increase this number I have to find a company to swap out. While I have done pretty well on MTY I feel the long term trend of online shopping and decline of big department stores will eventually hurt food court sales. Do you have any comments on if a switch to ZZZ from MTY is needed? Would you agree that ZZZ has greater long term potential?
Read Answer Asked by justin on August 17, 2017
Q: While I don't own GUD yet, I keep seeing it reviewed positively and therefore read the FP article you linked:
- "Laurentian Bank Securities analyst sees revenue rising to $6.9 million this year and $52.3 million in 2018 as more drugs work their way through approvals..."

Do you agree with the assessment of projected 2018 revenues of 52.3 million?
If so, what would the implied price of GUD be the end of 2018 based on revenues of 52.3 million?

Read Answer Asked by Curtis on August 17, 2017
Q: I was watching "This Old House" on PBS last night. They featured a Savaria lift which they installed for a wheel chair bound person. The elevator appeared well designed, simple to construct and worked well. Thought you might be interested.

By the way, unlike Dave, I have made a pile of money by following 5i Research recommendations. I note PBH hit a new high yesterday. (My main contribution to stock management is my ability to procrastinate instead of panic selling!)

Jim
Read Answer Asked by James on August 17, 2017
Q: Hi Guys,

I am once again trying to clean up my portfolio and currently have no tech stocks. Can you please recommend your top 5 tech stock picks, they can be US or Canada?

Thanks
Read Answer Asked by Paul on August 17, 2017
Q: Thoughts on FSZ earnings and valuation?

Considering starting a position in my income portfolio, but FSZ seems to be rangebound the past few years between 12-14. Would it be better just to stick to bank stocks for the financial sector as the banks have a lower beta and better capital appreciation, which more than makes up for the 1% greater yield of FSZ?
Read Answer Asked by Curtis on August 17, 2017
Q: I don't own PEO however, I'm interested in your positive comments as to its financial condition. Firstly, PEO has about 80% of its assets in Goodwill & Intangibles. Its' NET asset value is really only equal to its debt which would indicate a NAV or Book of approx .75c. Maybe I'm too old or just too conservative. Your comments. Thank you.
Read Answer Asked by Robert on August 17, 2017
Q: Gents,

It's adequately clear (esp from some of the comments I've recently read) that the Healthcare/Pharma sector in Canada offers very few choices and even fewer good choices.

Whereas the same sector in the US offers fabulous alternatives, opportunities and growth.

I feel it is a shame to limit this weak Canadian sector in our portfolios when you can offer so much more with reccos south of the border.

Even a well represented ETF for US pharma/healthcare/bioscience might do the trick if you are time starved.

Just saying.

Sheldon
Read Answer Asked by Sheldon on August 17, 2017
Q: Hello 5i,
Please post only if you feel this might be beneficial or appropriate.
This is for Dave, who, I hope, gets to read it. I have been with 5i for several years now and find them not only invaluable for my portfolio structuring, but interesting, informative and often even humourous. The members and the Q&A are a huge benefit to me. But now, speaking to Dave's specific concerns: I have had the identical situation happen to me as well with some companies. But, the reverse has been equally true. One of the things I have noticed over time is that time is the crucial element. You must have patience - without it, you will be up the proverbial creek. Sometimes good things happen to bad companies and bad things to good companies and the market reacts, perhaps out of proportion. CGX is a case in point at this time; however either positive returns from their diversification efforts and/or a strong Fall or Christmas movie slate or even an acquisition can change that on a dime. More than once I have a chosen to sell a 5i - recommended stock for a particular reason while it was down, only to see it spiral up to new highs within weeks of my selling it. More patience on my part could have vastly enhanced my profit margin, but the fault is wholly mine, not 5i's because the stock tanked at one point for some reason.
I don't know if this has helped, hindered or confused, but I hope that Dave will take heart from my lessons and give 5i a bit of a break and perhaps consider why he is buying any one stock that 5i is recommending and give more weight to the time-frame for holding an equity.
I apologize if this isn't a particularly clear or cohesive post, and for the length, but I really felt compelled to let Dave know that he isn't alone, but also, that being really clear about what you are buying, why you are buying it and how long you can really afford to keep it if/when it does take a downturn are our (5i members') responsibility, not 5i's.
So, Dave, please give 5i another look within the context of the above and you might see more positive than negative.
Wishing you all the best!
Cheers,
Mike
Read Answer Asked by Mike on August 17, 2017
Q: I have held these stocks for one and a half to two and a half years. CCH was purchased at .25 and makes up 2.5% of my portfolio while WEF has doubled and makes up 3.5%. The rest of the portfolio is conservative mostly Income and dividend stocks. My problem is when to take a profit and move on or hold and take a longer view. What would you suggest?
Thanks to All
Read Answer Asked by Warren on August 16, 2017
Q: I hold a half position in each of ABC and CAH, am underwater on both, moreso on CAH. Please summarize your view on the US drug wholesale business going forward, and, provide the decision metrics for dropping one and increasing the position size on the other.
Read Answer Asked by David on August 16, 2017
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