Investment Q&A

Q: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks

Q: Can I get your current thoughts on AGU? Is this a good time to initiate a position?

Q: As it is the only company that doesn't use chemicals to get rid of caffeine, I am a believer that they can and will do better. I have a small position at present and am interested in taking on a bigger position but, I am awaiting your update due sometime this month. Any news?

Thank You,

Stephen S

Q: Hey 5i,

I'd like to hear your thoughts on the Toronto housing market as a whole. Do the valuations make any sense relative to our incomes? Or does that even matter anymore?

Thanks

Q: Under the heading miscellaneous there are questions about a particular stock but the stock's name does not appear. On April 7th the following question was asked “Q: Our financial advisor has exposure to other countries with this mutual fund (3%). This is in my RRSP. Your thoughts please.” Your answer refers to the stock but never mentions its name. Could you please explain why that is. Thanks.

Q: You mentioned this company in a response on April 9. I had a look at it and I am interested. Could you provide a more comprehensive comment on ISDR. Thanks.

Q: Input Capital released a Q2 update, streaming contracts, canola sales etc. Are they "turning the corner", "gaining traction", what are your comments on how this story is developing, also valuation? Thanks

Q: 2 questions on GUD:
* Recent report states " GUD also invests in funds, which have substantial assets under management in the healthcare sector..." What type of funds, private equity or mutual, and how major is this part of their business?
* Your models have 3 and 6% positions in this name, my weight is 2.5% and I'm wondering what is a suitable number, though I would be comfortable up to 5%. I am retired and it is presently my only health care stock.
Thanks, J.

Q: hello
what is your outlook for dream office real estate investment trust, is there a cut in distribution coming?
thank you,
Karl

Q: Bonavista Energy has been way down for a long time. Do you see any improvement ahead or should I just cut my big loss and move on?
Thank you

Q: I have no metals and little resources in my portfolio. For a one or two year hold, would you recommend any of these and why? or is there something you like better?

Q: Prometic announced a small ($9.5 million) purchase order from an existing client last Friday, and they seem primed for several growth opportunities/catalysts in 2017. Yet the share price keeps dropping.
Would you be on board with an initial purchase at this time? Or wait for more good news?
Thank you.

Q: CRH has lots of momentum currently. I am starting to get concerned about P/E ratios. What is the P/E to growth ratio, and please give some comments on the company\s ability to grow earning to meet this ratio.

cheers

Q: Good afternoon,
In the past Rick Rule was a big fan of the company's management. May I have your view of the current prospects for the company.
Thank you.

Q: Do you think this company is a survivor?
Any information for the date of the full year results?
Thank you for your assistance.

Q: Are you aware that Ryan Modesto is on Market Call on BNN at noon today--watch and support.

Q: With cobalt prices rising what are your thoughts on First Cobalt Corp for a speculative buy.

Thank-you.

Q: Hi Peter and Team,
Understand you do not focus on US stock, but would appreciate your help to give your thought on this US company in terms of further growth. Do you know why the share price keeps falling.
Is it buyable at this level?
Thank you as always. Pui

Q: I, like a few others at 5i is fully aware of your position on STB and I completely agree based on it's financial condition. On any metric, it certainly does not meet the basic criteria for any solid investment.
Nevertheless, I made a second investment in January 2016 for my wife's cash acct simply to augment her monthly dividend income. As of today, we are up 70% - go figure! The only rational I can see is whether the previous very large shareholder in France has made a change in thinking after selling its very substantial holdings or else another 3rd party has recognized the attraction of STB's growing fleet of national school bus operations as leverage for a much larger merger.?? Thank you.

Q: Hi 5I, I need some clarification on time horizons and when to switch out and/or sell a company. If one says that they are holding long what time frame are we looking at? Sometimes I hear 3 to 5 years, other times 5 to 10 years. But in all of your portfolios what is the design factor? If one is long term investor and a stock has gone up 40%+ why would you need to sell it if the time horizon has not been completed? Timing has not done well for me. So I know that re balancing a portfolio means not going over a certain weighting per stock or sector for safety but what are you usually looking at to get out of a stock. Sometimes you say you are comfortable in people getting into a stock for long term but then you might turn around and move it out of the portfolio. So should I follow a multi-year hold, or follow the portfolio with the recommended in's and out's as you try to make the model better. Thanks for your advice.