Q: Peter listed Celestica as a top pick on BNN market call. Based on what was reported by BNN in text, it was not mentioned that ONEX controls CLS with 79% of all votes. Do you believe that such control affects suitablility of CLS as an investmwent?
Q: I'm looking to establish a position in the tech sector. I'd prefer something with a reasonable valuation, good growth prospects and insider ownership. I see on BNN today you recommend both CLS and ABT. Are either of those a fit for my criteria or would you suggest something different?
Q: Peter you were great on BNN today.Please rank your 3 top picks starting with best as I thinking of buying them these few days.Reportedly,CLS & ABT have record of missing estimated earnings.Please advise expected eps & rev.plus reporting date for CLS
Q: I am trying to replicate the Growth as well as the Balanced Portfolios. I have funds to add two half positions and the 7 stocks listed are the only stocks I currently do not hold. Which would be your top 2 picks and what is the rationale.
Q: Just looking to perhaps enter a 1% position in a well diversified portfolio of 1 of the above based on current weakness. Would you rank best growth potential and which to enter into?
Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:
Q: Howdy!
I try to be a buy and hold investor with a long-term investment horizon in my RRSP account.
I have recently joined your service and am thinking about trying to reposition my RRSP account to emulate the sector allocation in your Balanced Portfolio.
About 30% of my portfolio is sitting on cash /cash equivalent investments right now; and I have almost 0% in the Technology and Basic Materials sectors.
As such, would you recommend a position in all of the nine equities that represent the Tech and Basic Materials sectors in your Balanced Portfolio?
Or have some of them (like CCL.B) peaked /not as much room left for appreciation compared to when first bought?
Q: CLS matches the non performance of TSX the last year i.e. nil return.It has declined some 28% since its $19.94 high on Apr.26.I sold after its Q in July at a loss.Please advise when it is an approtiate time to re enter.Thanks for u usual great services & views.
Q: Hi 5i: I am down about 20% in CLS. Has anything fundamental changed in the company? I note that management prediction for the next quarter was reduced. I am considering selling CLS and buying Shopify instead. What would you think of such a move?
Q: Any particular reason of recent weakness in the shares. I would like to increase to tech sector by adding this name. It is one of the holding of XIT:T.
Thanks