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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: Would really like your view on Celestica going forward and where the company stands based on valuation among their peers. And is there another tech stock one might consider which has a decent balance sheet... long term holder here.
Thxs. Kevin
Read Answer Asked by Kevin on July 17, 2017
Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.
Read Answer Asked by Peter on July 10, 2017
Q: per your latest addition to the balanced portfolio, I plan to add CAE to my portfolio. To do this, however, I need to sell one of my other tech stocks. which amongst KXS,CSU,GIB.a,DSG,ENGH,CLS,OTEX would you suggest to sell at this time. All have a 2% weighting.
thanks
Read Answer Asked by David on July 05, 2017
Q: I own everything in the Balanced Equity portfolio except the following: AEM, CLS, AND CSU. I have cash available from the DH buy-out. Which of these or any other stocks in your coverage universe would you recommend based on current valuation and outlook?
Read Answer Asked by Chris on June 30, 2017
Q: Market is down so which stocks due see unfairly punished and will be good to pick up.
Read Answer Asked by Nizar on June 29, 2017
Q: I currently own SHOP, KXS and PHO but want to add one more tech stock to bring my tech weighting up to about 15%. I was thinking about adding CLS or OTEX. Which would you prefer as more of a growth stock or do you have another suggestion?
Read Answer Asked by Paul on June 26, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Consumer Cyclical (Discretionary) sector. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.
Read Answer Asked by Terry on May 15, 2017
Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.
Read Answer Asked by Richard on May 09, 2017
Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 01, 2017
Q: Not worrying about sector, which 5 stocks in the balanced portfolio have the most growth potential for the next twelve months from the price they currently trade at.
Read Answer Asked by Paul on May 01, 2017
Q: Hi, Celestica stock has been range bound recently. As per your views, it is undervalued compared to its peers like, FLEX etc. Are there any near term catalysts? I initiated a 1/3rd position with its induction in Balanced portfolio. Is it worth waiting to add ? Also, when are the results due and could you kindly provide street consensus for Rev, EBITDA and EPS. Thanks
Read Answer Asked by rajeev on April 17, 2017
Q: Good morning 5i team,

I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.

I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.

Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?

As always, thank you for your excellent insight and advice.
Tristan.
Read Answer Asked by Tristan on April 13, 2017
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