Investment Q&A

Q: Your answered to a member about BBI merger that larger is usually better. I bought BBI at 47cents, I want to average down at current price 22 cents. please provide details cash flow, debt and earnings, is it worth holding and share price will appreciated in 3-5 years? could I have your expert opinions please. Thanks always.

Q: Thank you again for this excellent service. I have a question about Savaria. In their most recent quarterly results, for the 9 months ended September 2018, stock-based compensation is $899K on $12.9M income. If I have done my calculation correctly, the stock-based compensation is about 7% of expenses. I do not know how to find the base salaries for the management (which would presumably further increase the management cost for the firm).
Is this not a lot excessive? Should I be concerned about the "cost" of management and how this cost could dilute shares or profits?
Thank-you

Q: I have owned shares of GSY for a number of years. Despite what I thought were very positive quarterly results and a strong outlook, GSY shares have taken a steep drop in the last few weeks. I noticed that insiders have made 35 buys (and no sells) totalling several million dollars in the last two weeks. I would think this is very significant news especially given that the President said on the conference call said that he did not feel that the company had credit quality issues (which seems to be a concern flagged by analysts). In previous conference calls, I have always found the President to be very transparent. Am I missing something here? If management uses their own money to buy millions of dollars of the stock, is this a strong signal that the stock is undervalued?
If you agree, is there any site you can go to which identifies the recent buying by management of the company stock, and presents the information in a table format?
Also, the Globe and Mail often does an article highlighting insider buys. I have not seen the GSY purchases identified, yet, they highlight much lesser insider buys. Any idea why? Is the data on the 5i website more current than other sources?

Thank you again for this wonderful service!

Q: Ala fixed rate preferred shares look interesting. Which series of preferred look most attractive. Given that preferred share dividend must be paid before common it would appear that their yield of between 5.5 and 6.75 should be relatively safe.

Q: Hello 5i,

Thank you for the great work and your valued perspective through this volatility. How would you rank stocks within the Forestry sector today for an investor with a 3-5+ year hold?

The sector is looking interesting to me based on the present weakness in U.S. housing. WEF is up significantly today and your perspective on long-term opportunities in the sector is greatly appreciated. Thank you.

G

Q: Any idea why the big drop in Biosyent this week. Also thoughts on their Q3 results
Thanks
Don

Q: Just wondering what your rational is for holding GS in your income portfolio. After reading your comments yesterday ?? KWH is behaving at bit better for now.
thanks !

Q: I have a question about Nvidia. Tough to see it down on an up day (Nov 21) for the nasdaq. Not that I know much about Zacks but I see they have a "strong sell" on it today (not clear to me if their opinion is new today though). Are you still strong on Nvidia or would you suggest a U.S. replacement? Thanks.

Q: Tsgi is up 7% today, is there any good news? Thanks

Q: Hi folks, thanks very much for the Screener-Tax loss selling list of companies. I didn't see Photon Control on it. The stock certainly had more than 15% loss in 2018, by not on the list, does that mean Photon has minimal % projected revenue growth in 2019. I like the company and would you suggest a good entry point at $1 level. Thanks as always, jb

Q: Looking for suggestions for Recession Proof Stocks. Could I please have your suggestions. Thanks!

Q: I am down on Freshii, looking to switch to either Western or Bellatrix. What are your current thought on these companies at this time and potential?

Q: Hi!
What is your opinion of OSB.TO? They have been doing share buyback and great dividend.
Thanks!

Q: In response to a question on ZBRA you mentioned NVEE as another consideration. Could I get your thoughts on these two stocks in terms of growth, risk, and debt. Which do you prefer?

Q: I have an unrealized loss of 5000$ on Cominar. I could use the loss this year. Is it worth it?
Could you suggest a company or ETF that could replace Cominar? I would like to stay in the same sector.

Q: Please provide comments about QTRH's Q3 results. The stock keep moving lower. Do you consider it a buy at this point.
Thanks

Q: For a dividend paying portfolio I am looking at : CTC. A SLF, GC, GSY, VET, PBH, BNS, SIS, BCI AND CGX.
Would you be comfortable with these shares or any of particular concern? Any others you would prefer?
Thank you.

Q: What are your views on unhedged etfs to the US $.More to the point are there any Canadian etfs that are similar to VIG & VXUS that are hedged in Cdn. dollars. It appears that the US $ is peaking.Your comments on the above opinions would be appreciated.
Thanks
Dave

Q: With the volatility in the market, would Restoration Hardware (RH) be a decent place to put some us cash?

Q: Hello Peter,
Is it time to back up the truck on Savaria? I think the market has over done the downside. Any reason why Andrew Peller is down from its peak? The company seems to be doing well. Please comment on both. Thank you.