Investment Q&A

Q: I would like to add to PKI to increase holding from 2.6 to 3.7 weight and KXS from 2.8-4.4 weight. Would you consider these weight holding appropriate?
Thanks

Q: Would you buy a full position in CAE or 1/2 for now?
Thanks

Q: The drop seems to be a harsh reaction to the issuance of new shares at 0.27 including half a warrant. Is the lower price taking into account a predicted value for the warrants? Does this become an entry point in the open market? I already have a very small position in my spec allocation.

Q: Would you be e a buyer of HWO? I currently only own WCP for energy sector and am thinking of buying this and maybe LGO. I know this sector is out of favor at the moment so would be best to avoid for now or okay to add 2 mores companies to this sector.
Thanks

Q: of the stocks listed can you please rank in order from 1st to last for adding to at this time as I have some cash to add to these stocks that I currently own.
Thanks

Q: Would you be comfortable in buying more shares of WCP if already own, at the moment it is only a 1.9% total weight since the price has fallen and thinking of buying more to bring the weight up to 2.8 %. or would it better just to buy another stock in this sector ? I already own VET and ALA.

Q: If I sell a stock before year end with, for example, a capital loss of $5000 and have no offsetting capital gains how much of the capital loss can be deducted from my total income for the year ? Thanks, Joe

Q: Could I get your perspective on today's earning report? At first glance, the results don't look that good but the market seems to be liking them.

Q: Hi Peter and Team,

It definitely has been a wild ride on the markets recently. Thanks for your messages about taking a measured approach during times like this. The portfolio approach definitely works, as the valuations are not swinging as much as if I had only a few stocks.

That said, I have set aside cash for times like this and I am trying to figure out what to buy. I follow the balance portfolio model and have some stocks from the growth portfolio added to the mix. Would it be a good time to add to one or all of my positions to PBH or KXS or BNS?

Thanks.

Q: What a great Quarter and the future looks bright. China is a great growth area for Goos. They are using BABA as well. WOW !! RAK.

Q: I have owned this company for quite some time and I receive a good dividend each month but the share price has taken a beating over time.
I have tried to find out why but have had no luck getting any information.
Your help would be appreciated

Q: Hello Peter,

With Goose's recent beat and raise, what is it forward PE be? What is your view of the valuation given the growth prospects and compared to other Canadian growth stocks? Is GOOS on your watchlist for 5i's Growth Portfolio?

Thanks,
Angelo

Q: Any thing going on with ALGN? Or is it just the markets?
Does any stock of a good company meeting all your criteria look particularly attractive now? Thank you. Shyam

Q: Thank you for your prior answer. Of note pre-tax earnings for fiscal 2018 was up significantly over 2017. A $654,000 adjustment in deferred tax expense (0.03 per share) caused the EPS to be flat. Can you please clarify your last comment, "the worry but the outlook and dividend increase", both of which seem very positive?

Q: Hi 5i,
I'm sorry but maybe I wasn't clear in the previous question. What weighting would you give the recommended ETFs QQQ, HXS or VOO, IPAY and IWO? I'm looking long term (10+ years), growth and medium to high risk. This will be my only holdings in the US.

Thanks as always.

Q: Sorry if this has already been answered but could you give the reporting date for COV

Q: Hi, we already have 5% weighting in this co. with average cost of $28-$29. You have commented that stock, current levels is very inexpensive and Coveris acquisition, although had teething troubles but should eventually work out. Is it OK to add 1% to take advantage of current low price, in a Taxable account to average down and benefit with 4% dividend yield while waiting ? Thanks

Q: Hello all at 5i,

I am keeping a close eye on TSGI as are at least a few others. I have held TSGI for a long time, trimmed several times as value grew and am still nicely ahead on my remaining shares. They are in a taxable account so each time I sold I had to consider and manage the tax consequences.

After the recent decline I want the build TSGI's value back to a more historic percentage of my portfolio. This time I plan to do the purchasing in my TFSA spread out between now and the end of december. I'm also thinking of transferring in kind shares from my taxable account to my TFSA in january (and deal with the tax) as my 2019 contribution. This would leave a portion of my shares in my taxable account.

Your thoughts please on the above (purchase and transfer), pros, cons and potential plan changes I should consider.

Thank you for your insight.

Q: You have recently stated you felt pho is likely to be flat for some time, what do you feel is the problem, is it only due to the sector being week or is this particular company losing its future growth potential and if this is a time to sell and move to other sectors.
Doug

Q: After market close Caldwell Partners released their fiscal 2018 results reporting a record year. They also raised their quarterly dividend rate to $0.0225 and gave a positive outlook for fiscal 2019. What do you think of the results relative to the current stock price? I notice that the stock trades less than 50% of its annual revenue run rate with revenues growing at a double digit rate.