Investment Q&A

Q: Hi, pardon me I should have included this in my prior question; other than savaria, are there other names in the BE portfolio that you see as attractive in recent weakness.

Thank you once again for your excellence,
Karim

Q: Good Morning: I am thinking of increasing my position in ZWH and have been reading your responses to past questions on this etf. You note that approx. 50% of the dividend is in US dollars and therefore is susceptible to the US govt. withholding tax (in a non-registered account which is where I would be buying it). However, I assume that this amount would be recovered at tax time since that is the normal process for withholding tax on US dividends. I want to buy this fund with Cdn. dollars because the Cdn. dolar is up recently and it seems to be like buying US equities at a reduced rate. Am I correct in both these regards?
In the same vein, do most brokers automatically exchange the dividend payouts into Canadian dollars (no doubt charging their clients an exchange fee) and is this negotiable with your broker? Many thanks for your help.

Q: What is your take on Q2 results and where the company stands?
thanks

Q: The company has had some good results on its Morocco property lately and a corresponding increase in the stock price. Do you have any additional insight into this junior silver company? How does it stack up against other juniors you might like in the space given the recent news?

Q: When would be a good time to make these acquistions?

Q: Could I get an opinion on "Timing the Market" vs "Protecting my Capital"? If I use my RRX position as an example, I have a good company but with big oil industry head winds. I am in at about $9 on the stock (2.5% position at the time so less now). There were a number of "new 52 week lows" where technically I "should" have sold but I held onto the "quality" company.
Basically, whats a good strategy to prevent large losses in these type of situations when they come along----trade technically, or use a stop loss strategy, or other? No single stock more than %3-%5 of my portfolio is helping in this RRX example.

Q: They issued strong 2nd q results today. There was not a news conference to add some "colour" to the numbers but the MD & A sounds upbeat. The Oil and Gas service sector is not very popular however their product is also green related and government regulated. Anything you care to add?

Q: Thank you for your excellent service. The best piece of advice that you have given is not to add to loosing positions. Due to that advice both ITC (1.5% of portfolio) and CRH (0.6% of portfolio) contribute little to my overall portfolio of 34 stocks. Would you sell in a clean up trade or top them up to 2.5% weighting. My portfolio mirrors your balanced portfolio and is well diversified.

Q: Hi 5i team,

KBL shares have come down lately. The price is now close to the share issue of last April. Do you still like the company? Would KBL be a good long term investment for income and some growth?

Thanks for your opinion on this stock.

Q: If not asked already, please comment on SYZ earnings. Profit and margins were up. Looks like revenue was down due to previous one time sales but going forward, revenues should be more consistent. due to Microsoft link-up.

Q: A comment more than a question. In today's wall street journal there is an article reporting that public transit use is on the decline in the US. I wonder if this will have an adverse effect on New Flyer? Not sure if their product is sold in those regions being most effected by the downturn.

Q: I should have gotten rid of these two dogs long ago, but "Nooooo!" Always hoping they'd bounce back. So does one just dump PetroWest at this point and get anything you can? I notice a company called Crown Capital has issued a release, hoping to salvage as much as possible (the assets have to be worth something). As for Neptune (thanks Alex Ruus), do I sell my shares, buy a compass and send it to management, which seems to have no sense of direction?

Q: Hi 5I, I have sold AQN and RNW with profit, but holding FTS. Sine they dropped in price, I am thinking of rebuying one or both or adding to FTS. I would appreciate your advise.
Also, has some US $ and thinkin of buying VRP or PSP or if you can recommend a better one.Thank you for your advise. J.A. P., Burlington

Q: May I have your opinion on their recent earnings report, and your opinion on this company as an investment?

Q: I would like 5i's opinion on recent news for Cervus.Is it good or bad and also issuing more shares a detriment for future outlook and price

Q: I just asked a question re KWH, asking why the stock has dropped so much today after seemingly very good financial report. In that line, do you now what the legal problems are that they refer to in that Q2 report and why they had to double the reserve? Perhaps this has something to do with the big drop today?

Q: Hi, do you have an explanation for the extreme weakness of DRT? Not sure whether to add here to a 1.5% position or let it go...

Q: The company held a conference call to discuss their quarterly results this morning. While the results seemed ok their call has obviously spooked the markets. Was this due to the increases in their legal reserve due to certain law suits they are facing? There was also some mention that they would have no contribution from residential solar in 2017. Could you please provide your analysis/understanding of the issues they are facing and how serious these are for their long term longevity and profitability.
What do you advise shareholders do?

Q: I'm considering selling ECI to replace with KWH. Would todays price make that an attractive trade? Your opinion please.
Thanks Peter.

Q: I don't understand why crius is down 6 % today. I thought earnings were good. I'm down 13% since I bought. I only own half a position. Should I be selling or topping up to a full position? Am I missing something here?