Investment Q&A

Q: Hello Peter and team,
I am trying to mirror the Model balance equity portfolio. I have other positions(ATD.B,CCL.B,CXI,ESL,HCG,KXS,MG,PBH,SIS,SJ,SLF,WSP) as is from model portfolio, but a few positions I am holding in my portfolio which I am considering equivalent as below:

For AEM- ABX, BNS-CXR, CGX-BEP.Un, CSU-ESL(8% ),ENB-PPL, MDA-DH, PKI-IPL, SYZ-AVO, T-CJR.B

Do you see any issue with it. Are these switch equivalent. My portfolio is fairly diversified, almost in line with model balanced equity portfolio, except I have energy (including IPL&PPL) at 16%.

Thanks,

Kuldip

Q: Hello Peter and team,

Please comment on Pif.to Polaris infrastructure.
Nice updates to the website

Thank you Mike

Q: Hi,

What is 5i's opinion of EL Financial (ELF) as a long-term hold?

Thanks,
IF

Q: CPD has been slowly rising since hitting $11.13 on February 25 but it is still down 20% from its 52 week high of $15.33. What are your thoughts on this ETF?

Q: What are your thoughts on MTY Food Group?

Q: It's been a year since someone asked your opinion about Mediagrif. When I look at their financial results, they seem to be a steady performer, with nice incremental growth. And yet the share price is not reflecting this. Is this share a bargain at today's prices, or am I missing something?

Q: What are your thoughts on Chipotle? Is the e-coli issue sufficiently behind them that the stock should continue to climb? Where would you think it might level out?

Thank you

Jim

Q: Is 5i planning any educational meetings/conferences in 2016/17? If so, when would the details be available? And if not, what recommendations do you have for ongoing educational opportunities for members? Thanks, as always, for your advice!

Q: Hi team, I love the new site. The ability to save to watchlist is fantastic! In my RRSP, I hold GUD, IT, PLI, WCP, SPE (.5 position) and SGY. These are part of a multi-account balanced portfolio, so my question is not so much to do with sector, but with SGY and PLI. I am down 50% on SGY and wondering if these funds are better deployed elsewhere. I am up 100% on PLI and can sell half for another position. My RRSP is a very long-term hold account. I keep an eye on things, but don't usually make any moves except to trim gains. As you can see from my list, I can handle some risk if I was to replace SGY and sell half of PLI. Am I better off to continue to stomach the 50% loss on SGY or move into something else with better growth potential? If so, what would you suggest for 2 long term growth positions? I have been watching OTC, BCE, SPB (I bought CUS on your suggestion), FSZ.

Q: Hello,

Do you have an opinion on EFL-TSX Electrovaya Inc

Thanks

Q: This is an interesting story. Is it the old Swiss Water income trust? Would you be concerned with the concentration with MCD and QSR? This was a tactic Loblaw used with suppliers. They would encourage massive expansion which was fueled through debt and then squeeze the margins.

Q: I need a new junior miner. (trimmed CRJ back to 1%).The CEO owns 33% of this company and has developed other companies and sold to big companies before. I realize this is a spec. investment but after having crj move 800% in 2 years I like this space a lot if I can find the good one.. Any 5i intelligence is greatly appreciated.

Q: Hi Team,
In regard to valuation metrics such as P/E, EV/EBITDA, P/CF. Can you guys explain a bit on how to interpret these numbers to determine what is under or overvalued. I know you have to look at industry, earnings variability, growth of earnings etc. If your answer would take too long is there some reading material we could look at to learn?
Keep up the good work!

Q: I had to try out your new question format. If you had emoji's I would give it a happy face.
I would like to know which of these two companies you would pick for a 1 year hold or less. Capital appreciation, short term hold would be the push into one or another. Could you treat this as a trade over an investment. Also some of the reasoning behind your decision. I feel that they are at different ends of the spectrum in liquidity, value, type of business, technical, etc.. I am just looking for insight in how you might first make a decision to further research/purchase a stock for a trade (and/or for an investment), but mostly a trade. If you have another name you want to represent here over or instead of the two provided...Please feel free to do so. Thank You J

Q: Please an overview and investment potential of this loyalty card biz., coming off at its 52 week low, and paying a 10% div.
tnx

Q: Hi guys, what do you think of their latest earnings report. It seems like the eps/revs are growing, it's trading at 11x PE, ROE 13% and with a 7% div. Am I missing something?

Q: cvx cematrix what do you think of it today

Q: With a company such as FRU how are their royalties earned? Do they get a royalty on each barrel of oil pumped or do they charge "rent" on the land used or something different? Thanks

Q: why the strong 5% potfolio recommendation for a stock 5i does not have a report on???

Q: Hi Team.
What is your "take" on fears around the Gold backed Yuan and the US dollar? The last Q and A was mid 2015.

Thanks for the great uplift to the site...good stuff!