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Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Read Answer Asked by Keith on September 16, 2021

Q: Hi 5i,

I know there are many takeover rumours in the market. On Monday, Seeking Alpha had an article on an unidentified suitor, likely a private equity firm, eyeing AYX. AYX has had several disappointing earnings releases. In your last comment a couple of weeks ago, you said it might be setting itself up as a target and is hard to stay committed here. I don’t understand that comment. AYX would not deliberately show poor results or poor guidance to get a lower market valuation would it? Also, would you call it a hold here, because of takeover speculation?

Thanks again.
Dave

Read Answer Asked by Dave on August 18, 2021
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