skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am considering selling my 4-5% position in gud and buying a 2-@1/2% position in each of cov and rht. I am not concerned with the fact that these 2 are small caps and gud is "much larger". I also have full positions in sis. exe and most recently pfe on the recent sell off. do you consider this to be a worthwhile move? I believe gud has had more than enough time, and opportunity imho ( there have been a few large distressed drug companies with assets for sale while gud has been twiddling their thumbs counting their cash) plus I do not want to be in the unenviable position of holding gud if or when you decide to replace it in your portfolios. I do have a lot of patience but the way I see gud they seem to waiting for a ridiculously cheap opportunity that may never happen.

on a side note, when searching for a 2 letter security on your search window many times I've had to scroll waaaaaaaaaaay down the list to find the company, there are 3 letter symbols no where close to the 2 letters put into search that come up before the desired company is listed, is this some kind of glitch that can be fixed?

thanks in advance
ps also thanks for creating the opportunity (obviously not on purpose) to buy syz at a discount on friday, lol.

Read Answer Asked by Tom on February 21, 2018
Q: It is now clear that money laundering has been occurring at some of GC's casinos in BC. In particular at the River Rock casino. The Director of VIP Guest Relations has had her registration revoked by the BC Lottery Corp. GC is being investigated by the RCMP and it appears that GC could suffer other financial penalties. Should this be a concern and should investors be cautious?
Read Answer Asked by ken on February 20, 2018
Q: Hi, Sylogist stock price took a tumble on Friday, last week. A reasonable guess is large selling by a number of 5i Research members. Considering that it's been a holding in the Balanced Portfolio for many years and until recently, your advice was to be patient with this stock as it still holds growth potential. Also, it was clarified in your update that there was nothing wrong with company. In Nov/2017, company's guidance for 2018 was for Revenue of $36-38 mln and Adj EBITDA of $ 0.80-0.85 per share, which is much higher than 2017 results. CEO also mentioned that these projections did not include any future acquisitions. So, do you think, Friday's drop of 8% creates a buying opportunity ? Thanks
Read Answer Asked by rajeev on February 20, 2018
Q: I see you have removed SYZ from the balanced portfolio. As a thin trader, would you expect the stock to go down as some/many of your followers will 'rebalance' to match your moves? If it does move down, is this a lesson for subscribers to be careful in investing in recommendations that trade thinly? Of course, it works the other way when a thinly traded stock is first recommended.
Read Answer Asked on February 16, 2018
Q: Hi 5i
I have been considering buying kbro linen as a portfolio stabilizer with 3% div income.
Your previous comments ant stock price movement indicate stability; to the point of boredom.
Would you please confirm or comment on expectations and below thoughts?

Efficiencies should be increasing with positive effect on margins
New plants will enable growth with increase in capacity
Dominant industry position should enhance contract win potential
Scotland acquisition will add to earnings
Eventually all this should show up in earnings and stock price

As a final Q, sentiment has weakened recently (small volume). Any thoughts on likelihood of negative sentiment will outweigh positive fundamentals whereby drive stock price down through 38 dollar support?

Thanks for your input.
Dave
Read Answer Asked by David on February 16, 2018
Q: An update to my Nov 2016 comment. My now 7 year old's RESP CSU shares are comfortably 6 baggers (previously only 4 baggers in Nov 2016). Thanks again and looking forward to my first 10 bagger. Again thanks for the advice to not be afraid to buy a stock that has gone up in price. I've purchased CSU in a number of other accounts since and all are now up a minimum of 100%.
Read Answer Asked by John on February 15, 2018
Q: Hi Peter and team - I have read the description of Photon Control's business in TD Waterhouse but am still unsure of exactly what it does. Would you be able to give an easy-to-understand summary of the company. Also could you comment on recent insider buying/selling and overall ownership, as well as provide any reasons that makes this a good buy at this time. Thanks for the excellent service.
Rob
Read Answer Asked by Rob on February 15, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!