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Investment Q&A

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

Q: Hello 5i Team,

I have done really well with CGI and am thinking of swapping it for KXS. This move is purely for growth, I am comfortable with risk and have a long time frame (3 to 5 years).
Conversely, I am significantly down on both MAXR and HCG, and am thinking of selling one to add to the other. Which one would you recommend keeping and why?
Please deduct credits as you see fit.

Thank you for spreading the wisdom.

BK




Read Answer Asked by Bekaye on December 12, 2018
Q: The time is nigh...
I sold NFI, GSY, and PHO for tax loss harvesting on Nov. 8th, so I can now repurchase them on Monday the 10th. ( I still hold GUD and TSGI)
I already purchased a half position in COV on Friday as I was thinking of it as a replacement for PHO with respect to market cap and potential...however I am not ruling out repurchasing PHO as well.
Should I have any concerns repurchasing a half position or so of NFI, GSY, and PHO this week? Can you rate/order them with regards to risk...including COV.
My time horizon is long term. And diversification is not an issue.
I am also thinking of adding some NFI in my TFSA, as I think it probably has the lowest risk of the bunch. I already have SIS in the TFSA.


Read Answer Asked by Mike on December 11, 2018
Q: This question is specifically for Peter. I was watching BNN today. Tim Cook, CEO of Apple was being interviewed. This was the first time I have seen him speak publicly. I was overwhelmed by his intelligence and how down to earth he is. My immediate reaction was this the type of person who I want to be CEO of a company that I invest in. Fortunately I already own Apple stock but it just reinforced my decision to continue owning it. Have you ever met or spoke to any CEO s of companies that you considered investing with and were so impressed with them that you ended up investing in their company? Could you give examples?
Read Answer Asked by Robert on December 11, 2018
Q: Hello there,

Can you rank the top 10 of the most talented management teams (in your opinion) in the all cap canadian stock market ?

Thank you for the great work
Read Answer Asked by Giuseppe on December 11, 2018
Q: Good morning .
In reading your latest 5i research news I noted that you ended with this advice:
think investors should be sharpening their pencils on their 'wish list' for stocks in Canada and the US.
In this theme could you help with creating a wishlist for both Canadian and Us stocks for us . For myself this would be much appreciated . I have spent lots of time working on my own list and would greatly appreciate a 5i wishlist.
Thanks in advance
Victoria
Read Answer Asked by Anna on December 10, 2018
Q: i know you do not like the mj stocks but with altria buying into cronus and constellation into canopy, in your opinion which one would be best for another company to invest in, could it be aphria or aurora or a u.s. company like curaleaf.
furthermore if you had to pick one to invest in which would it be. dave
Read Answer Asked by david on December 10, 2018
Q: My question is on the US pot producers who trade on the CSE. I have seen earnings projections for 2019 and 2020 that seem quite reasonable (as low as 4x EV/ebitda) for growth stocks and much lower than their Canadian peers. Some are already ebitda positive. Also this market would appear to be much larger than the Canadian market even without complete recreational legalization. I would love to hear your opinion on the US market for pot and these producers in particular.(cura, Harv, CL).
I realize this is not your favourite sector and these stocks perhaps do not screen on your universe of stocks.
Your thoughts would be greatly appreciated.
Read Answer Asked by Giuseppe on December 10, 2018
Q: I see these companies are mentioned in today's Globe as being in precarious position! Due to negative EBITDA.
These are some of your favourite sticks, no? I own GUD, BB and FM. Hence my nervousness! Plus I respect Norman Rothery.
Read Answer Asked by Savalai on December 10, 2018
Q: I hold approx. 6000 shares of each of the following at hIgher prices.VET,SIS,PXT,COV and GUD.Which would you sell,add or hold.Your input is appreciated.
Thanks Richard
Read Answer Asked by Richard on December 07, 2018
Q: I know you don't like trading but in this market
it looks like trader can make money most of my long-term holding is in negative.
Which stocks you believe are unfairly bitten down and has potential of coming back?
Read Answer Asked by Nizar on December 07, 2018
Q: Hello 5i,
I will be doing a bit of rebalancing and could initiate either a half a position in any two of these names or a full position in one of them.
Dividend safety is paramount with dividend growth secondary to that. From a rebalancing perspecive, TRI would be the most beneficial to add.
All transactions within a TFSA.
So, my questions are:
1. Is now a good time to add to any/all of these?
2. What ranking would you give them in terms of dividend safety?
3. What ranking for dividend growth?
4. What ranking for equity growth?
Please deduct as many credits as you feel are appropriate.
Thanks!!!
Cheers,
Mike

Read Answer Asked by Mike on December 05, 2018
Q: With the recent market correction, I have several stocks that are down quite significantly and others that stayed flat or went up a little. This involves that the weightings changed quite a bit for some stocks. I know 5i isn't a big fan of averaging down, but in such context what would be your advice? I have the followings (%loss, weight) :
SIS (-19%, 4%)
PHO(-41%, 1.7%)
KXS(-10%, 3.3%)
NFI(-32%, 2.6%)
PBH(-28%, 3.4%)
TOY(-23%, 2.5%)
MX(-22%, 3.1%)
I currently have 13% cash and would consider reducing it to 7-8%. My sectors are well diversified. Which of the above would be your favorites today for a position increase?

Thank you!
Read Answer Asked by Julien on December 03, 2018
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