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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've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine
Read Answer Asked by Antoine on March 02, 2020
Q: Two questions: i) You have previously voiced concerns with respect to NFI production control issues and ii) there appear to have been several additional contract awards to NFI in recent weeks. Do you consider the production issues have now been addressed and no longer a concern and, do the additional/cumulative contract awards represent a significant improvement in this company's outlook and is this a decisive move by purchasers of mass transit vehicles? I appreciate there is unlikely to be a short term profit bump but if there has been a productive move or change in purchasing trends do you expect the benefits will mostly accrue to this company and in the longer term. Thank you for your response.
Read Answer Asked by Mike on March 02, 2020
Q: Do these companies do the same thing? They look similar to me and both look crazy expensive. SHOP last 4 Q has made a tiny bit of profit while the other has lost money every Q.There a lot of tech companies selling at crazy multiples to EPS. I am hoping this COVID-19 scare will knock them down a lot; none the less, wondering about your take is on my commentary. Finding it hard to invest in this group.
Read Answer Asked by James on February 29, 2020
Q: Hello,
In the short term, I expect that Lightspeed revenues will suffer if restaurant transactions are severely impacted due to the coronavirus (as you intimated in an answer to someone's previous question). As well, it's likely that people will be avoiding casinoes if the virus becomes widespread in Canada.
Can you please give me your rationale for suggesting cost averaging (I assume you meant buying into) Great Canadian Gaming? Would you wait until after earnings are reported on March 3rd to do so?
I currently have a significant position in GC, but was actually considering exiting for a while. Either decision may be a roll of the dice, but I would appreciate your opinion.

Thanks.

Brad
Read Answer Asked by Bradley on February 27, 2020
Q: Hi Peter and 5i Team,

Out of all of the stocks in your 5i Balance Portfolio, which 2-3 would you recommend cost averaging given the market downturn/correction these past couple days?
Read Answer Asked by David on February 26, 2020
Q: Another question about CCL. I've been a long time holder but only at a half position. I've been holding off adding as the share price has not done a whole lot for the last 3 years, even prior to the big drop last week. I've been waiting for signs of a breakout and it looks like i got it - although in the wrong direction! To be honest the earnings report did not inspire confidence with negative organic growth. And I believe the previous quarter before this one was fairly uninspiring as well. So with a lot of good companies out there that are executing well and in good/growing markets what would be the rationale for still holing on to CCL? Seems it will be dead money at best for the next little while.
Read Answer Asked by Richard on February 26, 2020
Q: Would you suggest waiting for things to calm down or view this as an opportunity to top up smaller positions during this pullback? My question relates to my underweight yet more volatile holdings SHOP/LSPD/NVDA.
Thanks
Mike
Read Answer Asked by mike on February 26, 2020
Q: Hi,
I am trying to analyze/understand risk/reward of the balance portfolio in the wake of the market meltdown. I noted it has underperformed relative to the benchmark(XIC) in 2019 which in my understanding, was good for growth stocks. However when the market comes down, it looks like the portfolio come downs more than the bench mark in the last week. I understand 5i always looks at the long term view. But I am wondering if there is any fundamental weakness in this stock selection compared to the broader market ? or this is just a disconnect to fundamentals and is a big buying opportunity ?
Read Answer Asked by Dineth on February 26, 2020
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