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: After market closed today,GUD stated it is separating its business from Medison. Gud will sell its shares in Medison for $77m cash. Medison & its affilites(7.5% of GUD) will sell their shares over 4yrs.Standstill agreement Your comments please.Note that the vol.today of 502K is double av.vol of 254k.Maybe some smelled the announcement. Txs for u usual great advices & services
Read Answer Asked by Peter on November 22, 2019
Q: Good morning all,
In an earlier answer to Dave it was suggested that "we might sell ..... and one of KXS/CSU. For clarification does this mean that you somehow consider KXS and CSU somewhat equivalent? I was surprised to see these two companies considered as one or other type positions and would appreciate a bit of an explanation.
Many thanks,
Brian
Read Answer Asked by Brian on November 21, 2019
Q: CSU.CA hit a new high yesterday. About 2 weeks ago they reported 3Q results where they missed projections. After the results the stock was slightly weak and now hits a new high. I am not complaining since we own the stock (thanks to you) but I am puzzled that the stock hit a new high so soon after missing a quarter. Do you find the trading unusual or pretty normal?
Tax loss selling seems to be shaping up to be much more muted this year compared to last year. Maybe investors are just more optimistic and that is the reason for CSU recent stock action?
Thanks,
Jim
Read Answer Asked by James on November 19, 2019
Q: If you check a couple of well read investment blogs you will find several posts suggesting 5i research is working with shorts - see TSGI, RHT, COV. You just removed COV and Largo from your portfolios. The performance of many 5i holdings in abysmal. Your recent interview suggests one of many investor errors is holding a poor performing stock for too long. It is no wonder so many mutual funds underperform the broad market when they hold all sectors and keep dogs way too long. Please explain 5i position and why you continue to add companies that are either dump and pump or poor managers.
Read Answer Asked by Glen on November 19, 2019
Q: hi, 5I
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ
Read Answer Asked by claude on November 19, 2019
Q: I own only these two companies in an unregistered account and need to raise some cash, so I need to sell either a 1/2 position of one or 1/4 position of each. Both holdings are up substantially (100% and 80% respectively). Based on continued future growth, do you have a suggestion of how I should proceed? Thanks so much.
Read Answer Asked by Kim on November 19, 2019
Q: Hello interesting article concerning Value stock investing , i'm 75 and basically follow 5i income portfolio with the addition of some U.S. stocks in area not properly covered by the TSX due to the size.There is any stocks in your 3 portfolios (growth?)that can be define as Value wich i could consider adding to my TSFA .
As always Thank You
Daniel
Read Answer Asked by DANIEL on November 18, 2019
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!