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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: Hi

Two months ago I invested a severance that closely followed your balanced portfolio. It has done well. I recently had a pension transferred to a LIRA and want to invest that too. A part of me is hesitant to invest the LIRA in equities such as CSU or GC as examples given their terrific gains already. 8 weeks ago CSU was $900 and I thought I was taking a risk then but it went up even higher so it worked out. My question is when is it too late to hop on the 5i train? especially if you are a relatively new subscriber such as myself. Note, I still do my own research and make my own adjustments on my portfolio.

I'm really glad I subscribed. It has been a great decision thus far.

Thanks!
Read Answer Asked by Brad on June 13, 2018
Q: I am intrigued with Alcanna. However, Scotia has EPS expectations of only 15cents for F2019 leaving it's current forward PE at above 60. It also have negative cash flow which means they are funding the dividend by debt. What are your expectations? Is the valuation pricing in growth from renos and cannabis past F2019. I can't seem to convince myself that holding this through 2019 is worth it especially at this valuation. Please give me your thoughts and provide buy-side analysis. Thanks.
Read Answer Asked by Jordan on June 08, 2018
Q: My impression is that 5i has been quite bullish on ECN over time - so the recent price surge triggered additional research, only to find that 2018 and 2019 revenue estimates were well below current levels, -40%, which is a potential significant disconnect with respect to price appreciation for that period. Do you concur and what would be the impact of continuing rate rises.
Read Answer Asked by Mike on June 06, 2018
Q: Re: Your 3 portfolios
-Why not list companies in the growth portfolio in alphabetical order as they are in the balanced & income portfolios?
-Why not show the date of the 1st purchase in the since inception return so there is a better idea of the true rate of return?
I don't consider High Artic, Raging River & Trevali as growth stocks as they are tied too closely to commodity prices.Why not replace them with better growth stocks such as Premium Brands, Savaria ,etc?
Your comments please
Read Answer Asked by Terry on June 06, 2018
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