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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: SIS has sharply declined from its peak of $17.55 in late May.It is priced to perfection. After miss of expected EPS the last 2 Qs(May by 0.01 & Aug 0.05(0.07 vs 0.12 expected),investors are very unforgiving in this climate(eg geopolitical,Trump,seasonally weak period-mid July to mid Oct,talks of big correction & high valuation) despite 2 good US earnings period & slow & steady growth in economy.Look at similar negative impact on KXS & CGX.On the flip side,see PBH & SHOP.SIS was top pick of 5I on 3/3/16 @ $5.85 & 5/16/16 @ $7.99.I am now looking for an entry point,so please advise what is the catalyst(s) for a turnaround.Thanks for u normal great views & services.
Read Answer Asked by Peter on August 25, 2017
Q: Hello 5i,
If I am looking at starting a position in SIS when it starts showing positive "price momentum", what are the 3 -5 primary factors that you consider to determine "price momentum" and also could you please quantify the parameters that you prefer (for example, if one of your factors is RSI, do you favour 14 or another value)?
Read Answer Asked by Richard on August 25, 2017
Q: I have held CXI for a long time and am willing to hold longer. However, I am intrigued by PEO, particularly because of Peter's continued interest in it. The question is, do I cash CXI in and buy PEO? Does PEO present a better growth option than CXI or if/when CXI comes out of its doldrums would you expect CXI to show better growth over the next few years? Given I have held CXI this long and consider myself a long term investor, I am wondering if I would be "betraying" my philosophy if I sell or am I just being unreasonably fearful that I would miss out on CXI?

I am looking at exchanging these two as it would maintain my financial sector holdings.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on August 24, 2017
Q: I know you are high on this co.,and i agree it is maybe cheap, but it is now off close to 30% of it's high and sinking fast to where it was 3 years ago, i know it is still up for the year, but what is it that the market does not like about this stock?. I find that many low p/e stocks are not the stocks that you want to hold,they are cheap for some reason.
Thanks again so much.
Read Answer Asked by eugene on August 24, 2017
Q: Would the Model Income portfolio be appropriate for a recent retiree with 4% income needs, adjusted for inflation over time? Would there be enough dividend growth to compensate for inflation? I am not conservative by nature, but realize that without employment income, I cannot accept the potentially large volatility of an all equity portfolio as in the past when I was working.

Thanks
Read Answer Asked by Hans on August 22, 2017
Q: I have some extra cash and would like to add to GUD, KXS or AIF. What is your preference between these three currently? Thanks!
Read Answer Asked by David on August 22, 2017
Q: Given your recent comments on Absolute Software I wonder if you still like the stock ?
Read Answer Asked by Guy on August 21, 2017
Q: Dear Team,
I realize that you like the stock. However, ZCL doesn't appear to 'act' very well aside from the fact that markets are down. The potential is there but the follow through seems to fizzle.
What is your view? Would you have a recommendation for another stock in this category?
Thanks!
Read Answer Asked by Sigrid on August 18, 2017
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