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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: Over the last month or two these companies have consistently dragged down my winning days. Your recommendations please.
Thanks so much.
Alex
Read Answer Asked by Alex on July 20, 2017
Q: I am retired and living on dividend income. 80% of my funds are in my income portfolio, which is focused on dividends and yield (approx. 20 stocks) and meet my income needs.
So I am considering investing the remaining 20% of my funds in your balanced portfolio for more capital appreciation. How would you recommend I go about this? If I also mirror your balanced portfolio, I would have 40+ stocks in my portfolio.
Would you therefore recommend 5 stocks that look most attractive at current valuations and invest equally in each?
Read Answer Asked by Curtis on July 20, 2017
Q: Hi all,

You recently had this Q and A reply:
Q: Could you please provide your opinion on your 2 best stock ideas for the near term {6-12 mths}. Thanks Valter

5i Research Answer:
Short terms are very hard to call.
We would suggest Methanex MX and Photon PHO.

My question is what catalyst you see for each stock that make them your favourite ideas for the next year?
Read Answer Asked by Tim on July 19, 2017
Q: Just a follow-up to the information I posted on Sunday: TDSI Action notes report yesterday, revised their target price from the $10 to $5.50 and calling the stock a HOLD. The analyst (only one) states that the 00740 and 00810 codes are being broken into 5 separate codes. "Although the changes include a mixture of rate cuts and increases, we believe the net effect could be an 8.5% reduction in CRH's realized rates."
"The underlying ASSUMPTION is that the proposed rules are implemented as is on January 1 2018".
He also believes the changes will hamper CRH's M&A activity.
Let's hope this analyst ( Lennox Gibbs) has decided to be ultra conservative after being comfortable on Friday.
Clarence
Read Answer Asked by Clarence on July 19, 2017
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