Investment Q&A

• Liminal BioSciences Inc. (LMNL)
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Q: Hello. How does the 5I team rate the quality of the management of PLI? Has PLI also given any indication of product releases for 2017 given that their drug tests favourably in all tests and has orphan drug status?
Thank You
Clarence

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Read Answer Asked by Clarence on March 06, 2017

• Intrinsyc Technologies Corporation (ITC)
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Q: I am looking to add a growth stock to my TFSA. I was looking ITC as a possible candidate but I noticed quite a bit of insider selling in November last year. My overall portfolio is reasonably well balanced. Do you still like it or do you currently favour something else?

As said many times before, thanks for your great service.

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Read Answer Asked by Danny-boy on March 06, 2017

• Knight Therapeutics Inc. (GUD)
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• Exco Technologies Limited (XTC)
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Q: Hello Peter and 5i team,
Grant money for our grandson's RESP just came in and we are thinking of adding to GUD or XTC. We could also hold it in cash for now. We would appreciate your opinion please. Thanks

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Read Answer Asked by john on March 03, 2017

• Premier American Uranium Inc. (PUR)
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Q: Why is Pure not trading this morning,do you still have confidence in this position

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Read Answer Asked by James on March 03, 2017

• Sylogist Ltd. (SYZ)
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Q: Good Morning
Do you have any insight in the spike of volume in Sylogist today? It has been extremely week in 2017
Thank you

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Read Answer Asked by Marty on March 03, 2017

• ZCL Composites Inc. (ZCL)
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Q: Hi guys,
Is zcl a buy today? I've heard it's a great company but to expensive.

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Read Answer Asked by Debbie on March 03, 2017

• TIO Networks Corp (TNC)
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• Photon Control Inc. (PHO)
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Q: Doubled my money on TNC, thank you kindly. I do not have PHO,ITC,or GPS. You have advised all as replacements. Could you place them in order of preference please, and explain why.
Thank you
Peter

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Read Answer Asked by Peter on March 03, 2017

• Miscellaneous (MISC)
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Q: I am new to 5i, and investing based on the Balanced Equity Portfolio. Some of the companies in the portfolio have B and even C ratings. Why are they here if A ratings are the best? It seems to me I should get the best performance if I only invest in the A rated companies in the portfolio. Or am I wrong?

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Read Answer Asked by Jack on March 03, 2017

• Element Fleet Management Corp. (EFN)
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• ECN Capital Corp. (ECN)
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Q: Hello 5i team,
Instead of collapsing EFN into ECN as per your note,I was thinking of keeping both but on an equal weight basis. Your comments are most appreciated.
I usually follow your suggestions, except once when you exited FSV in March 2015, post split; I kept both and had an average return of 90%.
Keep up the excellent work because I count on it. I'm 74 years old and when my brain power will eventually slow down like my creaky bones, I will have no choice but to "blindly" follow your advice.
Kind regards,
Antoine

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Read Answer Asked by Antoine on March 03, 2017

• Miscellaneous (MISC)
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Q: 1) i am a little bit confused , is the growth portfolio = the summary
2) you said that you have trim ` SHOP (shopify) ` but dont see this stock in either portfolio (balanced, income or summary )
3) you added BSM TECH (gps) but again dont see in either portfolios
4) suggestion: when you add or delete a stock IT SHOULD BE REFLECTED IN THE PORTFOLIOS AT THE SAME TIME
THANKS

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Read Answer Asked by Donald on March 02, 2017

• North West Company Inc. (The) (NWC)
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Q: can you give me the reporting date for last quarter& expected earnings do you agree with estimates

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Read Answer Asked by neil on March 02, 2017

• Miscellaneous (MISC)
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Q: Hello, there - I currently own all the names in the Balanced Equity portfolio and a full position in Shopify. I will be adding a little bit of new money into my portfolio this month and am looking to either purchase another full position or 2 half positions. What would be your first and second top ideas with a growth tilt (excluding names from the BE portfolio and Shopify). Thanks!

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Read Answer Asked by Michael on March 02, 2017

• Miscellaneous (MISC)
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Q: Hi Peter,

Due to some poor planning on my part, I ended up putting some high growth stocks (i.e. SHOP, PHO, HWO, CRH) in my non-registered account, while my TFSA has most of the stocks in the balanced portfolio. Should anything be done to shift the stocks, or should I just stay the course?

Thanks

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Read Answer Asked by Eric on March 02, 2017

• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: My long term hold of ENGH has done very well. Would you endorse trimming some and putting into KXS at this time? (I have a very small position in KXS already)

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Read Answer Asked by petra on March 01, 2017

• Evertz Technologies Limited (ET)
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Q: How do you see Evertz' quarter? Market isn't happy and I'm tempted to sell for a small loss and move into something else, unless you think the company remains solid and a very good long term hold. Thank-you very much.

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Read Answer Asked by Alex on March 01, 2017

• Evertz Technologies Limited (ET)
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Q: Hello 5i,
I notice that ET is halted pending news and that today is the Q3 conference call - at least they say it is on the website. Just out of curiosity, how long does the average c.c. last? Having never listened to one I have no idea if there even is an average. Just curious.....
Many thanks!!!
Cheers,
Mike

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Read Answer Asked by Mike on March 01, 2017

• Premier American Uranium Inc. (PUR)
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Q: PUR continues to slowly drift lower. I believe next financial release is March 9. Do you foresee positive results and some good things for the stock? I'm about even with the stock and am considering moving on to something more attractive, like PHO or ITC. Your comments please.

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Read Answer Asked on March 01, 2017

• Kinaxis Inc. (KXS)
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Q: Dont own this yet.Buy today ??

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Read Answer Asked by blake on March 01, 2017

• Miscellaneous (MISC)
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Q: In the 3 portfolios, please tell us the companies that sell us drips at a discount?

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Read Answer Asked by William on March 01, 2017

• Alimentation Couche-Tard Inc. (ATD)
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Q: Atd.b is buying marketing operations in Denmark from shell,& stock down 1.68%.Please advise eps & revenue for quarter coming out on Mar 14 & will it reflect the acquisition of CTS.Is it time to buy?Appreciate u normal great services & views

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Read Answer Asked by Peter on March 01, 2017