Investment Q&A

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
  • View ITC Profile
  • View Questions on ITC

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.

Upvote 0

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

• Knight Therapeutics Inc. (GUD $6.48)
  • $6.48 Cap: $642M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD
• Exco Technologies Limited (XTC $6.58)
  • $6.58 P/E (TTM): 10.56X Cap: $253M
  • View XTC Profile
  • View Questions on XTC
  • View Reports on XTC

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

Upvote 0

Read Answer Asked by john on March 03, 2017

• Premier American Uranium Inc. (PUR $1.05)
  • $1.05 Cap: $35M
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR

Q: Why is Pure not trading this morning,do you still have confidence in this position

Upvote 0

Read Answer Asked by James on March 03, 2017

• Sylogist Ltd. (SYZ $7.78)
  • $7.78 Cap: $186M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

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

Upvote 0

Read Answer Asked by Marty on March 03, 2017

• ZCL Composites Inc. (ZCL $10.00)
  • $10.00 P/E (TTM): 23.2X Cap: $305M
  • View ZCL Profile
  • View Questions on ZCL

Q: Hi guys,
Is zcl a buy today? I've heard it's a great company but to expensive.

Upvote 0

Read Answer Asked by Debbie on March 03, 2017

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
  • View TNC Profile
  • View Questions on TNC
  • View Reports on TNC
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO

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

Upvote 0

Read Answer Asked by Peter on March 03, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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?

Upvote 0

Read Answer Asked by Jack on March 03, 2017

• Element Fleet Management Corp. (EFN $36.09)
  • $36.09 P/E (TTM): 27.02X Cap: $14.70B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• ECN Capital Corp. (ECN $2.89)
  • $2.89 Cap: $796M
  • View ECN Profile
  • View Questions on ECN

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

Upvote 0

Read Answer Asked by Antoine on March 03, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Donald on March 02, 2017

• North West Company Inc. (The) (NWC $50.43)
  • $50.43 P/E (TTM): 18.25X Cap: $2.42B
  • View NWC Profile
  • View Questions on NWC
  • View Reports on NWC

Q: can you give me the reporting date for last quarter& expected earnings do you agree with estimates

Upvote 0

Read Answer Asked by neil on March 02, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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!

Upvote 0

Read Answer Asked by Michael on March 02, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

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

Upvote 0

Read Answer Asked by Eric on March 02, 2017

• Enghouse Systems Limited (ENGH $22.52)
  • $22.52 P/E (TTM): 15.78X Cap: $1.25B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $191.87)
  • $191.87 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

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)

Upvote 0

Read Answer Asked by petra on March 01, 2017

• Evertz Technologies Limited (ET $12.08)
  • $12.08 P/E (TTM): 15.36X Cap: $920M
  • View ET Profile
  • View Questions on ET

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.

Upvote 0

Read Answer Asked by Alex on March 01, 2017

• Evertz Technologies Limited (ET $12.08)
  • $12.08 P/E (TTM): 15.36X Cap: $920M
  • View ET Profile
  • View Questions on ET

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

Upvote 0

Read Answer Asked by Mike on March 01, 2017

• Premier American Uranium Inc. (PUR $1.05)
  • $1.05 Cap: $35M
  • View PUR Profile
  • View Questions on PUR
  • View Reports on PUR

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.

Upvote 0

Read Answer Asked on March 01, 2017

• Kinaxis Inc. (KXS $191.87)
  • $191.87 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Dont own this yet.Buy today ??

Upvote 0

Read Answer Asked by blake on March 01, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: In the 3 portfolios, please tell us the companies that sell us drips at a discount?

Upvote 0

Read Answer Asked by William on March 01, 2017

• Alimentation Couche-Tard Inc. (ATD $69.69)
  • $69.69 P/E (TTM): 18.77X Cap: $66.08B
  • View ATD Profile
  • View Questions on ATD

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

Upvote 0

Read Answer Asked by Peter on March 01, 2017

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
  • View TNC Profile
  • View Questions on TNC
  • View Reports on TNC

Q: Hi All at 5i!! Should we be selling Tio Networks now or wait a bit? Will you let us know when you think it is the right time to sell? Thank you for your help. Tamara

Upvote 0

Read Answer Asked by Tamara on February 28, 2017