Investment Q&A

Q: Hi Peter and staff
Stock hasn't done well since you added it (as long team hold I realize) - thesis still intact and if my weighting is low and have long term view any harm in averaging down?
Thanks for all you do
Dennis

Q: I note that you are selling DH from the 5i income portfolio. Unfortunately I hold DH in my TFSA so cannot claim Capital Loss. In this case, would it be better to hang on for a bit?

Q: Would you choose OTC or CSU today for growth over the next 2-3 years?

Q: Hi Peter and staff
I assume MX is still a good add after the big up in the day before you added it to the. Balanced portfolio?
If so I plan on adding it . Please list the first one below you drop to add some as well as the next suspect to go for it in order and reasoning

AIM
ACQ
DH
DIV
WIN

Thanks for all you do
Dennis

Q: Hello - thanks for your great service! I have 2 questions. The first is in regards to the Balanced Equity Portfolio. I follow it fairly closely and I noticed that you suggest a 5% weighting in each name, however it looks like it has grown from 20 names to about 23 names. Would you then begin each name with a ~4% weighting as opposed to 5%? If so, at what percentage would you trim the weighting? Would it still be at 7% as per previously suggested or would you say 6% if the starting point is about 4%?

My second question is in regards to starting a position in MX. Generally I will add names as soon as it gets added to the BE Portfolio. I saw it had a big run up today. With today's big run up, would you be comfortable taking a full position in it at the closing price today or would you wait for a lower entry point? If so, what would that be?

Thanks again for your great service!

Q: Kinaxis Inc.
Chief financial officer Richard Monkman sold 25,000 shares on Nov. 10. CEO John Sicard sold 10,000 shares at a price of just over $67 a share. The chairman Douglas Colbeth sold 37,500 shares on Nov. 8, and trimmed his holdings by 12,500 shares the following day.

Would you have any concerns here?

Q: can you account for the weakness OVER THE PAST FEW DAYS in SLF, when MFC (MANULiFE) IS UP A SLIGHTLY.

A buying opportunity?

Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C

Q: Has a decision been made regarding the share consolidation been made, I cant find any details? It's tempting to buy more at the current price, From a nice gainer, I'm currently underwater.

Q: Ho Peter/group I have $100,000 of hard earned $ that I would like to preserve the capital as much as reasonably possible. Would you start to build from the income /or balanced Model Portfolios. Also what top 10 holdings would you start with in your portfolio of choice?- Please comment on which portfolio is the highest risk / why thanks

Q: Hi 5i
What do you think of PEO results?

Thanks

Q: Hi Peter, Ryan, PLI has had a down day today. Is there anything happening and is this a good entry position? Do you still believe in this company?

Q: Any explanation s to why TOY is down so much today? I don't see any news on it.

Q: Thanks for your answer on Shopify. Another question: is it too late to jump in? Does it have a competitive advantage?
Is the growth there? Is next year's forward p/e reasonable?
I seem to always jump in at the top. Can't figure out how they can compete with Amazon who dominates the market.

Q: There was a lot of insider buying showing this morning.Is this just normal or are they anticipating good results.Is there information that I missed lately.

Q: Hi Peter and Team,

I am willing to build a portfolio comparable to 5i Balanced Equity Portfolio over the next year / year and a half. Can you please group holding into three or four groups so I will retain diversify throughout? Can you put them in order of which group should be owned first?

CCL and CSU are quite expensive. Can you suggest a substitute with equivalent merits?

Which is it better to have this portfolio in a registered or non-registered account?

Thanks for the great service.

Q: Hello 5i,
I would like to "ease in" your Balanced Portfolio over the next year. Could you suggest me 5 names to start with? Are any of the holdings considered core holdings? Thanks!

Q: Is Kinaxis or Shopify more like the company Amazon? It seems to me that Shopify does the same thing as Amazon? If so,would Amazon just not swallow Shopify? Thanks.

Q: Is there any HARD evidence regarding the actual sale & installation of any DBO systems in China? If so, where & in what cities? My contact in China couldn't verify anything. Thank you.

Q: hi 5i

Patience has been rewarded and I now am up 25% on Trevali ($1.35). I see a few price targets at the current price. Do you think there is further gains to come?

Also could you list a few potential tax loss buys from each portfolio?