Investment Q&A

Q: I'm an income investor who purchased 5000 shares of ECI at $16.57. As I am holding about 7% of my portfolio in ECI, I am wondering if now is the time to sell half of these shares and invest in some real estate as this is an sector I don't have any holding in.

Q: Would appreciate your analysis of Superior's third quarter financials.
Thank you.
G

Q: Hello 5i Team,
Could suggest an ETF for each Canada, USA and international that would as closely as possble mirror the methodology used to contruct the balanced equity portfolio?
Thanks
Dave

Q: I'm currently 50% in cash (although understandably I shouldn't be). I am contemplating allocating 70% of my entire portfolio to the Balanced equity model to represent Canada and the remainder (30%) to Vanguard's total market US market ETF - VUN.TO. In the past I have tried to stock pick myself using some suggestions from this site and have not come anywhere close to the performance you have achieved with the Balanced Equity model. What is your opinion on the 70% CAD market and 30% US market allocation? Thanks!

Q: Hi 5i team, I would like to know more about your investment thesis on Dbox Technologies, one of your growth portfolio stock. It seems like there's growth ahead for them, so I am looking to buy half a position for now, and wait to see if it pulls back even further. Also, do you plan on publishing a report on it in the future? Much thanks.

Q: Hello,

Do you have any comments or feedback on AEM's third quarter numbers released after the market close last night?

I hold a 5% weighting in my portfolio and wonder if its a hold, or to look at other names in the gold sector.

Thanks

Q: Many analysts are now advising building up positions in the lifecos in anticipation of a Dec fed raise. Obviously, these names have performed well over the last month and this is somewhat built into the valuations. Fortunately, I had sizeable positions in PWF and MFC before the run. Trying to buy more of any on a pullback but this may not be possible. Would you advise adding to any of these three names at these levels?

Q: Just curious if you had any idea why the share price is so low and if now would be a good time to get in??

Q: Q: I plan to have a portfolio which is good for one year, five year and ten or more years. My objective is to have good growth, capital appreciation with moderate risk. Capital preservation over three years in spite of high short-term volatility will be fine. Please tell me what you think of a portfolio I am considering putting together consisting of V-N, UNH-N, WFC-N, NFI-T, FB-O, AMZN-O, GOOGL-O, KXS-T, ENB-T, CN-T, CJT-T, BYD.UN-T. Your thoughts on how this may compare to the BE portfolio performance, volatility, Saftey. Equal weights would be purchased. I invite you to make any changes, additions, deletions? I will appreciate if you place these stocks from high to low priority.
I apologize if I am asking too much. Thank you.

Q: Regarding the question about selecting half of your balanced equity portfolio, you mention ‘confidence ‘ ‘over the long term’ for stock like TOY and CXI over much bigger BNS and T ..
I’m not certain to understand ..do you mean confidence in over-performance over a longer period..at the risk of higher volatilty/risk ? Is it much better to buy the complete portfolio ?
thanks for the good work !

Q: I own a little more than half the stocks in your balanced portfolio. Would it be possible to list which of these twenty names you consider better than the others? For example, if you were forced to cut half the names, what would be left based solely on the merits of each individual stock?

Q: Hi 5i: I recently bought som33 PUR, only to see it drop nearly 20%. Has the story changed at all recently, or should I just hang on?

Q: Hi Team,
Can you please let me know when Shopify next reports earnings and what the revenue and earnings (loss) expectations are please?
Thank you.
Michael

Q: Is there some news that I am missing? What's happening with New Flyer?

Q: Can you tell me what you think of a portfolio I am considering putting together consisting of some 5i all stars. Your thoughts on how this may compare to the BE portfolio performance, volatility, Saftey. Equal weights would be purchased. Sis, Syz, Zcl, toy, Pbh, Sh, Tnc, Esl, adw, Kxs, Gud, Rrx, Wcp, Cxi, Csu, Pli, xtc, Crh, sgy, Otc, Dbo, SJ. And a bank of you choice. Would you make any changes? If you don't think this would outperform then it will be the BE portfolio.

Q: Hello 5i
FSZ has been marking time since its run up earlier this year.
Do you feel this is a good "value like" entry point?

In light of the recent acquisition, have you heard or is there indication of how the purchase will be funded.......a share issue expected?


Looking to purchase for excellent dividend and 3 to 5 year growth prospects, 3% wieght in a conservative / diversified portfolio.

Thanks
DAve

Q: Hi 5i,
Could I please get your thoughts on Loblaw, I was thinking of adding to my position or would you wait for further pull back.
Thanks David

Q: I am somewhat concerned about the negative momentum for the last couple of months. I understand there are concerns about food cost deflation and perhaps the ongoing price competition investigation. I also know that you like Loblaw because of the Shoppers earnings growth potential. Should I continue to hold or should I sell. I purchased at $72.00 today down to $66.00. Is there more downside to the stock going forward or do you see this as just a temporary set back and perhaps cycle rotation? Besides Loblaw, I own Premium Brands in the same sector and have done very well with it.

Thanks for your help.
Joseph

Q: SJ---report date. It was a top pick plus a recommendation on BNN this week. ZCL---report date & estimated revenue.It was also a top pick and a recommendation this week on BNN, Appreciate your usual great services & views.

Q: HI Peter... I hear that an old Hedge Fund manager that blew up in the 08 meltdown is back and for some reason is being very critical of IT. Do you have any knowledge or advise as to why we are getting beaten down so much. Closed down at the low of the day.