skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My position in BCE has crept up to almost 8% of my portfolio which feels a bit high. Its currently trading within 5% of the 52 week high so I am thinking of reducing the position a bit (to around 6.5%). I would like to replace the yield, div growth and risk profile. I was thinking of adding to my BEP.UN holdings (now at about 3%). My telecom total holding is now at 10.5% and my Utilities/Industrial holdings are about 12%. My Brookfield company (BIP.UN and BEP.UN and BPY.UN)holdings represent 13% now. Your thoughts on this move please. Many thanks
Read Answer Asked by Gary on October 19, 2015
Q: Hi 5i: With PHM shares under $0.60, their market cap is down to about $200M. Isn’t that roughly equivalent to their annualized revenue guidance based on their expected run rate at the end of the current calendar year? My understanding is that, but for their acquisitions-related expenses, their underlying business has been operating profitably for some time. Have I got that wrong? It seems like some very significant upside potential is being compressed within this story. I understand that it is a ‘show me’ story since the management changes and insider shareholdings shuffle. I also understand that there is some shifting of the balance toward organic growth opportunities and possibly less dependence on acquisitions in the plan to maintain the growth profile going forward. I see the big question (and risk) as whether the new management can deliver on its promises, to at least maintain the growth level achieved by the prior management. If they can deliver on the numbers guided to, wouldn’t PHM also be on its way to becoming a very compelling ‘value’ investment? Thanks!
Read Answer Asked by Lance on October 16, 2015
Q: Hello, I have owned Boston Pizza for about 2 years and while I like the dividend the stock is down about 15%. If you were going to stay in the same sector, would you stick with Boston Pizza or switch those funds to A and W? Thanks for continued great service. Bill
Read Answer Asked by Bill on October 14, 2015
Q: Hi Peter and team,

Of the following stocks that I currently own: GXI,CSU,AVO,WSP,IPL and XSR; how would you evaluate their status as to long term holds given the fact that GXI,AVO, and XSR are down approximately 33% - 46% ? What replacements would you otherwise choose?

Much thanks,
Dean

Read Answer Asked by Dean on October 14, 2015
Q: What two stocks would you recommend from the Growth Portfolio as having the greatest potential returns over the next two years?
Read Answer Asked by Larry M. on October 12, 2015
Q: Hello, I've been buying a few stocks from your growth portfolio per month since its inception and now have half. The 11 I don't have yet are:

AVO, CDV, DHX.B, GXI,KXS, BCI,LMP, PEO,PUR, QHR and TC.

I can afford to buy 4 of these this month. Which 4 would you suggest?

Best,

Carla
Read Answer Asked by Carla on October 12, 2015
Q: I have not completed filling out the model and income portfolios. I would appreciate it if you could suggest the top 5 to purchase now in each portfolio based on a risk/reward analysis.

Thanks again.
Read Answer Asked by Cyril on October 09, 2015
Q: I am re-balancing my portfolios this week and wondering which 6 stocks from the Balanced Equity model portfolio would be your top picks at the moment? Let's assume 3-5 years time frame here.
Thanks.
Read Answer Asked by Michael on October 09, 2015
Q: In reviewing the growth portfolio the biggest winners are kinaxis and tucows. On your theory of averaging up not down if not owned would these be the two to buy or go with the few showing a small profit ie dhx media and element financial or any other that you woukd prefer at this time.
Read Answer Asked by Helen on October 08, 2015
Q: I view of a potential sale, is this a proper time to acquire more
Read Answer Asked by Rick on October 07, 2015
Q: Hello,

Is adding to GXI now like the proverbial catching a falling knife?
Do you still like it?

Thanks
M
Read Answer Asked by Marios on October 07, 2015
Q: What do you think about the possible sale in the news
Read Answer Asked by Imtiaz on October 07, 2015
Q: Hi guys,
Loving the nice bump today but can't see why it's up so nicely. Do you have any news? Thanks!
Read Answer Asked by Kate on October 07, 2015
Q: Hi 5I team. Do you think the outperformance presently of Tucows and Kinaxis is correlated to their sector or are they possibly the outliers in the growth portfolio? Thank You
Jeremy
Read Answer Asked by Jeremy on October 07, 2015
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!