Investment Q&A

Q: Any reason for today's decline and is this an opportunity to add to my position ... My average cost here is 18.50

Q: I hold SPB. What do you think of the Canexus buyout from an SPB perspective? Thanks, great to have you folks advising.

Q: Hi guys,
When are the September 30 portfolios going to be posted to the website?
Thanks

Q: Hi Peter, please comment on Pure, its back to 2013 levels and has had a rough week. We're looking to enter it if you still like it and can't see any news on the decline except for market weakness. Thank you, Paul

Q: I know that in the context of the broader market being horrendous that many equities are down. But pur has been putting in new lows and insider selling is very high. My instinct is to take a loss and move on yet you still hold this in your growth portfolio. How has your confidence level on this one changed in the last month?

Q: I follow the balanced equity portfolio. I would like to understand when you make the changes indicated for the month's theoretical portfolio, and when that information is available on the Website.

For example, the July portfolio indicates the following changes: "July 2 shares of CSU and bought 30 shares of BIN, sold FM". When where they done in July, and when is the information available to 5i members?

Thanks,
IF

Q: I believe you've suggested around a 25% allocation to your growth portfolio while also suggesting 20 stocks overall for diversification. With that said would you say selecting 15 stocks from the balanced equity portfolio and 5 stocks from the growth portfolio would be a sound strategy for a young investor that doesn't need the income from the income portfolio? This is assuming diversification across sectors. A etf like VXC or XAW would be added for international exposure. Cheers

Q: This small cap is down significantly! Worthwhile to hold though for 2-3 year time frame. Thanks for your valuable input.

Q: Hi Peter and Team,

I am interesting in building a diversified portfolio and am looking to invest using your balanced equity portfolio as a foundation. I like the idea of owning 20 to 25 good, quality names and am thinking to eventually build up to a point where I have a similar allocation breakdown as your model portfolio (balanced equity), with maybe a bit in growth eventually as well. I noticed that AYA has gone up a lot today on the news release. Is this a good time to take a position in that, or are there a handful or so of other names that you would recommend getting into at this time to start building up my portfolio?

Also, would it be best to purchase a 5% equal stake into each name - as per the portfolio section of your website - or closer to the allocated amount in your pdf report section?

Thanks for your time!
Mike

Q: Hello 5i Team,

What are your thoughts on the recent resignation of director Chris Gardner? The stock is off by 12% today on the news. Is the news simply shaking investor confidence or is there a fundamental change here?

Thanks!

Q: Hi my earlier question was not answered. What replaced FSV in the model balanced portfolio when it was sold in April. ( I think)

Thx Blake

Q: With all of this selling, looks like a good time to chip away a some of the Names on the Balanced Portfolio.

Which next 5 would you recommend at these prices in order?

Already own CSU, CGX, BNS, AYA, ENB, CXI, WSP, BIN, SYZ.

Q: any idea what caused the large drop today

Q: Today Element Financial has gone down 4.5%. Why? Any bad news triggered the volatility. Please comment. Is it a good price to buy？THANKS

Q: First thanks for your service...i was fortunate enough to have made a profit from your balanced portfolio so took the profits in cash... and have sat on the cash until now...i believe that the market is capitulating so would like to redeploy this cash...i was in etf's prior to becoming a member and in a situation like this i could deploy that cash in the underperformers, thus selling high and buying low...now with most of my investments in your balanced and growth portfolios does it make sense to deploy this cash component in the underperforming stocks in the balanced portfolio

Q: I'm a little confused? I noticed in the Summary portfolio there are stocks that are not in any of the other portfolio's and visa-versa... I would like to copy (buy) all the stocks you have recommended for a blended portfolio; do you recommend that I include buying the stocks in the summary that are not listed in the other Portfolio Models?? Thanks

Q: What do you guys think about kinaxis? I know it has a strong balance sheet and no debt. However, is this one of those stocks that are "always expensive"? I am not sure how fragmented the supply management business is and if kinaxis can benefit from it. Are the profit margins good?
Thanks guys keep up the great work!!

Q: We are looking to park a significant amount of cash for a year or so. What are your recommended investment options for security of capital with maximum interest return ?

Q: Is the sudden departure of the CEO a negative or no big deal?

Q: I'm gradually transitioning more and more of my portfolio, so as to mirror your model and growth portfolios. Which companies in each of those portfolios would you see as the best buys at this time? My portfolio is relatively well balanced, but I'm a bit heavy in financials and technology. I'm under weight in energy and materials, but a bit nervous about adding in those areas at this time. Thx for keeping me sane during this tumultuous time in the markets!