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Investment Q&A

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

Q: Hi 5i team, if one has to choose to buy just one of the above, which one will you pick for stability and higher long term growth potential? Thanks for past advise.
Read Answer Asked by victor on September 19, 2016
Q: Hi, As part of a portfolio cleanup I am considering replacing <1% positions in DSG and ESL, and adding some more cash and add a full position in OTC. Does this make sense? With the new purchase of DELL EMC enterprise..I think OTC has positioned itself for growth. Are the liabilities increasing due to this purchase? How does it plan to fund this purchase? Do you think it would be better idea to wait for the benefits/issues due to this purchase to sink in?
Read Answer Asked by Shyam on September 19, 2016
Q: Self driving cars appear to be in our future. Which companies are involved in developing the control systems for such vehicles? If we believe in the concept, are there stocks that you would recommend? I assume Magna (which you seem to like) will certainly be involved in general parts supply. Do you know if they are involved in the controls as well.

Thanks for all you do.
Read Answer Asked by David on September 15, 2016
Q: Hello, if you had to choose between these 3 companies for US technology exposure, which one would you select? This is for the long term (>3 years). Thank you, Gervais
Read Answer Asked by Gervais on September 13, 2016
Q: Hi 5i Research team, I have a long term horizon, and more of a growth oriented investor profile. I prefer to well understand the companies I invest in. The technology sector represents a challenge for me in terms of software products, competition, rapidly changing conditions, obsolescence, variety of software portfolio, etc. So I would like to built a sector exposure based on a few companies instead of using an ETF. Based on reading 5i Research, I am thinking a combination of CSU, KXS, GIB.A, OTC, ESL, DSG, TCS, SYZ,SH. Do you agree with this strategy? Would you include some other companies in this list or replace some? In what order would you rank them in terms of total return potential over long term and overall quality? How many of them would be enough? Would you suggest another weighting than equal weight (2% each)? I also need criteria to manage this group since my understanding won't be up to par. How will I know when to sell, or when to over or underweight in some companies? I would not want to react too strongly to short term events (quarterly results). How would you suggest I implement this strategy (buying strategy)? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
Q: I need to increase my weighting in the "Technology" space and currently own equal weightings of AVO, MDA, OTC, SYZ and WSP. With $50K to spend, would you buy a new company (I am thinking DH Corp or whatever div paying company you recommend) OR would you just increase your stake in one or more of these currently owned companies. I know you have WSP and DH as "Industrials" but can it not be argued that they are "Tech"?
Read Answer Asked by Sandy on September 07, 2016
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