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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, would like your opinion on psi going forward.
Is it a service company only for oil and gas,or is it also diversified to other sectors? How about debt and management?
Would this be a good tax loss candidate as I’am down 35%, then buy back, or would you stay out of the sector. I also have Vermillion ,WCP, SPB at 5-6% of portfolio
Thanks

Read Answer Asked by Brad on October 21, 2019
Q: hi folks

psi - anything to be concerned about - or is the weakness simply 'the industry it plays in?

lnr - whipping boy or what? profitable, well run blah blah blah.........weakness simply due to auto cycle? or lack thereof?

comments please

thanks

Read Answer Asked by Robert on August 12, 2019
Q: Pason Systems has been currently trading below $18 mark and its close to hitting its year low. Do you think it is a good value buying opportunity?
What are the risks you foresee for this company?
I recently read form company website and that they are also exploring new sectors (non-oil) such as power, etc. Whats your view on that and how significant are they or how capital intensive are they. Will these new business lines change the revenue mix (away from oil) significantly ? If you can throw more light on these new initiatives it would be helpful. Thanks.
Read Answer Asked by Sridhar on July 22, 2019
Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.
Read Answer Asked by Larry on May 23, 2019
Q: Hello,
I just read your report on this company and have a few questions:
- Revenue from 2014 to 2016 went down substantially (from $500M to $160M), should we expect the same correlation to oil price going forward in case of an oil downturn or was there more to it at that time ?
- Are their customers mostly low cost producers ?
- Would you consider EDR as a long term competitive advantage ?
- You mentioned long term contracts in your report. Would you know if they are for a considerable portion of their revenue and how long and guaranteed are they ?
- Is the insider ownership related to the founders? Are they managing the business?
- Any idea why the stock did not recover with the oil price ?
I have had bad experience with oil servicing cmies in the past. I am tempted to take a position but worry about the downside if oil price is going lower. I will do more research but I always appreciate your comments ! Would a 4% position be too high ? Thank you
Read Answer Asked by Pierre on May 14, 2019
Q: Consider the following ETF portfolio and associated weightings:
ZSP 20%, ZWH 5%, ZDV, 5%, SDIV 5%, BOTZ 5%, XT 5%, DGRC 20%, ZRE 5%, ZDH 5%, VEE 5%, VAB 10%, XSB 10%, TCSB 5%

The question has to do with SDIV. Given poor performance of SDIV, I am contemplating switching SDIV to PSI (Invesco Dynamic Semiconductors ETF); would 5i support this move? Or would you rather I add to one of my existing ETF positions, or can you recommend another ETF altogether?

Thank you.
Read Answer Asked by Walter on April 08, 2019
Q: Good Afternoon 5i,

I'm looking for companies that have little to no debt, high growth in Canada or the USA.

Some companies I hold include (which I believe meet this criteria): SHOP, KXS, NVDA, SQ, MU, GOOS.

Can you provide a few more that you like that meet this criteria?

Thanks!
Dave
Read Answer Asked by David on March 12, 2019
Q: Hello 5i,
In the questions Oct 11, ,many of them included a concern of the amount of cash held in the income portfolio. Wasn't there already a suggestion of buying AD and PSI and thus reducing the amount of cash held?
Stanley
Read Answer Asked by STANLEY on October 12, 2018
Q: Hi Peter and Staff

I have had several energy “related “ stocks over the years , most have left a sour taste - In my “basket “ representing a small % of my portfolio I still have HWO, SES, CEU and TDW . If I add PSI I will drop one of the above . Please deduct credits as you see for but with some detail tell me which one versus the others
Thanks for all you do
Dennis
Read Answer Asked by Dennis on September 21, 2018
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