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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: I patiently hold AVO (at an approx 20% loss) and see that it is still maintained within the growth portfolio. You've mentioned previously that it is a frustrating name. What would it take to lose your interest? Is there any sign(s) that it will begin to behave better or should I be prepared for a long, patient wait with this name? I like the space that it is in and can't see why it doesn't perform better.

As always, I appreciate you insight.
Read Answer Asked by mike on August 08, 2016
Q: Could you please provide your top 5 picks from within the 5i watchlist that have committed to share buybacks.

Thanks for your excellent service!
Read Answer Asked by dan on July 15, 2016
Q: Hi 5i team

I am transitioning my stock port to more look like your balanced growth one. I have MG as of today plus BNS,ENB ALA HR.UN , BEP.UN, AAPL DIS GOOGL NA IGM TD G SLW THO SU CPG POT and very small amounts (under 1% ) in a few dogs TV AVO ESN. Any point in dumping TV and/or AVO at 50% loss? I am over 20% cash and would like your suggestion on any other sells plus which names from your list to consider adding.

Thanks a lot
Read Answer Asked by Greg on June 30, 2016
Q: Much has been written about Mr. Fernandes and his "unique" management style. I am wondering if you know him and the company well enough to answer this question. It is starting to look to me like this company may be a vanity project for him. I am all in favour of sepnding on R & D but is there any way of knowing the type of projects they are working on and whether all this research might yield profitable results one day? Is he integal to the company to the extent that his absence would leave an unfillable void? The bottom has fallen out on this stock despite a less than stellar quarter which suggest there are still a lot of believers out there.

Paul F.


Read Answer Asked by Paul on May 13, 2016
Q: I want to add one maybe two positions to the Industrial sector. I currently own CNR and RBA. I am considering KBL vs AVO for one of the new positions. I have sold AVO two times already because of frustration with the stock performance. I think AVO has more growth potential, but I like the steady performance of KBL excluding the latest correction. Should I take another swing with AVO hoping third time will be profitable or go with KBL or take positions in both? Please help me decide. Thank you
Read Answer Asked by Richard on March 16, 2016
Q: Wondering what you think of the latest report. They beat rev and eps but net income was down due to the US plant and USD debt. Their 2016 projections are consistent or above estimates for the year when you convert them back to CAD, since they are going to report in USD from now on apparently. Anyways, what do you guys think? Could it actually go up for once?
Read Answer Asked by Bryan on March 02, 2016
Q: I see that AVO is setting up an Investor Rights provision in case of unsolicited takeovers. Maybe I'm a cynic, but I find a concern about shareholders from this company out of character, to say the least. I would love to see an unsolicited bid or an activist investor get involved right now. Is this for real, or are they just increasing the chocolate ration? I'd appreciate your opinion.
Read Answer Asked by Roland on January 14, 2016
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