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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: We are a retired couple relying on investment income after a number years of dismal results from "wealth managers". Our portfolio is likely overly aggressive with about 80% in equities and would like to move toward safer ground in 2018 focusing on companies that will be less impacted when the inevitable correction occurs. Your company review metrics include a rating based on recessionary earning and I would be very interested seeing a report of 5i coverage that includes not only the overall company ratings but all the subsequent parts.
I would also very much appreciate a few names that you feel appropriate given our circumstance and general comments. I have started a list of (flight to safety) equities that thus far includes RSI, SIS, T, GUD, FNV, ENB, TD, L. V, BA,
New site looks great and we really appreciate having real pro's to gather market insite from. Keep up the great work!
Read Answer Asked by Robert on November 14, 2017
Q: I'm thinking about adding a gold producer, currently I have no exposure to the sector at all. Do you have any names that you're comfortable with?
Read Answer Asked by Peter on November 14, 2017
Q: would you comment on a small speculative buy of this co. versus -APH, WEED, AURORA or other. please put into order of preference. thanks
Read Answer Asked by Peter on November 14, 2017
Q: Hi 5i,
My NVDA has doubled since buying ealier this year (thanks!). Do you think I should sell half to buy some INTC now that they are getting into the GPU market as well? (I also hold TXN, PHO in the chip space and many other tech names so am quite diversified). I am just wondering if INTC might have better growth rates than NVDA or if NVDA is a bit priced to perfection right now.

Thanks!
Read Answer Asked by Wayne on November 14, 2017
Q: On your Sept 25th response to my question about AQA you noted that they need to raise cash in order to finance development and you would like to see more insider ownership.
If I understand Aquilla's Nov 9/10th press releases they have now raised some cash. Do you agree and do you think $10 million will be sufficient for the next 12 months or will more money be needed in the interim?
Has insider ownership changed? Is OBL considered to be an insider now that they have one board seat and 14% ownership stake?
They note in their press release that project is "high grade polymetallic". Do you think this is an overstatement? I always thought they had a low grade deposit. The market capitalization is somewhere around 70 million dollars which seems about right to me. If it was higher grade I would have thought the capitalization would have been higher.
Thanks
Jim
Read Answer Asked by James on November 14, 2017
Q: Following up on recent questions about PTE.
I am also very surprised by the share price weakness. Since hitting a high of $1.50 it has continued its growth path, paid off debt, signed record sales deals, had coverage initiated, been featured on several subscription services, and been subject of discussion on market call numerous times. Yet the stock seems to have lost its steam.

I realize being discussed on BNN shouldn't be a metric but it seems like PTE was on the brink of being 'discovered' only to have the stock price decline while the company continues to perform.

Are you able to comment on any recent institutional or insider buying/selling?

Thanks.


Read Answer Asked by EVAN on November 14, 2017
Q: A while ago you had an article on various pair trades. One of them was short MAT and go long TOY. I was already long TOY so added MAT as a short as I wanted to add a little downside protection to an otherwise balanced portfolio. It was working for a while until the merger/takeover talk. Should I cover my short on MAT, or wait to see if the deal goes through? Do you see MAT raising further in price if the deal goes through?
Read Answer Asked by Steven on November 14, 2017
Q: If you were to add 3 positions to a well diversified Portfolio, which of these 10 would you choose.


Thanks Valter
Read Answer Asked by Valter on November 14, 2017
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