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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: Peter and His Wonder Team
Recently CDI was bought for $8.25 by a private company to close this quarter. For several weeks it has been trading between $8.20 and occasionally touching $8.25. Today on heavy volume of 837K it traded as high as $8.32. I did not think it would go above the purchase price of $8.25. What do you think is happening here?
Thanks for your speedy reply and great service!
Dr.Ernest Rivait
Read Answer Asked by Ernest on August 16, 2017
Q: While working at buying into 5i investment methodology - invest long enough to see profits grow and stock prices to follow - I find my 5i sourced holdings negatively hitting my portfolio value.

I have to ask, what is the role of 5i and its methodology in preserving capital and/or helping to avoid investment losses?

In reading 5i answers, it is often noted that stocks need 5 years yet I am starting to see this as a way to avoid sell recommendations.
I read from you, HR is a good investment for income so I hold with a profit only to now see a price decline and profits change to losses.
I read from you, CGX was sold from 5i portfolio "but does not need to be sold". Now we are down substantially.

When you write, a stock is expensive, the stock is already up +% in the year, should this be taken that even though you write you are okay with a buy, a smart investor will not purchase as this time - decline is likely. Many of the stocks I have purchased with positive inference from 5i, are now down 20% (sometimes in one day).

I write this as I must determine where 5i fits in investment efforts. My 5i Stock losses have mounted through the past couple months. I need to find a way to interpret when 5i sentiment toward a stock really changes and not wait until the stock is slowly backed away from by 5i.

So, how does one differentiate between, a good Buy recommendation and 5i being positive on a stock but there is a great likelihood the stock price will decline? I am not please with reading positive remarks only to see investment profits disappear or losing 20% within days of a purchase.

Is there something in your words that should be interpreted to help me protect my gains and Capital and/or avoid losses within days of buying a recommended investment?

Thanks
Dave
Read Answer Asked by David on August 16, 2017
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