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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: Hello 5i
As I watch several investments plumb new lows, it strikes me that things may have turned and I am unaware.

We have seen 5i exit some names that were originally intended for 5 year hold but today I have to say my investment measurements are lacking when it comes to exit signs.
In some cases, I would get out as the stock price breaks the uptrend but have been ignoring this giving some space for volatility.
Given my experience in finding stock prices equal to zero in my portfolio, I would rather buy stocks that go up.
How does an investor distinguish between a stock going to zero versus one that is just doing the volatility dance and on a temporary path to a short lived low price?

I would rather not be found holding companies indicating 40%, 60% and 80% losses going forward.

Your thoughts on this are appreciated.
Thanks
Dave
Read Answer Asked by David on March 01, 2017
Q: The prospect of some kind of a border adjustment tax remains in the US, and while the market seems to like the other tax proposals, it does not seem to be responding to this risk. I would appreciate your thoughts on what such would mean for the markets, and the best way to defend a portfolio. Certainly Canadian exporters would be at risk, but I would suspect the damage would be much more widespread than that. It would seem to me that it would be highly inflationary, as well as likely to cause various trade wars.
Whether it will or even could happen depends upon which media one reads, but the risk is not zero.
Thanks for your thoughts. Patrick.
Read Answer Asked by Patrick on March 01, 2017
Q: Current thoughts on the Score as a long term hold of 1.5% realizing its a risky play. It is my go to app for sports. In the last month I've noticed a big increase in the amount of advertising space. It's mainly short clips from up coming marvel movies. Even though they are noticeable they don't take away from the sports content.
Read Answer Asked by Richard on March 01, 2017
Q: I have no exposure to oil or gas in my current holdings. From a growth perspective and long term hold (between 7 to 10 years) could you please rate the 4 equities providing a brief description supporting your opinion. Thank you.
Read Answer Asked by Dave on March 01, 2017
Q: Good morning Peter and Team,

I track my portfolio in real-time using Google Sheets, which has the ability to "fetch" a price of a stock or ETF, but not if it's listed on the new Aequitas NEO Exchange. I was surprised when CLU.C started showing up as an error on my spreadsheet, since I didn't realize that iShares moved this ETF from the TSX to the NEO exchange. I contacted the NEO exchange and have copied their answer below in case other members could benefit from this information.

Jerry,

Thank you for reaching out to NEO with respect to market data on Google. Please accept my apologies for the tardy reply. Your email only just came to my attention today.

NEO has been reaching out to Google for many months with respect to making NEO market data available within their platform, but they have been less than responsive. There are no NEO fees for them to incorporate our data, but they have indicated that is not a priority for them. I encourage you to get in touch with them directly to let them know of your experience. We do have real-time data available for you on our Website and are currently reviewing what we can make available with respect to Excel functionality. Here is the link:

https://aequitasneoexchange.com/en/security-detail?q=CLU.C

Hope this helps. Please feel free to reach out with any further questions. We are expecting momentum to build with more NEO listings, so hopefully Google will get things moving soon.

It would appear that there's no real way at this time to automatically "fetch" a price for a stock/ETF that's traded on the NEO exchange. I will email Google and perhaps if others do this as well, the NEO data will soon be added to the Google platform.

Hope this information is of assistance.
Read Answer Asked by Jerry on March 01, 2017
Q: I was wondering if you could expand on exactly what it is Tricon does. Apparently, their new deal will mean that they are primarily in the rental home business. Does this mean that they own thousands of actual stand-alone houses that they rent for the long term and earn rental and perhaps management fees on? Are these houses rent to own or does the term "house" also mean apartment buildings and/or condos? Is there a comparable Candian company that would help me to understand their business model better or is large scale home rental more applicable only to the US?

Paul F.
Read Answer Asked by Paul on March 01, 2017
Q: Hi 5i,
The after hours trading (Feb 28th) on SRPT was ugly following their report. A big miss on expectations but they were expected to lose money and I can’t tell what the expectations themselves might have been based on. I know you may not be overly familiar, as it is a US stock, but can you help size it up? I'm wondering if it is real trouble or maybe an over-reaction opportunity once things settle down a bit. Thanks!
Read Answer Asked by Lance on March 01, 2017
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