skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, Recent pre release took many of us by surprise. We are reviewing our portfolio position in Savaria (Currently 3.75%). For a Balanced Growth and Income portfolio, you have indicated in a recent response, the right weighting as 2-2.5%. But, 5i Balanced portfolio has 4.24 % weight presently (reduced from 4.5 to 5% earlier due to price decline).
Is your response based on the recent pre announcment of their results ? Are you recommending that we reduce our holding to recommneded weight, all else being same as Balanced Portfolio ? If so, when do you plan to make the change?
Thanks
Read Answer Asked by rajeev on February 22, 2019
Q: Is not 2019 projections significantly better then 2018? A company want to be responsible they are penalized???

“As the timing of the full impact of these cost saving programs is difficult to determine, we believe it prudent to re-evaluate our guidance for 2019. Consequently, for 2019 we are now forecasting revenue of $385 to $400 million and adjusted EBITDA in a range of $55 to $60 million, excluding any contributions from potential future acquisitions.”
Read Answer Asked by fwb181 on February 20, 2019
Q: Is there a "reason " behind SIS announcing its preliminary and un audited year end and last quarter financial results suddenly , which it had never done in the past ? The figures were not that bad when compared to street estmates, though EBITDA was marginally lower . Is something "brewing " for SIS which an ordinary investor is unaware?
Read Answer Asked by Sriram on February 20, 2019
Q: tiffPlease comment 1)SIS's preliminary results announced after market closed today, 2)TFII's acquisition of Toronto Tank lines. 3)RAY.A's Distribution agreement with Telus for 5 new music TV channels. Subsequent 2.49% drop in price today, Thanks foru usualgreatservices & views
Read Answer Asked by Peter on February 20, 2019
Q: What are your thoughts on SIS's premature earnings release with disappointing EBITDA miss and lowered guidance? Also they pointed to less acquisitions and more focusing on getting the house in order. Obviously not good to hear they are struggling in Europe. I have always liked this mgmt and I feel they handled this primarily negative release well and I appreciate their transparency and guidance on how they plan to fix the issues. But what does this mean for a company that has struggled for the last 5 months, are we now looking at another year plus of lowered guidance, less or no acquisitions, restructuring, and beaten down share price? Thanks
Read Answer Asked by Adam on February 20, 2019
Q: Hi 5i, I own CSU,COV,KXS, PLC (-3%), and PHO (-12%), however overall I'm 30% up (thank you), I have an extra 11K to add to my TFSA, would you recommend 1 or 2 stocks to complement my tfsa holdings. I'm 3 years away from retirement, medium risk. Would you get rid of any of my holdings?
thank you
Read Answer Asked by Fernando on February 19, 2019
Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.
Read Answer Asked by Dave on February 13, 2019
Q: What is the estimated Rev & Eps of the above 3 companies. More important,what is 5I's opinions.Thanks for u usual great services & views
Read Answer Asked by Peter on February 13, 2019
Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.

Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Read Answer Asked by Bryan on February 07, 2019
Q: I want to build a 5 stock portfolio in my TFSA (growth stocks, medium risk) Can you please recommend 5 stocks?

Thanks
Luigi
Read Answer Asked by luigi on February 06, 2019
Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris

Read Answer Asked by Chris on February 04, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!