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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: Could you please recommend some small/mid cap stocks with good growth prospects, a reasonable valuation and insider ownership that you would be comfortable taking a position in at this time. I am interested in PKI and GUD if you feel those fit the above criteria but I am also interested in you input on any others. Thanks! - Rob
Read Answer Asked by Rob on August 29, 2017
Q: Re: Aug.25/17 comment from Bob on SIS big volume. This is where Technical Analysis/Stock Charts may play a role looking forward & backward combining the fundamentals. The stock has corrected roughly 30% from a high of 17.55 to its current low of 12.04. Simple charting platforms such as Moving Averages-Bollinger Bands-Relative Strength Index-MACD might of helped to find a bottom & choose an entry point.Could you tell us the size of the block trade & the price.
This could tell you where institutions are prepared to take a stand. The stock looks somewhat clean now & may return to its upward momentum. Regards: Ken
Read Answer Asked by Sue on August 28, 2017
Q: What would your top 4 buys be to hold in a taxable account? What would be your suggested time frame for each?
Read Answer Asked by Richard on August 25, 2017
Q: Hi
I have small position in PIH in my tfsa. I thought I might sell it now instead of wait for the takeover. Could you please make some suggestions of what to replace it with.
Thank you.
Read Answer Asked by maida on August 25, 2017
Q: SIS has sharply declined from its peak of $17.55 in late May.It is priced to perfection. After miss of expected EPS the last 2 Qs(May by 0.01 & Aug 0.05(0.07 vs 0.12 expected),investors are very unforgiving in this climate(eg geopolitical,Trump,seasonally weak period-mid July to mid Oct,talks of big correction & high valuation) despite 2 good US earnings period & slow & steady growth in economy.Look at similar negative impact on KXS & CGX.On the flip side,see PBH & SHOP.SIS was top pick of 5I on 3/3/16 @ $5.85 & 5/16/16 @ $7.99.I am now looking for an entry point,so please advise what is the catalyst(s) for a turnaround.Thanks for u normal great views & services.
Read Answer Asked by Peter on August 25, 2017
Q: I was watching "This Old House" on PBS last night. They featured a Savaria lift which they installed for a wheel chair bound person. The elevator appeared well designed, simple to construct and worked well. Thought you might be interested.

By the way, unlike Dave, I have made a pile of money by following 5i Research recommendations. I note PBH hit a new high yesterday. (My main contribution to stock management is my ability to procrastinate instead of panic selling!)

Jim
Read Answer Asked by James on August 17, 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
Q: Hi, in a bad market, a slight miss of whatever metric leads to a big drop of price. It is Ok for long term investors who got in long time ago and had huge gain already and took some profit. What is your recommendation on the above mentioned stocks for those lone term investors just bought in recently. Buy more, hold or sell? Thanks.
Read Answer Asked by victor on August 14, 2017
Q: your answer to a lot of the questions ends with something like this
" we do not see it as a must own small cap"
so my question is what are your 5 favorite small caps, i assume gud and savaria and pho are in your top five but not sure.dave
Read Answer Asked by david on August 11, 2017
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