Investment Q&A

Q: Could you please comment on earnings. There was about a 4% drop to the share price before the release?? I hold this in my income portfolio and have never had to worry about this company. 2017 looks like there wasn't much growth but does 2018 look better? Would you continue to hold this?
Thanks as always for your advice.

Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's

Q: Hi Team ,
I am thinking about taking half-positions in AGT and DHX.B two companies that I have been following for a while.
AGT and DHX.B seems both interesting considering their long term potential in their respective market especially following their respective recent steep price drops that make them more attractive. I would like to have your opinion on these Companies.

I also want to add ET in my RRSP. Evertz is a bit intriguing, It seems to me that the market valuation is on the low side (Am I right?). The company seems to offer a good potential but the share price seems to be going nowhere since a while, any idea why.

What is your opinion on taking a position in ET at the current price level?

Thank you!

Q: Hi gang, ET is quite weak the last two weeks. Any news? Do you still like this stock? Thanks Rob

Q: I am looking to buy either ET or SPB for a long term hold. I am primarily interested in dividends and dividend growth. Which would be better?
Jane

Q: I currently hold ET in my income portfolio and it is my only holding in Technology. I am comfortable holding as I do require income from this account (I am retired). Would you add another Tech company with higher growth potential to my portfolio and if so, what would you recommend?

Q: There has been a fair bit of insider trading in ET since its last earnings report. Do you know how much insiders own of this company? I wonder if this suggests the next earning won't surprise to the upside like the last earnings did?

Q: What are your views on these two companies? Are they good investments at this time?

Q: Good morning, Please comment on Evertz results from yesterday. Seems to me they have done quite well over the past two years but the stock does not move much, why is that the case?
Regards Rob

Q: What do you mean when you refer to a stock as a good/not-good "trading" stock (as for instance in your reply to Robert's May 19 question about CHE.UN)? Thank you.

Q: I noticed that you have this stock on the Income Portfolio, if you could only choose one technology for a RRSP from all 3 portfolio that you cover would you choose still ET or one of the other tech stock that you cover? This is for a long term hold. If you were to choose another stock which one would it be?

Thanks

Q: Good morning...I have held syz for two years with a loss on the stock other than a dividend return but stock down 20%...I have held back on one of my rules of reducing exposure as you hold this company in high regard...I already own abt and it is doing well but am thinking of replacing one half of my exposure to syz with et...do you consider this a prudent move as I hold all of the balanced portfolio and parts of the dividend and growth portfolios and have had very good returns other than syz...I value your opinion in this matter and look forward to you reply...thanks for a great year ...gene

Q: Hello 5i:
I wish to do a little consolidating in the portfolio. Could you rank the stocks above, from a total return point of view. Obviously, the dividend is important, as is dividend growth.
as always, thanks
Paul L

Q: Hi, Peter could please provide your view on this co. Long term. Should I buy in rrsp or t f a c acct? I would like to buy 7-8 % for one and 5-6% of the other. Thanks for your help .

Q: We have zero exposure to this space, could you rank these stocks for us please as I would like to pick up two or three names. Any others to consider?
Thanks,
Ted

Q: Hello 5i.
Thanks for the ongoing investor communication/Education.
I have had slightly positive overall results with mixed individual stock selection results utilizing 5i information.
Would have liked to be on the Shop ride but I could not buy into a stock moving up everyday and now doubled in three months. How do I not miss this next time?
I did buy the indicated holdings (SIS, GUD, ET, SYZ, PUR, TNC=cash)
Excluding TNC, the mix leaves me up 6.9% in the time frame of about a year or so..SYZ since 2014 and some various buying along the way.
I am not doing as well as you Portfolio so stock selection and timing clearly makes a difference.

With this list, should the Holdings be at full weights now for all of them?
For example, PUR is under small cap $ allotment while SYZ is over allotment.
Is there something I should be adding that is most appealing today even though I personally may have to hold my nose and buy? (Portfolio is well diversified and balanced)

Also, it is clear I am not benefiting from the stock category you sometimes highlight as "winners" or "1000% gainers" to help propel my portfolio gains. Should I be trying to buy all the investment in your total portfolio or how does one use 5i service to benefit to the max?

Thanks
Dave

Q: How do you see Evertz' quarter? Market isn't happy and I'm tempted to sell for a small loss and move into something else, unless you think the company remains solid and a very good long term hold. Thank-you very much.

Q: Hello 5i,
I notice that ET is halted pending news and that today is the Q3 conference call - at least they say it is on the website. Just out of curiosity, how long does the average c.c. last? Having never listened to one I have no idea if there even is an average. Just curious.....
Many thanks!!!
Cheers,
Mike

Q: Looking to add one more stock to my non registered portfolio as a long term hold. I am buying mostly for income and stability. some growth would be nice. Which would you pick between ET and ABT?

Q: Looking at the financials of ET I can see why it is included in the income portfolio. However, since there are no reports, either with 5i or Morningstar can you please advise as to why YOU have considered it as a holding in the income portfolio?
Thank you