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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: Hi 5i: How far will you let winners run in the Growth Portfolio before rebalancing? Given the higher risk context generally, will you tolerate more concentration, resulting from the odd holding going on a tear, or will you follow a discipline to keep your position sizes within strict limits? Thanks!
Read Answer Asked by Lance on April 19, 2015
Q: Peter, I was fortunate to get into PHM at .26C. When it reached .52C I sold half my position and considered anything else to be "gravy" and vowed to myself never to touch that stake until one day they were sold, or became the darling of Nasdaq.
Well its up 119% YTD and now makes up 7.5% of my portfolio. It makes me happy and nervous all at the same time.
Should I reconsider my vow, or put my bigboy pants on and just hang on for the ride?
Read Answer Asked by Barry on April 19, 2015
Q: Hi Peter and Team, regarding Wilan, you stated in a response that 'A US listing is expensive', just curious as to what this annual cost is in dollar terms for WIN?
Thanks!
Read Answer Asked by Hussein on April 19, 2015
Q: Hi Gang,

It looks like Aston Hill (AHF) is looking to sell itself according to information from PREFBLOG on April 16 as follows:

“Aston Hill is looking for a buyer:

Executives at Aston Hill Financial Inc. have been shopping their firm to other asset managers, hoping to find a buyer.
Over the past two months, senior employees at Aston Hill have reached out to several Canadian firms and expressed interest in selling their company, according to multiple people familiar with the discussions.

The overtures have been made at a volatile time for the company, which recently lost a high profile mandate to manage $2.2-billion ‎worth of funds for IA Clarington Investments Inc. which prompted Aston Hill to slash its dividend.”

What would happen to the share price (currently 81 cents) if a sale occurred?

Any thoughts on when or if this may happen?

Thanks
John
Read Answer Asked by John on April 19, 2015
Q: Good Day, from the companies press releases I noticed that Lloyd I Miller, III has invested in December not sure who that is, but regardless, what is your opinion for a longer term buy in this sector, if not this stock anything comparable?
Read Answer Asked by Bohdan on April 17, 2015
Q: Hi 5i team,

What are your thoughts on continuing to hold badger? It has had a bit of stock momentum over the past month, but has still been affected by the gloom in the energy sector. Would you recommend continuing to hold badger for the long term or do you think it would be better to switch to a company exposed to an industry more in favour from your growth portfolio? I already own a good portion of your balanced and growth portfolio so I would likely top up my positions or purchase kinaxis as it currently has stock momentum. My position in badger is around 3 percent.

Thanks as always,
Jon
Read Answer Asked by Jonathan on April 17, 2015
Q: I noticed that this UK bank sells at a discount to the tangible book value. Is there a reason that I should avoid buying this stock?
Read Answer Asked by george on April 17, 2015
Q: For tax-planning purposes, I'm trying to keep a lid on net income. Can you recommend some quality stocks that pay out a decent, mainly non-dividend distritution (other than REITs and BEP.un, which I already have)?
Thank you!
Read Answer Asked by chris on April 17, 2015
Q: I have been watching BLD for the past couple monthes. It looks they are having a lot of progress recently with the Buss order from China, Fuel cell tram demonstration, and especially had signed contract with Ardica for the development of portable military fuel cell batteries. Do you know any more details about these activities or contracts and what do you think about this stock now (current price vs upside potential)?

Thanks,

Adam
Read Answer Asked by Adam on April 17, 2015
Q: Nike, Under Armour and Performance sports have all performed amazingly well over the past 3 to 5 years. Nike (only) pays a small dividend. Is it reasonable to expect these companies to continue this growth and is the current growth coming from the new Asia/African markets?
Read Answer Asked by Greg on April 17, 2015
Q: Just new to 5i. I am working my way out of mutual funds and own this one that has performed well but has a MER of 2.5%. What would you suggest ...a similar ETF with a lower MER or ?? Thx
Read Answer Asked by Kenneth on April 17, 2015
Q: Thoughts on Amaya's spin out Innova Gaming? From recent prospectus on sedar, issue price $4.50 - $5.00, approximately 15.3 million shares total - valueing company around $73 million. 2014 revenue $23.2 million, $5 million EBITDA (up 21.6% y/y). What are your thoughts on proposed price, business prospects, management? Many thanks.
Read Answer Asked by Curtis on April 17, 2015
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