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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: These four losing stocks of low weighing in my portfolio. Please advise if they are worth holding for recovery. CXI, SYZ and KBL are thinly traded. Thank you.
Bill
Read Answer Asked by Bill on November 20, 2017
Q: Hi, Our investment portfolios across family are made up of a combination most companies from Balanced Portfolio, some from Income portfolio and a few others like CM(10%- reasons of affiliation), TD (3.5%), CWB(1.5%), JWEL(1.5%), RPI.un(2.5%). Objective is Mostly growth and income.
I am grateful to 5i research team for recommending companies like CSU,PBH,TOY,SIS, KWH.un and CCL.b and providing timely and consistent updates, resulting in substantial gains. Many of these successful companies would have escaped my attention, if not for your valuable advice.

My question is about a few stocks, listed in subject line, which, during my YTD review, continue to show decline in value (although we have in built gains in all of these). Except SYZ and ENB others are inside RRSP's. Does it make sense to liquidate a part of these holdings and deploy capital elsewhere ? Total value of above is about 15% of my portfolio with SYZ being the largest, 6% and GUD being the smallest,1%.

Thanks again for the excellent service !!
Read Answer Asked by rajeev on October 23, 2017
Q: Hi, Sylogist, after a long time made an acquisition, as per following NR,this morning. Any comments !! Should it help stock price recover, in time ? Thanks

Monday, October 23, 2017

"Sylogist’s "Serenic Software" division enters the United States educational market; Acquires K12 Enterprise and Sunpac assets
08:00 EDT Monday, October 23, 2017
CALGARY, Alberta, Oct. 23, 2017 (GLOBE NEWSWIRE) -- Sylogist Ltd. (TSXV:SYZ) (“Sylogist” or the “Company”), a provider of enterprise information management solutions, is pleased to announce that its subsidiary, Serenic Software Inc., has acquired the assets of K12 Enterprise (K12E) and Sunpac Systems (Sunpac), both providers of ERP (Enterprise Resource Planning) solutions to the kindergarten to grade 12 local education authorities marketplace in the United States."

Read Answer Asked by rajeev on October 23, 2017
Q: I would like to add to one or two of the above stocks with my gains from Shopify. In a well diversified portfolio I am looking for dividend income with some growth. I hold all of the above just slightly less than a 2% allocation in the portfolio.

Many thanks for your continued support, education, advice and suggestions. I have done well under 5i direction since 2013. Thank you.
Read Answer Asked by Martin on October 11, 2017
Q: I am under water on these three stocks. I am looking for best possible growth. Risks are fine.
Keep any of these three stocks or replace with stocks offering better growth? Your suggestions please. Thanks.
Read Answer Asked by Klaus on September 22, 2017
Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
Read Answer Asked by Stephen on September 21, 2017
Q: Hi 5i team,

Based on current valuations what are your favorite canadian tech names for the long term?

Thanks
Read Answer Asked by Keith on September 21, 2017
Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks
Read Answer Asked by Esther on September 20, 2017
Q: Howdy!
I try to be a buy and hold investor with a long-term investment horizon in my RRSP account.
I have recently joined your service and am thinking about trying to reposition my RRSP account to emulate the sector allocation in your Balanced Portfolio.
About 30% of my portfolio is sitting on cash /cash equivalent investments right now; and I have almost 0% in the Technology and Basic Materials sectors.
As such, would you recommend a position in all of the nine equities that represent the Tech and Basic Materials sectors in your Balanced Portfolio?
Or have some of them (like CCL.B) peaked /not as much room left for appreciation compared to when first bought?
Read Answer Asked by David on September 05, 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 Dave on August 16, 2017
Q: Can I please have your analysis of the following stocks that are in a TSFA: BMO, DRT, IRG, MDA, PHO, SJ AND SYZ.
Long term investments. Thank you.
Read Answer Asked by Lois on August 08, 2017
Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques
Read Answer Asked by Jacques on August 08, 2017
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