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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: Looking to add a full position in your balanced equity portfolio ( which I am slow adopting). Currently overweight financial and energy so those are off the table. Could more or less add any other class and be ok for weighting. Recently added OTEX and ENGH as tech stocks so those are off the table along with MG, wsp. Which havew the best buying opportunity right now....wish I had picked up MX earlier this week when it tanked 4% on weak earnings...
Read Answer Asked by Tom on May 01, 2017
Q: Not worrying about sector, which 5 stocks in the balanced portfolio have the most growth potential for the next twelve months from the price they currently trade at.
Read Answer Asked by Paul on May 01, 2017
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
Read Answer Asked by gene on April 26, 2017
Q: I have 2 questions, feel free to deduct 2 points.

1. I would like to add SYZ and CXI to my portfolio. is this a good time to do so or should I wait for a summer pullback? How much more downside do they have. Should I buy them in my TFSA or non-regsistered? The SYZ dividend could be good for the non-registered?

2. For the IT side of my portfolio I own OTC and SHOP, and assume I'll add SYZ. I still need a 4th stock to make my tech holding complete. What do you suggest would go well with these three? Please note I recently sold Enghouse due to the amazon competition and sold CSU after its huge run the last few years, so don't want to add either of these.
Read Answer Asked by Carla on April 10, 2017
Q: Sorry for asking another question about SYZ, but something doesn't smell right here. It appears that a couple executives bought some small amounts of stocks (aprox $250K) late last year, which for a light trading stock like this creates some excitement and pushes the stock higher and then late January the CEO and and officer sold $7.1 millions worth of stock, just before a bad quarter and the stock drops like a rock. While maybe legal, it doesn't feel right to say the least and I don't understand how the sale went through as it trades very lightly.

Do you have any concerns about management practices? Does it point to deeper problems at the company?

Thanks M
Read Answer Asked by Marios on April 10, 2017
Q: Hi,

I recently sold cineplex for a nice gain in a taxable account, and i am holding
Sylogist with a loss almost equal to my gain on cineplex.
I am thinking I should sell my Sylogist to offset part
of my capital gain on Cineplex with a view to buying back
Sylogist (or not) after 30 days. Is there anything wrong with this plan ? If Sylogist is till not performing after 30 days would Vermillion (VET) make a suitable replacement. My only other energy holding is PKI (sorry the name escapes me right now)

Thank you gor considering my question and your advice.

Thank you
Read Answer Asked by Leonard on April 07, 2017
Q: Hello.
Looks like your comments are trending to the negative side as stock price makes its way lower. Waiting to watch this low seems wasteful.

You have written "keep an eye on at this level".
Do you mean get ready to sell because of the disaster that others may no about or be favorable to picking stock at this level?

Peter, it is really hard to see you as a Fund manager holding on to a stock like this with real capital.

Your clarification on keep and eye would be good.
thanks
Dave
Read Answer Asked by David on April 06, 2017
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
Read Answer Asked by David on March 23, 2017
Q: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
Read Answer Asked by Jean-Bernard on March 15, 2017
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