Investment Q&A

Q: These six companies comprise my “Small Cap Canadian Technology” holdings. As I like their long term prospects, I am content to hold all of them for their recovery potential over the next few years. However, I would like a second opinion from you: would you agree they are all good companies worth holding, or would you switch any of them out for better quality names? If so, what would be your suggested replacements and why?

Q: What are your thoughts on ceo departure.

Q: Why the big drop? What is an attractive level to enter this one or just stay away?

Q: All five are poised for future growth via acquisitions and organic growth. I don't have a position in any. How would you rank them if you had new money to put to work for buy and hold for next 5 years for the growth part of my portfolio.

Q: Would appreciate it very much ranking the above based on your expectation of total return over 3 to 5 years period. I wish to consolidate these number into less positions. In particular I am thinking of selling FCR at a loss and perhaps add to GRT.un or one of the others,

Thanks

Q: AIF is at its highest and has seen a significant increase of the last few months. What's causing this? Is it at risk of being overvalued and would you recommend selling, or is it a still a strong long-term hold?

Q: How would you compare Altus vs Real? Is any one preferable over the other or better to hold both? How would you compare their respective risk profile, valuation, etc ?
Many thanks

Q: hello 5i Research team, AIF sold its investment in REAL at 5ish dollars less than two years ago while they were insiders and had a representative one REAL’s board. Now that we know what happen since then. What can that tell you about AIF? Lack of vision? Certainly not a desperate need for cash. Do you « downgrade » AIF management for this?Thank you for your collaboration, Eric

Q: Is it possible that the lowering of rates will fuel values in the real estate market. What securities should be looking at if this were to be true?

Q: With Altus separating the losing Geomatics from the company this should help the bottom line I assume.Jim

Q: Can you please compare these 2 company. Which one you would prefer for a long term holding.
Thank you,

Q: your opinion wd be appreciated

Q: everyday i look at stocks hitting 52 week highs, and most of what i own comes from this list, 2 that have appeared lately have been altus group and home capital, what is your opinion of these 2, would you own them. dave

Q: comments please on the latest quarter and the stock seems to be doing better YTD ? Thx

Q: Hello,
I own ATA and AIF in my RRIF account, both of them suffering a small loss. I would like to replace one or both of them with ECN. What is your thought? I usually like to hold stocks for at least 3 years. Thank you very much.
Herbert

Q: I saw you response on their earnings.Stock gets slammed and now is right back up. Do i sell it? what about a switch maybe cigi Colliers

Q: Could you comment on earnings for Altus Group.
Thank-you

Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks

Q: Hi, I used a screener to look at companies that have had a hard down in the last 6 months, as well as a positive uptick in the last 10 days. I have found two in the subject line above. I also want a small dividend at least and both above are sufficient. I think both AIF and NFI missed last quarter, and they are expected to grow, however, it appears that AIF's growth into 2019 is significantly more (according to scotia) than NFI. I do know NFI has been a darling and this can be a good time to get in. Can you give me your opinion on both in contrast and consider which one you would add to a portfolio now for longer term. No need to consider any of my other holdings. Thanks.

Q: I joined 5i a year ago.

One of my first transitions was to purchase AIF (Altus) it has been on a toboggan run since. You recommended selling last quarter. I wanted to give it one more quarter as past earnings appear stronger in third and fourth quarter. With yet another miss it is time to move on. My Canadian holdings look much like our flag - red and white with no green. Patience is waning here.

I hold the following 5i recommendations:
AIF, ATD.B, ATA, GC, SLF, VB, GUD, CSU, KXS, SIS, MX, PHO, TOY, RHT (yes still could not get out fast enough), TSGI, COV

Also own XIT, XEG, PXT, TD, BAM.A, KL

I am considering replacing AIF with CAE, WSP, TFII or another recommendation?

This is in a registered account 5 - 7 year time to use horizon.