Q: Hi 5i Team,
With respect to AET.UN and the question asked by George, I am down 35% on Argent Energy. Just wondering if I should just sell now.
Thanks so much.
Q: Has anything materially changed with TransAlta since the Feb 20th question and answer to set off the recent downward move? We own it at $20.00. Is it time to sell?
Q: Here is a general question. If anyone knew yesterday that Royal was going to report a 2 billion profit and clean beat all over, would they not have backed up the truck before today, in anticipation of a short term bounce? Instead, it is down a quarter. What does this say about the rationality of the markets. Is it possible there is more luck involved than is acknowledged and is a lot of investing similar to the lottery, notwithstanding common sense and a long term horizon. Thanks
Q: Suncor stock price seems to simply hover, despite many positive analyst comments. What is your view of Suncor (SU), as well as Sherritt (S)? Thank you.
Q: OSL.UN I have held this for a few years, I bought it when I was still with a financial advisor. Safe income product and it hasn't done me any harm but I would like your opinion on it please.
Q: 5i, what is your opinion on CUM? With its high debt and poor epc, I was thinking of sell now and buy back later when things are going well?
Always great to read 5i, --the best
Q: re: KcKesson Corporation... MCK is the symbol I used with no results. I know you have mentioned in the past you are not necessarily well informed on US Companies and that this will be changing in the future. Do you have an opinion on McKesson? Do I have the wrong symbol?
Q: Not sure if this has been previously asked, but would it be possible to include another column per your portfolios ('Summary' and 'Model') of an exact date of when you formally recommended a company into your portfolios for subscribers? It would certainly help for backtracking purposes to monitor your track record (a good one at that) in pulling up daily/weekly charts.
I use CF as an example, you posted a writeup on Jan 20/2013 at a price of $7.29 with a 2014 P&L and Total P&L the same of -6.2%. These numbers being the same brings up a further query upon looking at your reports, it says this is a "Review of Canaccord Genuity Group" which has me looking for the "Initial" report (of which I don't think there is a previous report). Just a little confusing in looking for another report, but if there was an initial date recommendation column then no further searching would be required. The 2 same P&L numbers tells me there is only 1 report.
I would find the inclusion of dates to be a valuable data set. Thank you 5I team for the service you provide.
Q: GE... while being a holder of GE right now with the recent down turn may not have much appeal, this is a quality well diversified company which should be able to take advantage of any US recovery over the next few years. My questions are at what price do when think would be a good entry point or, do you think an investor should wait until April when quarterly results will be published?
Q: Good Morning
What is your advice on the % of high risk/reward stocks one may hold in their portfolio? I know this may comes down to an investors personal profile but at what point does it effect overall returns? Through 5i I have become aware of several small but interesting companies such as PLI,DND,INP,ASG,IFA. I have followed your comments closely and hold half positions in each. I now hold about 25 stocks in my porfolio. Should I have been more disciplined and doubled up on some of these positions to keep my porfolio closer to 15 to 20 in size?
Q: Hi 5i team, I had some US dollars in my account so I followed your recommendation and bought IWO which I believe is same as Canadian XSU. However, I notice a big difference in trading volume. Can you explain how the zero point something expanses work? Thank you.
Q: WHICH SMALLER CAP STOCKS WOULD YOU RECOMMEND TO ADD TO MY PORTFOLIO. IF YOU COULD LIST THEM FAVORITE TO LEAST FAVORITE AND WHAT % OF EACH WOULD YOU RECOMMEND. I AM WILLING TO HOLD 6MOS TO 2YS. THANKS SO MUCH FOR YOUR VALUABLE SERVICE, IT IS EXTREMELY INFORMATIVE.
P.S. I OWN AVO,FLY,LOY,DND,E,ENT,MCB,PXT,SUM
I ALSO OWN TOG & MEG WHICH IS THE ONLY ENERGY STKS I OWN, THINKING MAYBE I AM LIGHT ON THAT SECTOR.
Q: Hi, wondering what your views and recommendations would be for a midcap 400 etf. Would you favor growth versus value? There are many choices like MDY, IJK, MDYG, IVOG, and then there's the ultras. What would you favor / company?