Investment Q&A

Q: My earlier question on buybacks was which 5i portfolio companies are most active in buybacks and which take no part among all the portfolios?

The 5i response listed 5 of 8 that do buybacks, but I don't know to what degree or if the 5 are the only ones that do. If I'm not mistaken CSU has never done a buyback, are there others?

Q: Hi Guys
I have no Healthcare stocks in my portfolio, i was thinking of purchasing the above Mutual fund to cover it. What weighting would you recommend and would you buy 50% now, or take a full weighting. Maybe taking a full weighting is fine as i will not be selling this purchase for years to come. However 2 years out we might see this fund drop maybe 40%..
Your opinion please.

Q: Although the data shows that staying invested in low cost index funds over the long term is the way to go, why is it that pretty well ALL of the financial media just guess and predict all day long about which way the markets are going, or when the next recession is going to hit? Same for interest rates, if they're going up or down, by how much and when.

On any given day you'll hear completely opposite opinions. Some will say you should buy because stocks are poised for a rally, while others tell you to get out because a massive 2008 like correction is coming before the ned of the year!

Since timing the markets has been proven to be impossible why is it that's all you hear from the financial media? They're SO irresponsible and dangerous and create a massive amount of anxiety. Your thoughts?

Q: Hi 5i,

After listening to the call today, it was my understanding the PP at $2.51 would remain. Can you advise under what scenario, after the price reduction today, investors would agree to that price point. Do the warrants offered make it a reasonable price point?

Q: What are your thoughts on Martello and their latest results and would you start a position at this point? Thanks

Q: Morning guys:
Solid results, could u please comment
Thx
Mark

Q: I bought 1k share of Cov at $7.50, would you recommend average down at current price $1.13? Thanks

Q: Hello,
Have your thoughts on Graftech changed since your last comment? Mohnish Pabrai..a deep value investor took a decent size position on this company. I would love to hear your thoughts. At first glance this seems like a nice niche company with a monopoly in graphite electrodes. Brookefield also seems to an interest in this company. Thank you for your insight.

Shyam

Q: With Shaw exiting Corus and Netflix starting streaming of corus held shows, do you think Corus could be bought out? How big is their debt, bigger than DHX media? If the debt is not too high, do you see it as a potential buyout by a streaming company. It seems streaming is the new thing, replacing cable.
A fair price in a buyout for Corus in the $6.00 range?

Q: Hi, 5I
1.Could you confirm that preffered are considered like stocks for tax purposes and can be used as is for taxlosses.
2.Could you give your opinion on Pimco flagship monthly income mutual fund.
Take as many points as deemed necessary
THanks
CDJ

Q: Hello 5i,
What do you think about CSD lately? I couldn't help but the notice the large amount of redemptions with their last report.

Thanks in advance.

Q: Can you provide a current assessment of each of these. Both have taken a little step down in the past few months. Can you summarize why each pulled back and whether the events that caused it were a blip or a change in fundamentals that one should be concerned about. For a 5 year hold which is better or would you advise equal parts of each?

Q: How does Tricon have negative FFO? A big one time event?

Q: I am low on materials ( you have suggested 4.3%) i have 1% NTR should i add to it or do you have other suggestions to bring me into balance

Q: With the share price falling,is this an indication that the purchase is now questionable?

Q: Would you consider investments in these companies to be dead money over next 6 - 12 months?

Q: For a bond etf this thing has gone up absurdly high this year to date. Do you expect this to continue? Would you recommend it?

Q: I heard gas prices were incredibly cheap in 2010, when ARC resources was worth $20 a share. I think the Balance Sheet still looks okay with a 10% dividend. What are reasons not to buy this? I own shares at a cost of $25 - If I was willing to buy it before what has changed? Thank you.

Q: Wondering if you could comment on the results out today; you seemed positive on the firm in your response to an earlier question, and I am wondering if these results reinforce your position.

Thanks

Q: everyone seems to agree that the energy stocks have never been so cheap, ignored by investors etc.
can you see a way for those stocks to start getting recognized, should i start picking away.
i do not own any energy, but these is getting ridiculous.
i think jim cramer or one of those pundits said its because of millenials who hate oil, they are into electric. dave