Investment Q&A

• Miscellaneous (MISC)
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Q: Good day, I have a different kind of question. Feel free to not share if you wish. What has been your best personal investment decision you ever made? What was the biggest single return on a stock you ever owned? ( as in % terms )? Just curious. Love your service.
Seamus

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Read Answer Asked by Seamus on December 12, 2016

• Sylogist Ltd. (SYZ $9.27)
  • $9.27 Cap: $217M
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Q: Hello 5i
Would you please highlight the primary financial measures (including recent results and forward projections) that make SYZ one of 5i’s top investment ideas going forward?
Closed Friday @ $9.85 and the chart pattern highlights investors are moving out of not in to this investment.
Thanks for the education
Dave

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Read Answer Asked by David on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.88)
  • $44.88 P/E (TTM): 78.96X Cap: $21.71B
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Q: Hi team I've held teck for sometime and in a previous question you advised me to hold for a while longer. It seems to be going back down it has broken through a previous low of 30.80 and the next low is 27.60 do you think it is headed back down to 22.00 or less. What can you advise. Thanks Nick

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Read Answer Asked by Nick on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.88)
  • $44.88 P/E (TTM): 78.96X Cap: $21.71B
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Q: Hi, do you know what this stock is down about 14% in a few days? Should I buy in or avoid?

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Read Answer Asked by Graeme on December 12, 2016

• Constellation Software Inc. (CSU $4,790.56)
  • $4,790.56 P/E (TTM): 98.53X Cap: $99.98B
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Q: Hi, I am trying to understand the value of this transaction ( Agreement yet to be approved by RKN shareholders) of US$80 mln investment in Redknee Solutions by Constellation Shareholder to the company and its shareholders. Per your comments, Constellation is interested in company's mobile billing software and its clients and will be entitled to receive 10% Preferred shares( is it 10% dividend or 10% of the shares issue) and warrants. It appears like a take over in a round about manner. I would appreciate if you could help with an analysis and your views. Thanks

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Read Answer Asked by rajeev on December 12, 2016

• Miscellaneous (MISC)
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Q: What is the best free or cheapest source for insider ownership information for Canadian companies? for US listed companies?
Thanks

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Read Answer Asked by Shirley on December 11, 2016

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Q: I am relatively new to your service, but have search around the site a bit and cannot seem to find anything that addresses what criteria you use in selecting companies on which to report. I wonder if you could elaborate a bit. Perhaps your answer could be added to the FAQ. Thanks....David

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Read Answer Asked by David on December 11, 2016

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Q: Hello,

This is more of a request.

Is it possible to add an option to subscribe to forums and if subscribed to receive an email notification when new topics are created or topics are replayed to?

Thanks

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Read Answer Asked by Marios on December 11, 2016

• S&P 500 (SPX)
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Q: In a recent blog, Ryan indicated "Subscribers can login to see our thoughts on the FED model and what it may mean for the markets. " Please help me locate these thoughts. Thank you.

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Read Answer Asked by D on December 11, 2016

• Citigroup Inc. (C $91.52)
  • $91.52 P/E (TTM): 14.53X Cap: $171.98B
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Q: interesting blog on p/bvps and p/tbvps, what do you think of citi using these metrics as a value play? seems to me it might be a good investment. tkx pat

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Read Answer Asked by patrick on December 11, 2016

• Royal Bank of Canada (RY $180.06)
  • $180.06 P/E (TTM): 19.19X Cap: $250.16B
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• TELUS Corporation (T $21.76)
  • $21.76 P/E (TTM): 27.27X Cap: $32.61B
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Q: My "advisor" is encouraging me to switch out of Telus and buy Royal Bank instead. Rationale: Telus "is a defensive stock and will not do well in a rising interest environment".

Telus is my only communications holding, and I already own National Bank in the financial sector, in a portfolio weighted to as-secure-as-possible dividend income stream with DRIP wherever possible.

Your thoughts on this switch? I'm reluctant.

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Read Answer Asked by Lotar on December 11, 2016

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Q: I'm looking for a complete ongoing updated list of shorts URL or website if possible. I believe it was posted before on your site but can't find it.

Many thanks.

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Read Answer Asked by Martin on December 11, 2016

• Balanced Equity Portfolio (BEPORT)
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Q: Hi 5i Team,

I am planning to setup the Balanced Equity Portfolio across two different investment accounts. One investment account will have 12 stocks, and the other 13. How would you recommend I split the Balanced Equity Portfolio to have a somewhat equal sector allocation in both accounts?

Thank you.

Francesco.

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Read Answer Asked by Francesco on December 11, 2016

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Q: This is how the Globe portfolio analyzer breaks down my LIF portfolio. Objective is capita preservation and income. Is this reasonable diversification or should I be making changes to the allocation?

Sector % of Stocks
Financials 33.95
Consumer Discretionary 18.10
Energy 13.69
Information Technology 9.20
Industrials 6.66
Materials 5.84
Telecom Services 5.09
No Data 7.47

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Read Answer Asked by David on December 11, 2016

Q: if there was one company to pick that has been punished to much because of tax loss season,which one would that be?

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Read Answer Asked by Josh on December 11, 2016

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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• Vogogo Inc (VGO $0.89)
  • $0.89 Cap: $41M
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• Mogo Inc. (MOGO $2.24)
  • $2.24 Cap: $52M
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Q: Do you have any suggestions for Finance Technology stocks -- preferably listed in Canada. Thank you.

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Read Answer Asked by Ann on December 11, 2016

• Knight Therapeutics Inc. (GUD $6.27)
  • $6.27 P/E (TTM): 61.09X Cap: $614M
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Q: Mr. Hodson, do you foresee an upcoming update on the September 17, 2015 report on GUD ?

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Read Answer Asked by Serge on December 11, 2016

• Baytex Energy Corp. (BTE $2.93)
  • $2.93 P/E (TTM): 7.25X Cap: $2.22B
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Q: Peter & Team could you check out BTE for me I know it has taken a drastic hit in share price . Would it be a good time to get in as oil seems to be edging up.

Thanks Jim.

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Read Answer Asked by James on December 11, 2016

• Alaris Equity Partners Income Trust (AD.UN $18.64)
  • $18.64 P/E (TTM): 4.48X Cap: $843M
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Q: AD seems to be recovering nicely from previous quarter disappointment. Is it time to get back in with 1/2 position?

Carl

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Read Answer Asked by Carl on December 09, 2016

• Liminal BioSciences Inc. (LMNL)
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Q: What do you make of the latest development re: PLI with the CEO having to issue a press release denying false rumors about his selling of shares. The short sellers seem to really have it in for this company! What would the reasons be for this?

Are we going to be seeing more of this kind of thing in line with the increase in 'false news', particularly in the recent US election?

Would appreciate your comments.

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Read Answer Asked by Henry on December 09, 2016