skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: On December 22, 2017 the 3 stocks concerned concluded the day at $8.28, $767.34, and $68.92. I assume all should be kept for the future. Only GUD is presently is at problematic value. In agreement ?
Read Answer Asked by Serge on December 26, 2017
Q: Noted Peter's two top picks earlier this week , ECN and SHOP.
The stories may sound good but could you comment on the fundamentals on both of these companies.
ECN, reduced revenue in 2/3 last quarters and EPS down in past two quarters, increase in diluted shares in past year. Balance sheet looks iffy with increasing debt.
SHOP, net income down, eps down, negative free cash flow, negative ROE, negative ROIC., but nice balance sheet with lots of cash.
If these are top picks , why are neither owned by guest, households, investment banker clients or guest firm or affiliates as indicated on disclosure at end of top picks?
Thanks
Jeff
Read Answer Asked by JEFF on December 26, 2017
Q: In your view, which of these should be added currently COV, AVO & CLS? Or all? Any other best pick from your current portfolios? Own KXS, SIS, PHO, NFI,
Read Answer Asked by Chris on December 26, 2017
Q: LTV has just announced it's intention to make an "initial coin offering" (ICO) in mid 2018 in order to support further development of its block chain technology. I 'm not familiar with the ICO term and would appreciate your explanation of it. Hope all of you at 5i have a very restful and merry Christmas.
Don
Read Answer Asked by Don on December 26, 2017
Q: Hello Peter/5I Team
Please list your top 10 stocks from the Balance or Growth portfolio that you think will have the greatest upside potential in 2018.With no consideration to diversification or weighting.Thank you for your great advice in 2017.
Merry Christmas and a healthly New Year.
Regards
Claudio

Read Answer Asked by claudio on December 26, 2017
Q: Hi Peter,
In a well diversified portfolio, which India fund would you hold (from the list above or another) ? Why is FIH/U currently agging the others ? We already own FFH; Is buying FIH/U as well too much Fairfax ?
Thank you, Paul
Read Answer Asked by Paul on December 22, 2017
Q: PHM finally split yesterday. Should I keep both, PHM & spin off Viamed. Thanks!
As a result of the Arrangement, among other things, shareholders of PHM (the "Shareholders"), as of close of business on December 21, 2017, received one new PHM common share (a "New PHM Share") and one-tenth (1/10) of one common share of Viemed (a "Viemed Share") for each common share of PHM held by such Shareholder immediately before the completion of the Arrangement.
Read Answer Asked by Austin on December 22, 2017
Q: Please forgive my attempt to confuse everyone at 5i. This Cannabis business & all its many names can be confusing. However, in my late evening email to you, I stupidly entered ACB instead of CBW. My basic concern was really whether this FV FARMA has the financing or the ability to get the financing to develop this very large project.
Read Answer Asked by Robert on December 22, 2017