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Investment Q&A

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

Q: Regrettably I am holding approx 2.5% position in COV and am down 30%. I see that you have cut it loose from your portfolio. Based on your rationale that the position is now too small to hold, do you feel that I can make a case to hold. I bought it for the growth and am basically a buy and hold investor. Some work, some don't. I've held RHT thru the troubles and am now just slightly up, based on buying at the bottom, at least the last bottom? Thanks for your expert opinion which sometimes is tough to swallow.



















Read Answer Asked by Kelly on November 20, 2019
Q: If you check a couple of well read investment blogs you will find several posts suggesting 5i research is working with shorts - see TSGI, RHT, COV. You just removed COV and Largo from your portfolios. The performance of many 5i holdings in abysmal. Your recent interview suggests one of many investor errors is holding a poor performing stock for too long. It is no wonder so many mutual funds underperform the broad market when they hold all sectors and keep dogs way too long. Please explain 5i position and why you continue to add companies that are either dump and pump or poor managers.
Read Answer Asked by Glen on November 19, 2019
Q: I’m struggling to decide which 3 of these holdings have the greatest potential if the only criteria was growth in a TFSA for a 5 year + hold.
I would appreciate any thoughts on which 3 you might keep and why (or which 3 you might divest and why).
Read Answer Asked by Stephen R. on November 11, 2019
Q: Can you recommend a safer play in the Health Care space than tCOV and GUD? I'm invested in two health care ETFs (CSH and NWH) but I'm holding these for the dividends rather than growth.
Are there ETFs you think look promising that focus on the Health Care space? I have about one full position to add to the Health Care industry.
Thanks!
Read Answer Asked by Michael on November 05, 2019
Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.
Read Answer Asked by Kelly on September 26, 2019
Q: Hello Team,
Made money with many recommendations but couple of tsunami like COV and TSGI wipe off most of the gain. How could I have managed better in terms of adhering to 5i advise and holding on to these losers longer than should have been? now these two stocks off the charts from the portfolios.
hope this will help many other members who are in the same boat as I am.
Thanks
Read Answer Asked by Pradip on September 09, 2019
Q: The stock has fallen off a cliff and for good reason. Management has executed poorly and badly missed many of their objectives. And they continue to sing a heck of a good song on their cc's. The cc was full of promotion and hot air. Much of the commentary was particularly greasy, including the comments about the impending financing. How can 5i continue to recommend a company with a management team so objectively lacking in credibility? Is this not the profile of a company deserving of a rating below "C"?
Read Answer Asked by Joel on August 29, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: You guys seem down on COV.
They had said that the $100M Saudi contract would be in the second half of the year and now they said it is delayed a quarter. As a result, they needed money and did a private placement at a low price which is a misstep.
It is not unusual to have a delay with a contract.
If the contract comes to fruition, is there any doubt that COV will not get to new highs or am I missing something bigger?
Also is there still a doubt that the $100M is in jeopardy because of the former employees actions?
Thanks
Read Answer Asked by Herm on August 23, 2019
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