Q: Hi,
I purchased a half position in these companies and all are down 6-11% would you be confortable adding the other half now or should I continue to wait?
Thanks
Luke
Q: Knight is rising nicely today following a marginal pullback. Is this a bet that the healthcare bill won't pass as it may create more opportunity for the purchase of distressed products?
Thanks.
Q: Hi,I don't see a report on these companies since 2015, are you working on an updated report? Also I thought there was a report on GUD and HWO but they are not coming up on my symbol search. I could of sworn there was one on GUD. Thanks for all your help, I like how the reports are more detailed.
Q: good morning.
I own ala shares and just wondering if you would probally switch to ala.r. What happens if deal does not go through and in this case would ala.r be safer? Trying to find the analysis you did on
ala and receipts but cannot find.
can you tell me where I can find.
thanks and keep up great work
What are your thoughts on Nike? I read their quarterly report and I personally believe that although they have an increase in competition from Adidas and Under Armour, that investor's are overly pessimistic. Nike is a great brand and if you look back long enough; have they not created tremendous amounts of share holder value?
Can I have your opinion on Grande West Transportation. The stock was recently highlighted in a research report on Globe Investor. Company is looking to capture new market share with niche mid-size city buses to replace current full size ones made by competitors that operate 80% empty most of the time. The company is apparently qualified for the Buy America program, looking to the US to drive growth and is at the cusp of great earnings. Seems interesting. The next New Flyer (or their next acquisition)? The time to get on the bus or stay at the curb?
Q: I have a question about Kinaxis Inc. There has been significant insider selling lately. Does insider selling signal lack of confidence in additional near-term growth?
Q: Your comments re earnings. Looks like solid beat on EPS. Not sure what revenue estimates were. Would you view this company as good long term hold. It's been a bit of a laggard of late. Always value your opinion. Thanks for your excellent service. Chris
PS. Can you suggest a good website to look for EPS and revenue estimates of companies that is easy to navigate.
Q: Hello 5i.
Thanks for the ongoing investor communication/Education.
I have had slightly positive overall results with mixed individual stock selection results utilizing 5i information.
Would have liked to be on the Shop ride but I could not buy into a stock moving up everyday and now doubled in three months. How do I not miss this next time?
I did buy the indicated holdings (SIS, GUD, ET, SYZ, PUR, TNC=cash)
Excluding TNC, the mix leaves me up 6.9% in the time frame of about a year or so..SYZ since 2014 and some various buying along the way.
I am not doing as well as you Portfolio so stock selection and timing clearly makes a difference.
With this list, should the Holdings be at full weights now for all of them?
For example, PUR is under small cap $ allotment while SYZ is over allotment.
Is there something I should be adding that is most appealing today even though I personally may have to hold my nose and buy? (Portfolio is well diversified and balanced)
Also, it is clear I am not benefiting from the stock category you sometimes highlight as "winners" or "1000% gainers" to help propel my portfolio gains. Should I be trying to buy all the investment in your total portfolio or how does one use 5i service to benefit to the max?