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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: You suggest that a well-diversified portfolio is one that holds investments in the 11 sectors of the TSX. Pat McKeough of TSI, who is also a believer in portfolios that include all sectors, uses more broadly-based criteria. He breaks the TSX down into five components - Mfg and Industry, Resources, Consumer, Finance and Utilities. I don't see this a radically different than 5i's approach other than in the Consumer area where McKeough does not differentiate between discretionary and non-discretionary consumer companies.

I would appreciate your comments on these two approaches and specifically, do the two consumer sectors tend to be uncorrelated?

Appreciate your insight?

Paul F.
Read Answer Asked by Paul on February 27, 2017
Q: Can you give an independent assessment of TXG's year end results released last week?

I know the results are not up to expectations but I don't think they were as bad as the selloff level indicated. What is the technical level support price? Has that price been breached?

I picked up TXG as a short term trade and planned to sell after the results are released. Well, what was a decent gain had turned into a moderate loss and I just wonder if I should just cut bait and move on. Thanks.
Read Answer Asked by Victor on February 27, 2017
Q: I am somewhat perplexed as to what to do with my DHX shares. While guidance for the company is muted for next year, I am wondering if profitably is the best way to measure this company. Personally, I had thought that its content was what was going to ultimately be the value in this company. Does the company (or analysts) provide current valuations of its assets or are they measured only on book value? Or is profitably still a key indicator of value, suggesting that the programming assets by definition mustn't be all that valuable or the company would be doing better. I am wondering if this may be a comparable situation to companies that have monetized their real estate assets to gain added value.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 27, 2017
Q: Box.un is 5 percent of my non-registered holdings with my cost at $16.00. There doesn't seem to be much more upside from the current market price and, if perchance, the takeover should fall thru, box.un will drop back to the $26 range. The risk of holding seems too high. Is there any chance the buyout could fall thru and would you hang on or unload the stock?
Thanks.
Philip
Read Answer Asked by Philip on February 27, 2017
Q: Hi 5i,
What did you think of NPI’s report? The stock does not seem to be selling off very hard today, despite the down market day. My main question is the status of the strategic review. There was no mention of it at all in the detailed press release. It was announced last July so it seems to be getting a little long in the tooth. Thanks for any thoughts!
Read Answer Asked by Lance on February 27, 2017
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