Q: Upon reflection on your answer about my earlier question concerning thinly traded stocks (SYZ), I would like to suggest a change in how 5i prices portfolios. I don’t think it will be popular with you.
I don’t know how many subscribers 5i has but I’m sure it’s substantial. By what happened this morning on the markets after you made a number of portfolio changes late yesterday, your base is enough to move markets, particularly in thinly traded stocks. Members will never be able to match the stated returns of the portfolios simply for this reason. Members can mimic the trades and keep the exact portfolio composition but we are at the mercy of the markets the following day when we try to make the trades required to maintain the sameness. Two stocks you sold outright were SYZ and ITC. Both traded down at market open (SYZ substantially). Another you bought, RHT, was up on opening on strong buying demand.
5iResearch announces portfolio changes after markets close and uses the previous day closing prices in costing out portfolio changes. But members don’t have this luxury of selling or buying a stock at the closing price of the day before. They line up in queue and do their transaction at the start of the following market day. My suggestion is for 5i to be transparent and price all trades at the opening prices of the following day. That way there is a sense of alignment with what the stated portfolio returns are and what members can expect to get.
5iResearch is a good service. I’ve been a member for years and have benefitted. Are you conflict free? In the traditional definition, you are but you have a vested interested in achieving high portfolio returns. This is your marketing tool. I have no problem with this but feel you need to be open with members and attempt to provide a portfolio return that members have a chance of achieving.
Q: So now with this stock in the growth portfolio, and many sub. asking about this stock in the last 3 months, is this what got your interest up in it, or was it on your shopping list before them? Seems like a little late on the huge run up.
Thank you
Q: As I dig further, I see that RHT is up 8% as Member selling SYZ buy into your latest recommendation. Would you agree with me that your subscribers should be doing their own research and not blindly following your recommendations?
I notice in today's Q&A you mention the addition to Reliq Healthcare to one of your portfolios. When such changes are made to portfolios, are the intra-month additions and deletions announced somewhere on the site, or only visible in the month end portfolio update publications?
Also, can you comment on Reliq's patient onboarding process. In your view, are there risks with this process (delays on big contracts) or with a large competitor entering the space.
We seem to be getting the market pullback that is much needed for the market to go higher. The Canadian market is a big laggard though. However in all of this turmoil these three stocks have appeared to be on fire. Can I get your opinion on these three stocks. They all hold about a 1-1.5% of my portfolio. Would you buy,sell or hold at these levels?
Q: i thought you gave a poor answer on reliq
what does that mean positioning
2 million shares traded friday and monday and thats positioning and small caps trade differently and the stock hits 52 week highs both days
can you please do better than that. dave
Q: Am considering adding to my Healthcare with one of the 2 stocks mentioned. At present I have a full position in GUD, and SIS. Also a 1/4 position BTH. What are your thoughts on these 2 Companys and which do you feel has the greater potential for growth. Or is there another stock you feel would be a better choice to add.
Thanks to all the 5i staff for the excellent job you do in keeping us informed and keeping us on the right track.
Jack
Q: Hi Peter, Ryan.
I feel Rht is a small cap company that has a great ceo and she is growing the company quickly.
Would you recommend it yet. I like it a lot.
Q: On Jan 19, you gave an answer to Doris of your Crystal ball not working, but GUD, RHT, and PTE provided good potential. RHT is the same symbol for Relic and Red Hat. Both sound positive, but which is being referred to in this answer. Please clarify.
Thanks
Q: Excellent Q&A on BNN today. Question #1: CRH has shown a substantial improvement over the last 3 months & I believe it will continue. Your thoughts! RHT has really just imurged but, I think if could easily move up 1-2 dollars this year . Please comment. CBW is very confusing with all its numerous financings however, I would appreciate your opinion. Thank you.
Can you kindly let me know the business model of the company. What is the potential growth in the space. Do you think it will still be around in 5 years. In addition, it is a takeout candidate. Thank you in advance.