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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: Of these three which in your opinion will be best for growth and return in the short and immediate future? Thank you.
Read Answer Asked by Sharon on June 11, 2019
Q: Which companies do you prefer for a long term hold from the list of names provided and why ? Also could you list them in order of preference. ( deduct as many credits required )
Read Answer Asked by Bernie on June 11, 2019
Q: Reko just released very good 3rd quarter results. The company has a solid Book Value(no goodwill) at $7.20 with no debt except for mortgage debt on their properties.
They finally showed revenue growth driven by their automation division. They are generating close to $1 per share annually in cash flow. As a microcap investment do you consider this company undervalued with significant upside potential?
Read Answer Asked by Charles on June 11, 2019
Q: In your asset allocator, it shows that I am lower in US and international stocks. I have recently purchased US positions in TEAM, AYX, and NVDA. What other growth stocks for a 10+ year hold that would cover International/US?
Read Answer Asked by Andrew on June 11, 2019
Q: Good morning,
Yesterday, I submited this question and never received an answer. My question was "would you invest in one of these companies? if yes, which one? In which order would put them in investment preference?
I am a long term investor particularly in companies who increases their dividend. The four above have increase their dividend in at least the last 6 yrs.

Thank you
Read Answer Asked by Paul on June 11, 2019
Q: HI,
Do you see any problem with holding significant amounts of Mawer global balanced fund and Mawer balanced fund to provide diversification for a portfolio of canadian stocks selected from the 5i portfolios and carefully selected US stocks ?
Additional fixed income required would com from
PH&N or other suitable sources

Thanks in advance
Read Answer Asked by Leonard on June 11, 2019
Q: Which of these PBH and QSR and LIN shows more promise of growth and return in near or intermediate term?
Read Answer Asked by Sharon on June 11, 2019
Q: While the market remains buoyant, Knight's CEO seems to be remaining patient for a major reset bringing potential buyout company prices spiralling downward. I am ok with that but he seems to have laid an egg with TherapeuticsMD by paying $20M for rights to just two of their drugs for Canada and Israel plus buying $20M of stock at $5.10 and is now down over 40% in a short time frame. What do you think of this deal and the potential of these drugs? It was, at least, good to see one company pay for rights to the rest of the world outside the US. Are they a legitimate partner?
Thanks.
Read Answer Asked by Steven on June 11, 2019
Q: hello 5i:
On your advice, I purchased OTEX back in 2015, and have done very well with it. thank you. I feel, however, that its overvalued at the moment and don't want to see the gains disappear. I'm thinking of selling OTEX and buying PANW. Could you comment and elaborate a bit on this potential move? I'll be staying in the Tech sector, so any other options you have would be of interest.. I'd like a US company, if possible (already own CSU and a small amount of PHO).
thanks
Paul L
Read Answer Asked by Paul on June 11, 2019
Q: I've held GUD for 3 or so yrs, up a modest 11%. Looking for more growth so thinking about swapping GUD for LSPD. 5+ yr hold. I have no tech and SIS in healthcare. Thoughts?
Read Answer Asked by Rob on June 11, 2019
Q: I don’t like to add to my losers but the price drop of SIS makes it tempting. The stock is still an expensive one but do you think the dividend will start to give it some support? I’m concidering bringing this back up to a 2.5% position as I feel there’s lots of growth potential and I have a long time horizon.
Read Answer Asked by Dennis on June 11, 2019
Q: Sis recently reported AGM vote results and there were significant witheld votes for the 3 Bourassa members of the board, and highest for Robert. At the same time, performance continues to be good (as you note in recent report update). However, your full report notes key person risk for the Bourassa's. What can you tell us that would explain the withheld votes? Is this a trouble signal?
Read Answer Asked by John on June 11, 2019
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