Q: I would appreciate your assessment of these two holdings. For CYB, would you be able to get some information on the global investment portfolio, in addition to your comments? The fund has done well over time, except recently.
Thanks, as always!
Q: Recent news "Feb 1 (Reuters) - U.S. energy firms this week cut the number of oil rigs operating for a fourth time in the past five weeks as some drillers follow through on plans to spend less on new wells this year."
Is this news or sentiment that is likely to affect Hwo?
Thanks
John
Q: Further to your comments in the recent Member update regarding The Canadian Market outlook , would it be possible to indicate on the 3 Portfolio Holdings charts, those companies which have a worthwhile (whatever you might determine that is) international exposure. Perhaps, that could also be shown on the covered stocks summary charts that are not included in any of the Portfolios ?
Many thanks .
I currently hold KEYS and KXS at substantial gains, thanks to 5i, at about 7% of my portfolio. I would like to raise my technology allocation. I have held, gained and sold RPD and FDC previously. Would you go back to them at this point or consider a position in BOX. My $US exposure is about 13% of portfolio. Another option would be to iniatate positions in OTEX and/or DSG. My portfolio is well balanced. Any new positions would be in my TFSA. Please deduct as appropriate.
Thank you for your opinion. Regards
Q: Could you please give us an update on this company. The farm bill legalized Hemp Will this have any affect on Hempco I need to decide whether this is a buy sell or hold
Q: I'm down on NFI and getting impateint with its performance. All other things being equal, can I have your view on switching to TFII, which is performing much better?
Q: What is your opinion on Teck Resources warning this morning that profit will drop by nearly 1/3 from previous estimate, main reason they are blaming the discount of WCS to WTI? But that situation is now behind since the spread had been narrowing, would you buy it on weakness here?
Q: Hi 5i - Exco just reported their quarter and have some noise because of discontinued operations in Bulgaria with ALC. (impairment charge) - I think its a wise move given the loss in those operations. Adjusted earnings look decent and the board raised the dividend 6% - whats your team's take on the quarter and going forward business plus valuation ?
Q: Hi there,
Just wondering which of the stocks you cover (or) in one of your portfolios have had the biggest bounce YTD. And could you name a couple which have good prospects going forward in 2019 and the rationale. Thanks. Shyam
Q: Hello 5i,
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave
Q: Abt
Excellent results by Absolute, new management is doing a great job.....and then the news of a big contract with a very large US schooldistrict.
Everything is lining up for a takeover here.....I am convinced that this will happen sooner than later.
Stadium Capital has a 15% stake and the new CEO sold a company to BlackBerry before.
Is there a chance that ABT comes back in your portfolio?