Investment Q&A

Q: What has caused the big drop in CCL.B stock the past few days Thank You Bob

Q: Hi,

Saw that you listed your top 5 growth stock to a subscriber.

What would be your top 5 (in order if possible) in each of the Balanced and the Income Portfolios.

Thanks.

Q: I am a retired investor living on dividend income. I recently sold some assets and now have 15% of my portfolio in cash. I want to invest the cash across 5 stocks yielding minimum 3.5%. Can you recommend your top picks regardless of sector.

Q: Would you pls. comment on the insider selling lately (up to Nov. 1)....a lot of officers are down to zero ownership. Maybe I'm reading the INK insider trading wrong? Do you still consider it a hold?
Thanks!

Q: SPRINT -would this be a decent pick for capital appreciation, considering the drop due to merger failure.
thanks

Q: Hi 5i,

Can you please provide the quarter date and numbers?

Thanks

Q: Hello 5k Team,
Is your Portfolio Review service priced on a single individual basis? As my wife and I generally look at our investment portfolios (and our futures!) on a 'together' basis, it wouldn't be so helpful if your analysis was limited to accounts in my name alone. How do you approach/price for a couple? Thank you.

Q: Given the 10% plus drop today and the upcoming earnings release what would be the best play to divest ones shares. Thanks John

Q: Happy to see you finally invest some of the cash sitting in the income portfolio. Regarding your addition of GS, can you add more detail of what you liked in GS earning release that prompted you to invest, and any forward looking statements in their release.

Q: Hi - I am looking for a mid-cap gold stock to buy. Do you have any recommendations? I'm looking for a company with good management that has "some skin in the game". I also prefer a decent balance sheet, and is a possible future take-out target in the future. Thanks.

Q: I cannot open your answer to the October 11 question on RHT. Could you please give your opinion on RHT - it has had a major runup. Buy? Hold? Reduce? Sell? Thank you

Q: What is the Q3 consensus for revenue and eps in US$?

thx

Q: So you write that the qtr. was challenging, and it missed analysts call by a couple of cents, but with same store sales up 7.3% and revenue up 10.1%, if DOL reported this growth, the stock would rise. Since they have gone public again, management says growth has been higher that they projected. As Warren Buffet said once , one of his companies earning were in line, it was the analysts who got it wrong and did a poor job, blame them not the company.

Q: hello, can you please suggest any free portfolio management / tracker that shows allocation by sector. i thought tmx money to show it but not seeing it. may be other members can help.thanks

Q: what is happening to mic today? down around 5%

Q: Hello 5i, I am considering on taking a position in either Peyto or Arc. Could you comment on a comparison of the 2 as to what their payout ratio is and how safe the distribution is also your opinion on these 2 companies. Would you have a better recommendation on an energy company and if so which one. Also on your old website on the right side there was a selection by year and month of questions answered I see that it is now gone or how do I find this info.
Thanks

Q: Hello 5i,
can you suggest any Canadian publicly traded stocks that are involved with offering "In-Home" Health care. I believe "EXE-T" offers this as part of one of their services. How much does this contribute to "EXE-T" overall business? Please deduct as many credits as necessary. Thanks!

Q: What is your view on Mitel after its Q3 report and do you know the ROE for the company? Thank you.

Q: Good day team, thanks for your previous reply regarding ggi. I was fortunate to have purchased this thing in the 10 to 15 cent range so needless to say I have realized some very nice gains. They have hit on 12 of 12 holes so far with field analysis backing up the high tenor content. With results apparently coming out this week, what does your gut tell you the results will be like. As a side note, I used my so called gambling money on this stock.

Q: Professionals have preferred means to determine value and whether or not they actually invest in a company. Free Cash Flow appears to often come up these days as a key consideration in interviews and their recommendations. Not all research sites provide it consistently across all sectors. I decided to refresh my memory but my research suggests there are variations? A recent guest on BNN provided a basic quick version. Corporate financials are not all reported the same way so that creates its own challenges.

In the case of the discount broker I deal with, their research reports provide FCF for certain stocks/sectors but not all. When I tried to duplicate their numbers, I ended up with different results!

Would it be possible to explain how you go about determining FCF? I am basically looking for something I can rely on for consistency across all market sectors. Or is that where/why adjustments must be made?

Your insights would be gratefully appreciated

Thank you,
Mike