Investment Q&A

Q: You have previously discussed allocating higher weightings to particular companies with strong growth prospects, a strategy which I like to employ in my own portfolio (i.e. I am comfortable holding as much as 20% of my portfolio in a single name). I have favoured FSV and XTC for the past few years, and have seen great results. I am looking to take profits and bring those two positions down from around 35% of my portfolio to 20% (10 each). Currently DH looks like an attractive candidate for an overweight position of 15%. Is this a company you would be comfortable overweighting heavily? Or are there other companies you would prefer at the moment (maybe 1-2 others)? Risk tolerance wise, I am looking for aggressive growth, and can hold for as long as 5-10 years.
Thanks
Alex

Q: Hi Team,
Thank you for the quick reply on my earlier question about IT. I have a follow up please: Do you think this is now a "wait and see" situation for investors? Do you have any guidance on what shareholders should do now?
Best regards,
Michael

Q: Methanex-MX going down since June. Can you explain what is happening with the company and stock and your recommendations. Currently down 30 % in my RIF. Thank you. Merry Christmas

Q: Hello, Are there any better names to consider in the financial areas? Any idea as to how long this stock remain neutral/negative? Thanks, Lavern

Q: Hi Team,
Any idea what happens next with IT? Will it start trading again today? Will the company issue a press release?
Thank you.

Michael

Q: In this falling oil price environment, why does Huskey stock not react more like a Suncor rather than some mid-tier oil producer?
Is Huskey not insolated to some degree because it has downstream operations that should help the balance sheet. Is this all about the lack of a cash dividend payment?
Huskey stock has fared worse that many smaller producers.

As always, thanks

Q: I recently sold HSE, and am considering buying some "green energy" stock. What are you favourite companies in this category?

Q: Does Shaw's acquisition of Wind Mobile increase the likelihood of Shaw being taken over by one of the big three ? Thanks.

Q: Hi,

Why is it that BEP is rising despite another down turn in oil? And why is it that in a previous question you preferred ENB to BEP? They are such different companies. Finally, would you recommend either of these companies now for a two year hold?

Q: Hello team,

First, I would like to echo the sentiments of gratitude expressed by other members. I wish a happy holiday season to all the 5I team and their families. Thanks to your advice, my daughter's RESP has done very well.

My question now relates to ESL, SJ and Byd.un, the returns on these 3 vary from 60 to 88% and I wonder if I should sell them and replace them with some beaten down names or hold the cash. We have another 3 years before she starts college (Fall 2018).
Please suggest 4 to 5 names if you think replacement is appropriate.

Thank you for all you do for your subscribers.

BK

Q: This is a note of appreciation rather than a question. I bought Enghouse in March 2012 for an average cost of $14 after your A- rating the previous December, for a return of over 400%. Many, many thanks, especially in this market.

Q: Is the recent selloff in RCI.b a result of U.S.interest rate tightening or something else?

Thanks
Bob

Q: Hello 5i team.
I submitted a question within the past week, and mentioned I was down 10% it is actually over 20% and your stock answer was "it is up 40% in a year". I don't quite understand that statement when my purchase price was $29.00 in June/15.
I cannot really see how this was ever up 40%, and I feel if a stock falls from a high of $32.00 to $21.00 that something has happened within this company. "Just sayin"
Can you advise how oftain you actually reach out to management of the companies that you recommend.
Thanks and really do appreciate your service

Q: Peter and His Wonder Team
I realize no one can see the future. However I know you have good insight into this company...so I was wondering! If you were a St. Andrew Goldfield shareholder how would you assess this deal? Would you take the positive bounce in SAS stock, sell and move on? Or do you agree with both boards of directors that the synergies will benefit both companies...Therefore if you liked SAS before the deal you should be pleased to become a KGI shareholder. Please keep in mind SAS was a long term hold and KGI could be also! Do you think it might be wiser to sell and buy another gold stock that would be better than KGI? A contrarian choice would be preferred!
Thanks again...it is always great to know you and your team is just a click away when a retail investor is faced with a decision and does not want to go down the wrong road!
Dr.Ernest Rivait

Q: I'm quite impressed with the pop today (finally!). Were there a lot of short sellers in this stock?

Q: My son (3 yrs old) has about 6K in his resp. I have been trying to create some kind of balanced portfolio, but clearly with the limited funds, it is a challenge. I currently have some aya, pki, bin, and bns. Given his age, I am willing to take on moderate risk. I have looked at cpd, but am not overly impressed. I was considering part zeb for stronger bank exposure and finding a good US consumer disc. Etf. Can you recommend a good approach to invest for my son's future education.

Thanks and a very Happy holiday to all at 5i!!

Eric

Q: Hi guys,

Any news why Ten Peaks Coffee is hitting an all-time high on a 9% move? All I could find was a dividend announcement which would hardly be a catalyst for such a move.

Q: I have held CIX for a couple years, and am about even on the stock price. It was bought for income, and has served OK in that regard, but looking at either BNS or CM, either could give me a dividend boost with perhaps a more positive outlook (?). Would you view this as a worthwhile trade, and if so, do you have preference between BNS and CM? Is there any catalyst on the horizon that would prompt you to hold CIX over a major bank?

Thank-you

Q: Thought I was cute buying some at $42 once the dividend rose above 4%. Pretty much brought my telecom weighting up to 5% of my portfolio (I also hold BCE with a fairly small amount of VOD and VZ). Kicking myself for not holding off on my original purchase of Telus. One of my best investments was buying BCE when it got pummeled due to the income trust changes a few years ago. Wondering if this is a similar opportunity to add more Telus?

Q: Hi Guys,
What do you think of the proposed exchange of debentures into common shares? And is Anderson a survivor? At less than a penny per share doesn't look good, but appears insiders still own a boat load.
Thank-you