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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: I am by no means an expert, but I certainly am an observer of circumstances.

Since joining 5i one of my key observations is, when one of your companies is under a short attack, be amongst the first to leave.

If the ship stays afloat, you're still safe, having abandoned ship. If it sinks you're off and alive to fight another day.

My observations are based on CXR, HCG and of course today's DH. Certainly this strategy would have worked on all of these.

Perhaps a good strategy for those investors with a risk averse bent.

On to fight another day!!

Sheldon
Read Answer Asked by Sheldon on October 26, 2016
Q: Hello 5i,

Your service last addressed AKAM in 2014. Although positive in 2014, the stock really got hit at the beginning of the year 2016 and I was not sure if that was company or market related. Is AKAM considered a market leader? Would a bigger company like MSFT, or GOOGL be interested in taking it out? Does AKAM have a moat in this space?
What is the growth expected going forward (2017)? Would you add to a position (currently 2%) at today's price ($67 range).

Thanks for all your hard work. kathleen
Read Answer Asked by Kat on October 26, 2016
Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?
Read Answer Asked by Greg on October 26, 2016
Q: Hi guys,

I recently read the intelligent investor and it gives several metrics by which Benjamin Graham would analyze stocks. Given that the book was written so long ago, are the metrics still relevant or have they evolved?

I'm specifically referring to a few, such as:

1- Current assets should be at 2 time Current liabilities

2 - Uninterrupted dividend payments for at least 20 years

3 - P/E Ratio of not more than 15 times when using last 3 year avg of earnings

4 - Long-term debt should not exceed working capital

While a lot of the information is helpful, it seems some of these criteria are nearly impossible to meet in the current low interest rate environment where companies are leveraging themselves to buy back shares or do other things. While we need to keep a close eye on long-term debt, net debt to EBITDA or net debt to total capitalization may be better tools to use?

Thanks,
Jason
Read Answer Asked by Jason on October 26, 2016
Q: Dividend 15 Split Corp. Preferred Shares DFN.PR.A has been rock steady for the last ten years or so (except for a plunge in '08-'09), paying 5%, while CPD and ZPR took a plunge starting in 2015. Why the steady performance of DFN.PR.A? How much would you recommend buying it? Thank you.
Read Answer Asked by Jerry on October 26, 2016
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