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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: Hell 5i Team,
I am planning to cash out mutual fund and invest it in stocks in my wife's RRSP account (75K) which will be around 1/3 od my existing portfolio (150K). I have my TFSA and RRSP invested in stocks (mostly from Balanced Equity portfolio). I am considering these names, which I don't have in my existing portfolio. Do you see any concern with any name? Please suggest a couple of names for growth potential, but not too risky.
Thanks for the great service.
Kuldip
Read Answer Asked by Kuldip on June 29, 2018
Q: Hi 5i! This question is for an educational purposes, as I'm always trying to better my humble valuation skills. Unfortunately, I can't find the quote in the question to confirm my saying but here goes anyway: You have recently (I'm pretty sure!?!) qualified the shares of TSGI as being cheap. On what metrics do you base your evaluation. I see that a PE of 18ish for a growth stock like TSGI is on the cheap side. Are there any other metrics?

Many thanks!

PS.: I already own a full position in TSGI that I bought a couple of years ago. No intention to buy more or sell any time soon.
Read Answer Asked by Stéphane on June 29, 2018
Q: Hi, Stock price has dropped over $5 in past three days, since pricing was announced by the company, presently trading US$35 against the bought deal at US$38. I have a feeling that the precipitous drop is not just due general market pull back. Company also announced a $750 mln Bond offering on Monday. Underwriters/investors who bought 25 million shares are already under water, so who is selling and why ? Do you suggest any action in the near term ? I guess, many of 5i members already have partial or full position at higher prices by now. Thanks
Read Answer Asked by rajeev on June 26, 2018
Q: can you tell me your top suggestions currently in Canada and the US within the consumer discretionary space?
Read Answer Asked by Patricia on June 25, 2018
Q: Hi, Now that the pricing of the secondary has been announced at US$38 along with increase in the size of offering, with closing expected on or around June 25, 2018, do you expect any major market reaction to the stock price, after it smartly bounced back over $4 from the last week's low. I have already built in 2.5% position, in past few days and wondering if it's prudent to wait for stock to settle. Thanks
Read Answer Asked by rajeev on June 22, 2018
Q: Hi there,

If one were buying NFI and TSGI today - would you add equal weight into both positions, or would you be adding a larger position to TSGI over NFI? In other words, if the combined weighting was 7% between the 2 names, would you do 3.5 in each, 4/3, etc? My investing goal would be to achieve higher growth but still maintain diversification between the two holdings.

Thanks!
Read Answer Asked by Michael on June 19, 2018
Q: Follow balanced equity portfolio and rebalancing. I do not have the 6 companies above. Please rank them in the order I should add. Any I should wait on to purchase for a price adjustment?
T as always Steve
Read Answer Asked by Stephen on June 19, 2018
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