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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: Hi Guys
I hold both these companies, both of which are trading at about half of book value. I was thinking of selling one of these and using the proceeds to top up the other holding. Looking forward a couple of years, and seeing which company has delivered better returns, which company would you favour and why.

Thanks
Read Answer Asked by Stuart on September 24, 2020
Q: You have mentioned J quite a bit in the last few weeks. My son’s portfolio is short industrials and US stocks. At what point would you pull the trigger and buy J. I noticed earlier today that you said you were still watching it. He owns SIS, TFII and CAE and it seems J would be an excellent fit for his portfolio. Thanks
Read Answer Asked by Paul on September 24, 2020
Q: Hi Folks
I read in Bloomberg "investors are pricing in expectations of higher volatility around the elections ... In the stock market, investors have been purchasing volatility protection extending beyond November."
Can you please guide me what that volatility protection purchasing would actually be ? Is volatility protection only for investors who don't want to stomach the turbulence, or is there a broader interest in it? Many thanks for sharing your market wisdom.
Read Answer Asked by TOM on September 24, 2020
Q: hello 5i Research team,
Probably a very easy question: who are the “Jorday Group” and Ussel in the CSU spinoff? How would you rate them as significant shareholders? Do current Topicus.com B.V. CEO Daan Dijkhuizen who will be appointed CEO, and current TSS head Robin van Poelje future Chair have good pedigree?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 24, 2020
Q: Have your opinions changed on the status of these companies since your responses in early August and if I wanted to take a speculative position, how would you rank these companies in order of preference.
Read Answer Asked by Denis on September 24, 2020