Investment Q&A

Q: Good morning 5i

We are retired and have invested conservatively. By this I mean generally large cap dividend paying companies such as BCE, Telus, Loblaws, Proctor and Gamble (that one didn’t work out too well) and similar stocks.
Since signing on with 5i we have ventured more into the smaller growth type companies that are your forte’. We now own a fair amount of these kinds of stocks including NFI, Toy, Sis, Csu, Gud, pbh,tcl and dol. Thanks to you we have made a lot of money on most of these and faster than we would have with the larger cap companies.
We know that your own portfolios are comprised of these stocks, so we know that you trust them. But, when we look at our stage in life there seems to be a certain safety in the big, slow growers. And we are a little nervous about the smaller ones.
So, if you see 5% as a full compliment for a stock, in a situation like this, what would be a good percentage for these smaller cap stocks? If you say 5%, we can accept that, as we are not completely risk adverse.
Thanks again

Q: Just an observation.Traders returned from vacation and are adjusting portfolios.Historical data shows that Sept is a month of decline,on average 0.5% to 0.7% for SP,NQ & DJ.On the other hand,only 5 times since 1980 has SP been higher for each month for April to August.In those years the final 4 months were higher every time with some really strong returns

Q: would you please comment on LB earnings announced today. I cannot tell from their statement whether they have now resolved an outstanding problem and are in a better go forward position or whether their earnings are - or are not - simply a miss, Thanks

Q: I can't view this. The link just takes me in a loop. What Am I missing?

New Report:
We are initiating coverage on a new company that has some history with 5i Research in that it took over a past coverage company a few years back called Contrans. This stock ticks most of the boxes that we look for at 5i Research and our main regret with this name is simply not covering it sooner. Login toview the report now.

Q: Can I please get your opinion of ANALOG Devices (ADI). Buy, Sell or Hold.

PS- Great service guys !! Keep up the great work !!! I've been a member for awhile and recommend to you everybody !

Dave

Q: you just added tfii to your portfolio last thursday and it is getting crunched, i do not see a downgrade anywhere, can you help. dave

Q: Hi, would you have any problems buying more cov to a full position at under $10, or would you wait for it to settle back a bit from it’s big move?
Thanks

Q: What are you thoughts on swap or synthetic etfs? I have a basic understanding of how they work, and they seem like a good thing to pop in a non-registered account after RRSPs and TFSAs are maxed out. What do you guys think?

Q: what is your opinion of this fracking sand company with 3 $.75 dividends coming?

Q: Why the dip today?

Q: hi Peter which of these 2 companies do like at this time? are you concerned about the debt levels of either company? lastly do you have a favourite in the fast food industry? thanks for your usual great advice I really enjoy the daily Q and A sessions. your candor is refreshing!

Q: Facebook is not recovering the way I expected - your thoughts, please. Thanks Jim

Q: Hello 5i team,
Which passive lowest cost ETF would you recommend to proxy the following investments: S&P/TSX, S&P500, MSCI EAFE, MSCI Emerging markets, Canadian bond market, US bond market, US High yield debt, Emerging market debt?
What weightings would recommend for the average 54 year old among the previously mentioned ETFs?
Which 3 Canadian growth companies would you recommend to add, to spice it up?
Thank you for your collaboration, Eric

Q: Greetings:
Thanks for the recommendation on TFII - i already own this one in my cdn accounts but am looking for a comparable in the US but many are trading at significantly higher multiples. Would CMI be consider a reasonable investment to consider. It is trading at a reasonable multiple, pays a good dividend and would benefit from the transportation theme. Your thoughts??

Thanks

Q: I keep seeing reports that a company has missed estimates. I understand that estimates are made by advisors. There seems to be major swings if a company misses estimates. What the hell do outsiders know about the company to have such an effect on the share price. It seems to me a lot of bafflegab but I welcome your comments and don't be afraid to shoot me down.
PB

Q: With the problems in Canada getting our oil to markets and large producers selling off assets do you think that an investor would be okay in holding companies like Parex and Vermilion where for the most part they are able to get product to world markets? I currently only hold these 2 companies (along with ENB and IPL) for energy exposure. Would you consider this appropriate or would you add 1 other company to this mix? Your advice would be greatly appreciated.

Q: May I please have your opinion on Pershing Gold Corp? It seems like insiders own a large % of the company and are continuing to buy. Thank you.

Q: All three are down this morning. Any news. Are there any short reports out on any of the three companies ? RAK

Q: Hello 5I Team.
I'm intrigued with the heavy insider purchasing in Acerus Pharm, and, I like the business they are in. I took a very small position but would really appreciate your analysis prior to adding to ASP.
Thank you!
Brian

Q: Please comment on these companies. Are they still a buy ?
Thanks for your excellent service.