Investment Q&A

Q: Does 5i avoid trading stocks listed on the TSX or Canadian companies? Would New Brunswick based Novanta NOVT qualify for one of your portfolios?

Q: What is your opinion on this company, as an investment?

Q: Although they're still recording a modest net loss, the recent earnings appear to be very solid. As always, I would very much appreciate your analysis.
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Revenues increased by over 804% year-over-year for the nine-month period, and 75% quarter over quarter - Revenues for the three months ended September 30, 2017 were $707 thousand compared to $42 thousand for the three months ended September 30, 2016: an increase of $665 thousand (1,583%). For the nine months ended September 30, 2017, revenues were $1,244 thousand compared to $138 thousand for the nine months ended September 30, 2016: an increase of $1,106 thousand (804%).
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Regards. Karl

Q: What are your thoughts on NVMI, Nova Measuring Instruments and NANO, Nanometrics Limited? Both are in the metrology side of the semiconductor industry. and their valuations seem reasonable. Would you prefer one or the other? Or is there another company in this space that you like? Thanks-in-advance.

Q: Greetings. CBL, MKP, FC all pay a great dividend, but have lost Cap value over the past year or so. Forward trending does not indicate much value appreciation. Should I be concerned with this sector of altrenative lenders to the major banks. Sell or hold ? Other options to consider. ie some growth expectation and a reasonable div or say +4%
Thanks

Q: My question is on the private placement news issued today. I'm curious why anyone would buy shares in the private placement issued at $7.50 when they can just buy shares on the open market currently under $7.00. Am I missing something or is it a way for a shareholder to purchase a large amount of stock without driving up the price to much?

Q: Hi,
Just a thought for an ETF for Raymond (Nov. 23/17), who asked about a canadian option for FANG stocks, TXF(First Asset Tech Giants) has treated me very well, so it may be of interest to him.
Cheers, Chris

Q: Good Day Team,

What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick

Thank you for being the best of best!

Q: My portfolio is light in the financial sector (CXI) and and I was thinking of adding GS at about half position (25K) to my RRSP and/or cash account for at least a 5 year hold, likely much longer. Although the yield is very attractive, I would prefer more growth. I am about 5 years from retirement and will be fully funded from other sources. I have slightly above moderate risk tolerance. Please suggest 2-3 stocks from each Canada and US, and if possible provide a rating. Thanks.
Al

Q: Hello Team,
Could you pls comment on Goldmoney's news regarding the creation of Goldmoney China? What metrics do you use to value a company like this?
Love your service!

Q: Do you know when CXI reports next and the estimates?

Q: Would you please rank the above mentioned stocks to start a small position in a tfsa and give your analysis and rankings? Thanx

Q: I was under the impression that Rio Tinto is thinking about purchasing POT's stake in SQM only. POT needs to sell their stake in order to achieve a separate takeover of another company. Rio is not trying to takeover SQM. Am I mistaken?
Thanks
Jim

Q: Peter,
In what order would you add to the above smaller positions today ?
Any you would outright sell today ?
Thank you, Paul

Q: Is it good for the shareholder to have institutional ownership in a stock? if so up to what percentage is good and at what point may it be risky for the retail investor?

Q: Can you give your opinion on Fair Isaac (fico), apart from the obvious momentum; the outlook for the sector going forward, and what impact a downturn would have on it. Thanks, Mark

Q: I would appreciate an opinion on this stock. I'm a conservative investor looking for income mostly.

Q: Can I get your opinion of Biosyent (RX)? Thanks.

Q: Good morning. May I ask for your assessment of Prestige Brand's latest quarter results, and a forward statement as a healthcare 5 year hold? Thank you!

Q: Hi Team
Metro reported today with fairly positive results although their results covered 13 wks compared to 12. Could you give me your opinion on their results and their future prospects with the purchase of the JCP Drug store chain,
Thanks John