Investment Q&A

Q: Hello, there - I currently own all the names in the Balanced Equity portfolio and a full position in Shopify. I will be adding a little bit of new money into my portfolio this month and am looking to either purchase another full position or 2 half positions. What would be your first and second top ideas with a growth tilt (excluding names from the BE portfolio and Shopify). Thanks!

Q: After the close today a legal firm put out a warning that Tricon had not paid a fair price for their latest acquisition. Would these pertain to tricon or more to do with the management of the company that they acquired? How can this be unfair, don't the share holders have to vote on the deal for it to go through?

Q: These are the only 2 stocks I own in roughly equal portions of $41,000.00 each in my TFSA.
I am looking at selling equal amounts of each stock to buy another equally weighted stock.
I prefer small caps with a 5%+ yield and good growth potential for long term hold. DRIP if possible.
Would you name 3 stocks which you think may be suitable. Thanks
Derek

Q: Hi Peter,

Due to some poor planning on my part, I ended up putting some high growth stocks (i.e. SHOP, PHO, HWO, CRH) in my non-registered account, while my TFSA has most of the stocks in the balanced portfolio. Should anything be done to shift the stocks, or should I just stay the course?

Thanks

Q: Can't say enough times what a great service you guys offer.

Is there an EFT similar to CPD but with a focus on American preferreds? Thanks.

Q: My long term hold of ENGH has done very well. Would you endorse trimming some and putting into KXS at this time? (I have a very small position in KXS already)

Q: If 5i decided to release US balanced, growth & income portfolios @ the end of August this year. Which would be your top 2 favourites to earn a place in each portfolio as of today?

Q: could you please compare Mal to Eif with the usual metrics and which would you prefer for a 2 to 3 year hold? Also, will Mal benefit from Trumps increase in military spending? Thanx

Q: In my well diversified portfolio, these are losers. I do not need the cash. Which in your view are not worth holding? I am content to hold on for any possible turnaround.

Q: How do you see Evertz' quarter? Market isn't happy and I'm tempted to sell for a small loss and move into something else, unless you think the company remains solid and a very good long term hold. Thank-you very much.

Q: Peter, I have a sector balanced portfolio which is doing very well thanks to 5i.
In energy, I have considerable losses which are as follows:

TOU down 34% today’s value 60K
PEY down 26% today’s value 8K
VET down 11% today’s value 10K
PPY down 14% today’s value 14K
WCP down 2% today’s value 30K

My holdings in PKI are up over 55% and exceed the total value of the energy producing companies above.

Since my sector allocation is appropriate, would you suggest making any changes?

Q: I wonder if you had a chance to listen to the conference call and if it added anything to your assessment of the company? I think the current share price ($3.40-3.50) is not necessarily a screaming bargain but if they execute well, then they ought to see significant share price appreciation over the course of the next few years. The company seems to be in the right place and the growth opportunities seem quite substantial.

Q: Just as a follow up to Guy's question today mentioning 3 different memberships. Can you please expand on what other memberships 5i offers and where to seek out more information on them?

Thx

KR

Q: Hello 5i,
I notice that ET is halted pending news and that today is the Q3 conference call - at least they say it is on the website. Just out of curiosity, how long does the average c.c. last? Having never listened to one I have no idea if there even is an average. Just curious.....
Many thanks!!!
Cheers,
Mike

Q: Given the toppy markets and expectation of higher rates coming soon, where would you put new money with safety of principal and a modest return in mind? Thanks.

Q: Would you consider SW Sierra Wireless a good takeout candidate and if so, what would you watch for other than inside buying? I have noticed that it frequently hits new 52 week highs. Thanks, Bill

Q: Hello 5i
As I watch several investments plumb new lows, it strikes me that things may have turned and I am unaware.

We have seen 5i exit some names that were originally intended for 5 year hold but today I have to say my investment measurements are lacking when it comes to exit signs.
In some cases, I would get out as the stock price breaks the uptrend but have been ignoring this giving some space for volatility.
Given my experience in finding stock prices equal to zero in my portfolio, I would rather buy stocks that go up.
How does an investor distinguish between a stock going to zero versus one that is just doing the volatility dance and on a temporary path to a short lived low price?

I would rather not be found holding companies indicating 40%, 60% and 80% losses going forward.

Your thoughts on this are appreciated.
Thanks
Dave

Q: What is your analysis of the recent results? How is the company doing in terms of debt reduction?

Paul f.

Q: I am down approx 20% in a each of MPVD and PUR. Neither stock seems to be acting very well as of late. Should I remain patient or is it time to move on to greener pastures?

Q: PUR continues to slowly drift lower. I believe next financial release is March 9. Do you foresee positive results and some good things for the stock? I'm about even with the stock and am considering moving on to something more attractive, like PHO or ITC. Your comments please.