Investment Q&A

Q: I think you guys do an amazing job. No one has a crystal ball and 5i is always very cautious & conservative. I watch BNN everyday for 3 hours, read Bloomberg and ROB, etc.etc.
I am a risk taker, which is why I reach out to you and you always caution me. So I am grateful for your service and happy to be a Member for Life!

Keep up your great work. Austin

Q: Which of these 2 industrial stocks would you pick today and why.

Q: from p hodson moments ago.......

"Unfortunately we think too many investors are playing individual stocks and not following a portfolio approach"

bingo!

if you have a balanced portfolio, you hold 25 individual stocks averaging 2 - 5% each

on a 500k portfolio, if you had 5% in CXR and bought at the peak ($117) and sold today at $12.17 you would have lost $22,500 (ish)

on an absolute basis $22,500 hurts, yet a portfolio loss of 4.5% is nothing

even with this loss, chances are some of the other 24 issues were up and you clipped a few divvies and likely your portfolio is flat to + 3 - 4% ytd

yet people are greedy and contrary to accepted wisdom want to
over buy the most risky of assets

and then 'double down' to 'get back my money'.....

5I is not a baby sitting service; sometimes you must put on your big boy panties and learn to read a chart or at a minimum institute a system which will allow you to cut your losses

history repeats again and again and yet again

don't look now but the north American equity markets are at all time highs and sitting on deflating earnings and increasingly lower breadth......

maybe 4.5% was a gift; a wake up call as it were

cheers

Q: Alex,ceo(3.4% 0wner as at 9/15)has always marched to his own drums.He wants to achieve his vision of growth @ the expenses of profitability,shareholders,employees & the public.He may come to his senses when Avo drops to no man land. Trading was halted today pending news announcement of loss.Alex on BNN tomorrow

Q: I should have dumped CXR immediately after receiving your email on Friday, but incorrectly assumed that the 20% drop at the time was as bad as it would get and that I would just wait until I made some other portfolio tweaks next quarter.

I've decided that I am going to replace CXR with BIIB. Would I be best to do this immediately or wait another quarter? Can CXR really go any lower? Perhaps it will get a bounce and outperform BIIB in the short term as value investors move in?

Q: Hi Peter and Team,
Is AVO still worth "B" rating based on Q2 result and MD&A?Thanks

Q: I have to respond to ron’s comments on CXR .
In a diversified portfolio he would have 10% exposure in Healthcare as recommended by 5i. So the dive in CXR would have a small effect on him overall. Thanks to 5i, I am up 16% from February this year with a diversified portfolio.

Q: Just a word of thanks for doing a very comprehensive job in reviewing my portfolio. It certainly fulfilled my expectations and outlined a valid plan for more productive portfolio. Well worth the cost.
Tom

Q: Hi Peter What is your thoughts on pbh acquisition .My guess we are looking at a good bump .This Mgt group are tops in my mind.
King Regards
Stan

Q: Just wondering what would be the best stocks to hold in my TFSA account. I have $40000 can you give me recommendations and weighings, also should my spouces account look the same thx

Q: Good afternoon,
I would appreciate your thoughts upon this company. How significant is the Romarco acquisition for it?
Thank you.

Q: could you give me your opinion on aim is the dividend save thanks

Q: If I was to copy your income portfolio, what would be the % weights of the individual stocks. Would it be 5% each for the 20 stocks or something a little different? Thank you, Rick

Q: good morning:
I own shares in Brookfield property management {bpy] on nyse.
Since it pays dividends in u.s. funds and Canadian dollar so
low would I be smart to sell and buy bpy.un on Canadian side.
Not sure if I would gain since dividend is paid in u.s. funds
Would appreciate your comment.
thanks

Q: I own CBL but as a retired senior that searches for high dividend plus growth stocks I would like to add beyond my 5.5% holding in CBL. what is your assessment of this Company for, I hope, a long term hold.

Thanks, as always, for your advice.

Don

Q: What are your thoughts on the new quarterly results?

Q: Altus Group (AIF) released good results today and stock reacted positively. Can you comment on the company and its results and if you recommend buying at these levels? If you do recommend it what type of investor or investment objective is this stock suitable for ? Thanks again. John C

Q: I am still invested in CXR.
1) Is CXR going to be bankrupt, or what is the probability of it happening.
2) The current prices are too cheap for a company that has a decent revenues. Missing a quarter earnings and a lower forecast for 2016 is not something that hasn't happened before. I see a reason to be invested in it for say another 2 yrs. Is that reasonable.
3) Is there a thesis to hold rather than selling off now.

Q: Please help me to understand that if 5I doesn t have any more intel on company management than that of the avg investor,what is the benifit of membership?
I, like so many others in this forum have been ambushed with the recent developments and incurred losses leaving me disillusioned
with 5 I research.
I really thought that with 5 i"s connections to the market they had more insight,(cxr hasn't been the only surprise)
Please understand I am not blaming 5i for this,it was my decision at the end of the day. I just don't see the benifits of renewing my membership.

Thank you for the education.

Q: Your comments on earnings please. Looks to be priced well, growing at good clip, and beat expectations...yet down ~2% today? Is this a case of "sell on news" - or can something more be read into the weakness?

Thx.