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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: About the recent sells in the growth portfolio;

My ultimate investment goal is to achieve a maximum return. Just trying to figure out the rationale for the sells; if it's for portfolio management reasons, if there are better opportunities, or would advocate holding the old ones, etc.

My portfolio basically mirrors the model growth with similar weightings. I figured there's always a good reason for a sell decision. I'm wondering what companies you're looking now in the growth (or even adding to in the existing portfolio) with the extra cash.
Read Answer Asked by Elliott on April 04, 2016
Q: Thanks for your answer. Please Note that the RDM reports in US dollars so $37 million is the conversion cash amount to your US$28 million. Are the earnings multiplies you quote adjusted for the fact that RDM's stock trades in $C and they reports earnings in $US?
Read Answer Asked by Charles on April 04, 2016
Q: RDM's stock price hit I believe a 8-year this morning. How much higher could this stock go if you factor in a take over or acquisition given the Company has about C$37 million in cash and no debt?
Read Answer Asked by Charles on April 04, 2016
Q: Please provide your opinion of BAM.A. Do you think the Zach's downgrade and the recent Barron's article would account for today's pullback? The stock is closing in on the 200 day EMA. Would you have any concerns adding to an existing position at his price level? Best, Don
Read Answer Asked by DONALD on April 04, 2016
Q: Hi Peter and Staff
Considering averaging down small on small positions in either KEL or SPE. I think SPE has a better balance sheet? but in a ranking last week for a reading you had KEL a couple of spots ahead of SPE. Which do you prefer if you had to pick one going forward?
Thanks and have a great day
Dennis
Read Answer Asked by Dennis on April 04, 2016
Q: PBH has gone up a lot in the last 2 months. I'm now seeing a forward P/E of 23.5.

At what point would you say that a company looks good but the stock is too expensive to buy at the current time?

I currently have ATD.B weighted at 5.77%. Would you advise selling a half position in ATD.B to buy a half position in PBH?
Read Answer Asked by Andrew on April 04, 2016
Q: I'm unable to find any news on BAM.A today, which would account for its 4.6% drop this morning. Is it event related?

Thanks
Read Answer Asked by Michael on April 04, 2016
Q: I realize it's tiny, any opinion on this company?
Read Answer Asked by Charles on April 04, 2016
Q: Hi team, I wondered if you had any opinion on this US stock, by chance? I'm looking at its recent downturn and hoping this is an entry point... Thanks!
Kate
Read Answer Asked by Kate on April 04, 2016
Q: Hello Peter and 5i team,
We took some profits in our grandson'e RESP [ a toddler ] and are considering a new position or adding to our current holdings. The current holdings are ATD.B, AVO, CXI, DHX.B, XTC, GUD. Thank you for your opinion.
Read Answer Asked by john on April 04, 2016
Q: Could you give us your latest opinion on cix pls
Read Answer Asked by dennis on April 04, 2016
Q: more a comment. td has now rated the stock a buy and a 12.50 and up target price. td was very impressed with the investor day on mar. 30 and says to buy tck on any weakness and it looks like a bottom is in met coal prices. I know 5i looks at tck as a binary trade but someone is buying.
Read Answer Asked by blake on April 04, 2016
Q: Just a comment,
Please update your header when adding news I checked to look for your updates and only looked at the Mar 14 header not realizing you had updated comments below. I see you have finally updated the header.

Mike
Read Answer Asked by Michael on April 04, 2016
Q: Hello team again,

I have been reading on this one and the question now is: In the long-term, what is the likely outcome? Is this company going to survive? I am sure no one knows but based on your experience what is the best course of action now if you bought in at 1.15? Would you average down if you were a long term investor and wouldn't mind sitting idle for the next 5 years?

So to make it easier for you: In your gut, do you feel this company back to $1.15 in five years or down to $0.15? And if the former is true how long would you wait to average down if at all?

Thank you very much indeed!

Read Answer Asked by Saeed on April 04, 2016
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