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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: Hello, I sold my position to crystallize a tax loss. Would you recommend buying again? If not what other high yielding stock might you suggest? Thanks!
Read Answer Asked by Bill on December 18, 2017
Q: Hello 5i,
In response to Dale's question this morning about Alaris: when I read the press release I interpreted the comment about the $2 million in distributable cash to be some of the monies flowing from the partners to Alaris and not an increase in the distribution to shareholders. Perhaps their wording was a little ambiguous or perhaps I totally misinterpreted. Could you please confirm either way for me? I know they talked about their "run rate"? being under 90% now, but again, the wording left me a little confused as to whether that confirmed a shareholder distribution increase or not.
Thanks!!!
Cheers,
Mike
P.S. Merry Christmas and Happy New Year to all at 5i and the 5i community!!
Read Answer Asked by Mike on December 18, 2017
Q: Hi Team,
I'm looking to add few names to my growth fund. I already own many of your suggestions. How do you feel about DSG, BDT, CJT and CAE? From a growth perspective for 2 to 3 years, do you like them? Would you invest here? How would you rank them?
Thanks,
Dennis
Read Answer Asked by Dennis on December 18, 2017
Q: In the true spirit of the holidays I would appreciate your opinion on the three wine/spirit companies that have done very well over the last year. What is your top pick? Or should I just buy smaller holdings of each?
Read Answer Asked by Kurt W on December 18, 2017
Q: I am considering buying ENF. I know 5I prefers ENB but my reasoning is that...
1} ENF has a higher dividend and is committed to the same 10% annual increase
2} Though ENF has shown related volatility it hasn't been as extreme as ENB
3} ENF is well off it's highs and offers a 7% yield while I wait. So I don't really see it as solely income.
My questions are
1} How if any does the debt of ENB which seems to have investors spooked effect ENF and does ENF have debt investors may or should be concerned with ?
2} ENF is issuing shares. Why should I pay a premium now rather than waiting til the shares hit the market and buying after investors digest the dilution ?
Thanks Garth
Read Answer Asked by Garth on December 18, 2017
Q: Hi 5i,

I have been a long term holder of KEY. I hold it for longer term cap gain (not big gain, but gain), and dividend.

I am still in positive territory, but I am concerned about the decline in price from $45 down to $35. $35 appears to be a multi year technical (chart) floor.

I have read all your recent answers to the questions on KEY. I would summerize as a lower risk longer term revenue stream play.

Should I be concerned about it breaking through the $35 floor ? Is there something else I should be aware of ? Would you recommend changing to another equite in the same sector (please deduct as many questions as you see fit).

Love your service !!!!!!
Read Answer Asked by Jim on December 18, 2017
Q: I currently hold the above etf's, which totals 25% of portfolio. Equities held are US and Canadian and am invested in all sectors with financials@17%,Tech 10% and Utilities 8%. Remaining 40% equally allocated to the other sectors. Am looking at reducing ETF's and would appreciate your thoughts on which ones are good holds and which could be sold due to over diversification! Thanks for your valuable input!
Read Answer Asked by diane joan on December 18, 2017
Q: Would appreciate your recommendation on three large cap CAD equities with limited downside potential that have increasing profits and cash flow and dividends for a short term investment of 4 mo
Read Answer Asked by David on December 18, 2017
Q: Hi Peter What do you read in to the recent announcements and share price reaction
Kind Regards
Stan
Read Answer Asked by Stan on December 15, 2017
Q: Hi 5i,
I’m continuing to hold some Callidus (CBL) shares reasonably patiently. But I’d be interested in any further thoughts on the insider activity on CBL over the past few months. The INK report shows predominantly two buyers: Braslyn Ltd and Callidus itself. (You noted previously that Lewis controls Braslyn) The shares repurchased by Callidus are consistently cancelled at the end of each month. The Braslyn purchases are small lots (a few as big as 10-15,000 but smaller most recently), certainly relative to the size of Braslyn’s total holding (over 7.1M shares). Small lots obviously won’t move the price significantly on a given day. But is this buying too incremental to be significant or might something be going on? Obviously if there is to be a go-private takeover at a premium, continuing to accumulate near $10 might work out well for Braslyn. But is it likely that Braslyn is angling to orchestrate a takeover itself? The trading share float seems relatively small on this already (around $100M and less than 20% of the market cap). I don’t know if I have seen a situation quite like this one before. It seems like if the float erodes enough the current insiders could just have it go private by agreement. Thanks.
Read Answer Asked by Lance on December 15, 2017
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