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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: In one of your comment on GPS you mention " While the quarter was not great, GPS has spent the majority of the year investing in its business (Mobi, expanding sales force), trading profitability 'today' for growth 'tomorrow', and we are in 'wait and see' mode as mgmt executes its growth strategy. The stock now trades at a P/S of 1.6x.
Would you wait now for a few quarters to see how the earnings are before buying?




Read Answer Asked on December 29, 2017
Q: Hi 5i team,

I’m thinking of adding ECN to my portfolio. However, I already owned GSY and FSZ. Do you see any overlapping? Which two out of these three names will likely have the best growth in the next few years? Which two out of these three have the better balance sheets? Thanks and all the best for the new year.

Read Answer Asked by Willie on December 27, 2017
Q: Do you regret of not having Stars Group and Andrew Peller back in the portfolios this year with their very positive performances? In addition, on my question of the best inversed (betting on the stock market going down) ETF, what is SH in your answer?
Read Answer Asked by Herbert on December 26, 2017
Q: Hi 5i team. I'm looking to distribute some of my mj profits. Do you still like sis. It's had a pretty good run lately. Are there other companies you like more. I still have mj investments so something a little safer but still with growth potential. I'm still 10yrs from retirement so time isn't that important. Thanks.
Read Answer Asked by Peter on December 21, 2017
Q: Does TOY make most of their sales during the Christmas period? I am doing well on TOY (thanks to 5i) and while I am a long-term investor, I am wondering if you might be able to prepare me as to what the stock might do post Christmas. Does the share price reflect TOY as a year-round entity or has it possibly been bid up by investors that are mainly betting on next quarter's results, after which they would dump the stock?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 21, 2017
Q: I currently have CSU, DSG, ENGH and ZQQ in my IT stocks. I want to add one more, thinking of KXS, PHO or SHOP. Can I have your thoughts on which to add. Thank you, Stephen
Read Answer Asked by stephen on December 20, 2017
Q: I have a portfolio modeled after your balanced portfolio with a few additions/ substitutions from the growth portfolio. My wife holds BIP.UN in a taxable account where it may be suitable to take profits this year rather than in the future. Would you sell and replace with either AVO or NFI at the current time? I guess I am asking if you expect more growth from AVO/NFI than BIP going forward. Thanks
Read Answer Asked by Paul on December 20, 2017
Q: Hello Santa

For my TFSA contribution in 2018 would you suggest KXS or SIS? I do hold a 5% position in SIS in my cash account but am not concerned about an overweighting if the better value, safety and prospects for SIS outweighs those of KXS.

Merry Christmas to all your staff and elves. I value your help.

Peter
Read Answer Asked by Peter on December 19, 2017
Q: As you likely recall, Owen Moore's Grey Island Systems was bought out by BSM (via WebTech Wireless) a few years ago. Moore stayed around for a while before leaving to found BeWhere, again in the same general field.

What are the chances of BSM repeating history and buying up BeWhere to further its growth?

P.S. - appreciate your service so much!
Read Answer Asked by Richard on December 19, 2017