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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: Howdy 5i,

With BEP's earnings announced Wednesday morning with a slight near-term miss but positive outlook for 2018+ and potential deal flow in India down the road, can you shed any light on what is driving today's (thursday) selling pressure. Price action is -3% on what seems to be no news. Arf! Arf! Arf! Is this year-end portfolio manager action? Volume a little higher than normal. Maybe I'm just scared of the wind...

Thank you for your time and insights.
Read Answer Asked by malcolm on November 02, 2017
Q: Hi 5i Team.

The only pipeline company I own is IPL. I have been looking at ENB for a while but can't make myself pull the trigger yet. One of the reasons I originally chose IPL instead was that it had (and still has) a much lower P/E ratio, reflecting much lower growth expectations. ENB currently sits at a P/E of roughly 35 which makes no sense to me. Do you think part of the reason for the price decline over the summer is due to investors reassessing growth (multiple compression) or am I over-emphasizing P/E when looking at pipeline companies?

Can you recommend a template that I can use to determine sector allocations? Should allocations be within a particular account or for my entire portfolio?

Thanks
Peter
Read Answer Asked by Peter on November 02, 2017
Q: Hi, I own both these companies, am now flat or slightly negative. Would you suggest
more patience, or time to move on to better opportunities? Any suggestions for replacements, they are both part of a full portfolio with the goal of dividend as well as capital appreciation. Thanks, Lavern
Read Answer Asked by Lavern on November 02, 2017
Q: Just a follow-up to John's question on KXS earlier today regarding the decrease in Professional Services Revenue. I'm under the impression this is a strategic initiative by the company and should in no way be construed as a negative.
Below is the press release from their 2nd quarter earnings release explaining the initiative.
"Second, our strategic partners are increasing their role in deploying new customer implementations, and gaining the related Professional Services revenue as a result. This positive trend has occurred earlier than we anticipated - which in turn has reduced our outlook for professional services revenue growth for 2017. While this has a short-term revenue impact – we are excited by the acceleration of partner contributions to our business. This also creates a stronger mix of subscription revenues in our business model."
Read Answer Asked by Dennis on November 02, 2017
Q: Not a question, just a comment. It seems that many members are now complaining about GUD slowly drifting downwards. When you recommended GUD you were very clear that it was a long term investment and Goodman would be very selective in how he allocated the war chest, and I invested with that in mind.Yet a year or two into the investment people are complaining about the lack of growth. I am comfortable with my position even though I am down a little. I take your advice, do my own DD and make a decision. It seem that patience is sometimes one of the harder concepts to grasp for investors.
Read Answer Asked by Adam on November 01, 2017
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