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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,

Curious about inside ownership with these two companies. Both have been on a tear for a while, and wondering at what point would a larger company look at buying these up for their growth potential. Would you believe they are takeover candidates or does some characteristic of each make that unlikely?

Regards,

Robert
Read Answer Asked by Robert on April 02, 2017
Q: Hi Peter and Team,
In your latest newsletter you mentioned to trim SIS back down to 5%. I have a very small position and hesitated on adding to it because it kept moving up and I thought I had missed my opportunity. I'm now up 150% which represents 2.7% of my portfolio (thanks for that and I'm now kicking myself for not taking a full position).
Is it too late to top it up to 5% now?

Thanks for this great service.
Rob
Read Answer Asked by Rob on March 31, 2017
Q: Could you provide an updated opinion on DR based on their latest quarterly results. The latest quarter appear to be very good with the dividend payout ratio dropping below 50%.
I am thinking of initiating an initial position in this company for a combination of nice income (over a 5% yield) and hopefully a little growth in the share price over time.How does future growth in their business look?
Your thoughts as always would be greatly appreciated.
Read Answer Asked by Thomas on March 27, 2017
Q: Good morning 5i. What is the potential downside of sgyp? With respect to its new fda approved gastrointestinal drug. It appears to have better results than its competitors with less side affects. Its potential market base in the U.S. alone is huge. My question with its recent drop in price and the fact that i'm a little overweight this stock is whether I should hang in there for the next 12months? Thx
Read Answer Asked by Robert on March 27, 2017
Q: I bought CRH at 4 dollars. It's now at app. 11 dollars. In the past with CCL and CSU, as the stocks ran up I trimmed and took profits. In hindsight, I would have done better if I had let them both run.

What I've learned from you is that picking a weight you're comfortable with is the best way to go. CRH now represents app. 7% of my portfolio. What is your recommendation as to the maximum weight for any one stock?

Thanks for the great service. cheers
Andy
Read Answer Asked by Andrew on March 17, 2017
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