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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: Could you comment on this morning's press release from Callidus. Is there anything material, or is it just an update that things are progressing as expected. Would you still expect a privatization to occur at $20+. The press release says that "Catalyst Capital Group...remains committed to completing a transaction on terms that will ensure the continued protection of the interests of its public shareholders."
Read Answer Asked by David on February 14, 2017
Q: Hi 5i

Have you noticed a '5i Effect'? As an example AIF was at 29.77 Janary 25 and you announced addition to BE portfolio Jan 26. Since then it has gained 9%. I noticed similar reaction on TOY.
Is your subscriber base large enough that we move stocks when you recommend them? Or is it just good timing on your part?

Thanks again
Read Answer Asked by Greg on February 14, 2017
Q: Hi 5i Team,

I am looking to do some portfolio rebalancing. I am currently overweight in the following sectors and, therefore, I am looking to reduce my exposure. Which one stock from each sector would you recommend selling. Note that I am 32 years of age and have a medium to high risk profile.

Consumer discretionary: BYD, ATD, CCL, NFI, MG, TOY
Technology: CSU, SHOP, ENGH, KXS, OTEX, SYZ

Thanks in advance!

Regards,

Jon
Read Answer Asked by Jonathan on February 14, 2017
Q: Over the last 20 years CNR and KSU have been outstanding performers. CNR up about 2000% and KSU up 7500%!! Both have been better than Birkshire Hathaway. Which would pick for a long hold? Have the metrics of these RRs changed? In particular, does KSU still have the advantage that propelled it 20 years ago? It has lagged of late.
Read Answer Asked by Greg on February 13, 2017
Q: I just read that a Brazilian federal court suspended the sale of the Brasileiro SA's pipeline. How mighr this affect BAM?
Thanks
Read Answer Asked by Nancy on February 13, 2017
Q: Greetings 5i, first off, thank you for this unique and valuable service. I'm looking to remove my two... shall we say laggards from the portfolio. Three questions;

For Potash, portfolio holds about 3.4%. Is there an upside to waiting short term until the Agrium deal closes? If replaced, I want something in the same sector. What is your top two dividend payers in this sector?

For Cenovus, portfolio holds about 2.4%, I would like to replace with either utility, consumer discretionary or healthcare. What are your top three, dividend paying suggestions.

And what is your top financial dividend payer?
Read Answer Asked on February 13, 2017
Q: I am looking for your top 10 picks from all the 70 companies that you currently hold in your 3 current portfolios. Growth. Income and Balanced Portfolios. Using todays prices which 10 companies out of 70 in your 3 portfolios would you suggest for immediate purchase ?. I have funds to invest today for a 2 year hold. Thanks a lot & best wishes. I really do appreciate your investment ideas. Bob
Read Answer Asked by bob on February 13, 2017
Q: What 's your opinion on BAM.A? Is it better to own BAM or some of the subsidiaries? thanks.
Read Answer Asked by Fooklin on February 10, 2017
Q: Hi, I am thinking of buying CARA. In the consumer cyclical sector, BPF.UN, QSR & AW.UN are all trading above their 200 day SMA, while CARA is well below its 200 SMA & is trending down in price. What are your thoughts on why CARA is out of favour with investors while other stock prices of companies in the similar business are increasing in value. Thanks … Cal
Read Answer Asked by cal on February 10, 2017
Q: Hello gentlemen,

My query pertains to CNR. I took in half a position yesterday (2.5%) and was hoping to wait for a pullback within the next few weeks to buy the remaining half. Do you think the rails are too richly valued at the moment ? Given CNR north south trajectory thorough the continent, do you think it's shipments, and in turn it's stock price may be negatively impacted by potential border taxes ?

Please enlighten me as to whether you are of the opinion that a full poisiton can be purchased, and how you would approach. Do you view this as a solid buy? I'm 31, so my horizon is very long.

Thx

KR
Read Answer Asked by Karim on February 10, 2017
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