skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Even though you have SPB in one of your portfolios, you do not report on the company. What is your opinion of the stock? TD Waterhouse has it on their
Action List.
Read Answer Asked by christianne on April 06, 2016
Q: Hi Peter & Team,
For last 6 trading days Dragonwave been going up some 15-20% every day, any reason why?
I still have very small position in it @$2.25 cost.
Thanks and appreciate you service!
Tak
Read Answer Asked by Tak on April 06, 2016
Q: Appreciate your service. I never take yours (or anyone's) recommendations at face value, always do my own due diligence and ultimately, any choice to buy or sell solely rests upon my shoulders. With that being said, I always try to learn from mistakes, and I expect you are the same. WIN is almost a double from it's lows (and from it's removal from your portfolio). Is their a lesson to be learned here? Why do you think it has roared back so fast?

PS - I sold as well.

Regards,

Robert
Read Answer Asked by Robert on April 06, 2016
Q: I am trying to do some rebalancing. Would you classify BIP, SJ, MSI and CCL.B all as industrials? Also, what allocation to you feel is currently appropriate for industrials for an investor with a medium to high risk tolerance. Thanks.
Read Answer Asked by Janet on April 05, 2016
Q: Hi, I noticed RCH dropped a lot today. I was wondering why you think it dropped so much？Thanks
Read Answer Asked by Esther on April 05, 2016
Q: What is your current view of bip? Noticed no current questions on your list.
Thanks
Read Answer Asked by don on April 05, 2016
Q: Hi team,

how do you see the latest NYX deal.

tx
Read Answer Asked by Nick on April 05, 2016
Q: Could I get some up-to-date numbers on PIF please - How much debt? How is cash flow? What is the current payout ratio? Any recent insider activity? Any other cautions or comments on their financials would be appreciated. Also, how much political risk is in this company given the location of their assets? Thanks.
Read Answer Asked by Noel on April 05, 2016
Q: Hello Peter & Co,
I know you are a proponent of the portfolio approach; however, (1) if I were to fully participate in your 3 portfolios, I would have to own some 60 holdings; that is, in my humble opinion, too much to handle whereas 30 to 40 would be more manageable.
(2) Supposing that 60 holdings is OK and I just duplicate your portfolios, what would be the economically optimal and practical size for each portfolio in $ terms?
Thanks,
Antoine
Read Answer Asked by Antoine on April 05, 2016
Q: Any updated thoughts? Financial post article recently.
Read Answer Asked by Husseinali on April 05, 2016
Q: Please provide your opinion of BAM.A. Do you think the Zach's downgrade and the recent Barron's article would account for today's pullback? The stock is closing in on the 200 day EMA. Would you have any concerns adding to an existing position at his price level? Best, Don
Read Answer Asked by DONALD on April 04, 2016
Q: I'm unable to find any news on BAM.A today, which would account for its 4.6% drop this morning. Is it event related?

Thanks
Read Answer Asked by Michael on April 04, 2016
Q: I realize it's tiny, any opinion on this company?
Read Answer Asked by Charles on April 04, 2016
Q: Good Morning 5i
Please provide your comments on NYX/Openbet deal? Thanks.
Read Answer Asked by Randy on April 04, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!