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: I have been looking at this company for some time. It seems awfully cheap, and is growing nicely. Mr. Glassman appears to have lots of expertise in the area. I realize there are far to many stocks for 5i to research, but my question is if this is a stock that you would ever consider covering, or are there some fundamental underlying issues that would exclude it from your consideration (similar to your reluctance to recommend resource stocks?) Are there any major issues that give you pause? What do you see as the main risks with this company?

As always, thank you for your help.
Read Answer Asked by Donald on October 05, 2015
Q: How is IT impacted by AYA's New Jersey news? Agreed that the real prize for AYA is the rest of the USA and they are lobbying California. I like IT because they are in regulated markets in Europe (UK, Sweden, Spain). Does IT plan to expand into the USA too? Could you please briefly compare IT and AYA from a business and investment perspective. Do you think that AYA may buy IT once it brings debt down? Based on forward P/E IT looks very interesting and insiders have been buying in the $11 range.
Read Answer Asked by James on October 02, 2015
Q: Hi 5i From what I have read Boston Pizza and Mr. Lube are both owned by T&M group of companies. Since DIV now has acquired mr. lube trademark/royalty, is there any reason why div could not also acquire bpf.un. And if so do u think this would be a good fit?
Thx
Gerry
Read Answer Asked by Gerry on October 02, 2015
Q: My investments are primarily growth stocks. My holdings in the following 7 stocks have declined considerably. Should I sell or worth keeping?
BOS,SEV,SCR,AGGZF,BAMXY -US, FLYLF,IMAX
Thanks for your advice.
Klaus
Read Answer Asked by Klaus on October 01, 2015
Q: Hi Peter, are there any larger cap TSX stocks not currently in the portfolios that are really catching your eye as great buys for the next few years ? Sincere thanks to you and your team for all the sage advice !
Read Answer Asked by Paul on October 01, 2015
Q: I have a full position in DH and am up 35%, but it has been falling lately, down about $3.50 a share for September. What would you think of switching to Thompson Reuters for equal dividend with a better chance of some growth?
Read Answer Asked by Edward on October 01, 2015
Q: Hi Peter and Team,

Would like an update on your thoughts towards the progress OPRX has made and also the recent minority stake WPP has taken in OPRX.
Read Answer Asked by Graham on October 01, 2015
Q: Do you view that lumber stocks present an attractive opportunity currently and if so what would be your preferred companies to consider? In addition which would have a more direct relationship with the increase in new housing in the US and less reliance on the China market? Thanks for all your work.
Read Answer Asked by Rudy on October 01, 2015
Q: Good morning,

Can I have your current (latest update April 2015) thoughts on tso3?

They seem to be in the right space?

Thanks
Tom
Read Answer Asked by Thomas on October 01, 2015
Q: This stock has fallen like a rock. I know de bores drop the price of Diamonds by 9 % but the drop in our dollar should make up for it. I hear short selling might be the cause .MPV states a 1 $ dividend next yr. Is this possible?I would like your opinion .
Read Answer Asked by charlie on September 30, 2015
Q: Hi,
For income I have these 6 stock. Can you give me your order from 1 to six, I want keep the best for long term. Perheps you will have an other one in place of the last.
Thanks in advance.
Francois
Read Answer Asked by FRANCOIS on September 30, 2015
Q: The latest downturn has made for some incredible bargins for divvy investors. Could you give some suggestions for a "safe" 5%+ yield?
Read Answer Asked by Ronald on September 30, 2015
Q: I have a position in Tucows. I like the business and as I listened to the last conference call, it seemed like future growth plans were solid. I am down a lot on my position but it is almost impossible to sell given very low volumes.

I am thinking about adding to my position to reduce my cost base. What are your thoughts on the future of the Company?

Don
Read Answer Asked by Donald on September 30, 2015
Q: Hi, what do you think about gxi right now? Would you add to an existing position?

Thanks
Paul
Read Answer Asked by Paul on September 30, 2015
Q: Hi Team,
Since the cel and a board member of Guestlogix resigned over the last two weeks,the share price has dropped by almost half.is this a sign of panic by investors ,while the fundamentals are still solid? Should I wait for Q3 results to average down or should I see this as an opportunity to average down?
thank you
Read Answer Asked by Jean on September 30, 2015
Q: reading the questions and answers to this massive downturn-
I think by far the best response comes from jerry who says I don't follow 5i's long term advice or their portfolios, I get my value from specific recommendations, answers to questions, and the basic integrity of 5i.
the key part of jerrys quote is long term advice--peter has been very clear that 5 years is his time frame and yet during this downturn especially with cxr everyone is in a panic.
as for me my time frame is far far shorter than 5 years-- and I think a stock like knight and currency exchange-- I own lots of both we will be rewarded long before 5 years is up and if I am not I always have the option to sell.but every investors temperament is different and if this downturn is too painful then sell and wait it out. dave
Read Answer Asked by david on September 30, 2015
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!