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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 5i team,
Regarding REAL: you mentioned it is now a weighting decision. I am a patient investor who likes to buy quality companies while they are at bargain price. If a full position is 5% in an already diversified portfolio, up to what weighting would you recommend? What surprised (disappointed) you and the market in their quarterly results or conference call?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 25, 2020
Q: Hi 5i,
I've been considering taking a position in REAL, especially now on the dip. However, and while I understand there may be many reasons why insiders sell that don't necessarily reflect their view of the future health of 'their' company, the number and size of sells of REAL by management over the past many months (particularly by Jason Smith) give me 'real' pause. Could you give your opinion on the insider selling that's taken place with REAL in the past year or so, especially when coupled with what I think is an almost complete lack of insider buying?
Thanks,
Peter
Read Answer Asked by Peter on November 24, 2020
Q: From your portfolios, what are the top 5 most undervalued names at the moment, and therefore with most growth potential into the following months?
Read Answer Asked by Mahdi on November 23, 2020
Q: Hi,
I own REAL. I rode the stock up all the way to $33 and watched it get "killed" on Friday (20 Nov), when it was down almost 16%. I am not day trading the stock though.
I didn't see anything that is sinister in the financials for the quarter that was reported on. Company looked like it was growing well.
I am now "under water" with my holding and I was looking at maybe buying some more as I consider the stock to be on sale.
What is your take on it?
Thanks,
Read Answer Asked by ilie on November 23, 2020
Q: Good Morning
How would you compare Leon’s and Park Lawn. I had purchased both around the same time and currently Leon’s has far out performed. Would you consider a clean up trade selling PLC and buying more LNF at this time?(Portfolio weight not a concern). Or would you give PLC more time?
Thank you
Read Answer Asked by Marty on November 23, 2020
Q: When 5i sends an update report suggesting an increase or decrease in a specific holding, like increase by 1%, is that reflected in the portfolio report right away?

So, if I download the report today, the percentages for each stock already includes the change.

Thanks for your response.
Read Answer Asked by Stephen on November 22, 2020
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