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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: I am considering moving my RRSP from the firm my company has selected to something I can self-direct myself (saving management fees). It is approx. $90K and I don’t expect to access it for 20 -25 years. My thought was to mimic your balanced equity portfolio. Does that amount and time horizon make sense for the strategy?
Read Answer Asked by PAUL on August 17, 2020
Q: Hi 5i,

Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.
Read Answer Asked by kwokwai on August 14, 2020
Q: Can you comment on Brookfield Asset Management's earnings and information released this morning? Do you see any areas of growing concern or information that would have you reassess BAM's status as a blue chip?

Thanks again.

John
Read Answer Asked by john on August 13, 2020
Q: Good morning 5i team,
I am a little late reading Q&A. Not a question but a complement of information. Regarding Kevin’s question on August 4th about DOL’s negative shareholder equity: your points are all valid, but my understanding is that this situation on the balance sheet results mainly from their massive annual share buybacks over the last few years. Per share, the cost of the buyback is higher the book value. Thank you for your collaboration, Eric
Read Answer Asked by Eric on August 13, 2020
Q: Follow your balanced equity portfolio. I am wondering if I should move money from BNS and CAE to something with more upside in the balanced portfolio As well, have a few of your growth names. In the recent questions and answers the outlook for pho does not seem good. Should I hold or do you have better suggestions for growth in the next few years? Thank you Steve
Read Answer Asked by Stephen on August 13, 2020
Q: Hi. Did you get some more info on XBC (see 2020-08-11 Q&A below).
Thank you as always.
Paul D.
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Q: Hi team,
Please provide your thoughts on the quarter out of XBC.
Thanks!

Asked by David on August 11, 2020
5I RESEARCH ANSWER:
Revenue of $19.6M was $1M ahead of estimates; EPS loss was slightly below. Revenue rose 53% but EBITDA shifted to negative $0.1M from +$1.8M and was below estimates. Backlog rose $22M to $85.5M. Cash is $60M. Revenue guidance was maintained but costs have increased and profit guidance has been retracted, which will disappoint some. Some of the additional costs are Covid-related. The conference call is later today and we will get more info.
Read Answer Asked by Paul on August 13, 2020
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