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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 was disappointed in your answer to Andrew on June 30th regarding GIL. I too bought GIL based on your rating and recommendation (B+). I subscribe to 5i to help simplify my investment decisions, and do not expect to have to look for other subtle clues such as portfolio weight etc to assess how you actually feel about a stock. I don't expect perfection, but I do expect clarity, and timely updates of prior ratings if sentiment changes.
Read Answer Asked by Charles on June 30, 2020
Q: hello 5i Research team, PHO: 3 of the 5 board members only got 75% or 76% of « vote for » at the annual meeting. This is quite unusual. Could you identify some potential significant investors that would have voted against? Are awhere of anything about those persons that would explain this? Should I worry, especially with a new president? Can we expect some divergence of opinion between management and shareholders that could cause some change in the organization? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 29, 2020
Q: Hi, new member here and a bit overwhelmed with reviewing all the stocks being discussed.
Can you give your top 3 growth, balanced and income stock picks today that you feel are undervalued/oversold with good growth/future prospects?
Your picks don't have to be in your current portfolio's. I would like your top picks overall.
Read Answer Asked by Curtis on June 29, 2020
Q: hello 5i Research team, Csu : do you know if the future spinoff of CSU on the Netherlands exchange going to trade as an ADR on another exchange? Do you know if it is expensive for retail investors to trade on the Netherland exchange? Do you think CSU is victim of conglomerate discount and that such spinoff is a reflection it? CSU recently nominated 4 new board members. It’s not often a company nominates 4 new board members. Do you think something is brewing for such a stable company? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 29, 2020
Q: Hello,
just wondering in your opinion why the did street dislike today's earning release? revenue missed but is the sell off justified? i see in the previous question the company has been buying back shares, but that seemed to have little effect in the price movements for the stock lately.
lastly, would you be fine starting a 1-2% position for a long term hold today?
Read Answer Asked by yongzhi on June 26, 2020
Q: In the short term, what are the biggest risks? COVID risks, an increase in cases to restrict SMB transactions; Offering price at $37.30, can the price cross the secondary offering price without an increase in selling volume; August quarterly report, that reflects the SMB reduced transactions due to shut in businesses; or the price ceiling at $35.00, that the price can’t get across?
Clayton
Read Answer Asked by Clayton on June 24, 2020
Q: I'm looking for guidance and advice on BAM.
Being a long time (15yr+) holder of the security, I love the company and the management. I truly believe they are fantastic investors. BAM represents a number 3 position in my portfolio.

I fear that post covid, and after many, many companies got their first real taste of WFH on a large scale, the commercial real estate market is in trouble.

Looking to feel comfortable not selling into this fear, as I really do value the company in high regard. I just fear we have seen the peak already, at least for an extended period.

Let me know your thoughts.

Thanks,
J.
Read Answer Asked by JAIME on June 24, 2020
Q: I am approaching my first year with 5i Research and it has been the best investment decision I've made. Thank you for your great service.

These days, it seems like an attractive strategy to buy a stock that has potential for significant upside recovery and has a great dividend that can accrue while waiting for that recovery. The risks would be that the dividend is stopped/reduced or the recovery doesn't happen. But some companies seem to be "good enough" that we can be *relatively* confident that it works out very well. Am I missing anything? Is EIF a great candidate for such a strategy? What are some better alternatives? Thank you.
Read Answer Asked by Laxmyharan on June 22, 2020