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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: First off thanks you Peter and the 5i Team for the great guidance during this roller coaster market. If not for 5i I might have panic sold out of stocks instead of small buys late March.

My portfolio mimics for the most part your Balanced Portfolio. To help me do so, what percent allocation ranges would you use to put the stocks into 3 (or 4) buckets of high / medium / low / (very low) conviction. This would help me compare allocation with a +/- tolerance. Feel free to add or reduce the number of buckets as appropriate.

Thanks again,
Angelo
Read Answer Asked by Angelo on June 19, 2020
Q: I am considering starting a new position in REAL and wanted to know if you believe now is an appropriate time to initiate given the recent run-up in stock price. My primary concern is growth and I am interested to know whether you feel the stock is fairly valued or over vlaued at current levels. Do you feel the company can continue to grow / increase profits with the current economic backdrop. Thank you.
Read Answer Asked by Jonathan on June 18, 2020
Q: We held A&W for long term income, now that the dividend is suspended, would you be removing it from the income portfolio?

Would it make sense to switch to QSR (or if you have other recommendation) or hold ?

Thanks
Read Answer Asked by Steve on June 17, 2020
Q: Hello. Further to the Walmart deal, are there any one way limitations built into this deal prohibiting SHOP from pursuing similar deals with other large retailers? If not, does this serve as something of a template for future deals, or is this a one-off because of Walmart's specific attempt to grow its web presence? Any other details or thoughts on how this specific deal affects SHOP would be appreciated. Thank-you.
Read Answer Asked by Alex on June 17, 2020
Q: I see you like this company, with good reason. I also see that it spent most of 2019 consolidating and that it is now retracing from an obviously overbought price level. Considering the company's fundamentals; revenue growth, earnings growth, and such other factors as you consider pertinent, at what price levels would you consider entry represented a significantly attractive opportunity. Please include market sentiment in your evaluation by assigning a price bracket to your response. Thank you.
Read Answer Asked by Mike on June 17, 2020
Q: What, if any, impact to Primo do you see from Nestle's announced explorations into getting out of the water business in N America? During the Cott-to-Primo business transition, Primo's financial statements are rather more difficult to digest, but at the very least, Primo doesn't seem to have the capability to buy much of the Nestle water business. What other companies might benefit from Nestle's divestiture, and how might that affect Primo?
Deduct credits as required for multiple questions. Thanks.
Read Answer Asked by Lotar on June 15, 2020
Q: What's up with WSP? It held up quite well since March but after
issuing some financing a little while ago it slipped back and seems to be languishing, even during the run up prior to Thursday. What was the financing for? Was it a prudent time to do that? There had been some mention of a merger with a US entity; was the financing related to that and is that going ahead? And last, where do you see this equity going from here. Thanks for your excellent service.
Read Answer Asked by Leonard on June 15, 2020
Q: TFII has executed a perfect V-shaped recovery, but how does its remaining upside compare to other sectors (for example, insurance and industrials) which aren't so far along their recovery trajectories? Considering, also, that some in the latter sectors offer more generous dividends, on what basis is TFII actually preferable?
Read Answer Asked by John on June 12, 2020
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