Q: If you check a couple of well read investment blogs you will find several posts suggesting 5i research is working with shorts - see TSGI, RHT, COV. You just removed COV and Largo from your portfolios. The performance of many 5i holdings in abysmal. Your recent interview suggests one of many investor errors is holding a poor performing stock for too long. It is no wonder so many mutual funds underperform the broad market when they hold all sectors and keep dogs way too long. Please explain 5i position and why you continue to add companies that are either dump and pump or poor managers.
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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: hi, 5I
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ
Your response to a question about buying that stock:
We would be comfortable buying BEP.UN today.
My question is what parameter(s) are you rely on to say that, apart the fact that it is doing new high everyday (I like the change from limited partnership, and the market also )
But this is a one time, and it seems very expensive to me.
Your detailed answer would be very appreciated
CDJ
Q: I own only these two companies in an unregistered account and need to raise some cash, so I need to sell either a 1/2 position of one or 1/4 position of each. Both holdings are up substantially (100% and 80% respectively). Based on continued future growth, do you have a suggestion of how I should proceed? Thanks so much.
Q: Why is BNS reporting its Q4 results on Nov 26 so far ahead of the other big 5 banks on Dec 3,4 & 5? What are your expectations of BNS? Thanks for u usual great services & views
Q: Do has been doing very well since its last Q results on 8/29 What is U idea of its Q on Nov 27? Thanks for u usual great services & views
Q: You describe goeasy as a value stock. What values are you using (Book, PE, debt?) What are all the similar financials/consumer lending stocks to compare these valuations too? Thank You
Q: Greetings 5i,
I have noticed MX has not been mentioned in your recommendations in Q&A recently. Has your opinion changed regarding Methanex and ? Where do you see it fitting in a personal portfolio and to what weight now?
Cheers!
I have noticed MX has not been mentioned in your recommendations in Q&A recently. Has your opinion changed regarding Methanex and ? Where do you see it fitting in a personal portfolio and to what weight now?
Cheers!
Q: Is Bep.un still a buy at this time ?
Thank you
Thank you
Q: Hello interesting article concerning Value stock investing , i'm 75 and basically follow 5i income portfolio with the addition of some U.S. stocks in area not properly covered by the TSX due to the size.There is any stocks in your 3 portfolios (growth?)that can be define as Value wich i could consider adding to my TSFA .
As always Thank You
Daniel
As always Thank You
Daniel
Q: Does GUD's precipitous drop in share price indicate that the market believes the acquisition of Biotoscana was not a good investment? How solid is Biotoscana? Are some of their products fit for the US/CDN markets? South American market? Your opinion is always appreciated. Thanks. Gaston
Q: Once the vote on conversion occurs, would you be able to provide members with an update,and explanation around tax implications? It appears there is some confusion around if taxes have to be paid upon conversion or at a later date when shares are sold. Also, what will the dividend be as under the current structure we receive interest
Thanks for the great service,and recommendation on Boyd.
Phil
Thanks for the great service,and recommendation on Boyd.
Phil
Q: I have a small position in ccl.b and am considering switching it for atd.b for a 2 to 3 year hold . Good move? Which would you prefer and why? Thank you.
Q: Is it too late to buy CAE as I have some funds to deploy? Can you suggests other stocks to buy if CAE is too expensive.
Thank You
Thank You
Q: Hi there, it looks like the market likes the results out of Savaria this morning. It's been stuck in a range for quick sometime. Is this the start of a breakout? Would you be comfortable increasing this to a full position from half at this point? Thank you!
Q: I see Enbridge down close to 3% today as I write this. Are you aware of any news related to this drop. Could you please give me your current opinion on this stock and whether or not you think this is a good time to buy. Thanks.
Q: With their last Q results, do you agree, the stock is a better buy today than was yesterday.
Do you see the SP reaching it’s all time high again soon ?
Thanks
Do you see the SP reaching it’s all time high again soon ?
Thanks
Q: Hi, could you please comment on BAM.a earnings. Thanks
Q: Morning fellas:
Please comment on this story’s recent results.
Thx mark
Please comment on this story’s recent results.
Thx mark
Q: From a valuation/prospects perspective (leaving aside portfolio considerations), what would you buy in BE today? Thanks!
Q: I have a half position in GUD. Would this be a good time to top up to a full position?