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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: Wondering if you can confirm what Benchmarks are used for the 5i Model Portfolios.
I may be wrong but from passed members questions I gather you may use XTR for Income, XCS for Growth. What about Balance Equity portfolio benchmark?
Many Thanks
Frank
Read Answer Asked by Frank on July 08, 2019
Q: Hi
Several questions have referenced your "excel spreadsheet of monthly dividend payers". It sounds very useful but I have been unable to find it. Is it available to all members?
Thank you................. Paul K.
Read Answer Asked by Paul on July 05, 2019
Q: I hold WSP positions in both my balanced portfolio and also in income portfolio. Both portfolios are "balanced" and diversified. In total, WSP is more than 7% when the two are added up for what is in the two portfolios, although less than 7% in the individual two portfolios. My question is this okay as it is or is there a percentage cap for WSP that I should apply for both portfolios?.....Tom
Read Answer Asked by Tom on July 04, 2019
Q: Hi Peter and Ryan,
Thank you for providing information on LSPD. I bought half position at around $30. I have been thinking of adding the other half. But LSPD had a good run and kept going higher. Since it has been out there for only a short period of time, I am not sure I should add the other half right now. I would like to get your opinion on it.
Thank you.
Read Answer Asked by Yiwen on July 04, 2019
Q: Hi, Could you please put together a few reasons why the stock has pulled back from recent $45 level and now gravitating back towards 52 week lows of $35 - $37. In all your comments, you have all the positives to say about the company and suggested that Toys r'us bankruptcy issues are temporary and amazon being no threat to the company. However, market does not appear to think so. Someone on the BNN also mentioned that Hatchimals are also not selling well. During past 2 years, stock has been lagging from a high of $59 to a low of $35. Expectations of future growth and patience has not exactly helped and some of 5i favorites like, TSGI,TCL.a,SIS continue to test new lows. The point is, captital is not infinite and tough decisions to sell, without waiting too long may provide an opportunity to reallocate capital to 5i names with more clarity and positive momentum. This strategy helped when we liquidated full position in TSGI and 65% each in TCL.a and SIS, over time and used funds for LSPD, RPI.un etc. Does this sound like a fair approach ? With this perspective, is it worthwhile to hold on to TOY while market is saying otherwise ? Thanks
Read Answer Asked by rajeev on July 03, 2019
Q: I have a buy order for Covalon at $3.89 since Q2 2019 earnings and stock doesn't seem to be hitting below $4. If company don't see one time charges in Q3 2019, I am assuming they will be profitable. I don't want to miss this opportunity but stock over $4 seems expensive to me. Management is great since insiders hold over 50% of stock. Should I pull a trigger over $4 or wait for the price to come down? My time frame is 12 months.
Read Answer Asked by Rahil on July 03, 2019
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