Investment Q&A

Q: Can you provide the short interest on TSGI from last July, 1 month ago & now. Thanks

Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris

Q: Can you please provide specific reasons why you like this stock? Starting to lose patience and believing I can reallocate it to more productive names. Thx

Q: Good morning crew.

A general observation that you can feeel free to correct. Having been a member for two plus years I notice that your patience with picks that do not have a dividend, or a small one, seem to have a shorter leash that say a stock that has a healthy dividend.

Would that be accurate or are the prospects for growth what really matters. Like GUD for example.

I know this is a simplistic observation, but my own patience is somewhat relaxed when in receipt of a dividend like an ENB or PBH.

Thanks. Appreciated.

KC

Q: Please comment on earnings. Thanks

Q: Hello,

Would this be a good time to initiate a position in WSP, or did the tide already rise? Thanks

Q: I hold most of the income portfolio in a cash account to supplement my retirement income. I have equal weightings of most of the holdings and am beginning to double up on them as more cash becomes available. Could you suggest which three holdings would you double up on at this time? Thank you.

Q: I am wondering what price do you use as the sold price to calculate performance when you take a company out of of your portfolio. For example CLS was recently taken out. May I know which price would you use for performance calculations ? Thanks

Q: Hello 5i,
Stars group continues to be one of your favorite higher risk growth stocks. I personally have the same view. However, it appears the market continues to beat this company down.
Please explain what are the top 3 reasons (other than the high debt) that you believe is causing this stock to currently continue to move down and please detail (debt reduction, revenue beats, acquisitions etc..) what will have to occur in the mid-term in order to drive this stock higher and make an u-turn. Finally, what should the minimum time horizon be if one is currently holding this security. What are the top downside risks (Including: Regulatory, political, execution etc..) and to what degree is each of these risks going to impact this company on the downside.

Thank you,
Joseph

Q: What do you think about buying some shares of CSU now, or is it too late? Or wait for a better entry, in that case what is a better entry point?
Margita

Q: Do the earnings results change the long term view here? Thank-you.

Q: Please comment on the earning result of MX? Thanks

Q: This is about the volatility of stocks such as Shopify. I understand why it is volatile being new, growing fast and very high valuation. My question is, assuming it continues to grow what might one look for as indicators that the volatility is going to settle down.
Thanks as always,
Peter

Q: anything to account for the pop in price today? Thx

Q: I am underwater with this one for about 32%. While I understand the long term story on this stock, would it be unreasonable to sell it and go to a growth name during this market downturn? Any suggestion for a replacement? or I should be patient to wait for a rebound. NFI is not a large position in my portfolio.

Q: hi folks:

as a PSA to the group, i wonder how long it is until the money laundering in river rock becomes a serious problem for GC

i do not own it for this very purpose and wonder how people will react when all the dots are connected and it is proven that GC was complicit in criminal behavior on an epic scale

not sure what the outcome will be yet i think people should handicap accordingly; and no, side from not owning i am not sure how to quantify this risk

comments?

cheers

Q: Would you continue to hold SHOP?

Q: The latest EIA natural gas weekly report outlines the construction of several new methanol plants in the US. Is this an issue for MX with possible oversupply?

Q: I would like to add to one of these stock positions in the balanced portfolio. Which is your pick today?

Q: Can you comment on earnings release today? Thank you