Investment Q&A

Q: Why the ongoing free fall, particularly today. Hold or sell?
Thanks
Peter.

Q: I bought this stock at $20.00 this summer and at that time had a great looking chart. It went to $24.00 within a month and since then is falling like a rock. Yesterday the company an acquisition in Italie. Would this be the cause of the 10% drop today? Is there other news that we do not know about? Is the fundamentals still good for this company (PE, debt, PB,etc)?

Thank you and Merry Christmas to all 5i crew.

Paul

Q: Good morning 5i,
I should say right away, thanks very much for the heads up on Jnj. I took your advice and got out in the summer!
but, I unfortunatly do have some that are still in loss territory. I am worried that these are probably down at their lowest point and that there may be a rally in the New Year that I would miss if I sell for tax loss.

I wonder what your thoughts are on that? Also, if you think that there isn't much of a chance of them coming back soon, how would you rate them as a sell, ie which one most likely to stay down for 30 days?
thanks

Q: Hello, 5i
Sometimes entry price counts....
I have followed CSU over a few months now.
I know that you are very reluctant talking prices makes this question probably frustrating
So this is my question:
/Which of csu or engh do you prefer?
If you prefer csu,
1/ do you think it is over/under or properly valued at $886
2/ in case of a economy/ markets breakdown, from your experience, can it drop another 20%
Thanks

Q: Hello,
Like others, many of my stocks are down. Just wondering if I should be averaging down, and if I was, which 3-4 stocks I should be considering. I just saw your tax loss report and noted some of the stocks on there are in some of your portofolios. I've been following your balanced portfolio but do have positions in others such as GSY. Thank you.

Q: Morning guys:
I own the these 3 I’m down significantly with all three. All three of these have solid management teams and I have confidence to hold and dollar cost average for the long haul. Is it time to add at current prices.
Thanks
Mark.

Q: Just wondering if you are still generally positive on this one. I am surprised that it has sold down so much after recent earnings.

Q: Peter and Team:
At this time of tax loss selling and general carnage, what would be your top 3 picks from the balance portfolio to add to regardless of sector.

Thanks

Phil

Q: Evertz took a tumble on Tuesday, down 3% on no news that I could see and after the ex-dividend date, as well as the very recent good report.

Have you any news?

Q: In August, 5I issued a positive report on TFII rating it B+. The stock price was $48.30. It was subsequently added to the portfolio. Today the price is $36.70. Do you have any explanation why the drop of 24%? Markets are terrible but TFII is being punished more than the average. Is there some underlying fact that may be affecting things?

Q: So much noise !!! Could you please provide your assessment of the results ? Thanks

Q: Down considerably with this stock. I notice that it is not one of your top picks going forward. Your thoughts

Q: With the possibility of an impending recession, what would be 5I 's approach in managing the 3 Portfolios? Thanks, Bill

Q: Please could you let me know the payout ratio of MX?

Thanks!

Q: Moody’s withdraws all ratings of Great Canadian following redemption of rated debt. What does that mean? Is that bad, good, neutral? I don’t understand what that means for GC Or ME—the investor!

Q: I have asked before about slf but really don’t understand the reason for the big drop. Can you explain, should I. Buy a us insurer, and if so which one. Thank you

Q: Hi 5i,

Is there risk that the financing won't go through? Why would someone pay 154 a share at this point? Are the brokers who participated in the deal obligated to purchase the shares at 154?

Thanks!

Q: Is this a good time to build a long term position in Largo Resources?

Q: Further to my question and that of Marios, I tend to agree that when a stock continues to fall as it has, one does get concerned that something is happening that we do not know about. Perhaps poker popularity is diminishing or perhaps debt reduction is not being taken seriously enough?
Based on your analysis of the company what are your projected revenues/ their forecasted this year and the next? Has the company made any comments/projections regarding how internet gambling is trending? Also you mentioned their debt levels. Has debt been increasing this year and are there any tangible signs that the company has plans to reduce the debt load.? What have they said in their conference calls regarding the industry and their plans to cope with their debt levels? Do they have the cash flow that would allow debt reduction?
It seems obvious that the market is concerned about something re this company. When I see a company trading at about 10 times next year's expected earnings and people continue to sell the shares day after day then one starts to question the validity of the projections and their ability to continue as a viable company with excessive debt! Not too long ago there was a drug company with all kinds of rosy projections that fell to junk status from very lofty levels. And debt, I seem to recall was an issue. Hopefully we do not have a similar situation with TSGI?!

Q: in the globe today an insider spent 24 million buyin stock at
35.00, is. that a typo,and what does this tell you about nfi, i do not own but seeing this is impressive. dave