Investment Q&A

Q: What are your thoughts on on the acquisition of Spectra? Is it just sort of tidying things up or is it noteworthy in some way? Thank-you.

Q: Hi 5I team, of the above mentioned companies, which one would you add today to bring into full position ? thanks.

Q: Hi there, I've been reading the Q&A section regrading optimal portfolio size. If you had to craft the "perfect" portfolio ranging from the 15 - 20 small to mid cap holdings, what would it look like? A guidance for risk tolerance for me would include names along the lines of KXS, SIS, DOO or GSY. Thanks so much.

Q: Hi 5i,
I know that speculating on takeovers is not something you advocate but do you think Covalon may be heading for a buyout? The recently announced licensing agreement with “a large global medical company” reminds me of the deal that Pure signed with Xylem, leading to the takeout of Pure less than a year (I think) later. It looks like a ‘test drive’ of marketing COV’s product and services suite. If the larger company becomes convinced it can sell the product, preserve the margins, and scale that across a larger market, a buyout is a likely next step, isn’t it? Plus, the described global medical company is presumably not Canada-based. For a non-Canadian acquirer, the perceived Saudi-Canada relations risk would likely be a non-issue. Thanks!

Q: Hello 5i Team,
What do you think about the short report on Stars Group? The Co. seems to have countered most of the negative points raised. Also, is the short position big and/or still growing?
Thanks for your usual help.

Q: Hello 5i Team. My understanding is that there are 2 significant issues here. US tariffs, and recent miss on performance. I've just recently started managing my own rsp, I'm finding mg to be the toughest decision I've had to make so far. I read that the stock could drop by as much as 30% if the tariffs go through. I've read mostly positive feedback from 5i on MG. Can you help quantify the risk over the next 2 months to a year?
Thanks

Q: I had just recently bought this company in my TFSA prior to the 2nd quarter earnings report, and the stock has dropped over 25% since my initial purchase. It would seem that 5i still likes the company do you consider the market reaction overblown, would you consider averaging down with this company or would you hold the position for the longer term.
Thanks Tom

Q: Why PHO share price keeps going down ? Thanks

Q: Is this continued drop in price still related to the last quarters results?

Q: Which companies do you like better than MG in the consumer cyclical sector for a growth-oriented investor focused on the long term?

Q: Hello -
Is TSGI suitable for an RESP, or is there too much risk with the stock? For what it is worth, my two grand daughters are still over a decade away from withdrawing any funds from this account.
Thanks.

Q: Hi- looking for your comparison of the two - thinking of dumping ATD
for PKI. Like better yield and growth coming from PKI. Thoughts?

Q: I am getting old and grumpy and often ask myself why didn't I have the good sense to just buy 40% XIU and 60% VFV, and spend the rest of my time playing golf, tennis or whatever interest I might have had. It seems to me that is very difficult to do better than the indexes. Do the 5I portfolios beat the indexes? Thanks, Grumpy Bill

Q: My non registered portfolio consists of blue chip dividend stocks and the goal is to keep the stocks forever and use the dividends only. I’d like to add BCE as the dividend is great, but I’m on the fence because it seems to have less growth going forward and more competition. What is the thesis for buying bce and what are the risks?

Q: With regards to Covalon and their contract with Saudi Arabia. They have stated that the current diplomatic squabble does not effect their business. Are you aware of any terms of the contract and/or delivery of product or payment schedule that has or is scheduled to happen? I'm just trying to determine if despite the rhetoric it's not effecting or delaying the terms of the contract.

Q: My 20 year old son has been investing based on your balanced portfolio. He has little need for income currently as he has at least two more years in school. Those costs are covered by an RESP. His financials holdings consist of BNS and ECN. Do you see any value in selling ECN and replacing it with either SLF or GSY? Is there any possible catalyst that will start ECN on an upward trajectory?

Q: Hi, Do you consider this new contract announced this morning, significant ? Thanks

Q: I purchased a 1/2 position in WEF a month ago, and I am now down 10%. I haven't seen any reports from any of the forestry sectors, about how the wild fires have affected production. Have there been any?

Thank you so much, Susan

Q: Could you list the micro caps that you have listed in your portfolios?
Thanks for your service?

Q: I like the idea of New Look Vision rolling up prescription eye glass companies. I just spent a lot for a little bit of plastic in front of my eyes. I'm not sure why BCI does not perform better. Are there a lot of intangibles in their balance sheet. My real question is whether hearing aids are part of their business. If not is there a similar company that specializes in hear aid companies?