Investment Q&A

Q: We hold 50% of our portfolio in your stocks from the balanced portfolio - 34% in your income portfolio and 16% in your growth portfolio. Although not all stocks from the three portfolios are in our final portfolio we have done this to have a large part of our income from dividends in cash accounts that when combined with CPP and OAS require only 2% return from the cyclic stocks to give us all the money needed to live the life we require. My question is would we be just as well represented with a complete investment in the balanced portfolio (we are only shy WEF, TECK, MX and MG) than having 35 stocks from the three portfolios. We were rewarded with a return last year only 2% less than the return of the balanced portfolio. I know this is an involved question but we respect your advise so much I felt that it was one we should ask....thanks you....Eugene

Q: Your comments re today's aftermarket acquisition and share issue announcement would be appreciated.

Thanks in advance

Q: What do you think of the acquisition made by SIS?

Q: I ported my Canadian holding of magna shares to the US side of my account. So now my MG shares are in US dollars.

Do I still get the CDN dividend tax credit?

Jean

Q: Is this an opportune time to harvest a tax loss for ECI? Is there anything in the next 30 days that has a realistic possibility of causing it to reverse its steady decline (which seems to have no technical support for quite a ways yet)?

Q: Good morning team, Anything you have to add to the relentless drop on ECI ? Maybe time to get out?
Thx,

Q: What is your view on ECN price action lately and the press release today?

Thanks

Q: COV seems to be in freefall, down about 50 percent from recent highs. Is there some issue with it or just the market. Are you still comfortable with this in the portfolio?

Q: Csu is down about $21 or 2.5 % today which is a good up day. I dont see any news ?
Am I missing anything
Thanks

Q: Hi team, I have owned this company since it was introduced to the growth portfolio and I am down 16 %. What are your thoughts both 1 year and 3 +.
Thank you as always for the good work provided.
Jacques

Q: Hello 5i
With your previous comments about TV, missed on other metrics, do you see this lower price as a buying opportunity or does it have a chance of breaching another support level at 1.23 to 1.25?
Looking to buy/add given the amount in portfolio has decreased with the price decline.

From a small cap perspective, given current market and business environment, would you choose to add to another name before adding to TV?

Thanks
Dave

Q: Hi Peter, Ryan, and Team,

In a TFSA, if only one could be purchased today, which stock would you choose: PHO or RHT? Would you be comfortable with a full position for the chosen stock?

Thanks as always.

Q: Hi Team,

What are your thoughts of initiating a position in shopify at these levels for a long term hold?

Thanks

Q: Although it is in the very early stages, can any type of valuation be put on RHT in terms of EPS or even revenue (one year out), with the patient enrollment program they have in place?
Thanks

Q: What's wrong with GS? Metrics look good and the dispute with former owners has been resolved, yet stock does nothing but decline for the past 3 yrs.

Q: Gentlemen,
TOY , (down 6%, position PF 0.5%)
Sell, buy more, or hold ?
Thanks
BR

Q: Another one. Can you explain what is going on with ATD.B today?

Q: Any thoughts on the recent sell off. I used the volitility to to take a half position today. Would you recommend filling a full position at these levels? Thanks

Q: About to sell this real loser, however I do respect & appreciate your opinion. Have owned it for nearly 3 yrs & while rising slightly at one point during a momentary pop-up in Jan-Feb of this year, it has now dropped 25%. Before dumping, I thought you might have a contrarian position as its book V is nearly $8.50. Thank you.

Q: Hi there,

If one wanted to have a higher concentrated portfolio based on 20 names, and using the Balanced Equity portfolio as a foundation, which 7 names would you omit from the portfolio if you wanted the highest growth tilt possible?

Thanks!