Investment Q&A

Q: Favorite pick between these two in the health/tech space and why?

Q: First, as a new investor, I have learned much from subscribing to your service. It is well worth the subscription fee. I appreciate you guys keeping the answers and advice simple and to the point. Keep it up!

I bought into NFI at a worst possible time as I'm down 17% as of today. I've stuck with them based on research here and elsewhere. Given that, I'm debating using another portfolio to obtain a position in NFI to help recoup losses as now may be a good time to invest. The same thing happened to me with RHT where I had a large loss but I later obtained a position of RHT in another portfolio and so far have a gain where I could really benefit from future growth. However, looking back at previous Balanced Growth portfolios, allocation for NFI is decreasing. Is this due to decreasing confidence with a possible end objective of ditching NFI? Monthly allocation for RHT has been relatively stable so I was more comfortable with my above plan.

Thanks

Q: GC has been on a downtrend since some $55.85 on 6/12 to current $45.73.After market close on 7/23 it announced that the union members of Hard Rock casino,vancouver is returning to work on7/25.Any other news?.Have a 2.5% position @ $51.05,so it is time to add? Txs for u usual great services & views

Q: I was looking for the quarterly report for A&W that the TMX site reported would be released on the morning of July 24 by newswire. I can find nothing. What is this 'newswire' and how does one access it?

Q: 3rd quarter record increase revenue increased adjusted income but decrease in net income.
Would appreciate your opinion on results and can you explain if we should disregard net income and focus on adjusted income?
Thanks
John

Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks

Q: I mentioned stock valuation for CSU in my previous question. As part of your answer you mentioned that the stock was 30X. I assumed you were talking about the PE ratio but when I checked it was in the 60s. I am new to this and would like to know how you make the stock valuations.

Q: As getting closer to the estimated reporting date of 7/25,did you hear of any "whisper"numbers on top of the estimated $0.28 EPS & $1.61b revenue.Txs for U usual great services & views

Q: I think that self directed medical care is the inevitable future of medicine for a number of reasons. Would you be inclined to bless RHT?

Q: Hi, Ive owned PBH for several years now. Its down almost 10% from its highs and keeps getting lower. Buy, sell or hold?

Q: I follow your growth portfolio (with a long term horizon) and own some RRX shares (very small position). So obviously we are both down on this one. Unless there is another offer, am I correct in assuming that you will wait for the best price you feel you can get for RRX to minimize overall impact to the growth portfolio? If so, I'm thinking that selling my RRX shares when you do (i.e. after you issue a change to the growth portfolio) is probably the best course of action. Essentially, I'm looking for clarification on how to use 5i's service effectively now and in the future. Thank you.

Q: I would like to start accumulating the stocks in your Balanced Equity Portfolio. I own BNS and SLF in DRIPs as well as TSGI and RHT in my RRSP. I am overweight in financials with DRIPs for NA and BMO. I have small investments in Telus, TRP, SU, and BCE. These are all also DRIPs.
I am quite torn as to where to start. I don't like many of the valuations including that of CSU. If the valuations were lower, I would not be posing this question. I have lots of cash in my TFSA, RRSP, and spousal RRSP. I realize this is not great as the money is not being put to good use. Any suggestion would help.

Q: Along the same vein as Jeremy's question of July 18th, when it comes to the positions held in the 5iR Growth Portfolio, what would you suggest, or rank a most likely fine or some combination to achieve diversification to be held in a TFSA?......Thanks to 5iR for your outstanding service, like it's so real life educational about equity investing.....also to Jeremy's for his question, too......Tom

Q: AW.UN is up over 6% in the past two days. Volume has been more than 2x the norm on both days. I don't see anything that is causing the interest. They report on July 24.

Q: My position in TV has fallen to about 1%. Should I add to the position and bring it back up to 3-4%.

Q: what is the best stock to purchase at this time, from the income portfolio

Q: As a follow up to my previous question. Kwh was previously increasing their dividend by 2% every three months. Have they completely gone of that approach as a dividend growth company. Are they still intending to be a dividend growth company.

Q: Could you please provide more details with regards to the 120 million tax assessment by the IRS? Is this a concern?

Thanks

Dave.

Q: Hi 5I team
Could you please break down the diversified Portfolio into which stocks you feel are best suited for a non registered account, a TFSA, and a RRSP. I am about to start a non registered portfolio and I want to be on the right track with this as I will be moving some things around. I am mostly thinking about ongoing and future tax implications and keeping things simple.
Thanks
Jeremy

Q: Gentlemen,
I have CLS, SIS & TSGI ruffly equal weight on my TFSA, I have some cash to add.
On which name 5I will suggest to add ?
On my total PF SIS=4.8% TSGY=2.5% CLS=2%
Thanks
Best Regards