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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Just an observation after following some frustrated posts the last few days. Members have the opportunity to add RHT today at what appears to be within $.04 of where you added to the portfolio. You guys definitely moved the market on it but this should be a lesson to subscribers to take your advice but be patient with it and wait for the right time to add to their own portfolio rather than rush to join the herd if there is an initial run up.
Read Answer Asked by Tim on February 21, 2018
Q: Hi, Now that RHT has been added to 5i portfolio, could you please provide an initial very brief summary on the company, including a possible 5i rating and growth expectations, specially there being no analyst coverage. Comments about the management will also be helpful. Share count seems to be large. What is the insiders and major institution holdings (separately) ? Considering that Patient Health Monitoring was touted by several high profile portfolio managers for a long time but at last, proved to be a huge disappointment to a large number of retail investors (including many of them being 5i subscribers), any relevant details will be most comforting. Thank You

PS: I know, you mentioned that there is no rush to buy/sell a stock based upon 5i portfolio changes. But, I did take a small position on Friday, but would love to have more insight/comfort before adding more. Tks
Read Answer Asked by rajeev on February 21, 2018
Q: Since you added RHT to the balanced portfolio this stock is up 30% and up 1852% for the year. At the same time PHM which as I understand is in the same business of patient home monitoring is down 19% for the year but down almost 90% in past 3 years. Please help me understand the different home monitoring care offered by these companies and can you please shed some light as to why the gross difference in performance.

Thank you for your service,

Steve
Read Answer Asked by Steve on February 21, 2018
Q: Peter and Team:
Thanks for bringing this company on to my radar.
I have watch and listened to their CEO Lisa Crossley and was very impressed.

I was involved in the whole Patient Home Monitoring fiasco and therefore am somewhat wary of this company.

How would you compare the two?
Do you know how many patients they are currently servicing?
What do their basic financials look like last quarter?

Thanks

Phil
Read Answer Asked by Phil on February 21, 2018
Q: I'm considering the risk/rewards of these two stocks you've suggested buying. Teck strikes me as much higher risk, but analysts don't forecast much more than a 10% upside during 2018. With A&Ws nearly 5% dividend, isn't it likely to return as much or more for far less risk?
Read Answer Asked by John on February 19, 2018
Q: Hello,

In regards to Jules’ comment I would agree with the open next day pricing, that way the stated returns are the same as investors. The reason I say this is because I view 5i as industry leaders in no conflict advising and transparency. I am always leary of stock picking firms who sell a stock, record the gains or losses at an advantage to regular investors. It inflates gains and makes losses appear less than they are.

I would say that taking the opening price into account would add to your credibility as different from the entire industry.

Having said this, returns are what get you more clients so I understand the need to perform.

I am okay with it either way, because you are so transparent, but I think it would add to your overall high credibility! Thanks for the amazing service you provide!
Read Answer Asked by Gerald on February 18, 2018
Q: I would strongly agree with Jules comments quoted below;
"5iResearch announces portfolio changes after markets close and uses the previous day closing prices in costing out portfolio changes. But members don’t have this luxury of selling or buying a stock at the closing price of the day before. They line up in queue and do their transaction at the start of the following market day. My suggestion is for 5i to be transparent and price all trades at the opening prices of the following day. That way there is a sense of alignment with what the stated portfolio returns are and what members can expect to get. "
Please accept this simple recommendation so your published rates of return are representative of what can be expected by the average investor. Otherwise add a statement to the effect your rates of return are calculated based on trades conducted after market close and as such do not reflect the rates of return achievable by the individual investor.

I've followed 5i almost from inception and am deeply indebted to them for holding many stocks that I wouldn't have otherwise purchased and many have returned well over 100% such as: CSU, CCL.B, SIS, KXS, AYA (now changed), ENGH. So I thank 5i for their service and only ask when they make changes to the portfolio they state changes are in effect at market open the following morning. Never mind what mutual funds and other do. Stick with the 5 i's.

Steve
Read Answer Asked by Steve on February 18, 2018
Q: Upon reflection on your answer about my earlier question concerning thinly traded stocks (SYZ), I would like to suggest a change in how 5i prices portfolios. I don’t think it will be popular with you.

I don’t know how many subscribers 5i has but I’m sure it’s substantial. By what happened this morning on the markets after you made a number of portfolio changes late yesterday, your base is enough to move markets, particularly in thinly traded stocks. Members will never be able to match the stated returns of the portfolios simply for this reason. Members can mimic the trades and keep the exact portfolio composition but we are at the mercy of the markets the following day when we try to make the trades required to maintain the sameness. Two stocks you sold outright were SYZ and ITC. Both traded down at market open (SYZ substantially). Another you bought, RHT, was up on opening on strong buying demand.

5iResearch announces portfolio changes after markets close and uses the previous day closing prices in costing out portfolio changes. But members don’t have this luxury of selling or buying a stock at the closing price of the day before. They line up in queue and do their transaction at the start of the following market day. My suggestion is for 5i to be transparent and price all trades at the opening prices of the following day. That way there is a sense of alignment with what the stated portfolio returns are and what members can expect to get.

5iResearch is a good service. I’ve been a member for years and have benefitted. Are you conflict free? In the traditional definition, you are but you have a vested interested in achieving high portfolio returns. This is your marketing tool. I have no problem with this but feel you need to be open with members and attempt to provide a portfolio return that members have a chance of achieving.
Read Answer Asked on February 17, 2018
Q: This is submitted as a customer who simply wants to improve relations and responses through communications. Do with as you will.
Your response to John and others regarding portfolio moves on ABT and SYZ seemed rather sharp. I speak for myself only, but I doubt if I am alone when I say that I value your services first and foremost for the educational aspects; from blogs to reviews and questions. That said, I personally feel that your communications could have been improved by perhaps reviewing recent past responses on impacted stocks prior to updates being released. In this manner explanatory notes (for example), could be included and head off confusion/ consternation.
Read Answer Asked by Stephen on February 17, 2018
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