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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: This is not really a question but an observation. In response to your reply to Gervais copy below you indicated you would give Abt “another quarter or two.” I was therefore quite surprised/disappointed when you announced next day the sale of your full position.
John

Asked by Gervais on February 14, 2018
5i Research Answer:
Results were not great, and we would like to see more than a 3% revenue increase. EBITDA margins and cash flow improved, which is positive. We are still OK with its prospects, but it did miss most estimates. We will give it another quarter or two.
Read Answer Asked by John on February 16, 2018
Q: Hi Peter and Staff
So your growth portfolio results for February will show a disposition of these two stocks at yesterday's close - with yesterday's volume - there is zero chance we get out today or anytime soon at what you did / are these two companies going to survive or should we take what we get and exit ?
Thank you
Dennis
Read Answer Asked by Dennis on February 16, 2018
Q: Good morning,

I notice in today's Q&A you mention the addition to Reliq Healthcare to one of your portfolios. When such changes are made to portfolios, are the intra-month additions and deletions announced somewhere on the site, or only visible in the month end portfolio update publications?

Also, can you comment on Reliq's patient onboarding process. In your view, are there risks with this process (delays on big contracts) or with a large competitor entering the space.

Thank you
Read Answer Asked by Jason on February 16, 2018
Q: I see you have removed SYZ from the balanced portfolio. As a thin trader, would you expect the stock to go down as some/many of your followers will 'rebalance' to match your moves? If it does move down, is this a lesson for subscribers to be careful in investing in recommendations that trade thinly? Of course, it works the other way when a thinly traded stock is first recommended.
Read Answer Asked on February 16, 2018
Q: Hi there, thanks for the updates on your portfolios! I mostly follow your Balanced Equity Portfolio with a few swap in towards growth (ie: KL, SHOP, PHO, PEO, COV, GSY, DOL etc) - in other words I dont' mind risk, but not on the extreme end of the risk spectrum. I like the names like PBH, KXS, SIS, TOY as well. That being said, If I wanted to buy 3 of 5 names that were added to the BE and Growth Portfolios, which would be best suitable for me: RHT, WEF, TCK.B, VB, LIQ

Thanks so much!
Read Answer Asked by Michael on February 16, 2018
Q: I own NTR as a commodities play on the possibility of a weaker US dollar (among other reasons). I also follow BE. Your recent portfolio changes suggest a move from NTR to WEF might make sense for me. I have no particular love for NTR (and agree about dragging their feet on the dividend), and always like to reduce my non-BE holdings where appropriate. I regret not selling NTR at 65, but investing is about future prices, not past. My question for you is do you think near term total return will be better with WEF or NTR? I would appreciate some analysis as to why, and if you don't like to make near-term predictions please provide your thoughts on a switch from NTR to WEF. I know they are in different spaces but they would I think fill a similar role in a portfolio--non-metals, non-energy commodity exposure. I would appreciate your views. Thanks!
Read Answer Asked by Chris on February 16, 2018
Q: An update to my Nov 2016 comment. My now 7 year old's RESP CSU shares are comfortably 6 baggers (previously only 4 baggers in Nov 2016). Thanks again and looking forward to my first 10 bagger. Again thanks for the advice to not be afraid to buy a stock that has gone up in price. I've purchased CSU in a number of other accounts since and all are now up a minimum of 100%.
Read Answer Asked by John on February 15, 2018
Q: Hi Peter and team - I have read the description of Photon Control's business in TD Waterhouse but am still unsure of exactly what it does. Would you be able to give an easy-to-understand summary of the company. Also could you comment on recent insider buying/selling and overall ownership, as well as provide any reasons that makes this a good buy at this time. Thanks for the excellent service.
Rob
Read Answer Asked by Rob on February 15, 2018
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