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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: Hello 5i team,
Could you remind me of your rationale for having GUD and KXS in both Balanced and Growth portfolios; whereas Element and Open Text were in the Balanced portfolio, why have you shifted ECN and OTEX to the Growth portfolio?
Looking forward to watch Peter on BNN on Friday.
Thanks,
Antoine
Read Answer Asked by Antoine on December 15, 2017
Q: Could you please comment on earnings. There was about a 4% drop to the share price before the release?? I hold this in my income portfolio and have never had to worry about this company. 2017 looks like there wasn't much growth but does 2018 look better? Would you continue to hold this?
Thanks as always for your advice.
Read Answer Asked by Rudy on December 15, 2017
Q: Very frustrated that management talked up this big deal that was to go through in December only to have them tell everyone they were pulling out. What kind of top-notch management team would talk up a pending deal for months to then tell everyone they are not going through with it. To me this is a sign of a very amateurish management team and that is worrying. They should have waited to have the deal finalized then announce it as opposed to talking it up for months then deliver nothing. It gave everyone false expectations so of course price now is tanking based on their inability to bring a deal forward that they promised would happen.

Will there be anything now to get price up? It seems that NAV of 4.40 is of no interest to the market so I am worried that this company has very little going for it now but I could be wrong so would like your take on things.
Thank you.
Read Answer Asked by brian on December 14, 2017
Q: I guess I'll hold on until the dividend date. But PUR was one of my largest positions even before the takeover offer. As such it is now about 10% of my portfolio. My question is how long do you think the takeover will take and in my position, would you just err on the side of safety and take the considerable money and run. Also, although I have held PUR for a long time, your continued endorsement of the company made it easier to continue to hold through the recent drop and I thank-you for that.
Read Answer Asked by Alex on December 13, 2017
Q: Glencore announced it will bring back zinc production again (as much as about 500mil tons). Can I get your comments on how this might affect zinc prices and TV in the next few quarters? i.e. How fast could Glencore ramp up its production causing a meaningful hit to the stock price of TV? Maybe this news was anticipated already by the market since we have had a pullback in TV from the 1.60 level.
Read Answer Asked by Randy on December 13, 2017
Q: Wondering when you will do a New years review on the different portfolios, I have alot of cash ready but waiting to see what your top picks will be for 2018 either by sector or portfolio
Read Answer Asked by James on December 12, 2017
Q: Hi, I currently hold all companies in your income portfolio (except I sold Cineplex a while back) and would ideally like to go down to holding approximately 30 companies in total from the 50+ I currently hold. Going forward I would like to continue following the income portfolio but would like to add about 10 from your balanced portfolio. Which 10 from the balanced portfolio do you feel would most complement the ones from the income portfolio? In other words what are your favourite 10 from the balanced portfolio. Thanks, Mario.
Read Answer Asked by Mario on December 12, 2017
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