skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: I missed the recent run up in the stock, as did not buy when first recommended at 5iResearch, last year. However, reading through your comments, for past several months, I am getting interested in building a position, may be 2%, for all our family accounts. My present portfolio (and family) reflects more of 5i Balanced but also have some Growth companies , like SHOP, GIB.a, KXS, TOY, etc. each 3-4%. I am quite happy with the portfolio mix and its performance. Thanks to continued guidance and excellent picks by your team. Would you be comfortable to buy at today's levels or is it too late to the party. ? Thanks
Read Answer Asked by rajeev on January 11, 2018
Q: Hi team, I have owned all of the growth portfolio since the beginning and I would like your opinion on those three companies mentioned. As you know I am down significantly. Do I sell ,hold or possibly switch ? I have about 4or 5 stocks that I started to build from the balanced portfolio.
Thank you!
Read Answer Asked by Jacques on January 10, 2018
Q: I have now read the Jan 8, 2018 research by Beacon Securities, and the Jan 5, 2018 Equity Spotlight by Scotiabank. Beacon has a target of $10.00 and Scotiabank's 1 year target is $3.50. One believes that the current pot legalization frenzy has siphoned off big money from the likes of PLI stock. The other believes that this is the year science will finally give PLI the push it needs to really grow. I'm ready to go big or go home if I see a real upward trend in the making. PLI has huge potential, and it probably has huge negatives that I can't even imagine. Where do you think this stock is going in 2018?
Elmer
Read Answer Asked by Elmer on January 09, 2018
Q: Hi Peter, PEO has pulled back some from its recent highs. Is this a good time to buy or is something negative starting here with the company? Looking at the chart every recent little pullback has been a buying opp. I am looking for a 2018 tfsa candidate that has big potential, but yet fairly solid. Also can you comment on the overall macro environment for People's business and the outlook for the demand of their services.
Read Answer Asked by Shane on January 09, 2018
Q: In early December I sold half of a position in GUD for tax loss purposes. To put the money to use I purchased a half position in PHO as a "temporary" replacement.
The plan was to then sell PHO and repurchase GUD after 30 days.
PHO has done reasonably well since then. GUD has also increased.
Based on a long term time frame and no sector impacts would you stick with the original plan and repurchase GUD to a full position or would you remain with a half position in each GUD and PHO?
Read Answer Asked by Dennis on January 09, 2018
Q: Can you explain in simple terms how ECN functions at a high level?

For example, in their rail vertical, are they leasing their own rail cars or connecting buyers to sellers while providing loans, or something entirely else? What makes them attractive for buyers versus going to a big bank? I'm trying to see wherein lies their competitive advantage.

Thanks.
Read Answer Asked by Daniel on January 09, 2018
Q: Hi 5i Team

I've been watching CGX from the sidelines and can't get past the persistent high P/E ratio in the face of the struggles that the movie theater industry is going through. I understand that CGX is working hard to diversify and that the have a virtual monopoly on screens in Canada but that doesn't justify the high P/E to me. I'm leaning more toward buying PUTs rather than buying the stock or CALLs.

I'd appreciate your opinion on CGX's current valuation and prospects for next year.

Thanks
Peter
Read Answer Asked by Peter on January 09, 2018
Q: Why was Telus dropped from the Balanced portfolio?
At current price levels, which 3 companies in the Balanced portfolio are attractive to buy if one didn't have any?

Thanks!
Read Answer Asked by Andie on January 09, 2018
Q: Following your balanced portfolio. still have not purchased the above stocks. Give me your top 3 from the list above in order. Have a 5 year time frame. Thanks for all your help. Is this a good time to buy?
Read Answer Asked by Stephen on January 09, 2018
Q: I've been a long time holder of Constellation Software recommended by you. Thank you so much.

My question is in regards to the companies that Constellation acquires. I notice only a few deals through press releases, but if I were to go into the quarterly statements I see way more companies being acquired. Why is Constellation being selective and only publishing some deals and not others? Is there a criteria for this or is it just up to them what they disclose to public and shareholders?
Read Answer Asked by Eugene on January 08, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!