Q: A balanced portfolio should have representation from most sectors of the economy. Canada's economy does not contain good representation in Technology, Healthcare and Industrial sectors.
Why do you not include some American stocks that represent these areas in your portfolio?
Q: Hello 5i team,
I appreciate your response to my question regarding "what to do in view of an impending recession".
Less equity and more fixed income would indeed make sense. I suppose that I could start with the holdings in the Income portfolio; but, of the balanced equity portfolio, which would you consider as "aggressive" and which would you consider as "more defensive".
Thanks,
Antoine
Q: S&P,DOW & NQ are up between 7% to 9% YTD after huge advances in 2017.But the TSX is up less than 1% YTD after 5.5% in 2017.A shameful display,being one of the worst performer in the world in 2017.Thank goodness for the consistently good results of 5I year after year since inception in 3/13.So I need your expertise here again.Please advise 1) BEPORTa)Best 5 overall & b) best 10,one from each sector. 2)GROWTH a)Best 5 overall & b)best 10,one from each sector. Please rank the best 5 from the above 2 portfolios.Thanks a lot for u usual great services & views.
Q: I own about 70% of the growth portfolio and the balanced portfolio at about 30%. The momentum for those 2 companies is certainly positive, I want to get a full position on one of the two mentioned above for 2 or 3 yrs. which one would you suggest today?
Thank you as always.
Q: I have a question about ECN Capital.
There seems to be something very wrong as the stock price continues to go down almost every day. Management should never have talked about closing on some deal only to then come forward to say that it would be best not to do a deal as this only caused expectations to be dashed. It seems to me analysts do not seem to have much confidence in management.
The chart also looks absolutely horrendous so I was wondering whether there was any point in holding on here or best just to cut losses and move on as it does not really look like this company has much of anything going for it based on performance to date?
Q: Celestica is now down 32% since I purchased it. Do you think the company will be able to turn things around over the next 12 months. I understand the premise of the company having cash in hand, but they have just been downgraded. How long do you think we will need to wait for it's recovery. Should I sell, hold, or double down on it's weakness?
Thanks Ben
Q: CLS missed the last 2 quarters resulting in big hbits each time,Is this a management issue?.Buy more,hold or sell now?Thanks for u usual great services & views
Q: First of all, read about your site in Market Masters and love your website!
I am considering investing in BSM Technologies but recently read a bunch of reviews on glassdoor.ca that make me question my investment. The employees seem disgruntled and consider the technology buggy and outdated. After reading your report however, perhaps they are talking about the technology before Mobi? Also, i understand hardware in its infancy can have issues so thats not much of a concern. What do you make of all this?
Q: I am following the BE portfolio. In tech, I already own Constellation and Kinaxis. If I want to add to technology, which of AVO, CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Thanks!
Q: Having followed this company for some time a 5% drop in a day is absolutely not the norm even on a bad day, which this is not. It follows a 2.5% drop yesterday. Something is going on here other than normal trading. Are sell volumes very high and in high blocks indicating some major holder is dumping shares?
Q: A hypothetical. If one had enough money to purchase the entirety of one of your portfolios, would you recommend an even percentage of each stock, or should one also look at the relative volatility of the stocks?
Q: Good morning. I'm looking to take a position in this company based on your recommendation and the fact it has fallen like a rock. What I'm trying to figure out is what can they do in the future to add to their 3 safety innovations? Is their growth projection based on what they have now and future sales only? Thanks
Q: Tim Cook recenting made a planned stop in Toronto with Shopify CEO Tobias Lütke to look at Shopify's AR product. Should investors of Shopify read into any of this? Apple's largest aquistion of Beats $3 billion in 2014 would look small as the current market cap of Shopify is $12 Billion USD.
Maybe Apple is not looking to acquire Shopify, but it is a really great endorsement of what is to come from Shopify and that they will be a player in AR.
https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Apple
Q: Comments please on Celestica's latest quarterly miss and purchase of Atrenne? Are there better opportunities out there or are you suggesting more patience will be rewarded ?
Thank you