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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: My 20 year old son has started a stock portfolio and currently holds 11 stocks and will add a few a year. We are following your balanced portfolio. He was overweight energy and sold a position today on the recent bounce. He only holds TOY in the consumer area, MX in the materials area, and SIS in industrials. We are looking at adding in one of these three areas. Any suggestions? also holds SHOP, CLS, KXS, ALA, BNS, ECN, GUD.
Read Answer Asked by Paul on October 02, 2017
Q: These companies were both recently rated as a B, which seems odd. DSG has a long track record of superior earnings growth, consistent growth over many years, predictable earnings, better management, better management credibility, stable executive suite, a deeper executive suite, major barriers to entry, a niche business.... This is not to say that AVO is a bad company, just seems not be of the same quality level as DSG. Does the high DSG valuation supersede all of these other factors? Appreciate your comments.
Read Answer Asked by Joel on October 02, 2017
Q: Photon Control (PHO) is up strongly today on stronger than normal volume. I couldn't find any specific statements from the company linked to this, but yesterday Lam Research, a semiconductor equipment maker that uses PHO's products, announced results that were well received by the market. Is this driving the sentiment about PHO?

Thanks to the 5i team for informative and balanced insight.
Read Answer Asked by Steve on September 29, 2017
Q: Good morning,
Bearish article on Couche Tard in the Globd this morning. Berman cites Metro would dump its significant stake in ATD in order to find the Jean Coutu acquisition. Je suggests exiting the stock. I just I Have held couche tard for the better part of 18 months and stock only drifting lower.
Please comment. Is couche tard still viewed as a high conviction stock by 5i?
Thank you
Karim
Read Answer Asked by Karim on September 29, 2017
Q: Please discuss share price issues in terms of the cost per share. Using CSU as a specific example, their price is nudging $700, which effectively means that an investor either has to have a rather large portfolio in order to buy in blocks of 100 shares and stay within reasonable "position" limits, or buy only part blocks, say 5 or 10 shares. Is there any real downside to buying such small partial blocks? What would make management NOT split the shares when certain levels are reached (such as my NA shares did not too long ago)?

Thanks for your continuing education!
Read Answer Asked by Lotar on September 28, 2017
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