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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: I noticed this month that with the exchange of ENGH for CG that it changed the tech sector allocation from 19% to 16% was this done to facilitate a sector rotation that seems to be underway or simply a function of one company with better prospects over another. I tend to complete the Balanced Portfolio and also have a number of your Income Portfolio stocks in my portfolio and was wondering if I should move my portfolio to that percentage in tech..as usual thank you for your great service...Eugene
Read Answer Asked by gene on October 04, 2017
Q: Hi,
Just curious. Prometic float display a number of shares of 683 781 000 which means that any 1 dollar tick will increase the value of the company by $ 683 781 000.
I show assets of 62M and liabilities of 121M
I show revenues of 4M.
I know that you will answer discounted cash flow and phase 3 trials. but in this new world of ...." I don't care about valuations type of thinking" would it make sense to really ask how high the stock value will go.
CDJ
Read Answer Asked by claude on October 04, 2017
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
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