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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: Hi 5i team,
Is the director of PTE named David Dueck the same person formerly involved with PHO? If yes, could you explain his presumed role in PHO management problem (irregular transfer of money). If yes, what is your level of confidence in his involvement in the management of PTE. I usually require management of small cap to be above all suspicion in order to invest in them. Thank you, Eric
Read Answer Asked by Eric on July 10, 2017
Q: The company's shares have been weak for some time and took a big hit in the past couple of days. Is this due to Volvo's announcement about phasing out of fossil fueled cars? If so and if other manufactures are expected to move more quickly in a similar direction what does this do to a company like ATD.b that is heavily tied to cars running on fossil fuels, and stopping at their sites to buy gas and other products? Is this the beginning of a downward slide in the company's business? If so why continue to hold the shares longer term?
Read Answer Asked by John on July 10, 2017
Q: The 5iR income portfolio has a 9.47% cash position. And in my income portfolio, cash is about 4.5% and my portfolio has 21 positions. Now I am wondering how I go about investing the available cash. This cash is the accumulation of income which is not need in the foreseeable future as the income portfolio is segment to the balanced portfolio. My intent is to reinvest this income back into the income portfolio. I could add another position but that would be adding to the overall positions which is already above 21....so I prefer not to do that. The other option is to invest in the existing positions. These positions are well balanced, aka no rebalancing required, other than a 20 decline in EIF-T. With your cash position being double mine, what are you expecting to do after July 12th? Or should I just "keep the powder dry" at this time in a savings account?......What I am really wondering is - What approach should be taken?.....Thanks....Tom
Read Answer Asked by Tom on July 10, 2017
Q: Hello,

With the market in a bit of a down spin these days which stocks from your Income, Growth and Balanced Portfolios do you think are good to top up now, with this current decline. Please choose your top 3 from each portfolio and why for each.

Thank You
Read Answer Asked by Ben on July 10, 2017
Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?

On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?

Is Samson's at all related to the management of CCL?

And lastly, what percentage of a portfolio would you make CCL?

Thanks.

John
Read Answer Asked by john on July 10, 2017
Q: Hi 5i team,
I know and understand that you recommand that all sectors should be represented at all time in a portfolio. From recents Q&A, I interpreted that your level of optimism was not very high for the energy sector. Mine is not high either, especially regarding oil companies, since expect oil price to remain around the curent price for the forseable futur. Plus the Canadian dollar is getting stronger on a converging monetary policy with the US. Would you be confortable if ZCL was the only investment in the energy sector in the current environment for an investor with bias toward growth and smaller cap? If not which oil companies would you recommand at what weight? Thank you, Eric
Read Answer Asked by Eric on July 10, 2017
Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.
Read Answer Asked by Peter on July 10, 2017
Q: Hi Peter and team, this is about the Income portfolio of June 30, 2017. I have noticed that you haven't sold ZRE and haven't added a new 4% position in CSH.UN as per the infos in the New reports and updates from 5i Research of last week. Always in the context of the Income portfolio, I have noticed that you have a total allocation of 9.5% for the Industrials, Basic Materials, Healthcare, and Consumer Cyclicals combined. I know you are a strong advocate of sectors diversification, is 9.5% too litle for these four sectors combined? Would that be different if you had US stocks in the portfolio? Best regards, Gervais
Read Answer Asked by Gervais on July 10, 2017
Q: I am underweight in Engh and have taken a hit on it since buying in at 60+. My tech holdings are a cumulative 18%. Would you recommend a full position now ( to 20%) after the big drop or sit on the sidelines. I have a long time horizon, and am wondering if the bloom is off the rose for Engh, or should I wait for the next quarterly earnings.

Thanks as always.

KC
Read Answer Asked by Kelly on July 07, 2017
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