Investment Q&A

Q: Good day I have a complete balanced portfolio exposure and hold ABT, BCE,ECI,FSZ,KWH.UN,SPB AND VNR from your income portfolio I have enough room in an outside acct for two new income stocks what would your advise on two to add to my portfolio ...cheers...gene

Q: Would the Model Income portfolio be appropriate for a recent retiree with 4% income needs, adjusted for inflation over time? Would there be enough dividend growth to compensate for inflation? I am not conservative by nature, but realize that without employment income, I cannot accept the potentially large volatility of an all equity portfolio as in the past when I was working.

Thanks

Q: I have some extra cash and would like to add to GUD, KXS or AIF. What is your preference between these three currently? Thanks!

Q: In 5iResearch’s investment portfolios I understand how the “Since Inception Return” & “Yield” columns are calculated, but not for the “Monthly Return” & “YTD Return” columns. Could you please explain how the “Monthly Return” & “YTD Return” columns are calculated. Thanks.
… Cal

Q: Given your recent comments on Absolute Software I wonder if you still like the stock ?

Q: Good Morning
Can you comment on this article? Is it strictly motivated on self interest? Thanks

https://seekingalpha.com/article/4099862-prometic-life-sciences-true-underdog

Q: I noticed about $16 million in insider sales at TOY in the last couple days. Could you comment on the amounts sold relative to the amounts held, and the action in general? It appears 4 insiders sold - how many "insiders" are there?
Thank-you

Q: Dear Team,
I realize that you like the stock. However, ZCL doesn't appear to 'act' very well aside from the fact that markets are down. The potential is there but the follow through seems to fizzle.
What is your view? Would you have a recommendation for another stock in this category?
Thanks!

Q: Trading quite weak recently. Oil has come off a few bucks, the market a bit weak too but.....feels like the solid fundamentals everyone refers too aren't reflected in the stock price. Value trap or opportunity? Best guess as to why its trading weak?

Q: Hi 5i,
Any thoughts on how the revisions to the North America Free Trade Agreement may affect Magna International?

Q: Ever since Intrinsyc released its lackluster Q2 report (but with a positive outlook) insider buyer from the Company's CEO and a director has increased rather significantly. Is this a reliable indicator of what is to come in future results?

Q: Hello, ABT is down by more than 5% this morning. Is this because of the latest financial results? Is there something wrong with these results? On another subject, I know you like MX, is the company's debt acceptable in your view? Regards, Gervais

Q: Kindly critique the ABT results released last night after closing. I'm interested in particular its forward prospect. Thanks.

Q: Are you still comfortable here? Would PHO still be a top pick today?

Q: Can you please provide comment after PHO's conference call? Hopefully management discusses the one time charges that dragged down earnings. Is the story still the same going forward?

Q: What are your thoughts/valuation on VNR in the 5i income portfolio?
Based on the entry price, it looks like you bought around mid 2014 and had a nice 40% gain, inline with the other utilities. But now VNR never gets a mention for utilities to own, and the recommendation is always between FTS, AQN, BEP.UN, or NPI.
I'm retired, living on dividend income and interested in being more defensive in my portfolio and increasing my position in utilities.

Q: Regarding the " legal reserves " question on Crius Energy. I wrote Investor Relations and asked them. This is the reply I got ........
Hello Garth,

The legal reserve charge is related to various claims and proceedings that Crius Energy is a party to, arising in the normal course of business, including several ongoing litigation and regulatory matters relating to certain sales and marketing practices. The company is significantly closer to resolution of these pending claims and has entered into an agreement in principle to settle these matters.

I hope you find this helpful,
Kelly.

Q: Hi there, just looking for further clarification on PLI, have you assessed the risks in Prometic not receiving approval for the Plasminogen BLA from the FDA? Could it be possible that PLI raised further funds very quickly, at a substantial discount, at $1.70, trading well over $2 at that time, suspecting they will not be approved?
"The Corporation is responding diligently to all FDA requests in relation to the BLA review. The Corporation will provide further updates on the expected timeline of regulatory approval as soon as available"
Could it be possible that PLI is suspecting the FDA is looking for further clinical data for approval, which could take an additional 12 to 18 months for final approval? Have you assessed these types of risks in your modelling for the Growth Portfolio holding? Where do you see the stock price trading at, if the above scenario does occur?
Hope I am wrong above!
Thanks!

Q: Can you please comment on PHO results. Thanks

Q: Hi 5i: I am down about 20% in CLS. Has anything fundamental changed in the company? I note that management prediction for the next quarter was reduced. I am considering selling CLS and buying Shopify instead. What would you think of such a move?