Investment Q&A

Q: Any obvious reason for the jump in Savaria on a down day?

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

Q: What do you make of their recent acquisition? Small, accretive and very fast close! Is this the start of trend? How fragmented would the market be in the states?

TIA

Q: I purchase this stock 3 month's ago it has gone down ever since. I realize I should be holding them for the long term but find a 1/3 drop in this time frame is hard to swallow. In your opinion should I hold on or take my losses.

John

Q: Hi All at 5i!! Your recommendation for your balanced portfolio was to initiate positions in CAE and BYD.UN. The PE ratios seem to be a little higher in these stocks. Is this a problem? Cheers, Tamara

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

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

Q: Is KWH.un liable to be affected by a rise in rates? ( And just for my learning, might you suggest some equities who's price might be adversely affected by interest rate increases).
Thanks for all your support.

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

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.

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

Q: Was not able to locate a report about this company on your site and noticed s new position in the growth portfolio. Obviously positive that mgmt can start growth again? Why is it not in income model instead?

Thanks
Trevor

Q: When does shopify report?

Q: Hi 5i - these two stocks have been taking a bit of a hit lately - I have a 2.5% position in PKI and wondered if I should add to that or start a position in ATD.B (effectively which stock at these prices do you like better)? Thanks, Neil

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

Q: Wanting to add one of these to add a little growth. Whixh would be your preference and why. Thx

Q: I have read elsewhere that pte had been added to the growth portfolio,but don't see it in the portfolio as of the June update.
Is it being added?

Q: Hello 5i team,
I notice that you have not published the June BE portfolio in Excel format
Antoine

Q: Can you explain what's driving down the price of ccl this morning? Something about a bought deal. Not sure what this means. Thanks!

Q: CCL.B is down more today then its usual trading. All I see is the completion of the secondary issue.

Do you spot anything else?

Sheldon