Investment Q&A

Q: I am wondering whether it is time for me to dump these two and put the money into something with a bit more of an uptrend. Am thinking of SIS for one. What's your opinion on the future trends of these three for the next 1 - 2 yrs?

Q: Which stocks in the Income Portfolio would you consider to be the higher risk dividend names? Thanks

Q: Greetings and happy Friday gentlemen,

If initiating a new position in shopify (I realise im a little late to the game), would a full position be ok, or would it be wiser to start with a half?
Kind regards,

Karim Rahim

Q: Would you buyer of ITC and PUR at today levels? any comments on the recent $3M order that ITC received? Looks to be positive.

thanks
sal

Q: This company was the focus of a recent positive write-up in ROB magazine:

https://www.theglobeandmail.com/report-on-business/rob-magazine/rogmaghow-aw-is-remaking-itself-into-a-hipsterhaven/article35099606/

With plans to open 40 new locations over the next year I don't believe the growth story is over, just paused. It seems to me that SSSG as a measure of growth is somewhat flawed for this type of business as locations have to be open for 2 years, or as a minimum 5 quarters, to be meaningful, correct? And they treat their franchisees a whole lot better than Tim's where a rebellion is happening.

It may be out of the 5i portfolio but it's still in mine where it's been since 2013. I note the distribution has been upped several times to the point it yields 6% on my original investment so I'd be more inclined to add to the position on its recent weakness.

Q: Hi folks,

i would like to establish a position with this company, am I to late to jump on the train with this one. From what I have read you guys are firm believers in buying stocks that are going up, and this is certainly the case with this one. Could I get your well respected opinion. Looking to hold this for the long haul.

Thank you kindly.

Q: Following your balanced portfolio for 4 months and done well. Did buy shop as the only stock out of portfolio. It has done very well and now makes up 9%. Holding for the long term, but wondering if I should continue to ride the wave or sell 2% and buy another tech stock. Hard to sell when it keeps climbing. If so what tech stock. Right now I do not have syz. T as always you guys are the best.

Q: Engh has moved nicely in the past couple of weeks. Is there some explanation for this movement and your projections for this stock would be appreciated
John

Q: I currently hold all stocks in the Balanced Portfolio. I have a 3% position in CLS, ATD KXS MX NFI SJ SYZ and WCP. ALL THE REST ARE AT A FULL POSITION.

I HAVE TRIMMED DOWN MY HOLDINGS AND NOW IN A POSITION TO MOVE TO A FULL POSITION ON ALL THESE STOCKS. OF THE NAMES MENTIONED WHICH ONES ARE PRIORITY TO TOP UP?

THANKS IN ADVANCE, YOUR SITE IS IMMENSELY HELPFUL.

KC

Q: I have room for one more growth stock in my portfolio. Which of the above two do you favour and your reasons. Thank you for your excellent service. Brian

Q: Hi there,

If I already own almost the entire BE portfolio plus ZCL, SHOP, GSY (substituted for SLF from BE) and XTC (substituted for MG from BE) - what would be the next best idea/highest conviction name with a growth tilt that would be worth taking a look at that you believe will do well?

Thanks!

Q: I have noted in a couple of your recent answers where I thought Shop might be recommended you haven't. I know you expect great things for the company but was wondering if you are thinking a pause or drop is likely after the run up. Thank You

Q: Good Morning Peter, Ryan, and Team,
I have some top up cash available to an account which closely follows the "Income Portfolio". Which companies would be attractive today as potential top up candidates ??? Thank you as always for your sage advice. DL

Q: Hi 5i

First a comment-it is puzzling why you get so many questions outside of the stocks on your coverage list or portfolios. With the results BE port has achieved it seems to make sense to follow your advice rather than making our own picks. Similarly if you get less questions on uncovered stocks you will have more time for the ones you recommend.

My question is I currently have about 4% in BEP.UN (42.58) which has done great. 2.5% in MDA (63.93) down 25% as I bought just before you removed from BE. 2% in HR.UN (23). And less than 1% in AVO (15.20) bought near peak so down 50%. Also own more than half of BE plus 5% AAPL and GOOGL, 4% DIS and TD.

Don't yet have SYZ,GUD,AIF,CLS,CSU,KXS,NFI,PBH, or TOY. Should I get rid of any of the stocks listed in first section? And which of the BE I don't have yet should I get soon? Have enough cash that I could add 3 and risk tolerance is high.

Thanks, Greg

Q: Any reason for 4.1% appreciation today?It has broken through Resistance of $60-61.5 with new @ $64.Reporting on June 6.Please provide expected Rev.& Eps.What is your opinion & its history of meeting expecttions.Thanks for u normal great views & services.

Q: When trying to use versions of your 3 model portfolios I would ask your recommendations of using stop loss, if any, on which names and what %, as a general guideline. My main concern is the income model as I am treating this more as a fixed income version knowing the increased risk. Thanks for your insight.

Q: Now that you have dropped AW.UN from income portfolio, what is replacing it?

Q: For someone just building a portfolio, which 12 stocks would you recommend from your portfolios for solid growth, medium to high risk, 1-3 year holds? I currently own only GUD at 6% weighting.

Is it possible to get approximate dates as to when the various stocks were added to your portfolios? Some of the stocks have moved considerably higher (like CCL.B, CSU, KXS, SHOP, etc) so wondering if they are still buys at current prices....

Thanks very much.

Q: Hi 5i, PHO will issue over a million shares to directors and offices, what will happen to the share price? Thank you

Q: My representation of the 5i Balanced Growth portfolio is now sitting with around 6% in cash. I thought there might be an update this month after those sales end-Apr, but I suppose there are no great opportunities.

Is there still an intent to allocate this, making the decision to stay in cash for now, or should that cash be allocated elsewhere outside of the portfolio? For the portion of my investments tracking this portfolio, I would rather not purchase something, then realize I need to sell it to continue to match your allocations.

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