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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: 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
Read Answer Asked by Dennis on June 02, 2017
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
Read Answer Asked by Greg on June 02, 2017
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.
Read Answer Asked by K on June 01, 2017
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.

Please mark this post private if you do not believe portfolio information should be shared publicly.
Read Answer Asked by Tim on June 01, 2017
Q: Question related to the new preferred share offering: ECN.PR.C which yields at the very minimum 6.25%.

Deal was sold out and as soon as it started trading the share price dropped below the $25 issue price and is now below $24.

Why would anyone buy the issue at $25 and sell it right after. Any ideas?

Also, would you recommend adding to it below $24. I have 700 shares which represents around 1.2% of my portfolio.

Thank You.
Read Answer Asked by Mayur on May 31, 2017
Q: i agree with stevens question on knight.
i owned 40,000 shares of knight, i have been in since 6.00, now i have only 12,000 shares.i did well but honestly i expected more.
it is unlikely that jonathan goodman will do anything with his 760 million stash in 2017 , he is looking to buy something for almost nothing and what bothers me more than anything, is he raised money 4 times diluted the stock each time and then did nothing with the money and he clearly states it is a stock for your grandkids, so we could be waiting a decade or more and he also says paladin took 19 years to payoff.
my question is do you think maybe you are being too optimistic on this company especially since you have it in 2 portfolios.dave
Read Answer Asked by david on May 30, 2017
Q: Knight Therapeutics (GUD) is my largest holding. Each morning, I get up and while doing the usual ten minute standing ab routine to get going, I wonder what Johnathan Goodman is doing. Unlike me, he has about $760M in cash in his pockets and, again unlike me, he seems unwilling to part with it. I completely understand this is a long term investment and I look at it as a form of security for our future but if he were to go out and buy "someone big" with a product line and a sales force, I can't help but dream that this stock will multiply significantly. Can you send him a message and tell him to start doing those ab exercises. He needs to get moving.
Am I being a little impatient and do you see any signs of activity that might be remotely encouraging?
Thanks.
Read Answer Asked by Steven on May 30, 2017
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