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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: In your reply to Bill on April 17th, you commented you would have no problem with a 1% position of RRX. What about if "doubling down", in my case, means taking it to 4% of the portfolio?

With the stock weakness, my position has fallen to 2.3% of my portfolio and so was wondering if this would be an opportunity to raise it back to its original 4%. (Total sector exposure is 11%, at current prices, which includes TOG and SPE). ... Or just wait this one out?
Read Answer Asked by Sylvia on April 19, 2017
Q: Hi There,

I want to begin deploying funds towards the balanced portfolio. Can you please tell me which 5 names you would add today, based on the current price of the individual stocks. I know it's not a great strategy to try and time the market, but I plan on adding 5 at a time over the next couple months, and figure there may be 5 that I'm better off starting with.

Thanks!
Read Answer Asked by Jamie on April 19, 2017
Q: One report I read stated that to finance the acquisition PKI would issue 24 million shares to raise $660 million. That works out to $27.50 per share and the shares are currently trading near $31. In one of your earlier responses you also mentioned that shares would be issues at a discount. It would almost make sense for anyone like me who holds PKI to sell now into the market and buy back at the new issue price. Your thoughts?
Read Answer Asked by Steven on April 19, 2017
Q: I am always leery of a company where the insiders do not have any or perhaps very few common shares--Instead they have--options--multiple voting shs--performance share units--subordinate voting shs etc.Common shs mean to me you got some skin in the game--I dont understand all these other classes of shs---TOY is a good example of this.I dont like options thats no commitment at all and hurts the share price.Should I be concerned about these other classes of shares? What do they all mean?
Thanks--I have just had your portfolio review and find it very helpful--would reccommend it to any body.

Peter
Read Answer Asked by peter on April 19, 2017
Q: Good day...I am lucky enough to have a fairly large portfolio that is 70% in your balanced portfolio and 10% in various growth and income stocks you have in the other two portfolios. I also have 20% of my portfolio in u.s. stocks. My question is whether or not I should have any emerging market exposure or are the companies in your three portfolios have enough already. I look forward to your thoughts on this...
Read Answer Asked by gene on April 18, 2017
Q: I have been reading many of your answers to members' questions about BAM. You seem to really like the company but it's not in any of your model portfolios. Why not? If you were to include it in one of the models, which would it be? Which sector does BAM fit into? As always thanks for your guidance.
Read Answer Asked by Les on April 17, 2017
Q: Hi, Celestica stock has been range bound recently. As per your views, it is undervalued compared to its peers like, FLEX etc. Are there any near term catalysts? I initiated a 1/3rd position with its induction in Balanced portfolio. Is it worth waiting to add ? Also, when are the results due and could you kindly provide street consensus for Rev, EBITDA and EPS. Thanks
Read Answer Asked by rajeev on April 17, 2017
Q: Hello 5i team,
In response to a fellow member question regarding MG and XTC, you seem to have classified them in the Industrials sector. I had my holdings in MG and LNR as Consumer Discretionary Cyclicals; even though they fit in both sectors, where would you place them?
Happy Easter
Antoine
Read Answer Asked by Antoine on April 17, 2017