Q: do you think the valuation has gotten to high that it might be time to switch into something else
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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: I recently subscribed to your service and I would like to implement your balanced equity portfolio.
I understand that the shares mentioned below may still have some growth potential and that it make sense to hold on to them if they were purchased at a lower price. However, I find it difficult to purchase them at their current price and P/E ratio.
Ccl.b $ 290 P/E ratio 30 ( went from $97 to $290)
Csu. $645 P/E ratio 49 ( went from $120- $645)
Kxs. $70. P/E ratio 127 ( went from $44 to $70)
Engh $55 P/E ratio 31 ( went from $19 to $55)
Could you suggest a replacement for each of those companies that will be in line with the strategy, asset allocation and the targeted annualized return of the balanced equity portfolio.
I understand that the shares mentioned below may still have some growth potential and that it make sense to hold on to them if they were purchased at a lower price. However, I find it difficult to purchase them at their current price and P/E ratio.
Ccl.b $ 290 P/E ratio 30 ( went from $97 to $290)
Csu. $645 P/E ratio 49 ( went from $120- $645)
Kxs. $70. P/E ratio 127 ( went from $44 to $70)
Engh $55 P/E ratio 31 ( went from $19 to $55)
Could you suggest a replacement for each of those companies that will be in line with the strategy, asset allocation and the targeted annualized return of the balanced equity portfolio.
Q: Comments about earnings? Is the long term growth hypothesis still intact? Thanks. Chris
Q: This is a question I sent in last week, and the answer:
Question:
I am new to 5i, and investing based on the Balanced Equity Portfolio. Some of the companies in the portfolio have B and even C ratings. Why are they here if A ratings are the best? It seems to me I should get the best performance if I only invest in the A rated companies in the portfolio. Or am I wrong?
Answer:
We needed to add other companies for diversification and balance within the portfolio. Also, there are not enough A rated companies to really provide proper diversification. One other point: a company could be rated C but still provide significant upside if the valuation is low enough to start with.
I'm looking for more details on this matter. If the response uses up several of my "question credits", that is OK.
Having started a little over a month ago, I have only bought into about six companies so far, all from the Balanced Equity Portfolio. This represents a very small portion of my total investments.
Below you indicate that B and C rated stocks are added for diversification and balance. At the moment, those factors are not important to me because I get diversification and balance elsewhere. What I'm trying to do is maximise my potential return with 5i.
According to the 5i Research Ratings, it would seem that an A stock is likely to have a higher return, with lower risk, than a B stock. So if I don't need diversification, then it would seem that over time the A stocks will outperform the B stocks. Or am I wrong?
Have you done any analysis of the performance of A stocks versus B stocks? What were the results?
As someone just starting with 5i, it would be useful to know the date you "opened" a position in the Portfolio. Is that information available?
How often do you update/reconfirm the stocks in the portfolio. For example, WCP has declined 32%. Is it likely to be dropped from the Portfolio or is it a better buying opportunity then before? On the other hand, CSU has increased over 400% and is still rated an A. With a great rating and momentum on its side, is CSU a screaming buy or is it overvalued and at risk of a decline?
Do you ever put on a "hold"? For example, I am interested in TOY, but the stock has recently had a substantial price increase. Is it still a buy, or should I wait for a pull back?
Question:
I am new to 5i, and investing based on the Balanced Equity Portfolio. Some of the companies in the portfolio have B and even C ratings. Why are they here if A ratings are the best? It seems to me I should get the best performance if I only invest in the A rated companies in the portfolio. Or am I wrong?
Answer:
We needed to add other companies for diversification and balance within the portfolio. Also, there are not enough A rated companies to really provide proper diversification. One other point: a company could be rated C but still provide significant upside if the valuation is low enough to start with.
I'm looking for more details on this matter. If the response uses up several of my "question credits", that is OK.
Having started a little over a month ago, I have only bought into about six companies so far, all from the Balanced Equity Portfolio. This represents a very small portion of my total investments.
Below you indicate that B and C rated stocks are added for diversification and balance. At the moment, those factors are not important to me because I get diversification and balance elsewhere. What I'm trying to do is maximise my potential return with 5i.
According to the 5i Research Ratings, it would seem that an A stock is likely to have a higher return, with lower risk, than a B stock. So if I don't need diversification, then it would seem that over time the A stocks will outperform the B stocks. Or am I wrong?
Have you done any analysis of the performance of A stocks versus B stocks? What were the results?
As someone just starting with 5i, it would be useful to know the date you "opened" a position in the Portfolio. Is that information available?
How often do you update/reconfirm the stocks in the portfolio. For example, WCP has declined 32%. Is it likely to be dropped from the Portfolio or is it a better buying opportunity then before? On the other hand, CSU has increased over 400% and is still rated an A. With a great rating and momentum on its side, is CSU a screaming buy or is it overvalued and at risk of a decline?
Do you ever put on a "hold"? For example, I am interested in TOY, but the stock has recently had a substantial price increase. Is it still a buy, or should I wait for a pull back?
Q: See Photon & Photon RD in court today. Do you have an update on the litigation? Will the outcome impact your current risk assessment?
Q: Could you help me analyse/dissect Brookfield's investment in Terra Form Power and Terra Form Global. The press release indicates a 1.4 billion $ investment by Bam.a and about 500 M $ commitment by BEP.un . Is the Bep.un portion part of the 1.4 Billion or in addition to it? Do the acquired solar and wind assets become part of the BEP.un portfolio complementing their predominately hydro-electric assets?
BAM.a is one of my largest , longest term holdings and I would like to continue to benefit from their expertise. That said, I would like to focus any additional investment on the renewable energy segment so which entity is likely to benefit most directly from this acquisition - recognizing that Bam is a growth vehicle and Bep largely an income one with some growth?
Thank-you
BAM.a is one of my largest , longest term holdings and I would like to continue to benefit from their expertise. That said, I would like to focus any additional investment on the renewable energy segment so which entity is likely to benefit most directly from this acquisition - recognizing that Bam is a growth vehicle and Bep largely an income one with some growth?
Thank-you
Q: ENGH reports Q1 on 3/9 after close.What is your opinion.Please give estimated EPS & Rev.Thanks for u usual great services & advices.
Q: Mr. Hodson, I appreciate your response to Stephen today regarding GUD. When do you expect the weakness to stop ?
Q: Would you switch from KXS to CSU at this time?
Q: Hi Peter, Ryan and team,
Earlier today I read the following report about insider selling at CRH.
"CRH Medical Corp. (CRH-T)
Tony Holler, the chairman of the board, sold 500,000 shares at a price of $9.10 per share on the final trading day of February. That same day, Ian Webb, who sits on the board of directors, sold 30,000 shares at a price of $9.194 per share, and fellow board member, David Johnson, reduced his portfolio holdings by 25,000 shares on March 3."
Should investors be concerned about this insider selling within a short period?
Thanks for your insight on this issue!
Earlier today I read the following report about insider selling at CRH.
"CRH Medical Corp. (CRH-T)
Tony Holler, the chairman of the board, sold 500,000 shares at a price of $9.10 per share on the final trading day of February. That same day, Ian Webb, who sits on the board of directors, sold 30,000 shares at a price of $9.194 per share, and fellow board member, David Johnson, reduced his portfolio holdings by 25,000 shares on March 3."
Should investors be concerned about this insider selling within a short period?
Thanks for your insight on this issue!
Q: Hi guys.
I purchased 500 shares of EFL in April 2015 for $17.00 each. I just sold my 500 shares of EFN this morning at $14.19 each and purchased 2000 shares of ECN at $3.65 each. How do I determine my cost basis for EFN and ECN?
Thanks,
Scott
I purchased 500 shares of EFL in April 2015 for $17.00 each. I just sold my 500 shares of EFN this morning at $14.19 each and purchased 2000 shares of ECN at $3.65 each. How do I determine my cost basis for EFN and ECN?
Thanks,
Scott
Q: What is your assessment on ECI's earning release and future growth prospects?
Thanks
FJ
Thanks
FJ
Q: Re this connection with Breitbart, do you think it will impact on revenue going forward with a significant drop on share price at next quarter results? It doesn't appear to have had much of an effect since it became known - it has always had its ups and downs.
Q: Hello. How does the 5I team rate the quality of the management of PLI? Has PLI also given any indication of product releases for 2017 given that their drug tests favourably in all tests and has orphan drug status?
Thank You
Clarence
Thank You
Clarence
Q: I am looking to add a growth stock to my TFSA. I was looking ITC as a possible candidate but I noticed quite a bit of insider selling in November last year. My overall portfolio is reasonably well balanced. Do you still like it or do you currently favour something else?
As said many times before, thanks for your great service.
As said many times before, thanks for your great service.
Q: Hello Peter and 5i team,
Grant money for our grandson's RESP just came in and we are thinking of adding to GUD or XTC. We could also hold it in cash for now. We would appreciate your opinion please. Thanks
Grant money for our grandson's RESP just came in and we are thinking of adding to GUD or XTC. We could also hold it in cash for now. We would appreciate your opinion please. Thanks
Q: Why is Pure not trading this morning,do you still have confidence in this position
Q: Good Morning
Do you have any insight in the spike of volume in Sylogist today? It has been extremely week in 2017
Thank you
Do you have any insight in the spike of volume in Sylogist today? It has been extremely week in 2017
Thank you
Q: Hi guys,
Is zcl a buy today? I've heard it's a great company but to expensive.
Is zcl a buy today? I've heard it's a great company but to expensive.
Q: Doubled my money on TNC, thank you kindly. I do not have PHO,ITC,or GPS. You have advised all as replacements. Could you place them in order of preference please, and explain why.
Thank you
Peter
Thank you
Peter