Investment Q&A

Q: CCL.B or MX which is better investment at this time and why?
JJ

Q: Do you recommend initiating a position in CXI today?

Q: Hi Team - XTC has been a frustrating stock. It's a half billion dollar company with a low valuation, but it's price has languished below 12 dollars. Do you have any insight into why it's such a thin trader, and why there's resistance to moving to a higher valuation? The conspiracy theorist in me thinks that it's pretty easy to manipulate a stock with such low volume.

Thanks for your long term and very valued service!

Q: Would you consider this stock for a long hold at this price?

Q: I bought CRH at 4 dollars. It's now at app. 11 dollars. In the past with CCL and CSU, as the stocks ran up I trimmed and took profits. In hindsight, I would have done better if I had let them both run.

What I've learned from you is that picking a weight you're comfortable with is the best way to go. CRH now represents app. 7% of my portfolio. What is your recommendation as to the maximum weight for any one stock?

Thanks for the great service. cheers
Andy

Q: What BE companies would you add to at today's prices? Long term hold. Thanks!

Q: I hold a 2.9% position in this stock and a full weighting in the balanced portfolio and am up about 18% on nfi could you give me your view on adding to this position as you have the same weighting and profit....thanks

Q: I have a question about ZCL Composites and Stella Jones.
I'm thinking of selling SJ and replacing it with ZCL. Other than the significant size difference, and assuming a balanced portfolio, is there a reason not to do this given the better momentum and dividend for ZCL?

Thanks.

Q: Comments on earnings please thanks

Q: Hi 5i,

Been checking KWH.UN website from income portfolio. Can 5i explain their business. I am worried about the high yield (7.75%) Thanks

Q: Hi, Could you please comment on the Cirus Energy Trust earnings release. Thanks

Q: Is there a strong correlation between the profitability of methanex and the price of natural gas and is the use of methanol mandated by Law?

Q: Mr. Hodson, on March 6, 2017, I bought GUD at 10.73. But It started to slide, and I sold it with a loss. It is now at 10.37 and I am reluctant to re-enter.
Advisable to do so when it gets to is former high of 11.03 ?

Q: How were the earnings ? Buy more ?

Q: On the Balanced Equity portfolio, the average weighting is around 5%, would it be similar on the Income Portfolio?
Can I start the Income Portfolio with 5% too?
Thanks

Q: any thoughts btween this two. thanks. AL

Q: Hi Peter and Team,
What is your thought on North West's earning?

Q: any commments on results just released?

Thx

Q: In a follow-up to my previous question, I do realize it will take "better and more consistent earnings", so I apologize for not being more specific. Where will these better earnings come from: i.e., in what sector(s) in which they deal is the growth likely to come. With oil and energy generally being dead at the moment, is it likely that Pure's contracts will be growing? Will it come from their infrastructure sector, rather than their pipeline monitoring sector? Will it come from their water/waste water sector? I'm just at a standstill on this stock, as I don't see much growth in any of those sectors at the moment. Seems like everything is at a standstill until the infrastructure in this country gets a shot in the arm from the feds.

I'm sorry to be so persistent, but it's 5I's fault partly, for forcing always to be an "informed investor". : ) I am willing to hold onto a company which I've had for some time, if there measurable potential and where it's coming from.

Please feel free to deduct (another) credit as I wasn't clear and specific enough in my first question, perhaps.

Thanks as ever for your guidance!

Q: Although there is some overlap between pki and atd.b could you comment on the differences between these two companies and compare them. Specifically sources of revenue, risks, and growth potential. Thanks.