Q: What are your thoughts on todays announced sale and prospects going forward. I suspect they must have something else fairly major lined up to buy. Todays sale was actually worth more than the market cap (at least what shows on the tsx site, without options etc).
Q: I am looking for more growth potential so I am considering swapping my position in EFN for GSY today. Do you think that is a good idea and would this trade help accomplish that?
Q: Are there any NR stocks in the Model Portfolios that would likely be rated less than B-? If so which ones? I like to focus on investments rated A+ to B-. Thanks
Q: Late January you commented that Open Text was trading at 15 times earnings or so...however I cannot figure how you calculated this.
Was it forward earnings? GAAP or Non GAAP earnings? What was the earnings number you were using?
Q: When using the above methodology (BTSX), by definition, sector balancing is uncontrolled. Given that, and the undisputed performance of the methodology, can a long term buy and hold investor commit to using this method for the bulk (say 75%) of his equity portfolio and feel confident of the portfolio's stability relative to the TSX index?
Q: Hello 5i
My wife has taken advantage of a company matching stock purchase plan for the last 10 years. It has grown to represent about 30% of our combined retirement accounts. I'd like to move half of it into the balanced portfolio for better diversification. I also really like Shopify Open Text and CRH medical. Would you substitute current B.E. holdings to fit these three in or simply add them. My thoughts are to eliminate Enghouse and Sylogist but am curious to hear your thoughts.
Thank you for your invaluable advice!!!
Dave
Q: Dear 5i,
I reviewed the Intrinsyc technology website to gain a better understanding of their products. ITC has a lot of innovative products/ideas with many future applications. I don't have a lot of knowedge in this area. What is there competitive advantage? Who are their main competitors? I assume there are many major tech companies developing similar products. ITC has a tiny market cap creating more risk/growth. What makes them a better company?
Thank you,
Kerri
Q: Prometic: you are probably up to speed on this one by now but do not see anything on the Q&A section. But California Capital Equity picked up 44M shares ... warrants at 0.47 cents. Dumb questions looking at the drop in price today (-7%). I am assuming this is not looked upon favourably?
Q: Regarding PLI's drop, if there is no apparent reason, does it indicate that the stock is being manipulated in some way? Does a halt like this with no apparent reason for the drop concern 5i as it is one of your "holdings"?
Q: In replying to Jim regarding PLI being halted you mentioned that the company had issued a press release indicating there were no material events to account for the drop. The last press release listed on PLI's website is dated Feb 6. Neither the website of TSX nor IIROC mention PLI's press release. Where did you see it? Is it available to the general public? If so can you tell me where?
Thanks
Q: I allocate ~5% of my portfolio to speculative holdings. I consider APH, a marijuana stock, to fall under this category and currently hold this. I'm looking to add PHO to this category, as it sounds like a riskier growth stock. In your opinion, would adding a 2% allocation be sensible or would you advocate purchasing more of a full position to reap the full rewards? Would you ever advocate buying 2% positions?
Q: I am wondering what your thoughts are on the year end results for SLF? Price momentum seems to favour MFC these days. Would you prefer the latter for new money?
Many thanks
Mike