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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: Hi 5i
I have encountered some Financial pundits who say that Good Will on a company's books would be more transparent if it was called "an accounting plug".
Where is this factor declared in Financials? Do KXS and SIS have Goodwill on their Books? Does 5i consider that Good Will is a valid descriptor in some circumstances

I don't ask many questions but I appreciate the service you provide

Ernie
Read Answer Asked by Ernie on November 16, 2016
Q: Could you rank these as your number 1, 2 and 3 picks for growth, and provide some rationale. I am looking at one of these for a long-term hold of perhaps 5 years or more.
Thank-you
Read Answer Asked by grant on November 16, 2016
Q: Recently a number of 5i covered stocks got hit with bad earnings. If you already own good companies like SIS and TOY which ones should the above be replaced with at this time.
Read Answer Asked by Imtiaz on November 15, 2016
Q: I have recently joined 5i and have started converting one of my portfolios to the 5i Balanced Equity Portfolio. Given the limited funds, I am only comfortable holding about 10 positions. I am contributing to this account regularly, with the intention of building up to a full 20 positions within 12-18 months. Given today's conditions, which companies would be best to get into first?

I already hold full positions in CSU, KXS, NFI and SIS.

Thank you
Read Answer Asked by Jeff on November 14, 2016