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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: Happy New Year to the 5i team! I was checking out Photon Control on my TD Waterhouse site, in particular the insider trading and am curious as to why the directors' holdings fell from about 13 million shares to 3 1/2 million last August/2016. Also, in the 10% holders group, the number of shares held went from 0 to 100 million then down to 10 million all in the month of November/16. Also the INK insider trading report shows net selling as around $1,600,000. First of all are these numbers accurate and secondly can you explain the large swings in insider ownership. Thanks.
Read Answer Asked by Rob on January 05, 2017
Q: Good afternoon,

I am new to 5iresearch, and have been spending the last few weeks researching your Balanced Portfolio.

I am struggling a little with both CXI and CCL. I would like to include them in my own portfolio construction, but am concerned with their recent (significant) price appreciation.

Notwithstanding the various explanations for the recent price performance of both companies, I am simply wondering if you would add to your exposure of both CXI and CCL at current levels?
Read Answer Asked by Trevor on January 03, 2017
Q: Thanks for ENGH,GUD & PHO. Re CRH,please comment on 1)Why was there a big drop to $7.01 on Nov 28(Monday on big vol. of 2.12m) from $8.36 on Nov 25(Friday)? 2)Thomson/Reuters & CIBC reported that it missed estimated EPS 4 out of the last 6 periods & 5/6 respectively.Already own GUD,the only stock in the sector & thinking of adding CRH.Always appreciate u usual great services & views.All the Best for 2017
Read Answer Asked by Peter on January 03, 2017
Q: Best of the Season to All at 5i
Is 5i planning to do report on Shopify? If so, I was wondering if you could address the following: Shopify now has a market cap in excess of $5B. It has negative earnings, and is not expected to make a profit in 2017. Its estimated revenues in 2017, according to Morningstar are approx $0.55B
To put this in perspective, Linamar has a market cap of $3.8B. It made $350M of free cash flow in 2015 and will increase that in 2016. This is AFTER some $375M of capital investment is subtracted from earnings. I realize they are in entirely different industries, but if I could magically own one company or the other outright today, I would choose LNR in a heartbeat.
The market is always right I suppose, and you have a 100% gain on SHOP in your growth portfolio. But at what point does the reality of fundamentals come into play?
I recall years ago when Ballard Power had a higher market cap than Loblaws. That happened.
P.S. Yes, I do have a case of sour grapes because I did not heed your advice and buy SHOP when you recommended it!
Cheers
John
Read Answer Asked by john on January 03, 2017
Q: I am going to be purchasing all stocks in the balanced equity portfolio in the next few days. Would you recommend equal weights to begin with or mirror the current weightings?
Are there any companies you would wait for a bit of a pullback before buying.
Do you still prefer WCP over RRX? I am guessing maybe for stability and dividend?
Are you planning on making changes to the portfolio anytime soon. Thanks very much.
Read Answer Asked by Andrew on December 30, 2016
Q: Starting a TFSA and have narrowed down a larger list of 10-12 stocks to these four. Still doing research on each of these, but I was wondering if you thought this was a good mix for a TFSA, while adding different sectors as the years progress.

Thanks,
Jason
Read Answer Asked by Jason on December 30, 2016
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