Investment Q&A

Q: Hello Peter,
If I may extend the discussion w.r.t the question on Tucows by Rick yesterday .
The markets are volatile combined with tax loss selling and perhaps retail investors putting fresh money into registered accounts early 2016, there are going to be opportunities. It is also likely quite a few investors would look at the 5i portfolios to make new investments or add to positions. Perhaps you could guide the investor where the opportunities are based on valuations and fundamentals or even just qualitatively.
So here is my suggestion. When you email/post the month end performance report for the 5i portfolios; is it possible to include a column that ranks them on investible attractiveness as of that date? Now I would not be expecting 5i to have done extensive research before providing a rank. It could be a combination of your current existing knowledge, news that you may be aware of or just your opinion; quite similar to the opinion you provide on Market Call, except it would be for the stocks in the 5i portfolios.
It would help me and probably a lot of the subscribers in deciding on where to put fresh money – to start a new position, trim or increase existing ones ; based on our individual portfolios.
Regards

Q: Does this latest short attack present an opportunity? Down 40% in two days. What would the P/E be now? Thanks,

Wes.

Q: Hi Team,
Thank you for the quick reply on my earlier question about IT. I have a follow up please: Do you think this is now a "wait and see" situation for investors? Do you have any guidance on what shareholders should do now?
Best regards,
Michael

Q: Hi Team,
Any idea what happens next with IT? Will it start trading again today? Will the company issue a press release?
Thank you.

Michael

Q: Hello 5i team.
I submitted a question within the past week, and mentioned I was down 10% it is actually over 20% and your stock answer was "it is up 40% in a year". I don't quite understand that statement when my purchase price was $29.00 in June/15.
I cannot really see how this was ever up 40%, and I feel if a stock falls from a high of $32.00 to $21.00 that something has happened within this company. "Just sayin"
Can you advise how oftain you actually reach out to management of the companies that you recommend.
Thanks and really do appreciate your service

Q: In your opinion would this attack still have happened had IT not joined the OTC. It seems odd the attack happens just after IT join the American exchange. Should investors be cautious if other companies plan to do the same move?

Q: There is a new short report posted today:

http://www.sprucepointcap.com/it-the-intertain-group-ltd/

Thoughts on the report?

Q: apparently a short report from spruce point. should we have any concerns ,thanks

Q: Hello team, What happened? It suddenly dropped over 14%!
Thank you.

Q: any reason for the drop.

Q: Nearly 6% pull back today alone. Is this the Shaw purchase? Does this seem a little drastic?

Q: With the US going to allow oil exports for the 1st time in 40 years what will the effect be on oil prices ?

Q: All appears well at People Corp? Is a purchase by a bank or another large Financial the likely outcome for a company such as this?

Q: Currently down on this one 10% now, and read you last reply of Nov.17-. For whatever reason tax selling must be out of the way by now, and I cannot find anything good on this one. I have read some tweets of insider selling, and wonder if I should cut my loses before it gets worse, and get on with life. I really hate selling at such large loses, but seems to be the story of my life lately.

Q: PUR is in the 5i growth portfolio but I can not find any write-up on your site about the company. Is there such a write-up? Thanks

Kenn

Q: Hi,

I'm looking for some growth and hold mostly dividend payers/growth stocks from 5i portfolio's. What is your opinion on Telus today or should I wait a little?

Thanks for all your great work.

Carl

Q: Good day. Any thoughts as to the recent weakness in Telus?

Q: Company seems to be doing all the right things. Market doesn't care. Comment?

Q: Hi Peter and Team,

SPB hasn't been performing too well lately, and I'm wondering if their recent announcement "Superior Plus Announces December 2015 Cash Dividend and Reestablishment of Dividend Reinvestment Program" will help the stock going forward. The DRIP will apparently have a 4% discount. Should I hang on to my position in SPB in an otherwise balanced portfolio, and enroll in their DRIP? SPB is held in my RRIF but their are other dividend payers that cover my mandatory withdrawals.

Thanks as always for your valuable advice.

Q: Hi, I have my portfolios set up similarly to the three 5i portfolios. With the recent drop, I'm looking to invest more cash. Could I please get your top 5 picks from each of the three portfolios? Also, thanks for updating the site for mobile, it's so much easier to navigate than before. Cheers,