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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: What are your recommendations going forward on Com Dev.--Sell or hold

"COM DEV shareholders to receive up to $5.25 in cash plus 0.1977 of a share of exactEarth Ltd., for an aggregate implied transaction value of up to $6.54 for each COM DEV share"

Many Thanks as usual
Read Answer Asked by Rick on November 05, 2015
Q: I have a sizable amount to invest. I have the balanced portfolio currently as prescribed. I am thinking of adding to all positions in equal amounts.Goldcorp scares me however so I may just leave that one. Any other concerns. Bin had a drop but now has stabilized and looks ok

Thx for your great help.
Read Answer Asked by blake on November 04, 2015
Q: Pease your opinion on DRT's results today.Conference call tomorrow morning.So please comment after call,if warranted.As usual appreciate your great views & services
Read Answer Asked by Peter on November 04, 2015
Q: Please comment on AVO and DRT results. Thanks
Read Answer Asked by Imtiaz on November 04, 2015
Q: Your response to Grant on the above topic sparked a question in my mind.

When I read your response of IGM vs CIX i believe, if I comprehend your response clearly, you seem to prefer CIX as it has many benefits over IGM.

However IGM is in your income portfolio and CIX is not.

Can you clarify, if I were to buy one or the other would you reccommend CXI over IGM?

Thanks
Read Answer Asked by Sheldon on November 03, 2015
Q: Hello Peter & 5i team,
Is Savaria Health or Industrial?
Thanks,
Antoine
Read Answer Asked by Antoine on November 03, 2015
Q: Hi Team,
I own atd.b and like it. However, I would like the perspective of somebody who might not like it (other side of the trade). Could you please give me possible reasons to not like it. Hopefully this won't be bad timing since it is having a small correction. I think it will be good practice to get an unbiased view.
Thanks, keep up the great work guys.
Read Answer Asked by Marie on November 02, 2015
Q: I'm always adding to my positions in 5i stocks (mainly BE portfolio plus some growth portfolio stocks) and I like to buy "cheap". Can you point to anything that might be on sale right now? Thanks as always.
Read Answer Asked by Chris on October 29, 2015
Q: Over the past few days, I have heard several talking heads on BNN (which I watch infrequently) disparage the Consumer Staples sector and ATD specifically, saying the valuations are too high. Which metrics are they using? You haven't rated ATD yet so I haven't found the answer on this site.
I like watching the technicals (but don't react to them). Neither the sector as a whole nor ATD is overbought and in fact the sector is closer to oversold. And, ATD has been on an unbroken uptrend since July of 2009 - but is that a bad thing?
Read Answer Asked by Fred on October 29, 2015
Q: I am still kicking myself at my stupidity. I sold these when 5i sold them from the model portfolio and bought FM and G when FM was still in the model portfolio thinking it was on sale.I have since been in contact with the IR at FSV and the future looks good they assure me.FM has gone south quickly since their massive offering. There are lots of other stocks that are more "expensive" in the model portfolio.I am just disappointed at the choice of resource stocks by 5i and the damaged caused in my returns.
Read Answer Asked by blake on October 29, 2015
Q: Your comments on their 3rd quarter results please. Looks like they continue to forge ahead. I have most of the balanced portfolio with full positions, and half of the growth at 3% positions or less for a total of 60% per your suggestion. Re your philosophy of adding to a winning position, and considering Kinaxis performance to date would you bring it up to a full position.
Thanks Peter
Read Answer Asked by Peter on October 29, 2015
Q: Hi Peter and Team,

I saw this article on National Post that could be driving down ATD.B. Sounds like Credit Suisse analysts are saying that its price to cash flow ratio is inflated and that it's driving a bubble in consumer stocks. What are your thoughts on this? I have a fairly large position (~8%) in ATD.B and don't want to get caught in a sector falling out of favor (like what just happened in biotech).

Jordan
Read Answer Asked by Jordan on October 28, 2015
Q: Peter and Team,

What stocks in the Model Portfolio might fall into the category of "Roll-up companies" that seem to be getting attacked by short sellers lately?
Read Answer Asked by Marc on October 28, 2015
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