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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: I purchased some names to start building the growth portfolio about a year ago.
I started with CXI, DHX, PHM, PUR all are in a position of retreat, I now plan to add another name, is there a particular name you would suggest adding at this time.
Read Answer Asked by Peter on December 06, 2015
Q: I know how you feel about knight, I feel the same way and have a large position. my question when does that massive cash balance on the balance sheet become a hindrance, I know goodman is a patient shrewd investor, but without any new agreements for quite awhile now the stock is marking time(maybe not a bad thing in this market), and actually with the 30 million coming back from crh, their cash balance increases.dave
Read Answer Asked by david on December 04, 2015
Q: Thanks for your great analysis.For what it is worth today BMO CF & RY 1ncrease target price ranging from $18.50 to $22 with Buy & Outperform ratings. Thanks
Read Answer Asked by Peter on December 04, 2015
Q: You have XHY in the Income Portfolio. It has not performed well overall. I did a graphical comparison with ZWH and ZWH looks far superior. ZWH has increased in the last year whereas XHY has gone south.

I'm thinking of selling XHY and buying ZWH. May I have your thoughts on this move?

Thanks ... Ron
Read Answer Asked by Ronald on December 03, 2015
Q: ATD.B closed at $63 today and it should be its 52 week high or thereabout. Would you recommend picking it up at this price? Please advise.
Read Answer Asked by Victor on December 03, 2015
Q: Is there a significant difference between CBO and the Vanguard short term corporate bond ETF in your income portfolio? Joe
Read Answer Asked by Joseph on December 03, 2015
Q: Et's results today beat EPS & Rev.with $66m backlog, shipment of $30m in Nov.& $97.5m cash.Please advise gist of conference call,if appropriate,& your comments on results.Your advice of buy,hold or sell.Thanks a lot for your normal great sevices & views.
Read Answer Asked by Peter on December 03, 2015
Q: Hello,

Could you please give your comments on the latest acquisition. I'd like to purchase more stock. Do you rate it a buy.

Thanks
Read Answer Asked by Greg on December 02, 2015
Q: Hello Peter & Co,
I usually consult the coverage summary to verify the ratings; but I'm intrigued by the data you also provide eg (1) start date, meaning when? (2) monthly returns...from when? P&L 2015 or total...profit and loss? Perhaps you could provide an explanatory note.
Thanks,
Antoine
Read Answer Asked by Antoine on December 02, 2015
Q: Looking to get some small cap exposure in the industrial space. Two that stand out from your Growth Portfolio are PURE Tech and Dirtt Environmental Solutions, which of the two in your opinion has the better 3-5 year outlook and would you consider either as "Buys" today?
Read Answer Asked by Patrick on December 02, 2015
Q: What is your estimate on the future of this stock over the next three years
Read Answer Asked by Donald on December 02, 2015
Q: I notice that there have been a few small brokerage outfits closing up this year, Octagon being the most recent. Edgecrest Capital packed it in in September. Some of these smaller outfits had positions in micocaps. I know Edgecrest had a large position in Questor. Can some of the sell-off of micro-caps like questor be attributed to the liquidation that inevitably ocurs when people move accounts?
Read Answer Asked by Murray on December 01, 2015
Q: Hello 5I Team! Here goes with my first question to you.

At first glance it appears PLI released positive news today, so would you please give us your take on their news and outlook. Given that the stock is down nearly 10% today, is this a good entry point to acquire more shares?

Currently, what is the 5I intermediate and long term view for PLI?

Thank you.
Read Answer Asked by SG on December 01, 2015
Q: seems like pli is selling on good news? isn't switching clinical trials to a placebo controlled one a higher quality trial? so why the sell off? is it time to add or wait for this to shake out?
Thanks Peter.
Read Answer Asked by Peter on December 01, 2015
Q: I am down about 20% on CPD which I bought primarily to stabilize my diversified portfolio. It comprises about 3.5% of my portfolio so it has not been a particularly good stabilizer. I understand how the rate reset preferred shares held in the ETF have depressed its value, but I find it hard to predict what is likely to happen over the next few years. Any predictions? I have been thinking of slowly reducing the amount that I hold and switching into a bond ETF (though even CBO and HFR have been slowly declining). Your sage advice would be appreciated.
Read Answer Asked by Roland on November 30, 2015