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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: Good morning Peter and Team,

Your latest report on AirBoss is very intriguing.

I hope this isn't an unfair question, but if AirBoss were to be added to a model portfolio today (I assume the Growth Portfolio), what existing holding would be removed?

Thanks for all your superb work.
Read Answer Asked by Jerry on July 02, 2015
Q: While not a market timer I do like to buy things on sale. Given the decline (and maybe further drop) could you give me a couple of stocks from each of your balanced and growth portfolio that are currently cheap. Thanks as always, Bill Y.
Read Answer Asked by Bill on June 30, 2015
Q: Are there any companies in your Income or Balanced portfolios you would be comfortable buying for a three year hold? Or is that too short of a timeframe?
Read Answer Asked by Craig on June 29, 2015
Q: I am wondering if it is time to sell ET and move. The volume is so low. Is it a value trap or would you advise patience ?
Read Answer Asked by Ken on June 25, 2015
Q: Hello 5i: I am slowly building the Model Growth portfolio. I now own AVO, DHX.B, EFN, and GUD. I have enough money to add either 3 small positions or 2 full positions. Can you help me decide which stocks to pick next.

I will then probably add 2 per month until portfolio is complete. I realize this is a tough question because it should be viewed as a portfolio, but unfortunately I must go according to cash available. Thanks for all the good work you do.
Read Answer Asked by Gordon on June 25, 2015
Q: Hi Peter

I have had exceptional success in buying positions in all 3 portfolios and to date have almost a full complement.

In the growth portfolio the following stocks got away from me, didn't seem to correct and therefore I don't yet hold. They are. GIX,PEO,CDV, and QHR.

I'm not asking you predict the future, so let me put it this way.... If you were in this position would you say to hell with it and buy at market open today or would you exercise patience as I have done to date and simply put in a bid and leave it there.

You opinions might vary per stock mentioned.

Thanks
Read Answer Asked by Sheldon on June 23, 2015
Q: with phms announcement today of its latest deal and when it closes they will have adjusted ebita of 44 million with about 236 million shares outstanding, my question is the stock seems cheap by any metric. am i right or wrong. dave
Read Answer Asked by david on June 23, 2015
Q: Could you please comment on the exactEarth IPO announcement and what it might mean for COM DEV?

Thanks.
Read Answer Asked by Paul on June 23, 2015
Q: Can I get your updated views on Lumenpulse? The stock has been acting a lot better on higher volume lately. I take it that this is a good sign and that you would still be ok with initiating a position. Any significant news that your team is aware of?
Read Answer Asked by Mike on June 18, 2015
Q: Hi Folks,

In all of the 5i Portfolios are there any stocks that offer DRIPs at a discount to market price that you now of?

Thanks
Read Answer Asked by Sheldon on June 17, 2015
Q: Hello Peter, I am starting anew portfolio for my wife TFSA with 25 k and non reg with 25 k each as initial amount and then regular monthly contributions . Wish to use model portfolio. Question -
1. How would you advise to allocate initial capital. Any top 10 from amongst model portfolios for each account
2. For monthly contributions going forward, what would you suggest. Buying more of beaten down stock among above or a etf. Commission not a issue.
This would be for a medium to high risk tolerance and 2-3 yr hold.
Thanks and keep up good work. R

Read Answer Asked by RUPINDER on June 16, 2015
Q: Could you please provide your analysis of PEO recent acquisition.
Thank you
Read Answer Asked by Mark on June 15, 2015
Q: I am just curious to know whether a lot of the selling taking place is short sellers? Thanks.
Read Answer Asked by wendy on June 11, 2015
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