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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 view of a potential sale, is this a proper time to acquire more
Read Answer Asked by Rick on October 07, 2015
Q: Hello,

Is adding to GXI now like the proverbial catching a falling knife?
Do you still like it?

Thanks
M
Read Answer Asked by Marios on October 07, 2015
Q: What do you think about the possible sale in the news
Read Answer Asked by Imtiaz on October 07, 2015
Q: Hi guys,
Loving the nice bump today but can't see why it's up so nicely. Do you have any news? Thanks!
Read Answer Asked by Kate on October 07, 2015
Q: Hi 5I team. Do you think the outperformance presently of Tucows and Kinaxis is correlated to their sector or are they possibly the outliers in the growth portfolio? Thank You
Jeremy
Read Answer Asked by Jeremy on October 07, 2015
Q: Any reason for today's decline and is this an opportunity to add to my position ... My average cost here is 18.50
Read Answer Asked by Bob on October 06, 2015
Q: Hi guys,
When are the September 30 portfolios going to be posted to the website?
Thanks
Read Answer Asked by Brian on October 05, 2015
Q: Hi Peter, please comment on Pure, its back to 2013 levels and has had a rough week. We're looking to enter it if you still like it and can't see any news on the decline except for market weakness. Thank you, Paul
Read Answer Asked by Paul on October 05, 2015
Q: I know that in the context of the broader market being horrendous that many equities are down. But pur has been putting in new lows and insider selling is very high. My instinct is to take a loss and move on yet you still hold this in your growth portfolio. How has your confidence level on this one changed in the last month?
Read Answer Asked by Harry on October 05, 2015
Q: I follow the balanced equity portfolio. I would like to understand when you make the changes indicated for the month's theoretical portfolio, and when that information is available on the Website.

For example, the July portfolio indicates the following changes: "July 2 shares of CSU and bought 30 shares of BIN, sold FM". When where they done in July, and when is the information available to 5i members?

Thanks,
IF
Read Answer Asked by ishay on October 05, 2015
Q: I believe you've suggested around a 25% allocation to your growth portfolio while also suggesting 20 stocks overall for diversification. With that said would you say selecting 15 stocks from the balanced equity portfolio and 5 stocks from the growth portfolio would be a sound strategy for a young investor that doesn't need the income from the income portfolio? This is assuming diversification across sectors. A etf like VXC or XAW would be added for international exposure. Cheers
Read Answer Asked by Josh on October 05, 2015
Q: Hi Peter and Team,

I am interesting in building a diversified portfolio and am looking to invest using your balanced equity portfolio as a foundation. I like the idea of owning 20 to 25 good, quality names and am thinking to eventually build up to a point where I have a similar allocation breakdown as your model portfolio (balanced equity), with maybe a bit in growth eventually as well. I noticed that AYA has gone up a lot today on the news release. Is this a good time to take a position in that, or are there a handful or so of other names that you would recommend getting into at this time to start building up my portfolio?

Also, would it be best to purchase a 5% equal stake into each name - as per the portfolio section of your website - or closer to the allocated amount in your pdf report section?

Thanks for your time!
Mike
Read Answer Asked by Michael on October 01, 2015
Q: Hello 5i Team,

What are your thoughts on the recent resignation of director Chris Gardner? The stock is off by 12% today on the news. Is the news simply shaking investor confidence or is there a fundamental change here?

Thanks!
Read Answer Asked by patricia on September 30, 2015
Q: Hi my earlier question was not answered. What replaced FSV in the model balanced portfolio when it was sold in April. ( I think)

Thx Blake
Read Answer Asked by blake on September 29, 2015
Q: With all of this selling, looks like a good time to chip away a some of the Names on the Balanced Portfolio.

Which next 5 would you recommend at these prices in order?

Already own CSU, CGX, BNS, AYA, ENB, CXI, WSP, BIN, SYZ.
Read Answer Asked by Wes on September 29, 2015
Q: any idea what caused the large drop today
Read Answer Asked by Douglas on September 29, 2015
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