skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please assign a sector to each stock in your Balanced Equity Portfolio(eg BNS is in the Financial sector) as well as the Growth Portfolio.Appreciate your usual great services & Advices
Read Answer Asked by Peter on July 06, 2015
Q: Thank you for your top pick suggestion. I need to ask you how you figured this company's price to be a cheap valuation. I am a novice so I just want to understand. Looking at TD Waterhouse they don t even have a p/e ratio due to insufficient data and EPS is actually below industry avg.
Both price to sales and book are also high compared to industry.

Thank you for your patience.
Read Answer Asked by ron on July 06, 2015
Q: LMP's slide since its last quarterly result is surprising. What is your current view of the company?
Thanks, Peter
Read Answer Asked by Peter on July 06, 2015
Q: Hi. I'm looking at VNR and also CUP.U. They both seem like decent "bond substitutes" with very low growth and stable income. Would you agree with this? Based on prior comments you seem to prefer VNR. Could you compare the two please. Thanks.
Read Answer Asked by Noel on July 06, 2015
Q: Hello gentleman,

I have a little cash to play with. Of all the stocks in the growth portfolio, which has the most potential short term (1 year) as of right now.

Thank you for all your assistance.
Read Answer Asked by ron on July 06, 2015
Q: Hi Peter, Team,
From your answers, I understand the Balanced Equity portfolio stocks are mostly Large cap, with roughly 20% MidCap with a couple of Small Caps.
Re: the Growth Portfolio. you have a warning on the page re: the stocks being higher risk. Are all the stocks here Small Caps, with 4 Venture/Micro caps? Are there any Large caps or MidCaps in it? If so, can you indicate which ones? Thansk for the education. sarah
Read Answer Asked by sarah on July 03, 2015
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
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!