Investment Q&A

Q: Good morning Gents,

Have a little bit of cash ($2,500) hanging around. Looking at FSZ & ABT.

I also have some GUD (down 20%), also wondering if I should add.

Thanks

Q: Buy. or Hold. or Sell

Much appreciated. RAM

Q: Never fall in love with a stock, this means me and also 5i, since Jan./15 to now this stock has returned app. 10%, if you just bought ZUH, a health care etf, you had a 25% return. I don't what is expected of this stock,if it ever makes a purchase with it's cash, but does someone expect it to just rocket it value. Why not take 5i's advice, most of the time,. and invest in stocks on the rise, than hope that something changes. Too many good stocks out there to own, than this one. Don't try to be smarter than the market. Just my opinion.

Q: in your previous answer to me you said you cannot fault knight for not doing a deal.
my question is can you fault them for raising money over a year ago at about 10 dollars, diluting the stock and then doing nothing with the money, this to me is ripping off shareholders, totally unacceptable. i think we all being taken to the cleaners.dave

Q: so knight is turning out be the ultimate dog, everyone including me and 5i is holding knght on the assumption that sooner than later he does a huge deal.
m question is why should we hold it,there are so many great stocks i could buy wth my 12000 shares reduced from 30000 over the last 6 months.
and it is not like he is going to do an amaya deal issuing stock at double its price the day a deal is announced, so i pay 2 dollars more to buy knight when a deals announced,but that could be in years.i feel i am being suckered.
a great money manager that you know said to me about knight, lightning never strikes the same place twice. dave

Q: GUD keeps decreasing. Do you foresee the stock increasing at some point ?

Q: Hi I am looking to do some tax loss selling. DGC DOWN 25%, GUD DOWN 13%, RNW DOWN 5%, ENB down 5% and SIS down 4%.
Could you give me some options to repurchase for each company if I decide to sell any or all of the above?

Q: Why am I charged a credit regarding a query, when no charge should apply
(stock covered by a 5i Research Report) ?

Q: Hi,
I have a fairly balanced long term outlook portfolio. Many of the stocks are safe(r) growth stocks with all drips being used. I am looking to deploy a few thousand $$ for a cheaper, riskier, high growth stock. What would your few (3-5) favorites be for this? Please rank them in order of preference and likely potential growth.

Thanks

Q: Hi, Our investment portfolios across family are made up of a combination most companies from Balanced Portfolio, some from Income portfolio and a few others like CM(10%- reasons of affiliation), TD (3.5%), CWB(1.5%), JWEL(1.5%), RPI.un(2.5%). Objective is Mostly growth and income.
I am grateful to 5i research team for recommending companies like CSU,PBH,TOY,SIS, KWH.un and CCL.b and providing timely and consistent updates, resulting in substantial gains. Many of these successful companies would have escaped my attention, if not for your valuable advice.

My question is about a few stocks, listed in subject line, which, during my YTD review, continue to show decline in value (although we have in built gains in all of these). Except SYZ and ENB others are inside RRSP's. Does it make sense to liquidate a part of these holdings and deploy capital elsewhere ? Total value of above is about 15% of my portfolio with SYZ being the largest, 6% and GUD being the smallest,1%.

Thanks again for the excellent service !!

Q: I get the buy-and-hold reasoning for holding GUD, but given how many holders bought at higher prices, and given how that can motivate tax-loss sales, is it wiser to wait another six weeks or so before adding to a position?

Q: Hello 5i team, My wife and I, retirees, hold a fairly conservative portfolio, including the listed stocks above in our TFSA's. Our overall asset mix is 5/45/50 cash/fixed income/equities. If (in view of the buoyant markets) we chose to increase our cash position, which 1 or 2 of the listed stocks would you suggest we sell? Thank you.
Edward

Q: A two part question so do dock me two credits:

1. GUD: just about of patience with this stock which is down 18% this year. I know Goodman's reputation, and they have plenty of cash, and it took Paladin a long time to pay off, but sales are minimal, and more significantly, there doesn't appear to be much going on. Can you give me a plausible reason to hang in?

2. Other than the REITS - csh, exe, nwh - and your fave SIS, is there anything worth considering in this sector in Canada, or should I turn to the U.S.? Tecsys is technically in the Tech sector but could you reasonably consider it a healthcare stock?

Thanks!

Q: Peter,
RESP first needed in 3 years with ~equal amounts of BNS, GUD, OTEX, PHO & T;
with cash for 2 more positions. What would you add or change at this time ? Thank you.

Q: Of the above listed companies which would you sell first.

Q: G&M is reporting the CFO is leaving Friday. This stock has been treading water (at best) for a while. Is it time to bail or hold on - Thanks for your excellent service

Q: Any concerns about the CFO leaving the company?

Q: your choice of KL was enough to make lifetime membership and perhaps more, Any other you can think of?My thanks and appreciation is not enough to justify your expertise.

Q: I'm 47 and have a balanced portfolio. My 30 days has passed on CRH Medical capital loss - so I could buy it back. I currently hold SIS and GUD in healthcare - while holding CSH as real estate/healthcare. Healthcare represents 8% of my portfolio while real estate represents 3% with REITS such as CAR.UN CSH.UN HR.UN and small REI.UN. Should I relook at CRH or add another like SIA? COV is a little small for me, but looks interesting. I can wait until after October 25th to see how CRH reports.

Q: Hello,

Do you see any averaging down opportunities or deals adding positions to any of these stocks that are currently negative in my portfolio?

CLS down 20% with 1/3 position
PTE down 15% with 1/3 position
BYD.UN down 10% with 1/2 position
GPS down 15% with 1/3 position
KWH.UN down 10% with 1/2 position