Investment Q&A

Q: With the recent price surge of these 3 stocks would you recommend starting a position.
Your advice is very much appreciated.

Q: Hello,

Curious about inside ownership with these two companies. Both have been on a tear for a while, and wondering at what point would a larger company look at buying these up for their growth potential. Would you believe they are takeover candidates or does some characteristic of each make that unlikely?

Regards,

Robert

Q: Hi Peter and Team,
In your latest newsletter you mentioned to trim SIS back down to 5%. I have a very small position and hesitated on adding to it because it kept moving up and I thought I had missed my opportunity. I'm now up 150% which represents 2.7% of my portfolio (thanks for that and I'm now kicking myself for not taking a full position).
Is it too late to top it up to 5% now?

Thanks for this great service.
Rob

Q: Savaria on a nice roll of late. Dividend rate now around 2%. How does a Company in a situation like this decide how much to raise and when. What factors are involved.

Q: Goodday guys. Have 2500 shares of sis and up 13K shouldI sell a thousand anddiversify bought @ 8.30 .. No need oil . Would appreciate your advice, Thanks for all you do. Maybe you should start a shriners fund in your name for KIds and we could donate. Thanx again.Cliff

Q: I haven't seen any news today, yet the stock is up 5-6%. Is this just a post-Market Call affect or did I miss something?

Q: Hello 5i.
Thanks for the ongoing investor communication/Education.
I have had slightly positive overall results with mixed individual stock selection results utilizing 5i information.
Would have liked to be on the Shop ride but I could not buy into a stock moving up everyday and now doubled in three months. How do I not miss this next time?
I did buy the indicated holdings (SIS, GUD, ET, SYZ, PUR, TNC=cash)
Excluding TNC, the mix leaves me up 6.9% in the time frame of about a year or so..SYZ since 2014 and some various buying along the way.
I am not doing as well as you Portfolio so stock selection and timing clearly makes a difference.

With this list, should the Holdings be at full weights now for all of them?
For example, PUR is under small cap $ allotment while SYZ is over allotment.
Is there something I should be adding that is most appealing today even though I personally may have to hold my nose and buy? (Portfolio is well diversified and balanced)

Also, it is clear I am not benefiting from the stock category you sometimes highlight as "winners" or "1000% gainers" to help propel my portfolio gains. Should I be trying to buy all the investment in your total portfolio or how does one use 5i service to benefit to the max?

Thanks
Dave

Q: Hi Peter and gang,

Please advise as to which one of these 2 companies represents a better buy; XTC (P/E ratio of 10X) or SIS (P/E ratio of over 30X) ?

Cheers,

Q: Please rank the following stocks in order of preference focusing on value/growth with 3-5 year time frame?
Itc
Sis
Pho
Ecn

Q: Hi Team! My portfolio is based around your Model Equity Balanced portfolio. I own quite a few shares of SNC as part of employer plan.I own Savaria, would it be ok to add WSP for industrial exposure, or is there another name you would suggest, with dividend of course. Thanks Sam

Q: If you had to choose only one and looking for capital appreciation,which would you choose?

Q: Planning to increase my stock portfolio with about 8% of SIS and 11% of CSH.UN
Would they be good stocks to add for longer term, conservative and dividend holding?
If you would recommend the stocks then go with the 8% & 11% split or would you suggest a 50/50 split.
Thanks, John

Q: Hi, I just read Bob's question about Savaria and the Chinese Market, I'm wondering what your thoughts might be on the possibility that the Chinese market is very good at reverse engineering things and they in fact could be a competitor in the future.
I really appreciate your services, Thank You

Q: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.

Q: The contract with Chinese Company was for $ 1,100,000.00 to build 37 lifts. This works out to $ 30,000.00 per lift. Seems cheap to me.Is this a lost leader for future business in China. China will be a huge market for SIS. I really like the deal. Your thoughts please. Sis is projecting revenue growth of 19.1 % and Ebitda growth of 30 %.How much of their production comes from China ? A real winner. Thank you 5I.Bob

Q: Hello 5i, could you please rank these companies for my higher risk growth portfolio in terms of risk/return potential?
Thanks
Dave

Q: Good Morning
Since November 29, 2016 there were no insider buyers in this Company just sellers. Furthermore, both the CEO and CFO reduced their positions by 2,000,000 shares each during the last year.

Is this cause for concern?
Thank you

Q: Savaria has announced a $1.1m contract in China. The share price has responded quite well. A $1.1m contract is not “huge” but if they do a good job executing it doors may open.

China has the potential to be a “huge” market.

Your thoughts?

Q: I'm a little surprised at the market's reaction to Savaria's earnings. They missed on earnings, and yet the stock is up 8% in trading. Several analysts had been saying the stock was already fully or even overpriced, so I would have expected a retreat here. What am I missing?

Q: Could you please comment on the recent SIS numbers and should I add to my position. I am currently at 2% weighting.

Many thanks