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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 have held SIS for a number of years and although I have enjoyed the dividend, the share price never seems to hold its momentum and drifts back to the low/mid teens where I bought it. I like the dividends but value total return more. I have never owned WELL but have followed it based on your recommendation. Can you rank the two and provide a short explanation as to your preference on the following metrics: 1) Management 2) Balance Sheet 3) Profitability 4) Long Term (5-10 yr) Return Potential and 5) Risk

I would prefer to hold just one of them.

Secondly, what is your analysis of CXI's quarter.

Many Thanks

Scott
Read Answer Asked by Scott on September 15, 2023
Q: Could you please rank these five financials for growth for a relatively short time frame of say 2 years?
Read Answer Asked by Danny-boy on January 30, 2023
Q: Hello 5i team,
In a recent answer to a question from Tom about conpanies as a possible target to be acquired, you included CXI. I would like to know what characteristics of CXI makes it a potential candidate besides low valuation and cash on the balance sheet? I know the president of CXI has gone through this process before: has he ever mentioned specifically this endgame before for CXI? I would think that selling at this price + premium would be like a failure in the actual venture. And by what type of acquirers? A bank?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on December 23, 2020
Q: I'm down 60% on all three of these and finally taking the tax write off. The good news is that I can use it this year. Would you consider any worth buying back again after 30 days or not ? QST has been showing signs of life recently and perhaps CXI will recover when the world starts to travel again ? What would you do ?
John
Read Answer Asked by JOHN on December 21, 2020
Q: Seems there is a trend or investment opportunity to buy shares in small Canadian companies that are then acquired by US companies. What comes to mind are JPMorgan acquiring Solium Capital and Goldman Sachs putting in an offer for all of People. What other such small Canadian companies are liking to "suffer" this acquisition fate?.....Tom
Read Answer Asked by Tom on December 18, 2020
Q: Hello 5i team,
I need to crystallize some losses to neutralize some 2020 capital gains: which would you sell first (in what order)? ACQ, CXI, MX, NFI, XTC? I am reluctant to sell : ACQ right now because of its excellent momentum. ACQ seemed to be turning things around before COVID, and they seem to be doing the right things again right now. Also reluctant to sell MX and NFI because they are slowly grinding higher and having good cyclical upside potential. If I sell CXI, I would feel like selling at the bottom, I would prefer to wait to see its performance when international travel reopens a little bit more (hopefully) in 2021. That leaves XTC, but I need a little more selling than only XTC. May be only a partial sale, but each only account for 1% to 1,5% of my total portfolio.
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 14, 2020
Q: I hold the following in my balanced equity type portfolio and they all represent less than a half position, either because they have dropped or because they have not kept up with the rest of the portfolio. I have enough new money to top up 4 or 5 of them to their original weightings. Which would you top up at this point and which would you simply let go?
Read Answer Asked by Rod on January 29, 2020
Q: I see CXI has fallen by 5% on 300 traded shares today. I managed to sell some way back to get it to a less interesting level. Not disinterested enough it turns out but I am willing to hold into next year. In value (as a trap or otherwise) WR to earnings (and growth) do you see a productive future for the company? I believe you liked management at one point. I have plenty of growth type stocks.

Thanks so much!
Read Answer Asked by Gerald on November 20, 2019
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
Read Answer Asked by Lois on October 15, 2019
Q: I am finding your 'Portfolio Analytics' to be an outstanding service. The imbalances within my portfolios are abundantly clear.
I am overweight financials with
TD - 3.55%
JPM - 5.19%
BAC - 6.77%
GSY - 1.29%
CXI - 0.71%
All stocks show a decent profit except for CXI which is down 23%.
I have fairly high risk tolerance and I look for reasonable growth. I would appreciate your recommendations on how to reduce my financials by approximately 3%
Read Answer Asked by Ed on April 05, 2019
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