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: I have owned this stock for several years and it would appear that the company is executing its strategy well, albeit much more slowly than I would have liked. As it results improve, I am wondering how you see its growth going forward and combined with that what you see as an ultimate viable exit strategy. The last few quarters results have been good (in my eyes) and while the stock price has grown, the trading volume is so low that it seems that even if I wanted to get out, I could not. (Just for the record, I don't). But do see the ultimate end play as a takeover in which case I won't have to worry about liquidity? Or is it just a sleepy stock that has enough shares outstanding to not make this an issue?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 19, 2018
Q: Hi Group appreciate your input on the following . Why are we holding CXI + GUD both have been off (trading well off their highs) for a considerable amount of time . Why are you still recommending holding these poorly performing stocks why not sell them and get into something that is trading upwards??. What do you recommend and why Thank you
Read Answer Asked by Terence on February 17, 2018
Q: I currently have a half position in CXI, I also have an almost full position in ECN. CXI isn't doing very much and I was thinking of moving the funds from CXI to ECN. Which one has the better potential?

I have Aegon ADR for a few years now. It is now moving in the right direction, but I am still down on it (in SDRSP). Is it worth holding or do you have some other International Financial companies that you think are better?

Lastly I have a half position in Alacer. Is it worth hanging on to, or would a switch to FNV or Anigco be better?

Thanks.
Read Answer Asked by Colin on January 24, 2018
Q: In my TFSA I have a 3/4 position in CXI and have held it for a couple of years. Have 1/4 position in PHO. How would you view selling CXI to buy PHO? Sector not an issue and looking for the one with the greatest growth potential. Willing to hang on to CXI if you think it has a future.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 12, 2018
Q: Is this a good time to buy CSU or should I wait?
And CXI, I am down 25% and waiting! Should I sell?
What is your opinion of HBF?
Happy New Year and thanks,
Connie
Read Answer Asked by Constance on January 02, 2018
Q: These four losing stocks of low weighing in my portfolio. Please advise if they are worth holding for recovery. CXI, SYZ and KBL are thinly traded. Thank you.
Bill
Read Answer Asked by Bill on November 20, 2017
Q: Hi Peter and 5i team,
we would like to add a new name to our grandson's [age 4] RESP. In your opinion , what would be a good addition.
thanks
Read Answer Asked by john on November 07, 2017
Q: I currently own half positions in the above companies I am considering selling cxi and taking a full position in toy Would you agree with this strategy or would you recommend an alternate strategy these holdings are in my TFSA

Thks
Marcel
Read Answer Asked by Marcel on October 27, 2017
Q: Have been waiting for CXI shares to do something for a couple of years now. Do you think ECN offers more potential at this point or should I at least wait until CXI reports near the end of the year given that the summer is their busy time and last quarter was very good.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 28, 2017
Q: First off I am 30yrs old slightly more growth investor and plan on holding for long term. I have a 25 CND stock portfolio of approx. 300k and Pension of 100k split between a Global Fund and CND Fund. In reviewing my personal portfolio I feel my financial exposure maybe needs some work (17% Weighting). I have a full position in GSY, TD,SLF and a half position in CXI. My question is because TD and SLF are probably already represented in my pension fund and they don't really fit the style of my portfolio would you look at switching them out? If so what suggestions would you have that would compliment GSY and CXI. Thanks
Read Answer Asked by justin on September 20, 2017
Q: My concern is the US is going to move to close tax loopholes on companies doing most of their business in the States, but headquartered in other countries. What companies you cover might be negatively impacted in this case?

CXI and BYD are two that spring to mind.

Thanks as always for your great work.

Phil
Read Answer Asked by Phil on September 06, 2017