Investment Q&A

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: How do you see Evertz' quarter? Market isn't happy and I'm tempted to sell for a small loss and move into something else, unless you think the company remains solid and a very good long term hold. Thank-you very much.

Q: Hello 5i,
I notice that ET is halted pending news and that today is the Q3 conference call - at least they say it is on the website. Just out of curiosity, how long does the average c.c. last? Having never listened to one I have no idea if there even is an average. Just curious.....
Many thanks!!!
Cheers,
Mike

Q: Looking to add one more stock to my non registered portfolio as a long term hold. I am buying mostly for income and stability. some growth would be nice. Which would you pick between ET and ABT?

Q: Looking at the financials of ET I can see why it is included in the income portfolio. However, since there are no reports, either with 5i or Morningstar can you please advise as to why YOU have considered it as a holding in the income portfolio?
Thank you

Q: What is going to happen after the ex dividend date, is the stock going to drop by 1.28$ as it popped when declared ?
Good to own at present time ?

Q: Do you know why the drop in ET this afternoon especially in advance if the ex dividend date?
Thank you
Maggie

Q: Good day to Pete and Ryan,

A few questions:

1. Does SIS SYZ and ET offer dividend reinvestment plans? I can't seem to find anything on this, so I am assuming not. However, could you please confirm on this?
2. If you had a 10-20 year timeframe, what would be your top pick of these three for a buy and hold strategy?
3. Sylogist vs. Evertz - which one do you prefer?

Thanks guys!

Aaron

Q: Dec 05/16 ? asked by Shyam.

I believe your answer is incorrect as follows:
Buying the stock today (Dec 5/16) would settle in 3 days on Dec 8/16. But the stock is already trading ex-dividend on Dec 8/16.

Q: Would I be eligible for the dividend and the special dividend if i picked up some ET stock today?My understanding is yes until the ex dividend date.

Q: Hello, this is to clarify an answer to a question asked by Elise on Evertz Technologies. You mention a special dividend of $1.10 per share declared by the company. Since I hold 500 shares of ET, does this mean I will receive a special dividend of $550 in December? Will that be on top of the regular quarterly dividend? Regards, Gervais

Q: Can you please comment on today's earnings report?

Q: ET seems to be in a downhill slide since June, now down aprox. 15%. The 5 year chart shows a trading channel with higher lows and higher highs. Is there a fundamental reason for this stock to sell-off on such a regular basis? Is now a good time to top-up a position? Thanks Ron

Q: I submitted this question last Thursday and received the auto response that my question had been submitted but since I haven't received a response I will try again.
My question relate to the income portfolio. We own many stock from the 3 portfolios but now that we are about to retire, we are trying to mimic the income portfolio. I understand that if one already owned ET, SPB, VNR, and DH that we should stick with them however, if one was constructing an income portfolio today can you suggest substitutes for these names? Also, given the dividend that ZCL pays, would it be suitable for an income portfolio?
Thank you.
Maggie

Q: Do all above companies fall under Industrial? My total weight is 13% Is this too high? I feel that I have too many companies in this sector and may be better to have only 4-5? STN and WSP are similar so would it be better to sell one of these and add to the names that are listed. I am also thinking of selling ET and taking the proceeds to add to the other names now leaving me with 5. Is this a good approach?

Thanks
Dolores

Q: I own shares of this company in my tfsa and looking at replacing it with another stock that has more growth potential.. What are your top three in this category. Thanks

Q: Good morning team, Any reason for the big drop? Still worth holding or better put that money somewhere else?

Thanks!

Q: What are your thoughts on ET earnings.

Thanks for the great service

Q: Hi Peter & Ryan, I'm looking to increase the technology content in my well balanced portfolio and was thinking of adding to existing positions in either DH Corp or Evertz Technology. I see they yield about the same, which would you add to right now keeping in mind I love companies who regularly increase their dividends. Thanks. Mario.

Q: Hi
I'm looking for a handful of high yielding companies with a good balance sheet.
In what order would you rank the companies listed? Any other companies you really like that could also be included or preferred over these? Thank you.