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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 hold 5 Growth Portfolio 5iR position as noted above.....that I've held for some time.
I've decided to fold them into my Income and Balance Portfolios rather than track the group separately. The reason is to better manage the position weightings. Although these 5 are more growth-er positions, I'm really more a 70/30 balance/income investor...and closely follow the 5iR positions and weightings.
Now for my question - what weightings would you give each of ECN and GSY in an income portfolio, and also for each of DOL, OTEX, PEO and SHOP in a balanced portfolio?
.......again, thanks for your guidance......Tom
Read Answer Asked by Tom on May 15, 2019
Q: Hi 5i team, I am doing some due diligence on PEO. PEO will become a take out candidate (for a AON, Mercer, WTS, Morneau-Sheppell): at what conditions or what size? As the company ever discussed about a Toronto listing? What are your expectations about it? Would you agree that these two main lines (broker and TPA) of business are pretty much recession resistant? The CEO mentioned that he expects to make several acquisition of “non-controling interest” in the next few years: It should be a good move since it is less risky (less integration risks)?
What do know about their main (similar size competitors) in Canada, Hub and AJ Gallagher? Can you comment about the risks on the emergence of private health market exchanges such as AON Choices (partnering with six large insurers in Canada)? Can you comment results published Monday morning.
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on April 22, 2019
Q: I own PHO at 2 % weight and under water on this stock. From your comments it may not do much this year. Should I wait to see if the stock improves on their earnings or it is ok to buy to a 3% weight ? I am also looking at buying at PEO.V even though a different sector, I am putting money in the RRSP each month so could buy PEO now and more of PHO at a later date.
Thanks
Read Answer Asked on April 12, 2019
Q: Hi 5i,
I looked on the MSI web site and it looks like they do not offer Career Management Services (ie job loss displacement servces). Can you confirm this please?
This service seems to be offered by PEO. Can you also confirm this please?
In my opinion, this is a key service to have if there is a significant downturn in our economy and there is a great deal of job loss. Can you suggest any CDN listed stocks which may provide this service?
thanks
Read Answer Asked by Ian on April 03, 2019
Q: Three stocks, one question. I purchased MedX long ago for pennies and have watched it climb a nickle. Recently purcased Mogo Finance & People Corp. Would sincerely appreciate your review of these stocks and thoughts going forward.... Thanks!

Bruce
Read Answer Asked by Bruce on March 05, 2019
Q: Two part question, deduct as necessary. Canadian Portfolio slightly tilted towards growth and not needing funds for long time. Looking to add one Industrial name to compliment WSP and PEO (if considered an industrial). Was thinking maybe NFI but would be interested in any other suggestions.

Also looking to add a tech name to compliment KXS, and OTEX. Having a hard time finding something different that could be a core holding for long term, only criteria would be that i am not interested in PHO.
Read Answer Asked by justin on February 20, 2019
Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris

Read Answer Asked by Chris on February 04, 2019
Q: Please provide your analysis of their latest results. Many thanks.

People Corp. (PEO-T) reported first-quarter revenue of $36.3-million up from $28.5-million a year ago and slightly below expectations of $37.1-million. Its net loss was $1.5-million or 2 cents per share which was in line with expectations and compared to net income of $463,700 or 3 cents a year ago. Adjusted EBITDA was $7.4-million up from $5.4-million a year ago.

Read Answer Asked by karl on January 28, 2019
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