Investment Q&A

Q: What an unexpected surprise. Do you reccommend we sell the stock in the market place, now that it will find a bid or shall we hold for the cash takeout?

What is timing and price on the takeout?

Thanks

Sheldon

Q: Nice work guys...another growth portfolio company bought out.. can you comment on the BCI takeover?

Q: I recently saw a news feature that highlighted the increases in children developing myopia due to the amount of time they are now spending in front of screens.
I am looking for your best ideas to play this theme in Canada, US or internationally.
Would this company be your best recommendation or do you have another?
I have been a subscribing for many years and the 5i team has been outstanding.
Thanks for all you do!!!

Q: Peter - happy new year to you and the 5i team! Thanks for your great service.

I have been interested in this stock for some time but have held off purchasing shares simply because it seems to be very thinly traded. Today, for example, even with National Bank raising its target to $45.50 per share, there is a bit of a bump in volume but still a $1 spread between bid and ask.

What's up with this stock and how should one purchase shares given its weird trading patterns? I usually use limit orders but a bit hard to find a suitable buy price with this one.

Q: Miracles never cease to exist. What happened today to make it actually move?

Sheldon

Q: I bought BCI on April 18 2018. We're coming up to 3 years of zero performance in a very bullish (record highs) market.

If after 3 years nothing has happened plus the online eye care market is booming (Warby Parker, etc) do you see any reason in the not too distant future of this stock showing any significant upside?

Thanks

Sheldon

Q: Good afternoon, I'm feeling grouchy about my TFSA today. Quite a few of my holdings are underwater. Tech is the only area that has shown me any growth. I am down 46% on XTC, down 80% on HWO, down 36% on GUD, down 6% on BCI, up 5% on DOL, and down 6% on SIS. I know I can't claim losses but is it time to dump some of these and redeploy. I don't need the cash and can be quite patient and I know my tech weightings are getting high but it seems as though that's where most of my winners are. How high would you let your tech weighting go in a TFSA that is a long term savings vehicle. Thoughts?

Q: These positions are down and under weight in my portfolio. Would you suggest holding, adding or replacing? Please offer a few suitable replacements.

Q: I hold the following shares (among others) in my various (RSP & TFSA) accounts. I'm a buy-and-hold investor, strongly leaning to dividend payors or preferably dividend-increasers.
These companies have all recently cut or suspended dividends, either as Covid-19 responses or otherwise.
ET have not cut or suspended (yet), but neither ET nor CSW have paid recent special dividends as they sometimes have in the past.
I purchased these originally on the strength of the companies' long-term potential, management strength and abilities, and growth or at least sustainability.
How would you rank or position these now in light of recent dividend cuts or suspensions, given that they are all underwater, some significantly, or at best more or less flat (ET), after mostly holding periods of 5 years or longer?
Which ones is it time to dump?

Q: As a follow up to your answer you failed to answer the second part of my question which is: at the recent price (around $25) do you think BCI has long term value and potential for good upside?

Q: Do you think the suspension of dividends is a direct result of the Covid 19 event and management has cut it out of an abundance of caution or are they severely in distress for cash. If the former do you believe that at the recent price (around $25) BCI has long term value and potential for good upside?

Q: Hi,

Seeing that BCI has held up pretty nicely in these volatile markets. Is this due to it's small size, lack of coverage or because it is a very thin traded stock? Or is it something else?

Thank you

Q: Can you recommend a company that produces/sells hearing aids?

Q: Good afternoon, I have these stocks in my TFSA. BCI has been flat over the last few years and PHO is down 18%. Is it time to let either of these go and replace them with something else? Suggestions?
Thanks for your thoughts.

Q: hi there.

Can i get your current views on this one. Hasn't done much and growth seems to be slowing.

thanks

Q: Which one of these two would you buy today to add in a TFSA.
Which has the bigger potential and which has the least risk.
Thanks

Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.

Q: If BCI earnings are out can you comment please

Sheldon

Q: hi there,

i know that BCI is an odd trader especially with the low volumes. However it seems to be down in an up market - is there any news i missed? It has been a very stable stock to own through all the market girations and i was looking to slowly add to my position unless i missed something.

Cheers

Q: I am constructing a new equity portfolio consisting of 40% CND: Industrial @ 15% (WSP, TFII, PEO)
Tech @ 10% (CSU,KXS)
Healthcare @ 6% (COV, GUD, SIS)
Financial @ 4% (ECN, VB)
Consumer Defensive/Cyclical @ 5% (CCL.B, BYD.UN, BCI)
I have a 10 yr + time frame, growth focus and no/low dividend requirement.
Could you comment on this set-up - %ages and/or stock selection or deletions? Thank you for your service