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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: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks
Read Answer Asked by Al on April 11, 2017
Q: Hi,
I purchased a half position in these companies and all are down 6-11% would you be confortable adding the other half now or should I continue to wait?
Thanks
Luke
Read Answer Asked by luke on March 23, 2017
Q: Dear 5i
I recently bought AIF and ITC (half positions).
Both are down between 15 and 20% . Should i let things settle down a bit first before buying into a full position in each ?
In other words do you still have positive thoughts on these two stocks over the next 2-3 years ?
Thanks
Bill C
Read Answer Asked by Bill on March 16, 2017
Q: My percentage market allocation presently in Altus, Kinaxis, and Open Text are 4.41%, 7.38%, and 3.85% respectively. Perhaps I'm top heavy in Tech stocks, though I plan to boost OTEX to a full position down the road. Would it make sense to sell AIF and replace it with either GUD or CRH since I hold no medical stocks at this time? You have helped my analytical skills tremendously, though I'm not good as digesting financial statements.

Thanks for this and keep up the good work.
Read Answer Asked by Elmer on March 13, 2017
Q: I currently receive an indexed pension which covers my living expenses and related costs. I also have an RRSP and other investments. My question is regarding my TFSA. Regardless of sector allocation what would your top 5 picks be today?
Also at what monetary value would you add additional holdings or would you just rebalance your winners? Example $$50,000 5 stocks, $100,000 8 stocks?
Please deduct as many credits as you see fit.
Read Answer Asked by Marty on March 03, 2017
Q: Hi folks,wondering what your thoughts were on Altus aif/t purchasing Australian Property Management Software Provider. Is this their 1st venture in Australia,etc and will this be accretive to earnings right away or down the road. Fair purchase price?? and thoughts on company going forward. I bought on the selloff of Q results, thanks, jb
Read Answer Asked by John on March 02, 2017
Q: Your report on Altus Group stated “One of the noteworthy risks at AIF is that 42% of the Canadian cost practice is from rental and condominiums in the multi-residential segment. Impairment in this sector could hurt the Canadian revenues as could a general decline in the Canadian housing markets.”
I would have thought that their revenues in this segment would depend more on sales volume as opposed to actual housing prices. Can you please comment on this. Essentially, if an investor believes that housing prices (condos in particular) will decline but turnover will remain strong, would this negate any of the declining revenue risk outlined in your report?
Read Answer Asked by Steven on March 02, 2017
Q: Hi 5i

Have you noticed a '5i Effect'? As an example AIF was at 29.77 Janary 25 and you announced addition to BE portfolio Jan 26. Since then it has gained 9%. I noticed similar reaction on TOY.
Is your subscriber base large enough that we move stocks when you recommend them? Or is it just good timing on your part?

Thanks again
Read Answer Asked by Greg on February 14, 2017
Q: I have a portfolio that I am happy with the mix of companies. I have in the past added to loosers and sold winners which I see is not your philosophy. I have half positions in both AIF and SYZ, I am down 8% in SYZ. Which would you add to with new cash and why?
Read Answer Asked by Paul on February 10, 2017
Q: Hi, Both Cirus Energy and Altus Group have moved up nicely 5-6%, since addition to your portfolios. I guess, I should have added to my portfolio at the same time, instead of hoping for a lower entry point. Are these companies still a good buy at current levels ? How have been these co's earning trends in past (surprises, lumpiness) and is it worth waiting to buy around earnings ? Thanks
Read Answer Asked by rajeev on February 09, 2017
Q: Morning Peter and Team,
RESP w/T, BNS, & GUD each ~15%. What would you buy with the 55% cash balance ? Would you choose TCN or AIF in the mix ? No funds needed for ~ 3yrs. Thank you, Paul
Read Answer Asked by Paul on February 07, 2017
Q: The TSX identifies AIF as technology and KWH as utility. I'd be inclined to categorize AIF as Real Estate, as it seems it might move more in line with that sector. I can understand KWH as a utility, though it might also be considered energy. Can you give me your thoughts on the sectors; would you stick with the TSX?

Thank you.
Read Answer Asked by Alan on February 06, 2017
Q: Hi 5i team,
I have just read your report. One of their investments (Real Matters) is supposed to do its IPO over the next few months. February was even floated around recently. Following the start of your coverage of AIF (very happy about that), what is your main assumption about their investment in Real Matters. Sell their shares in the IPO, sell a prorated portion of their shares, distribute the shares to their current shareholders, keep their shares, increase ownership? What % would give to each of these scenarios? Any other possibilities? Thank you, Eric
Read Answer Asked by Eric on February 06, 2017
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