Investment Q&A

Q: Please comment on the Earnings for Zedcor.

Q: Hi 5I. Which of these 2 has the highest probability of success. What is the competitive advantage of each? What is the guidance on forward p/e of each? In VNP's case, which offering is their strong suit - Semiconductors or Performance Materials?

I love 5I. Have been an extremely happy subscriber for going on 12 years and it irks me when someone voices some petty grief. For investment advice for an individual direct investor, there is no better value than 5I.

Carl

Q: Hi, ZDC just reported. Numbers appear to be quite good. Is there anything suspect you see in the report? Net income numbers looked weak.
I do own the shares about a 3/4 position. Time to add to make a full position?

Cheers,
Steve

Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Q: I often hear of companies being bought out. My question is on ZDC. Being a rapidly growing company, who could possibly buy them out if so? and what would a buy out mean to shareholders, and what would profits look like considering past history of companies being acquired? Thank you

Q: 5i as well as other industry experts have identified Zedcor as having good potential for sustainable, long term double digit growth. I've recently visited Zedcor's website to have a look at the services they provide. While Zedcor has been growing revenue and earnings I am struggling to see where their technology and security services are different from other competitors. So my question is this: what is Zedcor's sustainable competitive advantage and are there barriers to entry into their marketplace or is it that this is just an unserved area for the kind of security services that Zedcor offers?

Q: Hello 5i Team

If we get a correct in the market would you have concerns with the above stocks. Would they still be a long term hold?
Thanks

Q: What are your thoughts on the upcoming Zedcor earnings?

Q: Hello Team,

As part of my Small Cap Portfolio I own KSI, VHI, WELL which have traded sideways for a while. I also own PNG, ZDC and ZOMD which have done very well over the last few months (thanks!).

Would you continue to hold all 6, do you see any other small cap companies I should/could move into? (Was looking at GRID, FTG or any other small caps you like)

In total, this 6 stocks are 13% of my total portfolio.

Thanks again.

Q: When does Zedcor report earnings

Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.

Q: hi,
what are your current top 5 stocks to BUY today from the growth portfolio ( in TFSA ).
cheers and thanks, Chris

Q: Hello, in what order today would you buy these stocks and at what price KSI,PNG,GRID,VHI,BLN,MDA,ZDC,HME,GSY,PRL,LMN,VNP,GLXY

Thank you

Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!

Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry

Q: Hi, trimmed some ATZ today before earnings to manage position size, having a nice 120% gain but looking to rebalance some names and sectors. MDA and ZDC are two names I have smaller positions in but would like to add, currently around 1%. ZDC since breaking out Sept 18th has had a nice run and volume has been increasing. MDA has rebounded as well from the low 30's. AXON is another one I would like to add to, currently around 3%. Which would you prefer to add to currently? AXON and ZDC are trading a high fwd PE valuations so not much room for error in growth, but is the PE justified and can earnings grow faster than the stock price?

With the famous quote of "Water your flowers and cut your weeds", this is something I overanalyze when allocating funds. I have names such as TFII, TRI, DSG, IFC, WELL, ISRG that have been struggling lately, but you often mention that once we see a recovery in the sector, these could rebound quickly. But in the meantime, you have high quality stocks that have been holding up well that I want to add to as well. So often times, I'm trimming some of these losers as they go down, but then they come roaring back and now you only have a small position in these names. Also, I like to hold high quality names and let them compound instead of trimming them all the time. How do you best balance this dilemma? Thank you!

Q: Could you tell me which 5 of these TFSA companies you would add money to first in a correction. Could you also give me two, not in this list that you consider better or just as good than these names, for a tfsa.
Thanks for all you do. Gilles