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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: Apparently I am not overly observant because I just realized my WSP has gone from the income stock I first purchased to a growth stock. As a result of the share price going up four-fold while the dividend remained the same I am now sitting on a big capital gain and an outsized position with a relatively low yield. In your income portfolio it sticks out for the same reason, contributing a huge “since inception” return but low yield. I would like to at least reduce it and put the funds to work in another industrial with higher yield but can’t land on anything. I want to like MAL but of course it is much smaller cap. Any suggestions? What would you replace it with in the Income Portfolio if you were so inclined?
Read Answer Asked by Stephen R. on September 09, 2021
Q: Hi 5i,
Please provide current outlook for MX. I know (painfully) the company is highly cyclical and I would like to know if there is any runway left? Given latest stock strength how does reaching 1 year high of $62 look to you in your crystal ball on the scale of 1 (low) to 10 (high)? What do the methanol futures tell you?
Please deduct as many credits as you see fit.
Read Answer Asked by JR on September 09, 2021
Q: In Dan's comment on Aug.13/21 he quotes some earnings and growth numbers that show the remaining part of ECN have both value and some pretty good growth numbers { Triad 72.5% and KG 30.6% }.... First could you confirm Dan's numbers ? And then take a stab at an estimated share price based on the remaining company and what you think of management, valuation, future growth, and whatever else you deem prudent in making such an evaluation ?

And second I realize 5I doesn't like giving weighting advice so I'll explain my philosophy on it. With a company like ECN a mid cap about to become a small cap I would normally be around 1.5% .... However with the downside limited to $2.50 a share and a belief that the remaining company doesn't face that much of a downside I am willing to go 2.5% to 3% ..... So that is what I did .... But after purchase I thought " Wait a minute. After my return in cash I took less than a 1% position . " How does 5I recommend I approach the situation with my goals in mind ?
Read Answer Asked by Garth on September 09, 2021
Q: looking for growth companies over the next 1-2 years. Could you pls select the top five and place in order of rank
Read Answer Asked by Howie on September 09, 2021
Q: Hi,

CAE seems to be rangebound between ~$34-39 over the past six months. I realize six months is a VERY short time frame to base investing on, but as the price is approaching the top range yet again-I am contemplating moving on.

In your opinion, what do you think it will take to break through the $39ish price range?

thanks for all the great advice over the years.
Read Answer Asked by Brad on September 09, 2021
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