Investment Q&A

Q: HI
I purchased LNF a few months ago when it was a recommended strong buy by 5i. It has grown 10.98% YTD and 44% since my time of purchase. Last Friday, it reached a 52 week high and the company announced that it would buy back 4.99% of its shares starting Sept 15th. My understanding is that one of the reasons a company might buy back shares is to increase its price. To me, it seems to have already grown quite a bit.
1. Should I sell part of my shares given its growth?
2. Should the buy back have any weight on my decision to sell?
3. How does 5i decide on its recommendation (eg. hold etc)?
thanks again for all your help

Q: In a recent missive, David Rosenberg suggests that smallish pharma and biotech companies are the place to look for future growth. As I don't have enough cash on hand to buy a bunch of stocks, can you please suggest a fund or two that would be a good way to play the pharma/biotech sector. Though your focus is mainly Canada, I suspect that the US would be the place to play this sector. Do you agree?

Thanks in advance!

Q: This morning David Rosenberg recommended small-cap health care stocks. I would appreciate your recommendation on several Canadian listed health care stocks, particularly those on the forefront of technology.

Q: I have a fairly large position on VET averaging at $5.27/share, comprising of 13% of overall portfolio, which I can hold on for 1 - 2 years. With the price now at $3.94.. I am considering if I should hold on or buy more to lower my average cost. If I recall correctly, you mentioned earlier about VET having a going concern issue.. and also having a good bounce in recovery; if it survives till then. I'd rather hold than book a loss; I'll sell only if its a major going concern issue.

Can you please advise if I should hold, buy or sell. I will make my own decision on what works best for you me; but your candid advise would be very helpful. Much thanks for your excellent service!

Q: Could I get your comments on their latest Q1 results?
Thanks

Q: Peter; Could comment on their earnings- appears to have beaten estimated handily. Rod

Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L

Q: Hello and Good day,

I would really like to see some type of historical listing? under the porfolios tab to capture the changes that were made to the model portolios over the years. Example: NFI, RHT. Price the shares were bought and sold for a loss. The winners are very highly touted and rightfully so, but to the casual subscriber, it almost appears that 5i has never picked a bad one? Maybe you could do it by the year?? Just a thought. Thanks again.

Q: Was there anything in the report of conference call that is making the stock go down 6%?
Thanks

Q: I would appreciate it if you could suggest companies that are leaders in telemedicine. Thank you.

Q: I’d like to dip my toe into doing a bit of technical trading. Are there signals that you prefer to use, and is there a specific kind of security (maybe an example) that this type of trading might work better on? Also, would this work for ETFs? I’ve been watching VGG using the MACD but I don’t think it’s a good candidate since it tends to trade in a narrow band and the signal seems to be too late getting in and out.

Thanks.

Q: It seems the Liberals are going to heave a whole lot of money at likely renewable energy and infrastructure in the coming months. Does 5i have some suggestions where some of its subscribers would place some investment funds?

Q: Thoughts on the quarter please?

Q: Please rank these stocks. Are they at a level that they could be bought today. For your highest ranked stock, why do you rank it higher than the others

Q: Please give me your updated opinion. Thank you.

Q: Hi Everyone at 5i!! Could you please tell me when NUVEI ‘S IPO will hit the market? Cheers, Tamara

Q: Re" Chris's question where to park house sale proceeds - I too just sold our house (in the process of building another over the next year) and am looking for short term low risk yield. I opened a Tangerine savings and checking account - who offer 2.5% for the first 5 months ($million max) Offer code is "EARNMORE". You have to open both a checking and savings account to qualify. No restrictions after the 5 months and the advisor I talked to told me that before moving the money out - to talk to them as they may extend the offer or provide another offer at that time. Question for 5I - With CDIC limits at $100K - would moving the max over for the 5 months be seen to be "too risky". I really don't want to have to open a bunch of accounts to lower what I see as pretty low risk of bank failure. Thanks

Q: Hello,
Just joined and have a question about Alaris conversion to an income trust. I have had shares for several years in a non-registered account that have now been converted to an income trust. These shares were purchased at a much higher price than they now trade at. I'm not happy with the conversion of the shares to an income trust as I know I will be paying more income tax on the distributions in a non-registered account. Additionally, Alaris has somehow taken the original cost of my AD shares and substituted a much lower cost for an equal number of AD.UN shares. I called TD Brokerage and they said they have to go by the value supplied by Alaris. This leaves me unable to claim a large capital loss on my income tax when I sell these shares. This seems to be a very poor business practice and unfair to shareholders. Is this a common practice in these types of conversions and is there any recourse available that you are aware of in getting my original cost base reinstated? Thank you.

Q: Peter; I jus saw that Brookfield GROUP and Simon are buying JC Penny. Can you tell which actual of Brookfields is involved? Thanks. Rod

Q: re Data Providers

Dear 5i,
can you help tell me which data providers you use on your web site for your members;
Fundamental data?
Share Holdings Information?
Share Short Information?
I have access to multiple data sources with my discount broker so when I am researching a stock I want to avoid looking at the duplicate sources to save me time.

thanks
Insider Information?