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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 5i
Could I have your assessment of the pros and cons of investing in this small US company?
Thank you
Dave
Read Answer Asked by Dave on May 20, 2020
Q: When you last commented on HEO nearly six months ago, you were not overly enthusiastic. But there have been a number of developments over the last few weeks including the landing of 7 new contracts and a Covid 19 update indicating that the impact on their operations is relatively minor. It also seems to be picking up positive market momentum as is evident from the strong performance of its SP since the lows of March. With this in mind, I would appreciate your current assessment of the company. Many thanks.
Read Answer Asked by karl on May 20, 2020
Q: On May 13 you responded to a question regarding the probability/possibility
of bankruptcy/restructuring of Crescent Point Energy as a 6 on scale of 0-10.
I found that quite concerning. Do you still stand on that given the improvements in oil pricing and can you elaborate further? I am a long term SH and have lost significant funds to the downturn of CPG.
Read Answer Asked by Calvin on May 20, 2020
Q: I am concerned about Brookfield Asset Mgmt. It has been especially weak versus the recent market recovery. Do you think the company exposure to retail and office property has cast investor sentiment of this name in a negative way .I have owned the name for years and have been worried about its continued leadership in a post Covid environment
Read Answer Asked by Kim on May 20, 2020
Q: I have held this for a while in my cash account and is well under underwater (65%). I could sell at a loss to offset gains. In your opinion what are the chances it will recover in the short to medium term? Would it be better to harvest the loss and buy something with better prospects for growth? What would you buy in its place, sector not an issue? I have a fairly well diversified portfolio including some gold.
Please deduct as many credits as appropriate.
Thank you.
Read Answer Asked by Carlos on May 20, 2020
Q: Not sure I understand the following line from your April report on GC: "Where we do find some comfort is with
the close ties (and revenue contributions) to governments as well as Brookfield. GC will have access to support, finances, and might even be a go-private candidate. For this reason, we are maintaining our rating at ‘B+’." Not sure of the relationship to Brookfield, or what it means. And do you mean that government revenue is such a priority that casinos would open up sooner? Not sure what going private would mean in terms of price. Would private equity be looking for a "bargain." Also, not sure where GC's revenue mainly comes from: slots, black jack, hotels, poker tables, etc.? I could see slots returning to action with masked players, but have trouble seeing poker players packed around a table, even with masks. Although, I don't believe much revenue comes from poker tournaments; cash games may be a different story. Sorry about this rather confused question. It's just that if I had to pick a company that would be clearly negatively impacted by a Covid-19 shut down, it would be a brick and mortar gaming company, especially one with hotel and entertainment destination sides. Any clarification much appreciated. Thanks
Read Answer Asked by Gordon on May 20, 2020
Q: Hi Group questions on gold - I have 4 gold stocks with the following returns YTD
- GLD = 5.19%
- GDXJ = 13.36%
- AEM = 23.29%
- FNV = 10.82%
Why is GLD lagging should I sell in and reinvest AEM or GDXJ ? or do you have a favorite?
Also what % of my $850,000 portfolio should I have in Gold in the present uncertain economy presently these stocks represent 8% can I go to 10% or 15 % considering the present problems in the world - I am a moderate risk investor thanks for your guidance on this + Deduct credits as you see fit
Read Answer Asked by Terence on May 20, 2020
Q: Hi my question today is on REITs. I started to buy these three reits as they are under .9 tb ratio. value. Because of there much lower price the dividend is awesome. This pandemic is the reason for there price reduction. Are they over sold and probably the next sector (industrial reit) to bounce back ? The people that are renting there property ex;Walmart are doing ok. If not a good time to buy when is ?
Read Answer Asked by Hubert on May 20, 2020
Q: Have you changed your opinion of this company? It wasn't too long ago when 5i was recommending purchasing the company at $39, yet now you are saying that $50 is a long way away. I know that times may have changed, but many of the Tech stocks are hitting all time highs, and with LSPD having enough cash to last 12 years or more, isn't the current price a very good price vs. fair value?
Read Answer Asked by stephen on May 20, 2020
Q: I would like your advice on my Healthcare Portfolio. Currently, we own IHI, SYK, PFE, BMY, ZTS , LHCG. My watchlist includes names that you have also recommended. Please rank your top healthcare preferences [could include others] 5 or 6 names overall [ growth at reasonable price, with rationale, if possible.



Read Answer Asked by sam on May 20, 2020
Q: Over the years I have down very well with Crew and at one point sold it at its all time high of $20.
I started acquiring a new position last year and bought all the way down to below0.20.
I asked your opinion in height of the March fear and gutting of oil prices. You stated with its debt it may not survive and that you would not want to own it. This spooked me so I took your advice and sold at a significant loss. Since that time it is up over 70%! Did you get this wrong?? Has your view of Crew changed? What is your view of the upside for oil from here?
Read Answer Asked by PETER on May 20, 2020
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