Investment Q&A

Q: Hello 5i team,
Having noticed from the monthly reports the presence of CLIQ in the Growth portfolio, I'm wondering if I missed the addition or removal of any other stock from any of the portfolios. Where can I find all the historical changes (stock and timing) you have made to them?
Thanks,
Antoine

Q: Hi,
Could you please tell me your outlook on MDM ? According to European News there is been some insider buying and the stock is supposed to hit $ 20.- if the same principles are applied as to ACB. There is a lot of coverage of this company in Europe but hear very little over here.
Also the stock always goes down on positive news !!!

Q: I own 3/4 positions in the above company’s. Rht I’m in at $2.10. The other two are up from my purchase prices. I have some more money to invest. Would you top up the positions? Or could you recommend 2 stocks that you would by for a couple year hold. Thanks

Q: Hi Team, Any views on Zscaler reporting? Is this security worth investing in?Thank-you. Sam

Q: Hi there,

GC has had a really great run so far. I currently own TSGI and am looking at adding GC also. Would you be comfortable with today's price for a longterm hold (5+ years) or would you wait for a pullback? If so, what would be a better entry point?

Thanks!

Q: Any reason for the sell-off ?

Q: Hello team, From previous responses, you said you like this company. Any reason you know of why ICHR is falling of a cliff? Would it be opportunity to buy?
Thank you!

Q: Could you please comment on Dollarama results. Thanks

Q: reports today what does the market expect? Thx

Q: I asked 5i about WEC in September 2017. I have held it, to my regret. I now seek a FRESH and independent look by 5i re WEC. Sabrient is a quant shop I have followed for a few years and I was alarmed to see them slap a “STRONG SELL” on WEC. Thomson Reuters is mostly neutral although they appear (I think) positive on the future, in that they gave WEC a 10 out of 10 in their section “Earnings Outlook” . A couple of other analysts I read show WEC as a hold or neutral. I show considerable loss on WEC (almost as bad as I have on ENB.ca). Is the drop in value in WEC and other utilities due to actual or prospective increases in interest rates? If yes, do you think the market has now baked all that into current price? Would you hold? (Can't use as tax loss). If you would sell, please suggest 2 or 3 US names to replace it with?

Q: Where is the interactive chart tool and where and when was it announced? Thanks.

Q: TSEM.us Tower Semiconductor is a large/midcap company in the Semiconductor sector. It didn’t show up in the search box at 5i. What is your opinion of TSEM? Is TSEM suitable for growth or value? Is it priced well today ? Does it operate in an environment that is likely to grow well with good prospects for price appreciation?

Q: Could I have your assessment of GRT.UN, if possible in comparison with other REITs? Thank you.

Q: Hello, what do you think of HPE as an investment in the US technology sector? What is the company's debt / cash flow ratio? Is the ratio good? If you had to select just one between HPE and HPQ, which one would that be? Thanks, Gervais

Q: What is your opinion of LB? Is this a good time to buy Laurentian Bank?

Q: Have read websites,(don't rehash) ,your insights into sector and stocks

Q: It’s becoming increasingly clear Canada is facing challenges on many economic fronts from increasing regulatory burdens, inability to attract foerign capital and sub-national debt at the provincial level. Given that these, among many other, factors make Canada a questionable destination for investment, I’m wondering about your take on what this means going forward. Apart from an increased international focus, are there some Canadian companies doing business in Canada you feel can benefit from a potentially deteriorating economic scenario in Canada. I've recently taken a position in GSY and am considering DOL. Your thoughts on these and other suggestions would be greatly appreciated.

Q: This is further to your response to Alan about the ALA receipts (ALA.R). You indicated that you expect the deal to close by Q4 2018. It was my understanding that if the deal did not close by the end of June, the receipts would be bought out at about $31. While I have no problem holding ALA, I bought the receipts at a much lower price kind of hoping for the deal to fail. Am I wrong about the June date, or was there some company announcement I missed? Can they actually change the June date if the deal is not off, just delayed?

Thank-you

Q: You last reviewed these two uranium companies in 2017. MGA owns a reasonable portion of NXE. Both currently ticking upwards a little Can you please update and suggest where these may be going in next year or even several years? I have made some money on these as small investments, so I am OK to continue holding and can live with volatility. Thank you.
Tulio

Q: CSU has been a beast because of good management and execution on M&A without dilution. BYD.UN has had similar success to a lesser extent. Still holding these after years - this is when buy and hold works. Who is the next CSU? They are hard to find. I am searching for the next small/mid cap with this type of potential. Appreciate your insight.