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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: Morning 5i,

I've been keeping my eye on GIB for a while now and, to me it's looking like its on the verge of a breakout. For the last two years the stock has been trading more or less sideways. I now little about technical analysis, but I've heard the longer the consolidation period, the bigger the breakout. At least thats the theory as I understand it.

My first question is, do you view the behavior of this stock as a possible break out opportunity?

Second, if you were to move into the name, would you buy a half position now, and then wait for positive confirmation before purchasing the second half position?

Thanks again for the great service!
Read Answer Asked by Tristan on October 27, 2017
Q: Good Morning Team

I presently own the Industrial companies in your Balanced Equity Portfolio bar CAE and I owe ITW and HON in the US. would like to add another industrial to bring my total weight in Industrials to 16%. Thinking of either CAT or CSL (Carlisle Companies). which would you recommend in terms of valuation and growth, or would you side with CAE.Thank-you in advance and have a great week-end! Sam
Read Answer Asked by sam on October 27, 2017
Q: Hi 5i
Regarding the question asked by JS:
I think your answer is right on the money. I have been holding TransForce for a few years now and I saw some optimism and a bit of a run-up leading into the earnings. A slight miss had to be disappointing to many.
Another thing however, is that their package and courier revenue declined. Some holders of the stock, myself included, were hoping that that P&C would continue to grow with the growth of ecommerce. On a day where Amazon is showing huge gains in sales, we are not seeing that "trickle down" to the P&C business of TFII. In other words, TFI does not seem to be benefitting from the big gains in ecommerce generally. That's a problem because one would have liked growing P&C revenue to smooth out the ups and downs of trucking revenue. I think some investors don't see a primarily trucking play as long hold because it will be rather cyclical.
Anyhow, for what its worth I am holding, as the company still produces nice cash, pays down debt, buys back shares and has increased its dividend several times over the last few years.

Cheers
John
Read Answer Asked by john on October 27, 2017
Q: The TSX reached 15625 in late August 2014. Three years later we are only just surpassing that level again. In the meantime I have a return of 35% by following mostly BE with a handful from the GP. A testament to the active management provided by 5i.
Thank you.
Peter

PS. Please share this comment. Although I always tick the share box my questions are often returned privately?
Read Answer Asked by Peter on October 27, 2017
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