Investment Q&A

• Alaris Equity Partners Income Trust (AD.UN)
  • View AD.UN Profile
  • View Questions on AD.UN

Q: FYI Steve King the CEO of Alaris was interviewed on BNN. He gives a good description of what the company does and the types of business they invest in. Video is about 7 minutes and very informative. Here is the link.
http://www.bnn.ca/video/alaris-royalty-ceo-rising-rates-will-greatly-help-us~1005583

Upvote 0

Read Answer Asked by Madeline on December 12, 2016

• WEQ Holdings Inc. (WEQ)
  • View WEQ Profile
  • View Questions on WEQ

Q: Is it time to buy this? Is the balance sheet still a mess? Is Management OK

Upvote 0

Read Answer Asked by Ron on December 12, 2016

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD

Q: I am very overweight banks (short term strategy)with significant gains.Do you feel a rate hike Wed. is most likely? Would it be prudent to buy short term hedging?

Upvote 0

Read Answer Asked by George on December 12, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Good day, I have a different kind of question. Feel free to not share if you wish. What has been your best personal investment decision you ever made? What was the biggest single return on a stock you ever owned? ( as in % terms )? Just curious. Love your service.
Seamus

Upvote 0

Read Answer Asked by Seamus on December 12, 2016

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Hello 5i
Would you please highlight the primary financial measures (including recent results and forward projections) that make SYZ one of 5i’s top investment ideas going forward?
Closed Friday @ $9.85 and the chart pattern highlights investors are moving out of not in to this investment.
Thanks for the education
Dave

Upvote 0

Read Answer Asked by Dave on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Hi team I've held teck for sometime and in a previous question you advised me to hold for a while longer. It seems to be going back down it has broken through a previous low of 30.80 and the next low is 27.60 do you think it is headed back down to 22.00 or less. What can you advise. Thanks Nick

Upvote 0

Read Answer Asked by Nick on December 12, 2016

• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Hi, do you know what this stock is down about 14% in a few days? Should I buy in or avoid?

Upvote 0

Read Answer Asked by Graeme on December 12, 2016

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi, I am trying to understand the value of this transaction ( Agreement yet to be approved by RKN shareholders) of US$80 mln investment in Redknee Solutions by Constellation Shareholder to the company and its shareholders. Per your comments, Constellation is interested in company's mobile billing software and its clients and will be entitled to receive 10% Preferred shares( is it 10% dividend or 10% of the shares issue) and warrants. It appears like a take over in a round about manner. I would appreciate if you could help with an analysis and your views. Thanks

Upvote 0

Read Answer Asked by rajeev on December 12, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: What is the best free or cheapest source for insider ownership information for Canadian companies? for US listed companies?
Thanks

Upvote 0

Read Answer Asked by Shirley on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am relatively new to your service, but have search around the site a bit and cannot seem to find anything that addresses what criteria you use in selecting companies on which to report. I wonder if you could elaborate a bit. Perhaps your answer could be added to the FAQ. Thanks....David

Upvote 0

Read Answer Asked by David on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hello,

This is more of a request.

Is it possible to add an option to subscribe to forums and if subscribed to receive an email notification when new topics are created or topics are replayed to?

Thanks

Upvote 0

Read Answer Asked by Marios on December 11, 2016

• S&P 500 (SPX)
  • View SPX Profile
  • View Questions on SPX

Q: In a recent blog, Ryan indicated "Subscribers can login to see our thoughts on the FED model and what it may mean for the markets. " Please help me locate these thoughts. Thank you.

Upvote 0

Read Answer Asked by D on December 11, 2016

• Citigroup Inc. (C)
  • View C Profile
  • View Questions on C

Q: interesting blog on p/bvps and p/tbvps, what do you think of citi using these metrics as a value play? seems to me it might be a good investment. tkx pat

Upvote 0

Read Answer Asked by patrick on December 11, 2016

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• TELUS Corporation (T)
  • View T Profile
  • View Questions on T

Q: My "advisor" is encouraging me to switch out of Telus and buy Royal Bank instead. Rationale: Telus "is a defensive stock and will not do well in a rising interest environment".

Telus is my only communications holding, and I already own National Bank in the financial sector, in a portfolio weighted to as-secure-as-possible dividend income stream with DRIP wherever possible.

Your thoughts on this switch? I'm reluctant.

Upvote 0

Read Answer Asked by Lotar on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I'm looking for a complete ongoing updated list of shorts URL or website if possible. I believe it was posted before on your site but can't find it.

Many thanks.

Upvote 0

Read Answer Asked by Martin on December 11, 2016

• Balanced Equity Portfolio (BEPORT)
  • View BEPORT Profile
  • View Questions on BEPORT
  • View Reports on BEPORT

Q: Hi 5i Team,

I am planning to setup the Balanced Equity Portfolio across two different investment accounts. One investment account will have 12 stocks, and the other 13. How would you recommend I split the Balanced Equity Portfolio to have a somewhat equal sector allocation in both accounts?

Thank you.

Francesco.

Upvote 0

Read Answer Asked by Francesco on December 11, 2016

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: This is how the Globe portfolio analyzer breaks down my LIF portfolio. Objective is capita preservation and income. Is this reasonable diversification or should I be making changes to the allocation?

Sector % of Stocks
Financials 33.95
Consumer Discretionary 18.10
Energy 13.69
Information Technology 9.20
Industrials 6.66
Materials 5.84
Telecom Services 5.09
No Data 7.47

Upvote 0

Read Answer Asked by David on December 11, 2016

Q: if there was one company to pick that has been punished to much because of tax loss season,which one would that be?

Upvote 0

Read Answer Asked by Josh on December 11, 2016

• TIO Networks Corp (TNC)
  • View TNC Profile
  • View Questions on TNC
  • View Reports on TNC
• Vogogo Inc (VGO)
  • View VGO Profile
  • View Questions on VGO
• Mogo Inc. (MOGO)
  • View MOGO Profile
  • View Questions on MOGO

Q: Do you have any suggestions for Finance Technology stocks -- preferably listed in Canada. Thank you.

Upvote 0

Read Answer Asked by Ann on December 11, 2016

• Knight Therapeutics Inc. (GUD)
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: Mr. Hodson, do you foresee an upcoming update on the September 17, 2015 report on GUD ?

Upvote 0

Read Answer Asked by Serge on December 11, 2016