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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: Happy Weekend!

Having just read CBC's article about electricity and with electric car sales growing, could you suggest the names of companies that provide transformers and other equipment to electricity providers? Are there any companies you would recommend that would benefit from the growth of the electric car industry? Thanks.
Read Answer Asked by Catherine on April 11, 2016
Q: your current view please as to :
1.management
2.order back log
3.div. safety
4.current stock price.
I understand they have a challenged balance sheet and are small.
thanks
yossi
Read Answer Asked by JOSEPH on April 11, 2016
Q: Hi there, can you recommend your top 5 companies with good prospects that currently have no analyst coverage (excluding 5i). Also, please briefly explain why you like them. Thanks!
Read Answer Asked by Hussein on April 11, 2016
Q: Your opinion would be appreciated, as always, many thanks!
Read Answer Asked by Clayton on April 11, 2016
Q: Hello Peter and the 5I team

I am curious about SIS. I have no doubt that there will be a bigger demand for these types of services and products in the future. What I am concerned about is potential competition. Who is their main competition?? What is the market share of this sector that SIS has?? What gives this company that moat to defend their market share?? I am also wondering what is the ROE of the company?? I was also curious, do they have a type of franchise system for distribution or are the dealers of the products directly owned by the company? Do they build the elevator and lift systems in China, I noticed the CEO mentioned they had people in China I expect that is to over see manufacturing of components for their lift equipment. Finally what is your opinion of the Management ( I watched a few videos on the guy, he seems Ok)???
Read Answer Asked by Darren on April 11, 2016
Q: What are your thoughts about today's news release ?
Read Answer Asked by Norman on April 11, 2016
Q: Regarding the much anticipated new portfolio picks: I am not looking to put words in your mouth, but is part of your thinking here related to the periodic tendency of the market to swoon/ re-trench around this time of year ..... commonly phrased as "Sell in May and Go Away." .... except you will add a new wrinkle to it and step in when others are abandoning stocks at attractive "buy" prices?

Thanks.
Read Answer Asked by Donald on April 11, 2016
Q: Hi again 51 team!

I currently hold a position in MAL and am considering switching into CAE. What are the main advantages and disadvantages of the future prospects for these two businesses?

What are the executives (not self-serving analyists!) at CAE forecasting for earnings growth and cash flow over the next year?

I see from previous Q&A that 5i has noted that CAE has been profitable every year since 1991. Do you think the market cap of this company reflects their long term financial performance?

Would the CAE track record and future outlook be compelling to add to the 5i balanced portfolio? Why or why not? If not, what does this company have to do to merit inclusion in such a portfolio?

Many thanks for your insights and opinions 5i team !

SGR
Read Answer Asked by SG on April 11, 2016
Q: On March 16/2016 most of the senior management dumped a large portion of their shares. Otherwise, low daily trading & a lousy name compared to Easy Home! what's your thoughts? Sell or hold.


Read Answer Asked by Robert on April 11, 2016
Q: If the deal to purchase Canexus does not go through, what effect would this have on the current price of Superior? Also would the dividend be sustainable going forward?
Read Answer Asked by Martin on April 11, 2016
Q: I have made over 100% on this one and recently it has really surged. I started with a 5% position and it has quickly jumped to over a 10% position. I usually sell too soon but this time I am reluctant to sell when it is climbing so fast, and I think this is at least a 5 year holding.

Thanks for your guidance!
Read Answer Asked by Bryan on April 11, 2016
Q: Can I have your comments on todays actions.
Stan
Read Answer Asked by Stan on April 11, 2016
Q: Your thoughts and are they close to making a profit. Tks
Read Answer Asked by Albert on April 11, 2016
Q: I am fascinated by the Empire Co. story. I have read some of your earlier replies and would agree that it is a wait and see stock at this time. But some of your criteria for a good stock seem to be in place, i.e. history of increasing dividends, reasonable P/E, Price to Book. And the company is buying back over 5,000,000 share to retire them.

To me, this seems like a true value investment. The stock broke through its very long trend line in mid November. I would wait until the trend line turns back up and re-evaluate at that time but when (not if)this happens, there is a $10 capital gain available. Am I right on this one?
Read Answer Asked by Fred on April 11, 2016
Q: Hi 5I- Have just received lump sum retiring allowance and now 30% cash. Present holdings are 18%GGF31222-10%VUN-7%XEF-7%ZGI-6%SLF-6%VXC-5%ZUH-4%IYT-3%XEH-3%ATD-2%DIS. Would like your suggestions for more etf exposure and would like to start adding slowly with the next downturn, but don't like to sit in cash to long. Would you trim healthcare or USA in general now? We are long term investors. Thanks for your help.
Read Answer Asked by Peter on April 11, 2016
Q: In the last few months the company is going only sideways, your views on it would be appreciated.
Read Answer Asked by Jean on April 11, 2016
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