Investment Q&A

Q: About the recent sells in the growth portfolio;

My ultimate investment goal is to achieve a maximum return. Just trying to figure out the rationale for the sells; if it's for portfolio management reasons, if there are better opportunities, or would advocate holding the old ones, etc.

My portfolio basically mirrors the model growth with similar weightings. I figured there's always a good reason for a sell decision. I'm wondering what companies you're looking now in the growth (or even adding to in the existing portfolio) with the extra cash.

Q: In response to Whitecap WCP April 04, 2016 (asked by Austin):

https://finance.yahoo.com/news/whitecap-resources-inc-closes-95-131200306.html @ 9:00 am this morning. Bought deal at $6.90 per common share

Q: Why the Selloff? Thanks. Austin

Q: Thanks for your answer. Please Note that the RDM reports in US dollars so $37 million is the conversion cash amount to your US$28 million. Are the earnings multiplies you quote adjusted for the fact that RDM's stock trades in $C and they reports earnings in $US?

Q: RDM's stock price hit I believe a 8-year this morning. How much higher could this stock go if you factor in a take over or acquisition given the Company has about C$37 million in cash and no debt?

Q: Please provide your opinion of BAM.A. Do you think the Zach's downgrade and the recent Barron's article would account for today's pullback? The stock is closing in on the 200 day EMA. Would you have any concerns adding to an existing position at his price level? Best, Don

Q: Your view on todays news release. thanks

Q: Hi Peter and Staff
Run up in price has caused dividend yield to drop to about 4.5%. Does this company have growth in the horizon or if bought is it only for the dividend?
Thanks for all you
Dennis

Q: Hi Peter and Staff
Considering averaging down small on small positions in either KEL or SPE. I think SPE has a better balance sheet? but in a ranking last week for a reading you had KEL a couple of spots ahead of SPE. Which do you prefer if you had to pick one going forward?
Thanks and have a great day
Dennis

Q: PBH has gone up a lot in the last 2 months. I'm now seeing a forward P/E of 23.5.

At what point would you say that a company looks good but the stock is too expensive to buy at the current time?

I currently have ATD.B weighted at 5.77%. Would you advise selling a half position in ATD.B to buy a half position in PBH?

Q: I'm unable to find any news on BAM.A today, which would account for its 4.6% drop this morning. Is it event related?

Thanks

Q: I realize it's tiny, any opinion on this company?

Q: Hi team, I wondered if you had any opinion on this US stock, by chance? I'm looking at its recent downturn and hoping this is an entry point... Thanks!
Kate

Q: What percentage of REIT's would you hold in a diversified portfolio?I currently owned HR.UN and in a loss position. I am thinking of averaging down as it is only 1.5 % of my total portfolio and increasing it to 3% and also buy CSH.UN for a 2% weight and the total weight would be 5%. Is this a good idea?
Thanks
Dolores

Q: Hello Peter and 5i team,
We took some profits in our grandson'e RESP [ a toddler ] and are considering a new position or adding to our current holdings. The current holdings are ATD.B, AVO, CXI, DHX.B, XTC, GUD. Thank you for your opinion.

Q: Could you give us your latest opinion on cix pls

Q: more a comment. td has now rated the stock a buy and a 12.50 and up target price. td was very impressed with the investor day on mar. 30 and says to buy tck on any weakness and it looks like a bottom is in met coal prices. I know 5i looks at tck as a binary trade but someone is buying.

Q: Just a comment,
Please update your header when adding news I checked to look for your updates and only looked at the Mar 14 header not realizing you had updated comments below. I see you have finally updated the header.

Mike

Q: Hello team again,

I have been reading on this one and the question now is: In the long-term, what is the likely outcome? Is this company going to survive? I am sure no one knows but based on your experience what is the best course of action now if you bought in at 1.15? Would you average down if you were a long term investor and wouldn't mind sitting idle for the next 5 years?

So to make it easier for you: In your gut, do you feel this company back to $1.15 in five years or down to $0.15? And if the former is true how long would you wait to average down if at all?

Thank you very much indeed!

Q: Hello team,

I have a question which may turn to a suggestion. You have just released a report on this company, which is generally positive for a long-term investor. I wanted to ask what you know about the management of this company. Have you seen them? What do you think of them? How much skin do they have in the game?

And with that, what do you think of having a section on Management in your coverage report? Like who they are? what is their background, past experience, education, etc? Have you met them or not and what is your overall impression of them? I think a section of this kind would add more value to your coverage report. I don't think I am the only one who believes more often than not it is the management that makes or breaks a company. I don't want to invest in a company which you (5i) do not have a good impression of. And if you put this information in the report, members would not have to email you and ask you the same.

Thank you as always 5i.