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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: Peter and 5i Team,

Conducted review of my portfolio and I would greatly appreciate your assistance in order to rebalance my portfolio.

Consumer Cyclical presently represents over 15 % of my portfolio and I’m looking to trade one of the following stocks BOYD, DHX, WPK and CGX in order to bring the weighting within approx 10%.

Technologies: Presently owns OTC, CGI, and ESL which represents 10% of my portfolio. I’m looking to add MDA, DH and ET for a mix of growth and income. As well, I took a 20% hair cut with OTC and I would like to know if it is worth holding.

Material: Presently we own SJ. Looking to add either G or AEM to increase my weighting to 5%

Energy (4% weighting): Looking for a dividend stock that would complement WCP, XEG.

Thank you for an excellent service.

Sylvain


Read Answer Asked by Sylvain on July 06, 2015
Q: Rifco is rising steeply toward the 200 day m.a. Your comments, please and thanks.
Read Answer Asked by jim on July 06, 2015
Q: What are your thoughts about carmanah, you mentioned in a response to an earlier question it could be suitable for high risk investors, what makes this a higher risk company? It seems to be in the midst of a successful turnaround, great insider ownership, historic metrics are not great but looking forward things look quite rosy. Is it just that its a show me stock but you're paying for some of those results already?
Read Answer Asked by Rob on July 06, 2015
Q: I'm trying to decide which one of these two forestry companies is the better choice - in terms of a combined return (dividends + growth). Can you help?
Read Answer Asked by Victor on July 06, 2015
Q: In answering Rob question about rate of return, I found the easiest way is to use the function XIRR in excel spread sheet, perhaps accurate enough for my purpose.
Read Answer Asked by Saad on July 06, 2015
Q: Could you please tell me your opinion about [SBT] and this take over bid .
Read Answer Asked by James on July 06, 2015
Q: Hello 5i , my question is regarding Temex (TME). Can you review the recent news involving Oban and the proposed merger of several junior miners. as a current shareholder of TME is this a good deal ? if the proposed merger goes thru is management capable of creating shareholder value going forward ? should i vote to accept the offer ? why ? i realize overall this is a high risk sector but do you see any other red flags that the ordinary joe might be missing ? thanx Norm
Read Answer Asked by NORM on July 06, 2015
Q: Is this stock a "buy"? I read a description of it's business and I am still not sure what they do, or, whether it has a wide enough mote to protect their business model? The stock has gone up significantly over the last three years: has a high ROE & a high P.E. to go with it -EPS > quicker than top-line revenue - comments please.
Read Answer Asked by James on July 06, 2015
Q: Bought a 5% position about 3 months ago and not happy so far. Would you suggest a hold or sell or replace with another, better etf, thanks
Read Answer Asked by Peter on July 06, 2015
Q: thoughts on the current investment merits/price of JUNO..POST THE CELGENE INVESTMENT INJECTION. THX KIM
Read Answer Asked by Kim on July 06, 2015
Q: Hi. I'm looking at VNR and also CUP.U. They both seem like decent "bond substitutes" with very low growth and stable income. Would you agree with this? Based on prior comments you seem to prefer VNR. Could you compare the two please. Thanks.
Read Answer Asked by Noel on July 06, 2015
Q: I regret there may have been a misunderstanding of my question on BAXALTA (BXLT.us). I asked if BAXALTA was worth keeping. I made reference to BAX only to say that BXLT has just been spun off by BAXTER (BAX.us). I also wondered if BAXALTA represented the bad parts of the former BAX operations and asked if BXLT was worth keeping. Perhaps I should not have made a cross-reference to BAX.us but I did so thinking it relevant to my question on BAXALTA . I would be thankful for your comment on my original question, namely whether BXLT.us is worth keeping.

I apologize if I erred in making reference to BXLT’s former owner BAX. Thank you and my best.
Read Answer Asked by Adam on July 06, 2015
Q: Since joining 5i service I've been tracking my portfolio gains and loses. My question is around cash additions and withdrawls from the portfolio and how to calculate total return including these transactions. Could you help?

Read Answer Asked by Rob on July 06, 2015
Q: I'm a shareholder of Collectors Universe (CLCT). In the past you've recommended this company and it's in line with what I want -- which is income.

Looking into their annual reports, I see that their share price has been steadily increasing over the last 5 years. Is this a concern as their dividend payout also seems to be a high and the combination seems risky to me (because more stock means a higher total dividend each quarter)
Read Answer Asked by Eugene on July 06, 2015
Q: Wondering if I could get your comments on Best Buy before and after the exit of the Future Shop stores.
Read Answer Asked by john on July 06, 2015
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