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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: Hi- can I have your analysis of the latest results. They appear to be hitting on all metrics- higher NOI, occupancy, lower debt and payout ratio. thanks
Read Answer Asked by Scott on February 22, 2015
Q: I've been in and out on PLI a couple of times. It has been a volatile stock. It has hit new highs lately. I'd like to get back in but I feel it has received a lot of attention now and it might be overpriced at this time. I want back in but feel the price will drop and if I wait it out I'll get a better price. What are your thoughts ?
Read Answer Asked by Theresa on February 22, 2015
Q: Not sure whether this is a fair question or not. I have been trying to find out which companies may best profit from a couple of new technologies being driverless automobiles and 3D printing. Would you have any insight into this? Thanks in advance.
Read Answer Asked by dale on February 22, 2015
Q: Held on to Legacy and Surge for too long I think. Would you sell and rotate into some stronger names you have mentioned or would you recommend holding? Thank you.
Read Answer Asked by Neil on February 22, 2015
Q: Hello Peter et al.

There was a surprising news release that came out last night on Mart Resources and I have been reading a lot of different speculation into it. Their CEO has been releived of his duties pending and investigation internally. He sold a lot of shares 6M from Dec to early Jan. He is in personal trouble with payments in divorce court with the judge in the UK. They have put the company under strategic review for possible sale etc. They have only just started to get production to higher levels with the new pipeline. Would you please comment on this for me. Is the shares going to crash when the market opens Monday? The uncertainty and speculation because of the strange news release might cause the share price to crater. The risk of Nigeria I guess.

Regards,

Brendan
Read Answer Asked by Brendan on February 22, 2015
Q: Hi, 5i, As you get bigger, isn't it inevitable that you will be pushed away from your position as the best picker of small/medium-sized companies with the best risk/reward ratio for medium/long term holding? This advice, judging from the consistent stream of accolades showered upon you by members (to which I have contributed), is your most appreciated service. By trying to satisfy everyone's other wishes, are you not in danger of being "random-walked" into just a good fund manager? I vote that you stick with your knitting. As ever I am very grateful for what you have done for my portfolio. I just want it to continue a bit longer. Henry
Read Answer Asked by Henry on February 21, 2015
Q: It appears, based on some recent questions , that you conducted a survey of members. I would like to participate, but try as I may, I could not locate the survey on your site nor did I see anything directed to me as an e-mail. How do I access the survey?
Read Answer Asked by John on February 20, 2015
Q: Would the proposed 5i model portfolio ETF be available to 5i members only or open to the general public? If open to the general public does this not mean they would have access to 5i intelligence without paying for a membership?Thanks Dave
Read Answer Asked by Dave on February 20, 2015
Q: Am looking to purchase US ETFs, would you suggest purchasing in US dollars or would you purchase funds that are hedged? I am happy to stay invested for 10+ years.
Read Answer Asked by Janet on February 20, 2015
Q: Hi Peter,

This name was recently on a list you gave me priortizing how to integrate the 5i port into my own.

However BDI is up approx 40% in 2 weeks. Has there been substantial news to legitimize this move?

Or should I wait for a pullback? Have not purchased (unfortunately) as yet.

Would appreciate your opinion of a buy strategy on this one.

Thanks
Read Answer Asked by Sheldon on February 20, 2015
Q: Having read the recent survey questions I am unsure of the ramifications of question #4. What potential pros and cons might be associated with third party marketing of 5i portfolios? I envision lesser known 5i followed companies gaining greater investor support and 5i reaping free advertisement. Curious to here 5i Research motives.
I must confess to being a 5i question and answer junky. Truly valuable investing advice.
Thanks
Roger
Read Answer Asked by Roger on February 20, 2015
Q: CXI announced a new issue today at 26.75, with some interesting conditions I have not seen before. It is to be held for 4 months and then trade on a restricted basis for 12 months. Can you explain this?
Thanks so much,
Marilyn
Read Answer Asked by Marilyn on February 20, 2015
Q: I've never seen this kind of question asked: If I want to earn 7% on my money by investing in about 15 great, solid companies and selling shares in order to achieve the 7% return, what might such a portfolio look like? Would the 5i Model Portfolio, as it is, fit the bill? How might it be tweaked? I know there are a lot of questions and considerations around the question, but just looking for a general reply and any thoughts on this approach. Thank you.
Read Answer Asked by Jerry on February 20, 2015
Q: Commenting on options. I found when I wanted to sell a call on one of my stocks the fees were so high that it wouldn't be worthwhile unless you had a substantial sum to invest.
These stocks are doing quite well lately CYBR, TRN, SKX and PTX - All U.S. Do they look like they will keep going up in this manner? If any look shakey - please let me know.

Dennis
Read Answer Asked by Dennis on February 20, 2015
Q: Hello 5i
most of our portfolio is comprised of stodgy, stocks such as consumer staples. They are good but i have too many of them. and so i was thinking of buying something that is, I don't know how you would call it, say modern (?).

I have been looking at Google, Apple and Symantec. And was wondering if you thought one might be preferable to another these days.? Apple seems to be very popular and so i thought i might shy away from it. Although from what i gather, even with all of the recent growth, it is still reasonably priced. Google is everywhere! And Symantec may prosper from the rise in cyber crime and hacks.
thanks for any help
Read Answer Asked by joseph on February 20, 2015
Q: Hi Everyone!! I am rounding out my portfolio. I have my bond and stock allocations and even though I hold 12 US dividend aristocrats, I would like to add a good broad US stock ETF and a world ETF which excludes North America. I would like to use Canadian currency to invest. Could you suggest a few? Thank you for your excellent work. Cheers, Tamara
Read Answer Asked by Tamara on February 20, 2015
Q: Hi Team,

My holdings in ESP have more than doubled and I am just wondering what your views are of this company going forward. Should I take some money off the table or should I add to my position or just hang on to what I have?
H.S.
Read Answer Asked by Harry on February 20, 2015
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