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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: What is 5i thoughts of Caldwell Partners' all-time record-breaking quarterly results. It seems that they have recovered nicely from a slow start to this fiscal-year. They also suggest in their outlook that fiscal Q4 could be just as strong (or stronger) than Q3 which could lead to a record-breaking year for the Company. If anything the results and outlook is great bell-weather indicator of the strength of US economy for which a large portion Caldwell's revenues are generated from.
Read Answer Asked by Charles on July 12, 2019
Q: Open Text has apparently entered into recent deals with Google and Mastercard. Are these probably already baked into the price or would you still anticipate good growth?
Regarding FSZ can you clarify the scary PE? Why is it still considered a safe income stock? Many thanks.

Harv
Read Answer Asked by Harvey on July 12, 2019
Q: I bought FSZ in early May looking for a lower risk financial company to add to my portfolio of BAM, TD, BNS, SLF, GSY.
FSZ is now down 10% since purchase and still slowly dropping. Would you suggest I sell and move on and add to one of my other financials or add something else, or hold on to FSZ. If another financial, what would you suggest.
I am still looking for a lower risk financial equity holding.
Read Answer Asked by David on July 09, 2019
Q: I have FAH and FIH in a long term RRSP. I believe in the long term growth of these regions and I’m cautiously hopeful Mr Watsa and team are making sound PE investments to try to benefit from regional growth. But I find them tricky to assess because of the fees and the multi-asset PE structure. Can you provide your view on the financial performance of these companies? I would also appreciate your thoughts on whether you’d consider topping up a relatively small position. Please deduct two questions and deal with each separately. Thanks!
Read Answer Asked by Chris on July 09, 2019
Q: Hi :
I noticed that CM is selling at low P/E (9.2) and analysts are very pessimistic with 12 on "on hold". I do not like CIBC and most of the time I own TD and NA. , but, sometimes being contrarian could be the right approach by considering the regression to the mean effect. I am very low on banks and financials now because I feel we are at the end of the cycle and banks have betas that are a bit high for me. Investment horizon is 5 years at least. Would you buy now ?, or wait until it feels like it bottoms ?, what criteria would you use to get in ?.
thanks
Read Answer Asked by Alejandro (Alex) on July 08, 2019
Q: Hello 5i Team
I am reviewing alternative high yield C$ investments for my RRSP for a small portion of my fixed income (< 5% of total portfolio ).
Looking at the publicly traded mortgage investment corporations (MIC) on the TSX - of the four listed, which would be your preferred choice and/or ranked in order.
Are there any other MIC listed on the TSX?
Could you also confirm that "dividends" for MICs are considered as "interest" if held in a non-taxable account.
Thanks in advance for the great service.
Read Answer Asked by Stephen on July 03, 2019
Q: I am looking to buy fixed income funds in my corporate account. What would be your top picks of the ones listed? What are the rate of return - fees? Thank you for your website.
Read Answer Asked by lorraine on July 02, 2019
Q: I presently have U.S. cash in a savings account with no returns to speak of. Do not require this cash for at least 5 years. This cash represents the cash/fixed income of my portfolio. Would it be wise to invest in PSU.U or is there another choice available? Have you heard of BIL?
What is the rate of return, fees and risk of these funds?
Read Answer Asked by lorraine on July 02, 2019
Q: I have had a held Bank of Nova Scotia for several years. Also held Toronto Dominion for shorter time. , Small holdings in each stock, about 1% in each. Should I sell BNS and replace with TD., or sell BNS and add to TD. Looks like 5 year return on BNS is -1.14%. Looking forward to your comments, thanks
Read Answer Asked by David on July 02, 2019
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