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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: Hello,
Our financial weighting is still quite a bit higher than you suggest for a portfolio...so my plan is to sell our (underwater) CIX as well as one or two of our (positive) bank stocks. Appreciate your ranking and thoughts regarding our bank holdings noted above. Thank you.
Read Answer Asked by Bill on May 08, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: We have just transferred from an advisor to a discount broker. We have a 8% position between two separate RIF accounts . As the risk is the same in a RIF or a TFSA account would it make sense to move this holding to our TFSA accounts with a total 5% holding
as there is no tax in the TFSA accounts? Your overall opinion of of the company please, and if 5% is too high of a holding for this company? Any other recommendations would be appreciated.
Thanks MJ


Read Answer Asked by M J on May 07, 2019
Q: My questions are on FIH.UN..... First... When does it report next ? And in the last quarter there was a large offset to earnings due to a drop in value of IIFL. It lost 50% of it's share value between the beginning of September and the end of October. I can't find a reason for that drop. If they had a bad quarter I'd like to know what it was attributed to and prospects going forward. So my question is why did it happen and what's up ahead ? ....Also with roughly a third of the bank deal done how are we going to see it on the upcoming quarterly report ? Are we going to see earnings, expense, valuation, a combination ? Basically I'd like to know how the purchase will be treated in relation to earnings from the other owned entities ? Are we going to see bank earnings from what they have thus far purchased ? Thanks for your great service.....
Read Answer Asked by Garth on May 01, 2019
Q: I am a bit light on Financial companies; 12% of my portfolio I want to go up to 15%. I own TD, BNS, SLF and GSY in about equal amounts. Do you have any suggestions to add another financial company. I am retired and do not want to add a high risk company.
Read Answer Asked by David on April 30, 2019
Q: Holding a BAC position in US dollar portfolio that is well balanced, diversified. BAC is held for bank exposure in the Financial Sector. Also hold position in V in this sector. Given current circumstances, like low interest rates and lower growth, I am questioning holding BAC. What is 5iR's take about BAC? Is there an alternative to BAC in the US finance sector or just underweight the finance for the time being?........Tom
Read Answer Asked by Tom on April 25, 2019
Q: Hi 5i team, I am doing some due diligence on PEO. PEO will become a take out candidate (for a AON, Mercer, WTS, Morneau-Sheppell): at what conditions or what size? As the company ever discussed about a Toronto listing? What are your expectations about it? Would you agree that these two main lines (broker and TPA) of business are pretty much recession resistant? The CEO mentioned that he expects to make several acquisition of “non-controling interest” in the next few years: It should be a good move since it is less risky (less integration risks)?
What do know about their main (similar size competitors) in Canada, Hub and AJ Gallagher? Can you comment about the risks on the emergence of private health market exchanges such as AON Choices (partnering with six large insurers in Canada)? Can you comment results published Monday morning.
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on April 22, 2019
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