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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: Good morning...I have a balanced portfolio and have additional cash to deploy...I basically own more or less 5i covered stocks...currently out of ENB, ATD.B, New Flyer, SHOP, CSU..would you add to? Also OTEX which I am holding but currently down (18%) would you add at this point..

Another question...if you had additional funds what would you be adding to on your covered stocks...no worry of allocation...top 10 in order..

Thanks
Read Answer Asked by Matthew on August 18, 2017
Q: Hi 5i,

As of today, which stocks would you purchase with a full position in an RRSP to hold for 3-5 years?

Which stocks would you consider value stocks to purchase today for 1/2 to a full position in an RRSP?

Thank you for your excellent service and advice.

Cheers,

Jerry & Debbie
Read Answer Asked by Jerry on August 18, 2017
Q: Thinking of deploying some cash, maybe 3% of portfolio, between high yielding names that could have significant upside if things work out well for them (not usually my investment strategy - buy names with significant challenges and hope things work out). Among the names I'm considering are Callidus Capital, Pivot Technology and Alaris Royalty. Any problem with this strategy? I'm particularly intrigued by Pivot's eps expectations over the next few years (granted only one analyst follows them but he is forecasting 2018 eps at 63 cents and 2020 eps at $1.24.

Thanks.

John
Read Answer Asked by john on August 18, 2017
Q: Question: Hello Peter! Can you please comment on my portfolio.I currently hold in my portfolio (stocks - Weightings): CSU-10.9%,CCL.B- 12.2%,BYD.UN-8.5%,ATD.b-10.2%,KXS-7.0%,PBH-5.4%,NFI-6.8%,SIS-6.2%,SHOP(CAD)-9.1%,ECI-3.7%, FB-3.9,SHOP(US)-5.3%,CGNX-4.2%,AMZN-2.7%,NVDA-3.8% . I also have 30K CAD to invest. Would you please give me your 3(non energy,CAD or US)buys today to complement or increasing my holdings in existing portfolio. Thanks Andrew B.
Read Answer Asked by Andrzej on August 17, 2017
Q: I have been looking to add ZZZ for a while now. The stock price has declined since earnings and I have decided to start a position. My portfolio consists of 25 stocks and since I do not want to increase this number I have to find a company to swap out. While I have done pretty well on MTY I feel the long term trend of online shopping and decline of big department stores will eventually hurt food court sales. Do you have any comments on if a switch to ZZZ from MTY is needed? Would you agree that ZZZ has greater long term potential?
Read Answer Asked by justin on August 17, 2017
Q: I blew it with all 5 of these holdings (i.e. I'm in the red). I am getting impatient with them and am feeling compelled to bail. Which (if any) of them would you hold on to? Which of them would you ditch first?
Read Answer Asked by DAVE on August 16, 2017
Q: I should have gotten rid of these two dogs long ago, but "Nooooo!" Always hoping they'd bounce back. So does one just dump PetroWest at this point and get anything you can? I notice a company called Crown Capital has issued a release, hoping to salvage as much as possible (the assets have to be worth something). As for Neptune (thanks Alex Ruus), do I sell my shares, buy a compass and send it to management, which seems to have no sense of direction?
Read Answer Asked by Peter on August 16, 2017
Q: Hi, was wondering how one would set up a portfolio using the 5i web site.

Should a 33% be put in each portfolio or should another portion be in cash and bonds.

At the moment my portfolio is 10% cash, 10% bonds, 40% dividend payers and 40% small cap, in the summer months I usually raise some cash for the fall.

Any guidance would be greatly appreciated

Anthony
Read Answer Asked by Anthony on August 15, 2017
Q: I have about 1k (and growing) saved in an account with RBC as the company I'm working for has started to match monthly contributions for investment purposes. What would you suggest i put it in as far as products offered by them? I currently have a reasonable size portfolio with Tangerine that also gets monthly contributions. Would like to be a little aggressive with the RBC account. Thanks.
Read Answer Asked by Chris on August 15, 2017
Q: Hello, I will have to liquidate a substantial amount of my portfolio in the near future and figured I may as well take the opportunity to rebalance my holdings. My goal is to build a fully invested portfolio based on the 5i Balanced Equity portfolio core, with a minor growth tilt. I have read through the Q&A section thoroughly and have come up with the following solution and wanted your opinion:

NON-REG: AIF, BLX, PKI, WSP, XTC (5 holdings)
TFSA: CCL.B, CSU, KL, KXS, NFI, PBH, PHO, SHOP, SIS, SYZ, TOY (11 holdings)
RRSP: ATD.B, BYD.UN, CAE, CLS, ENGH, GSY, GUD, MX, SJ, PEO, ZZZ (11 holdings)

I have 2 questions (please feel free to deduct more credits if necessary):

1) Are there any names you would remove and/or swap out for other names? (I am nearing 30 holdings which from what I have read could be getting too large and inefficient) and

2) Is the division of holdings across the NON-REG/TFSA/RRSP best spread for growth efficiency?

As always, thanks for your amazing service!!
Read Answer Asked by Michael on August 14, 2017
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