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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: I have no metals and little resources in my portfolio. For a one or two year hold, would you recommend any of these and why? or is there something you like better?
Read Answer Asked by Graeme on April 11, 2017
Q: Hey 5i team,

It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.

With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.

Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?

Always appreciate your input!
Read Answer Asked by Mark on April 11, 2017
Q: What would be a few names you might suggest to replace RDM ( either growth or growth plus income) Thanx Robbie
Read Answer Asked by Robert on April 11, 2017
Q: How would you assess the prospects of these two companies over the next year or so? I am considering swapping them for Constellation Software. Would this be a good move?
Read Answer Asked by Roland on April 11, 2017
Q: Hi,

I’m 67 years old and rely on dividend income. I think it may be time to transform my 45 stock portfolio into something more in tune with my age and risk tolerance. It would hopefully reduce the amount of decisions I would have to make since they say the older we get, the more our decision making skills start to slip.

Right now my portfolio follows a 60% 5i Canadian equity market sector balance, and about 20% US equities and 20% cash. My thought is to create a portfolio with the following asset allocation:

30% Gov & Corp Bonds VAB

15% Canadian Equity VCN or Canadian Div CDZ
15% Individual CDN small & Med cap stocks

10% US Equity VUN
20% US Large cap individual stocks already in Portfolio

10% International Equity VDU & VEE

Your comments would be appreciated.
Thank You
Frank
Read Answer Asked by Frank on April 11, 2017
Q: These four companies are on my watch list. Please list in order of preference for a purchase at this time. Thank you.
Read Answer Asked by Barrie on April 11, 2017
Q: My 15 yr old grandaughter has asked me to invest 1k of her hard earned babysiting money for about a 1 to 2yr hold in growth stock (my future as a grandfather may be at stake) I am leaning towards PBH over KXS what would your agree with my choice or would you have a better recomendation?
Read Answer Asked by Marcel on April 11, 2017
Q: For the 2 sectors which stocks would you buy, these are the only 2 sectors I am not invested in

As always thanks for your help
Read Answer Asked by James on April 10, 2017
Q: I am looking at PJC.A as a take over candidate. My thinking is, as with the purchase of Shoppers by Loblaws, Jean Coutu has a sizeable downtown presence and while Montreal downtown is perhaps not quite as attractive as Toronto downtown, its still a quick way for a retailer to expand their urban presence, and as the Shoppers purchase showed, far cheaper and quicker than trying to do this from the ground up. My question is, is this a reasonable thesis and, perhaps more importantly, is PJC.A good enough and especially safe enough for a longer-term, patient hold, irrespective of the above thesis.
Read Answer Asked by Alex on April 10, 2017
Q: I have 2 questions, feel free to deduct 2 points.

1. I would like to add SYZ and CXI to my portfolio. is this a good time to do so or should I wait for a summer pullback? How much more downside do they have. Should I buy them in my TFSA or non-regsistered? The SYZ dividend could be good for the non-registered?

2. For the IT side of my portfolio I own OTC and SHOP, and assume I'll add SYZ. I still need a 4th stock to make my tech holding complete. What do you suggest would go well with these three? Please note I recently sold Enghouse due to the amazon competition and sold CSU after its huge run the last few years, so don't want to add either of these.
Read Answer Asked by Carla on April 10, 2017
Q: I have substantial capital gains in both of these companies. How exposed are they to the anticipated US actions in the softwood lumber warfare? Would it be prudent to lock in some of these gains?
Thank you for your advice.
Read Answer Asked by Peter on April 10, 2017