skip to content
  1. Home
  2. >
  3. Investment Q&A

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold these companies at about a 20% weighting in my growth portfolio but only 5% overall weighting. Should I have equal weights of all three, or would you favor a different balance for 2017? Is there be a catalyst I should be watching for where I would lighten up on one or another (eg:interest rate hikes etc)? Your best strategy for next year or so please???
Read Answer Asked by Randy on December 29, 2016
Q: I hold the above stocks in my RRIF and plan on transferring 'in kind' one of the stocks into my non registered account. Which one do you consider most appropriate and why?
Thanks and enjoy your time off. RAM
Read Answer Asked by Ray on December 28, 2016
Q: 1. When using technical aides to assist with buying,selling and setting stop losses on ones positions does this time of xmas/ New Years period affect the use of charts,etc as volumes seem to be down some what during this period?

2. Out of curiosity when comparing ones performance of their portfolio against bench marks such as the TSX, Income Funds and/or ETF's,etc.and you are withdrawing 5-6 percent from your portfolio yet these bench marks do not appear to have withdrawals , how would one put the withdrawals in the equation? Or am I comparing apples to oranges?
Read Answer Asked by James on December 23, 2016
Q: Starting another trading acct. without any banks. Your opinion would be appreciated on the selections above. Thank you.
Read Answer Asked by Robert on December 23, 2016
Q: Merry Christmas to the 5i Team! My question is about consumer discretionary stocks. It's one of the areas in my portfolio that i lack exposure in (0% to be honest). I've been looking at ATD-B for a while and feel comfortable adding at the current price level. To get some more high quality names I've looked to the US and come across the usual suspects that seem fairly highly priced/valued. I've been looking at ULTA and COST. Might not be your area of expertise but your thoughts on these 2 companies or any other specific names you think are worth owning in the Cons Disc space?
Read Answer Asked by Richard on December 23, 2016
Q: Morning Dec.19,MNW announced sale of Minerva,which it bought in 2014,& cash sale proceeds of $350k will be utilized to reduce debt.Also it intends to buy back shares.Initial market reaction was positive,but then turned south & got wrose after Spooner,CIO was interviewed on BNN @ around 11.20am pst.It had lost $1 from Dec 16 close.Please may I have your expert opinion.I have a small position,p/p $11.45,i.e. a 22% loss in my RSP.Aso please advise if I should move on.If so,please give me your best 3 stocks(do not have to be in the same sector as MNW}.Always appreciateyourgreat services & advises.All the best for x'mas & NY to 5I & staff.
Read Answer Asked by Peter on December 22, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!