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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: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
Read Answer Asked by Stephen on September 21, 2017
Q: Hi team, looking for some advice for a small LIRA account 40k, that won't be touched for the next 15 years. I would like to grow this as much as possible at a medium risk level with maybe a small position in higher risk, thinking maybe Square? Canadian or US companies, doesn't matter. Current holdings are FID 669 which is going no where but down and EFA. I'm thinking to keep the EFA and sell FID to reinvest in growth.
Thanks for your advice
Read Answer Asked by Nancy on September 20, 2017
Q: Peter and Associates,

I read your responses to members daily and find them most interesting and highly useful. My question this morning has to do with Spin Master(TOY). You regularly get questions on it and from what I read you think rather highly of the company as an investment.

With technological advances, we are seeing a lot of changes in the retail landscape due to impacts in buying habits and preferences at all age levels. Reading your comments on Corus is a good example of change and the consequences suppliers must adapt or at least deal with. Toys are Us just announced it went into bankruptcy protection. No doubt more than one factor explains why.

As grandparents, what entertains today’s children is rather different to their parents! Might TOY become a victim of this change and could Toys are Us prove to be a form of leading indicator? Or, might more typical business explanations or Amazon explain the problems at Toys are Us?

Beyond the obvious potential impact from the loss or cutback of a major distribution channel at the retail level, is/are there reason(s) for concern that suppliers to the toy market will be facing serious headwinds? Or is this simply a front line retailer facing viability problems in a changing landscape?

Thank you

Mike
Read Answer Asked by Michael on September 20, 2017
Q: 5i Team,

Thanks for your service.

My portfolio is made up of your balanced equity portfolio + several growth portfolio companies, some large cap US companies & some equity portfolio companies. Very balanced with a hedge towards growth.

I have big winners all over the place, thank you!!!!

I am however down big (approx. 50% each) on 3 small cap names: AT, CRH & ITC.

They are now about 0.5% weightings.. fairly insignificant to my portfolio and I am wrestling with whether I top them up... leave them alone as is... sell and consolidate it into other names in my portfolio (ie. CLS, PKI & CAE comes to mind right now)... etc.

I have no tax benefit to sell as they are all in registered / TFSA accounts.

My question is how confident are you in these names? For a riskier investor, would you be ok with top ups to 1% weightings today? Should I just let them sit and maybe top up during tax loss season in a month or two? Or just sell?

Thank you for your guidance.
Read Answer Asked by Ray on September 20, 2017
Q: Hi,
I have owned OTEX in the past. I recently bought it again around $44 after last earnings report which was good. Since then the stock has been sliding for no apparent reason. Momentum is negative. It recently bought Guidance Software. I thought it may recover but still hovering in low $39s range. I do not like to average down, but if I was looking at it as a fresh investment, it would give me pause to consider. Your thoughts please.
Read Answer Asked by Dave on September 20, 2017
Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks
Read Answer Asked by Esther on September 20, 2017
Q: Could you elaborate on your answer today to Alan regarding CSU debentures. I am not familiar with debentures...Am I correct in understanding they are like bonds but have no rights to any of the Company's assets if things go wrong ? Other downsides?
Would you recommend the CSU debenture as part of one's fixed income ? You mention liquidity, but not sure how poor that is ? How would I find out more information about the CSU debenture - length of term, etc. I use a discount broker - is it possible to buy through them ?
Any other information that you think would be pertinent would be most appreciated. Many thanks as always.
Read Answer Asked by Alexandra on September 19, 2017
Q: Hi 5iResearch Team,

I have started a position on SHOP since this past January and have been adding to my position since. I am currently up by about 100% on my total holdings and now it accounts for about 5% of my total portfolio. I am debating if I should take some money off SHOP and put the proceed on something else (preferably with a dividend). May I please have your thoughts on this and if you can also recommend a company to buy with the proceed from the sale of SHOP should I decide to trim my holdings on SHOP>

Best Regards,
Read Answer Asked by Harry on September 18, 2017
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