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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 Peter, Ryan, and Team,
I have some top up cash available to an account which closely follows the "Income Portfolio". Which companies would be attractive today as potential top up candidates ??? Thank you as always for your sage advice. DL
Read Answer Asked by Dennis on June 02, 2017
Q: Hi 5i

First a comment-it is puzzling why you get so many questions outside of the stocks on your coverage list or portfolios. With the results BE port has achieved it seems to make sense to follow your advice rather than making our own picks. Similarly if you get less questions on uncovered stocks you will have more time for the ones you recommend.

My question is I currently have about 4% in BEP.UN (42.58) which has done great. 2.5% in MDA (63.93) down 25% as I bought just before you removed from BE. 2% in HR.UN (23). And less than 1% in AVO (15.20) bought near peak so down 50%. Also own more than half of BE plus 5% AAPL and GOOGL, 4% DIS and TD.

Don't yet have SYZ,GUD,AIF,CLS,CSU,KXS,NFI,PBH, or TOY. Should I get rid of any of the stocks listed in first section? And which of the BE I don't have yet should I get soon? Have enough cash that I could add 3 and risk tolerance is high.

Thanks, Greg
Read Answer Asked by Greg on June 02, 2017
Q: For someone just building a portfolio, which 12 stocks would you recommend from your portfolios for solid growth, medium to high risk, 1-3 year holds? I currently own only GUD at 6% weighting.

Is it possible to get approximate dates as to when the various stocks were added to your portfolios? Some of the stocks have moved considerably higher (like CCL.B, CSU, KXS, SHOP, etc) so wondering if they are still buys at current prices....

Thanks very much.
Read Answer Asked by K on June 01, 2017
Q: My representation of the 5i Balanced Growth portfolio is now sitting with around 6% in cash. I thought there might be an update this month after those sales end-Apr, but I suppose there are no great opportunities.

Is there still an intent to allocate this, making the decision to stay in cash for now, or should that cash be allocated elsewhere outside of the portfolio? For the portion of my investments tracking this portfolio, I would rather not purchase something, then realize I need to sell it to continue to match your allocations.

Please mark this post private if you do not believe portfolio information should be shared publicly.
Read Answer Asked by Tim on June 01, 2017
Q: Question related to the new preferred share offering: ECN.PR.C which yields at the very minimum 6.25%.

Deal was sold out and as soon as it started trading the share price dropped below the $25 issue price and is now below $24.

Why would anyone buy the issue at $25 and sell it right after. Any ideas?

Also, would you recommend adding to it below $24. I have 700 shares which represents around 1.2% of my portfolio.

Thank You.
Read Answer Asked by Mayur on May 31, 2017