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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 day...I am lucky enough to have a fairly large portfolio that is 70% in your balanced portfolio and 10% in various growth and income stocks you have in the other two portfolios. I also have 20% of my portfolio in u.s. stocks. My question is whether or not I should have any emerging market exposure or are the companies in your three portfolios have enough already. I look forward to your thoughts on this...
Read Answer Asked by gene on April 18, 2017
Q: I have been reading many of your answers to members' questions about BAM. You seem to really like the company but it's not in any of your model portfolios. Why not? If you were to include it in one of the models, which would it be? Which sector does BAM fit into? As always thanks for your guidance.
Read Answer Asked by Les on April 17, 2017
Q: Hi, Celestica stock has been range bound recently. As per your views, it is undervalued compared to its peers like, FLEX etc. Are there any near term catalysts? I initiated a 1/3rd position with its induction in Balanced portfolio. Is it worth waiting to add ? Also, when are the results due and could you kindly provide street consensus for Rev, EBITDA and EPS. Thanks
Read Answer Asked by rajeev on April 17, 2017
Q: Hello 5i team,
In response to a fellow member question regarding MG and XTC, you seem to have classified them in the Industrials sector. I had my holdings in MG and LNR as Consumer Discretionary Cyclicals; even though they fit in both sectors, where would you place them?
Happy Easter
Antoine
Read Answer Asked by Antoine on April 17, 2017
Q: Hi team,
Just a point of confusion: TD Direct Investing treats CBO, XHY and the like as equities, while in your Portfolio Review these are treated as fixed income. Does this matter as long as one is consistent in their assignation of the sector / allocation? I think it does matter as it changes the perspective of the portfolio as a whole. I would like your opinion.
Thank you
Stanley Cohen

Read Answer Asked by STANLEY on April 13, 2017
Q: Been holding GSY, have had a super run, thanks for the advice. I am however gettign concerned about an end to canadas debt binge

What are the risks to GSY from
1. Deflation of the housing bubble
2. BOC signalling and (potentially) raising rates

Would it cause more or less customers to need the type of financing GSY offers? will GSY yield spreads on financing increase/decrease?

Thanks

Kuldar
Read Answer Asked by Kuldar on April 13, 2017
Q: As yet, I have not 're-balanced' my portfolio by selling some of Savaria. I still have a significant cash balance and don't really need to. Do you regard it as a sell to some degree, or should I stick with my doubling of this investment. I do have Suncor in my 'Balanced Equity Port.' Perhaps you had it at one time and I missed a sell on it? Should I keep this equity or sell it? One of the few equities I never purchased in my portfolio (it is difficult to buy in my US Schwab international acct). Seeing how it has retracted from highs, do you consider this a value purchase now?
Read Answer Asked by Claus on April 13, 2017
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