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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 recently joined 5i and have started converting one of my portfolios to the 5i Balanced Equity Portfolio. Given the limited funds, I am only comfortable holding about 10 positions. I am contributing to this account regularly, with the intention of building up to a full 20 positions within 12-18 months. Given today's conditions, which companies would be best to get into first?

I already hold full positions in CSU, KXS, NFI and SIS.

Thank you
Read Answer Asked by Jeff on November 14, 2016
Q: I see that a number of very interest-sensitive vehicles are still included in your income portfolio such as CPD, XHY and BEP.un and a few others.
Given what happened last week and right now with interest rates should we be lightening our position on these types of investments? Put another way, is it your call that medium and long rates will keep on going up?
Read Answer Asked by Robin on November 14, 2016
Q: If you were bargain hunting today, irespective of the sector, which would be your preference Savaria or Davis and Henderson? These are looking good to me, but you might even favour another? I see these two as less risky than some others, of course. and that is an important criterion.
thanks for the good work
Read Answer Asked by joseph on November 14, 2016
Q: Investors are spooked,angry,feel cheated ,& sick & tired of owners selling their stock @ a discount to market price after the stock has gone up sharply sometimes to near or new highs.How could one feels if purchased SIS @ 0r near recent high of $12.68 & it took a 10% haircut to $10.74 after owners bought deaL @ $11.34. NFI also dropped after owner sold in the low $40 & just returned to $40.21 after good reception to its q report yesterday.I bought @ $41
Read Answer Asked by Peter on November 14, 2016
Q: Hi 5i Team,

My question is regarding the Balanced Equity and Income Portfolio. In light of the recent US election outcome, are you planning on making any significant changes to these portfolios in the near future? Would the election results cause any shift in company weightings to take advantage of sector strengths?

Thank you.
Francesco

Read Answer Asked by Francesco on November 11, 2016
Q: Hi, Parkland Fuel stock continues to get pounded every day since its recent earnings release, losing over 10% of its value. It was mentioned as a baby Alimentation Couche Tard. Today, ATD.b stock price also showed considerable weakness. I have just started to wonder if there is a rotation out of these consumer names which have done well in past. And, if so, do you see this trend persisting, since money seems to be moving into banks, industrials and energy/material stocks. I have a small position in ATD.b but just doubled my PKI holding to overweight and feel a little concerned. Thanks for your valued advice.
Read Answer Asked by rajeev on November 11, 2016
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