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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: Hello
What do you think about PIMCO's BOND ETF? With the bond King no longer at the helm, has this damaged the support for fund. BOND

I have some USD cash and would like to buy something a bit safer than equities.
Thank you.
Stephane
Stephane
Read Answer Asked by Stephane on April 12, 2019
Q: Hi Guys,
Pengrowth Energy -
1. Announced Strategic Review
2. Lenders extended credit to Sept 2019
3. Seymour Schulich still accumulating shares as of March 2019 (most at higher prices than current and now owns ~30% of the company)
4. Rising oil prices over the last couple months.

Can I get your thoughts on all of the above?

It seems many have come to the conclusion that bankruptcy is in the future, however, I have my doubts as I would think Mr. Schulich would be well aware of these chances and would not have continued accumulating shares.. Also, could the recent uptick in oil prices be the saving grace for this company?

Please deduct as many credits as necessary to answer.
Cheers,
Dean
Read Answer Asked by dean on April 12, 2019
Q: 7:10 AM 4/11/2019
When I search the BIP.UN website I find:

"Specified Foreign Property
For the purpose of reporting foreign property by Canadian investors, pursuant to section 233.3 of the Canadian Income Tax Act, Brookfield Infrastructure Partners L.P. is not a specified foreign property and therefore does not need to be reported on Form T1135 - Foreign Income Verification Statement."

However when I search the BEP.UN website I find no comparable statement. But I get a statement from TDWaterhouse Wealth to the effect that BEP.UN IS a foreign property.

Does this mean that BEP.UN needs to be reported as foreign ownership or is BEP.UN just like BIP.UN and TD has made a mistake?

Thank you....... Paul K
Read Answer Asked by Paul on April 12, 2019
Q: Hi 5i! Although TSGI has somewhat stabilized in a 21$-25$ range, short interest almost doubled in march, from 4M to almost 8M at the end of the month. Also, the daily order book is constantly showing selling pressure and/or weak buying, with the number of sell orders being 3x the buy orders. I would appreciate your thoughts on this situation.
Thanks and have a good weekend!
Read Answer Asked by Stéphane on April 12, 2019
Q: I would like to get your opinion in Agilith and Sparton MMCAP (SPA260) hedge funds and what percentage of a moderately aggressive portfolio should be in hedge fund,

Thanks
Read Answer Asked by Saad on April 12, 2019
Q: Hi 5i - I have 10% invested in these energy stocks, now worth 5% of my portfolio. Would you put any new money in any of these to take advantage of the run up in oil? Or just sit tight and hope for a recovery (or sell outright)? Thanks, Neil
Read Answer Asked by Neil on April 12, 2019
Q: Kitchen sink of holdings that are under 1% of my portfolio flagged by your new analytic tool. Double down or dump for each of these please. Balanced equity follower 5 year time horizon. For the dumps offer suggestion for replacement in tech utilities or coms which I am under allocated.

Read Answer Asked by Tom on April 12, 2019
Q: Can you provide any info on this NYSE company? Small penny stock company promoting a new insulin device.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 12, 2019
Q: According to Portfolio analytics, I own about 7% of my portfolio in 3 Canadian banks and another 7% in 3 US banks. I also own another 25% of my portfolio in BAM, Visa, SLF, BRK.B and GSY which are in the "Financial" sector but are very different from each other as well as different from banks. How concerned should I be with this aspect of my portfolio. I don't need the money for 25 years.
Read Answer Asked by Wes on April 12, 2019
Q: Hi 5i and team
Thanks for your sound advice during this last market correction. It made me finally understand why it's important to concentrate on limiting losses rather than going strictly for gains. I need to eliminate two Financials from portfolio. It is in a RRSP account. I do prefer a combination of income and Growth. Thanks for your help.
Gilles
Read Answer Asked by Gilles on April 12, 2019
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