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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: Hi there, I noticed some huge selling pressure today on Kirkland Lake Gold. This is a stock that you've liked in the past and I've done very well on it. What is causing today's sell off and is the longterm buy recommendation still intact? Secondly, I believe KL and Eric Sprott have a relatively substantial stake in NVO. If I already owned a 4-5% weighting in KL, would it make any sense to add a small position in NVO, such as 2-2.5%? Or would I think be overlapping exposure essentially? Thanks for your great advice and service!
Read Answer Asked by Michael on October 12, 2017
Q: Hello 5i,
Could you please comment on the above mentioned companies from a strictly growth perspective. Possibly rank them also, although I am more interested in your view of each.
Thanks for all your help!!
Dave
Read Answer Asked by Dave on October 12, 2017
Q: Hi team, I am looking to diversify a bit more out of North America and was wondering what you think of the above ETF's. What do you think of AIA for Asia or do you recommend a different ETF for this area. Also, at this time which European ETF would you recommend, currency isn't an issue.
As always thanks for your advice.
Read Answer Asked by Nancy on October 12, 2017
Q: I am about to start converting the cash in my sons (he is 21) TFSA and RRSP. He has $1,050 in each account right now and is in his budget to add another $4,000 to $5,000 in 2018. Should I start him with companies like PBH, SIS, ZCL? or should he start with an ETF or two for immediate diversification? Whatever he buys will be long-term holds (unless they are in the model portfolios in which case I will either hold/sell/buy as directed by 5i when you adjust the portfolios) but I would like to see his accounts growing steadily as well and help him get excited about investing. Any suggestions would be helpful.
Thank you as always for the great service and information.

Paul
Read Answer Asked by Paul on October 12, 2017
Q: David Driscoll was on BNN Market Call early last week, and while killing surplus time at the end of the show he underscored the importance of eliminating correlation risk in a portfolio (also mentioned in his point #6 here: http://www.bnn.ca/david-driscoll-s-top-picks-august-21-2017-1.835439 ). If I understood him correctly, this would mean not holding significant positions in multiple stocks within similar industries or with overlapping product/service offerings, presumably so that if one industry got hit, it wouldn't pummel two or more stocks at once and do damage to the portfolio as a whole.

Is this the thinking behind you not holding CSU and OTEX simultaneously in any of your model portfolios? Are there any [other] noteworthy correlations of this sort between any of the other stocks you cover and routinely recommend?
Read Answer Asked by Peter on October 12, 2017
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