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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 5i
According to the Portfolio Analytics, I should be reducing my exposure to consumer cyclical stocks from 15% down to 10% of my overall portfolio, and I agree I should reduce 3-5%. I currently have MG-3%, CCL.B-4.5%, BYD.UN-4.5%, GIL-2% and the big laggard TSGI-only 1% of my portfolio now.
I'm considering selling TSGI (50% loss) as I'm getting fed up with it, in addition to one of either GIL or MG. What is your opinion on this approach, and would you sell GIL or MG at this time? I'd also like to hear if you would advise a different approach to reducing my exposure. Thanks very much!
Read Answer Asked by Lois on August 07, 2019
Q: I have $100k, in my Tfsa in cash, want to buy 5 equities equal weighting, in us and can markets,, 7 year time horizon, high risk tolerance, given where markets are today. Any thoughts, on the best 5 positions you would start with both us and can stocks?
Read Answer Asked by John on August 07, 2019
Q: I am trying to get a handle on how defensive EIF might be given weakening economic growth and weakening oil prices, which presumably means lower fuel costs for their airline services, some of which appear to be independent of economic circumstances. However that independence is not clear nor is their reliance on local or other economic prospects. Can you clarify any of this please. Thank you.
Read Answer Asked by Mike on August 07, 2019
Q: Given your answer on July 23rd, has Amazon over corrected in your view? Do you see any near term catalysts that may cause it to return to the $2,000 range? I assume Bezos’ selling as of late caused some of this fall. I am considering calls on it but am gun shy due to the prospect of getting the timing wrong. Thanks.
Read Answer Asked by Jason on August 07, 2019
Q: Good afternoon,
I know US listed stocks are not your focus just looking for an opinion on ZTS quarter numbers that were just reported. It looks good to me, I hold this in a TFSA well diversified. Would you add more to current position? My average cost currently is 94 per share, I am looking for long term capital growth. Thanks
Read Answer Asked by Kolbi on August 07, 2019
Q: Could I please have your thoughts on this company, I have owned it for a while and have lost money. In particular, I note the company is issuing a debenture that is convertible to stock at $12.60 Canadian, which is a much higher share price than today's price. Assuming the debenture sells, is this an indication that good things are expected for this company?

John
Read Answer Asked by John on August 07, 2019
Q: Doo stated that it going into boat manufacturing to capitalize on 3 recent acquistions.Please your short comment. Gud announced early warning of sale of shares of Crescita & 2) letter of intent re probuphine.Your comment please.Gud still doing small transactions.Any rumours of big investments especially regarding the co that it sold.Txs for u usual great services & views
Read Answer Asked by Peter on August 07, 2019
Q: I keep reading all the questions about oil and gas stocks and I can't help but think "why do we keep holding on?"
I signed on with Liberty International (David Driscoll) a few years ago, When I handed over my portfolio, I had 40 names in the oil and natural gas space, He looked at them and asked "what"s with all the oil and gas stocks?" I didn't know how to answer him. They were all the usual suspects we keep hearing about on BNN. He said "we're getting rid of them all." I refused. He said "fine, we'll keep a pipeline."
That was the best investment advice in my life. That moment saved me hundreds and hundreds of thousands of dollars...literally...and a ton of grief.

To my fellow 5i investors, my 2 cents of advice: don't overload on the oil and gas names. If you must, pick one, And only give it 5% of your allocation.
I've been trying to do this myself for 40 years. Some things are just better left to the pros: doctors, accountants, lawyers, chefs, general contractors, dentists, drywall tapers, money managers...
Read Answer Asked by Carlo on August 07, 2019
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