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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 would like to add 1-2 US companies in each of the following sectors to help improve my portfolio diversify my portfolio: Healthcare, communication services and utilities. Would you be able to provide 2-3 names for each of these sectors (low or medium risk only)? Thank so much for your useful advice.
Read Answer Asked by jacques on April 03, 2019
Q: Hi. My only gold holding is about 1% in KL. My cost was $25.05, so I have been watching it rise for quite some time, and now it is falling fast. BMO Advise Direct, has it as an 83% buy, but their chart advises caution for long term investors, because of the drop. I know that Mr. Sprott has left, but all other gold stocks are dropping in uniform, also. I'd hate to have to sell it now. Can you gaze into your crystal ball for me, and perhaps estimate a bottom, as I'd like to add to the position, as a recessionary hedge in the years ahead.
Thank you, and congratulations on the expansion into analytics.
Read Answer Asked by Susan on April 03, 2019
Q: I am interested in two ETFs from Dynamic iShares. Both are actively managed and both have limited history but the history they have is impressive. DXU is US oriented and DXG is global (the global fund has extensive US holding so may not be appropriate for diversification). I was wondering if you at 5i had any comments.
Read Answer Asked by Fred on April 03, 2019
Q: I cashed out my segregated funds for RESP from an investment firm because I recently understood how high their MER was.

I now have CA$70,000 in hand. I know that I will need half those funds starting 5 years from now from 1 child and then 7 years from now for the second child.

Should I put everything in a GIC paying 3.1% or put all in your Income Portfolio or invest 50% in each?

Thanks
Read Answer Asked by Vani on April 03, 2019
Q: Hi, What will be the new no. of outstanding shares for Savaria, with 5 mln new shares issued and the insider ownership ( Mr Bouroussa and family, with addition of 71,000 committed from new issue) ? Based on 2019 guidance, and taking into account this dilution, what will be the pay out ratio ? Is this dividend 3.5 cents/month sustainable, in your view ? While no one likes a secondary at $14.15 after an issue at $16.60, a year ago, on a positive note, company could pay down a large portion of $101 mln debt, thus strengthening the balance sheet. Is there a silver lining and stock is worth adding at current level for 3% dividend yield and growth ? Also, is there a lock-in period of 4 months for the new shares from April 22, the expected closing date of secondary? Could it place more pressure on the stock, down the road ? Thank You
Read Answer Asked by rajeev on April 03, 2019
Q: Hi, several analysts started coverage of Lightspeed, yesterday with most price targets in the range of $25-$26 and Buy/Outperform ratings. Thank you for your analysis, in advance, during past 3 weeks. I have taken a small 1% position. The 1st set of earnings is not expected until May. Do you feel comfortable to build up the holding to 2% at current price, or it's prudent to wait until results ? Thanks
Read Answer Asked by rajeev on April 03, 2019
Q: Hi, These are two stocks in the portfolios which have lost 40-50% value within a short span of 12 months.( TSGI is another one, but we have already liquidated full position with 50-60% loss) TCL.a was $31, a year ago and is $16.70 now and PBH is trading at $76 after reaching a high of $120, last year. There are, of course, company specific reasons, which resulted in such steep declines. We still own both but our holding has come down to 3.5% from original 5-6%, due to loss in value. Recents results showed some positive signs for PBH but not so much for TCL.a. Looking forward, which of the two stocks, in your view, is more likely to recover over next 12-24 months, from current levels. Based on the risk and reward, is it prudent to shave each holding by 1% and reallocate the capital to better opportunities in your portfolios ? If yes, do you have a preference between the two, where risk is relatively higher ? Thank You
Read Answer Asked by rajeev on April 03, 2019
Q: For international developed equity I own VEF and the asset allocator is suggesting VIU. Is there enough of a difference between these two for me to switch?
Read Answer Asked by Carla on April 02, 2019
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