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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: In my last question you indicated that mittleman has 0.05% of the shares. They actually own 16-17% ie 27M shares and just joined the board as an activist, changed the CEO etc. This play is very reminiscent of Buffett’s Blue Chip Stamps. So I’ll ask again, what’s with the buying and selling of shares. They have made some big buys in the past month, but they appear to be selling some, or is this just administrative adjustment of shares in their fund?
Read Answer Asked by Wayne on June 28, 2018
Q: Hi, Sylogist stock is trading near its all time high, after Cormark's coverage. I am aware that a few months ago 5i sold the stock in Balanced Portfolio. However, we kept our core holding and are quite happy with it. We started a family memeber's portfolio (LIRA) recently with some cash and have invetsed in PBH, TSGI, KXS,SIS,SJ and TCL.a. Still waiting for an opportunity for CSU and BYD.un. What do you think of SYZ at current prices to be added ? Thanks
Read Answer Asked by rajeev on June 28, 2018
Q: To add to Julien’s post from today on bonds. I am in a very similar situation, younger (early 30s) with no bond exposure, all equities in the portfolio. I’d like to start adding some bond exposure through ETFs and did appreciate your suggestions on specific names. My question is, what etf would you say is a ‘one stop shop’ for bond exposure, as I like to keep it to one or two names at most. I’ve seen ZAG or VAB mentioned before. I’d like to keep it in CAD as I don’t want to add exchange risk. The purpose for the bond exposure would be to add uncorrelated assets and reduce volatility. Thank you as always
Read Answer Asked by Aaron on June 28, 2018
Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 2018
Q: Recently I moved my investments from manulife funds to mawer. Manulife had a gauarenteed 5% return but the higher management fees were my reason for the switch. The mawer adviser put all of my investments into the balanced fund series a. I took a hit on the move due to the manulife dsc, but had a few weeks of good returns to make up for it. Was this a good move long term and should I not panic over the last couple of days. Should I look to some of their other funds so I’m not all in on the balanced fund.
Read Answer Asked by Brian on June 28, 2018
Q: I like the overview that is provided there.

However, with diversification and sector blends being frequent topics of interest and sources of questions, it would be helpful, at least for me, if 5i were to provide a sector overview each month as well as a frame of reference for managing our own portfolios. For example, technology 25% of TSX in May, up 3% over 2017; etc by sector and in a simple chart format. Any chance of that happening?

In the meantime, where can I find that kind of information. I have looked at the TSX.com website as well as the RBC Direct Investing sites and been unsuccessful.

Thanks for you help and guidance here.
Read Answer Asked by Donald on June 28, 2018
Q: CDAY has been on my radar since the IPO. I know that Lululemon uses the"dayforce" software for managing employee scheduling and forecasting labour needs. How long would you usually allow a company to trade after an IPO before getting interested. Where did the IPO come out and what do you think of the current valuation and future growth potential. What is your opinion of the balance sheet.

Thanks team,
Read Answer Asked by Ryan on June 28, 2018
Q: Could I have your take on the - Stonegate Capital Partners Updates Coverage published today. As a summary the report focuses on 7 points regarding the company, specifically the last 3 points IRR, inside ownership and valuation... do you agree with the points they make here? Then generally, do you view this report as useful investment information or do you see it more as an advertisement?
Read Answer Asked by Harry on June 28, 2018
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