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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: Looking to build a small position in gold and silver, and the stocks have pulled back a bit recently. Would you prefer a small basket of junior explorer/ producers, or a streaming company like SSL for diversification? I notice SSL has pulled back more than the other individual stocks, particularly today. Thanks
Read Answer Asked by Randy on May 25, 2017
Q: My portfolio has been sitting unchanged for some time (2 yrs), many winners are 5i recommendations, some not so much. With that said, my portfolio is well underperforming the model equity portfolio. Below are my current holdings. If I am to sell off those not included, and change the weight to match those in the model portfolio, how would you go about executing this? Big bang? Are there names you would wait to get into today, or those that you are considering a change in the near future? The value is about 500K, so the trades(from my perspective) will be significant. % are approximate on the add side. Your advise would be really appreciated.

AYA-6.3 (%) - Sell
AVO - 3.7 - Sell
BAD - 3.5 - Increase to 5%
BNS - 6.3 - trim to 5%
BDI - .6 - Sell
CGX - 4.8 - Sell
CSU - 5.6 - No Change
DSG - 4.0 - Sell
DHX - 3.7 - Sell
ENB - 3.5 - Maintain
ENGH - 4.2 - Maintain
XTC - 1.05 - Sell
HCG - 1.1 (ugh) - Sell and burn transaction receipt
MUX - 4.6 - Sell
PKI - 6.4 - Trim to 5%
PLI - 2 - Sell
SSL - 3.8 - Sell
TOY - 6.7 - Trim to 5%
STN - 3.8 - Sell
SJ - 4.1 - Maintain
SLF - 5.2 - Maintain
SYZ - 4.1 - Trim to 3%
TOU - 3.5 - Sell
WCP - .7 - Increase to 3%
Add: AEM 3%, AIF 3%, ATD 4%, CCL 5%, CLS 3%, CXI 3%, GUD 3%, MG 5%, MX 3%, KXS 5%, NFI 3%, PBH 5%, SIS 5%, T 3%, WSP 4%

Also - (I have asked about as many questions of late as I have traded) - for RESP for 4 yr old, roughly 12K in there now, where would you park this given building a portfolio of names is a challenge with the limited funds.

Thanks,

Eric

Read Answer Asked by Erichsen on May 25, 2017
Q: Hi there,

A few weeks ago you had suggested to maybe add XAW to my portfolio (which follows your Balanced Equity Portfolio) for outside Canada exposure. In a portfolio of 100% equities - how much would you recommend being put towards the Balanced Equity Portfolio and XAW?

Thanks!
Read Answer Asked by Michael on May 25, 2017
Q: Hello 5i
The positions for KXS (kinaxis) and PBH (premium brands) have run to 6% of my kids' RESP (thanks 5i!).
Should I sell off 1% of each and purchase PHO? Or as I am waiting for TIO to close and that is a 3% position would I use TIO funds instead to purchase PHO and just let Kxs and pbh run?

In terms of RESP management, my kids are 4 years away from drawing down on the funds. Our plan is to turn enough investments to cash each may to cover our annual contribution for each child for the September to April year. The remaining funds would be otherwise fully invested except the fund has roughly 5% cash and 0 fixed assets. Please comment.

Read Answer Asked by Kat on May 25, 2017
Q: My approach to investing is simple. Many analysts insist that Canadians have too much of their money in Canada and should be investing elsewhere around the world. I believe the best stock market in the world in the U.S. So my approach has been to invest in Canadian companies that do business in the U.S. and elsewhere (TD, Enbridge, Magna, CCL.B) These companies give you international exposure, you invest in CDN $ and you get the dividend tax credit for non-registered accounts.
Am I missing something?
Read Answer Asked by kim on May 25, 2017
Q: This will be for the benefit of Patricia and all that are concerned or think they would like to ask more question. IT IS A STRONG ENCOURAGEMENT TO do the following:
Call CDIC at 1 800 461 2342 you will be surprised how easy it is to speak to someone.
YOU CAN ASK:
-about the specific investment that you are planning to do they will tell you if they cover this investment. THEY DO NOT GIVE recommandations.
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_IF they had experience with past bankrupcy
You will end up appeciating the quality and value of this service.
Print at your will
CDJ

Read Answer Asked by claude on May 25, 2017
Q: Could you please comment on SIS movement in share price today.
What do you think of PHM's earnings they seem to be trending in the right direction. With the aging demographic are they finally getting it together trending in the right direction. So is it time to move in to the stock. However the shares are slightly down today. Is the negative influence of the original hustler owners not subsiding? Thank you for your great assistance.
mike
Read Answer Asked by Mike on May 24, 2017
Q: Hi, Is something like PMM or HHF (even if higher expense ratio) or other alternative EFT a viable substitute for Bonds as a portfolio diversifier? Thanks for the valued opinion.
Read Answer Asked by Boyd on May 24, 2017
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