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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: 1) i am a little bit confused , is the growth portfolio = the summary
2) you said that you have trim ` SHOP (shopify) ` but dont see this stock in either portfolio (balanced, income or summary )
3) you added BSM TECH (gps) but again dont see in either portfolios
4) suggestion: when you add or delete a stock IT SHOULD BE REFLECTED IN THE PORTFOLIOS AT THE SAME TIME
THANKS
Read Answer Asked by Donald on March 02, 2017
Q: I have a question about QIS. They've had really positive news recently. The stock responded by moving to new highs. That said, the price action is happening on low volume (16 K shares today). Looking at the valuation (Price/Sales, Price/Earnings for example), the price seems extended. counter that with seemingly very high growth. What do you think is a reasonable price or valuation to assign to this company given the growth profile.
Read Answer Asked by Elie on March 02, 2017
Q: Just an endorsement: Subscribed yesterday to the ETF and Mutual Fund newsletter for two years and within an hour learned a couple things that will far more than pay for the subscription. I know there's lots of etf information available online, including within 5i. However, I find it beneficial to have it focused in one trustworthy place without ads, questionable motivations, or other distractions. So thanks!
Read Answer Asked by Jerry on March 02, 2017
Q: Bos has moved up nicely from its 52 week low and is coming close to a golden cross.

I got burned previously on BOS but am not averse to taking another run at.

Would this be a good move or am I better off deploying spare "higher risk" cash into one of your other favourites? I have just added to SHOP, KXS and SIS. Any suggestions would be appreciated. Thank you.
Read Answer Asked by Donald on March 02, 2017
Q: I currently hold about 13% of my portfolio in financials. FFH, IFC, GSY and FSZ in Canada and the XLF and BLX in the US. I am planning on topping up to 15% financials. FSZ is my smallest holding. Would you add to it at this time? The stock has been performing very poorly in the last two weeks while the others have done much better. It would be added because of its high dividend.
Read Answer Asked by Paul on March 02, 2017
Q: I understand your negative opinion of (most) mutual funds due to
high fees and human factors. I've found a few actively-managed funds that appear to "earn" their high fees by delivering superior returns over time periods up to 10 years.

Two examples: Fidelity Special Situations-FID1298 and Sentry Small/Mid-Cap Income-NCE721. Morningstar gives both 5 stars.

Comments please on these two funds and on the broader idea of willingly paying higher fees for higher returns.

Cheers, IslandJohn
Read Answer Asked by John on March 02, 2017
Q: I am hunting for reliable dividend payers - companies likely to be around for the next 20years( highly safe - if not guaranteed safe) for the financial sector of an income portfolio.
These 4 have comparable yields. All are around 6%. I know there are issues with Alaris - so would not likely buy it unless you consider it buyable now.

But how about the others: would you recommend all - 1 - none?

Any guidance would be appreciated.
Read Answer Asked by Donald on March 02, 2017
Q: Your report on Altus Group stated “One of the noteworthy risks at AIF is that 42% of the Canadian cost practice is from rental and condominiums in the multi-residential segment. Impairment in this sector could hurt the Canadian revenues as could a general decline in the Canadian housing markets.”
I would have thought that their revenues in this segment would depend more on sales volume as opposed to actual housing prices. Can you please comment on this. Essentially, if an investor believes that housing prices (condos in particular) will decline but turnover will remain strong, would this negate any of the declining revenue risk outlined in your report?
Read Answer Asked by Steven on March 02, 2017
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