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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 for long term dividend income with hedge against rising interest rates. I am now overweight in REITS. Which of these, if any, would you suggest?
Read Answer Asked by Keith on December 02, 2016
Q: Hi 5i

I apologize..another US question. I have looked at CH AIG AFL PGR and MET. Do you feel there is more upside to US Insurance companies. So far in my research CH has not gone up as much as the others and AFL has had a big drop today. Would you suggest one to me please.
Thank you for your sage advice as always.
Read Answer Asked by El-ann on December 02, 2016
Q: This am BNN suggested the best sectors going forward to benefit from "Trumpism" would be: Banks, Lifecos, Health, Industrials, Energy and Materials.
Does 5i agree with these sectors and if yes what stocks/ETFs would you recommned for the six sectors?
Also do u believe the tech selloff will get much worse - seems like end of year profit taking or sector rotation into energy et.
Thank you.
Read Answer Asked by George on December 02, 2016
Q: My understanding is that financial stocks are rising due to the prospects of higher interest rates. Is the risk of defaults on consumer loans and mortgages due to higher rates and the impact on financials being overlooked?

I read consumer debt in Canada is at an all time high, a housing bubble and notice new billboards for debt restructuring services in my town. Am I valid in my concerns with the run-up in financials? I have my doubts that main street is prepared for higher rates without some sort of a crisis unfolding.
Read Answer Asked by John on December 02, 2016
Q: I have been watching Bevo for quite a while now. My wife took a very tiny position in it at 200 shares at 0.44 Now it is trading at $1.13 It is a very small company but to my wife and I it looks very interesting for a 7-10 year hold. Their financials look ok to me but what do you think? How big of a position would you start at in this company?

Jimmy
Read Answer Asked by Jimmy on December 02, 2016
Q: In answer to a recent question about real estate exposure, you noted that you prefer apartment-focused REITs to office REITs and office REITs to retail REITs. Is this preference only if you are purchasing a REIT for income first and foremost as opposed to hoping for some growth as well? It would seem to me that the residential REIT does have almost a guaranteed income stream but very limited growth potential due to rent controls (aside from takeovers). The office/retail companies eg. REI, however, are able to participate in a growing economy as rents are often based partly on sales and there is the ability to raise rents in an uncontrolled market albeit while benefiting from long-term contracts. If a company has a greater mix of assets, is that not better than being reliant on one sector? So, is this just a case of risk/reward as to what REIT to purchase or is there a lot more risk in REI than I realize?

Appreciate your insight.

Paul F.

Read Answer Asked by Paul on December 02, 2016
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