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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 like the price chart for Brick Brewing (as well as their products :). Their stock took a 6% hit today on medium volume - can you tell me why?

Looking at their price chart for the last 6 months I see a lot of similar "down" days, which are usually followed by a quick recovery within a few days. What is going on here?

The stock has had a nice runup over the last 12 months - up about 80% at present. Do you see this stock as a Buy, Sell, or Hold, and over what timeframe?

Thank you!
Read Answer Asked by Ken on August 31, 2016
Q: Hi 5i,
I just read an article explaining how oil exploration has been at its lowest point in 60 years for the last 2-3 years. With demand forecasted to continue growing it would stand to reason that this will lead to a shortage and price increase. Beyond broad market etfs, I don't have any energy exposure. What would you recommend as a good long term way to get this sector into my portfolio?

Thanks!
Read Answer Asked by david on August 31, 2016
Q: I have 73 % of my investment portfolio in stocks. I'm 80+ years of age and have not need for income from the portfolio; it will be transferred to a future generation. My advisor recommends reducing the stock component to 60 %. He suggests purchasing large amounts of Manulife Global Tactical Credit Fund & Manulife Asia Total Return Bond Fund. Please provide me with a critical review of those funds. Do you have other suggestions in the fixed income area?
Read Answer Asked by George on August 30, 2016
Q: Good morning Peter, Ryan, and Team,

In today's answer to Adam about DRIPs (SIS in particular), you told him that "on a portfolio basis, we would just never get into a situation where you need to sell something to generate cash". Is it appropriate to sell part of a stock or ETF to raise cash if you're doing it for portfolio balancing? Or is this a dangerous strategy that could backfire if the market takes a nose-dive? I'm presently in a situation like this in my RRIF, which is well-balanced using mostly 5i recommendations, plus some fixed-income ETFs.

Thanks as always for your timely advice.
Read Answer Asked by Jerry on August 30, 2016
Q: Hi Team

I hold about 16% U.S. stocks in U.S. dollars. I am also well balanced, holding many within your 3 PFs (mostly the Balanced PF). I am thinking of buying ULTA with new US$ (1.25%). The stock is down about 6% or so in the last week. The only news I find is that ULTA is aligning with the Proactive product, which I would have thought would cause an uptick. Do you feel this is a good time to buy? Or is there a problem with ULTA?

I'm so very glad I joined in early 2014. What a difference you guys have made!!!
Read Answer Asked by El-ann on August 30, 2016