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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: Good Morning 5i Team:

I currently hold some IT, as I think it will perform well during a deflationary/recessionary time.

I have heard the issues AYA are having with the investigation.

What relationship do those AYA rumours have on IT? How do you feel about an investment in IT?

Thank you!
Read Answer Asked by David on August 06, 2015
Q: I currently have too much US cash (315) in my portfolio. Pls recommend a few US stocks - moderate risk - growth is a higher target than yield for me. Thanks
Read Answer Asked by gary on August 06, 2015
Q: Seems to trade at a fairly low volume though it seems a decent stock with USA business,why the lack of interest here you think ?
Read Answer Asked by terrance on August 06, 2015
Q: Is the earning report on Monday satisfactory? They raised the dividend but the stock is dropping. What is the reason and do you like this stock? Thank you.
Read Answer Asked by Francis on August 06, 2015
Q: I want to eliminate one of my utilities, Aqn or ala the one with grow and dividends thanks
Read Answer Asked by Jack on August 06, 2015
Q: Hi Team,

Would you go full position on Priceline today? Do you still believe in the company the way you did last year? Would it be worth biting the exchange bullet on this one when you have to buy every US dollar to purchase it? The holding period is 5+ year.

Thanks as always on your informed and prompt response.
Read Answer Asked by Saeed on August 06, 2015
Q: Hi Peter and team,

When you remove FM from a model portfolio, does that mean a sell for us even if we do not hold the same positions as the portfolio. Would you recommend swapping FM for another company in the sector (e.g HBM or LUN) or just getting out of the sector at this time?

Also, what's you take on PRW's survivability in the current environment?

Thanks for all you do for us.

BK
Read Answer Asked by Bekaye on August 06, 2015
Q: What are your thoughts on a share purchase at this time? Pozen has a new CEO guiding them who has a stellar reputation for packaging companies as attractive takeover targets.
Read Answer Asked by Gary on August 05, 2015
Q: Could you recommend an Canadian utility ETF
Read Answer Asked by William J on August 05, 2015
Q: Down around ~40% on Kelso & Questor in 8 month old's RESP. $1800 to use elsewhere if I sell.

Context is 3 RESP's 4 year old, 2 year old, 8 month hold, managed as single portfolio (new contributions annually). 14 Names held at relatively equal weights are KLS, QST, GUD, PHM, CXI, PSD, ADW, BNS, WEF, MCD, CSU, FFH, SU, ESL. Happy with all except maybe PSD is a bit of a dud lately given sector.

Sit tight on KLS & QST given investment horizon?
Sell and put into a little overweight in one of 12 names left?
Or sell and put into AirBoss or other 5i stock/ETF suggestion?
Read Answer Asked by John on August 05, 2015
Q: Could you please comment on BIP.UN's earnings. The market didn't seem to respond well to them? Thanks.
Read Answer Asked by Gary on August 05, 2015
Q: Hi, When asked about DRT today you mentioned that the "growth rate is disappointing." Does this mean you don't recommend buying the stock now?

I own a half position. I had heard on BNN that this quarter wouldn't be great so planned to buy more to complete my position after it fell on the news. Is this still a good plan? Or are you suggesting that people wait to buy?

Thanks,
Carla
Read Answer Asked by Carla on August 05, 2015
Q: This is a comment only I could have been much better off sticking to 5i portfolios and not worry about all other stocks.
Now I learned it hard way.
Read Answer Asked by Nizar on August 05, 2015
Q: The stock price has spiked in last week and was wondering if you feel it is a bit ahead of itself...perhaps finding a bid due to weakness in other sectors? I have owned it since the high $90's.
Many thanks as always!
Read Answer Asked by Doug on August 05, 2015
Q: Hi,
Can you tell me why TRL has been declining lately? Have the fundamentals changed or is this just a case of investors bailing out in a tough market?
Thanks
Read Answer Asked by Rob on August 05, 2015
Q: TSM pays about 3.5% div and it was a slow Eddy and gave me a 70% return since 2011. For this year to date it has lost 5.9%. This is in my RRSP. Cy (Cypress Semi) is much smaller and I think it has a much better growth potential, and it also pays a 4% dividend.I am a semi retired aggressive investor. Do you think this is a good swap?
Read Answer Asked by Ford on August 05, 2015
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