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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 have positions in all 3 of the 5I Portfolios. Income(70%) Ballanced/Model (20%) and Growth (10%)portfolios. My Question is on the DRIP strategy and whether I should use it as part of my reinvestment or take the Dividends and utilize them as part of my annual Re-balancing Exercise. My outlook is on a long hold of 10-15 years, minus any sells you suggest on the portfolios themselves.

Also when publishing your Summary of Stocks Covered, I wonder if you can add which stocks offer a DRIP plan. Thanks again for your advice and knowledge. Ben
Read Answer Asked by Ben on November 30, 2016
Q: Now that there are 11 sectors in the Toronto TSX what would be your Sector allocations for a Conservative dividend and some growth oriented 45 year old investor.
Thank you.... Paul K.

I was wondering if you would advise the same weighting as you recently advised Paul K below* for a 63 old man's dividend growth portfolio in Canadian stocks. I would like to add that I like to avoid real estate related investment stock since I own rental properties and of course my home and therfore consider myself over weight in real estate. And what is your general perspective for investors with a lot of personnel real estate. Is this a good reason to avoid real estate related stocks. Thank you for your great service.
mike
*As a 'general' guideline:
Financials 15%, utilities 10%, telecom 10%, info tech 10%, materials 5%, energy 5%, real estate 5%, consumer staples 10%, consumer discretionary 15%, industrials 10%, health care 5%.
Read Answer Asked by Mike on November 30, 2016
Q: I'm tweaking holdings within my US portfolio. I currently own IBB and NVO. I would consider selling one or both, to free up cash to purchase CSCO or JCI. Would you consider this a prudent move? Is there any other US equity that you would prefer over the ones I have listed?
Thanks for your help.
Read Answer Asked by Marco on November 30, 2016
Q: Airboss announced early Nov. 28 an NCIB for up to 10% of the public float, to start Nov. 30, 2016 and run for a year. Do you think this might put a floor under the price, which seems has bounced off the 52-week low in the last couple of days. Would you consider this an opportunity to step into this name in a modest way or do you think there might still be additional tax loss selling over the next couple of week?
Read Answer Asked by David on November 30, 2016
Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C
Read Answer Asked by Bill on November 30, 2016
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