skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 some US cash and think I will deploy it in a copper stock because of the upward price pressure on copper. Could yo recommend some names that I can pick up using US dollars?
Read Answer Asked by hal on February 09, 2017
Q: Hello Peter, Ryan and team:

In the current political/rate increase climate what is a good % in terms of asset allocation for Bonds for a 60+ year old couple who are medium risk takers. Further more inside the bonds what should be % for Short term/medium term, Corporate and high yield bonds. I understand it is not a good idea to hold Long term bonds though Vanguard has just released several ETFs incl Long bond ETF! When the experts on BNN or in Business pages talk about "cash" position 30% etc., I presume they mean cash/GICs and Bonds?
Always enjoy your take on things .
Mano
Read Answer Asked by Savalai on February 09, 2017
Q: Hi guys,

Just wanted to know your thoughts about EMH and active investing. We all know that fees are a huge drag on performance; but interestingly, an old Globe article by George Athanassakos argues institutional factors like hugging the index are the main factor for underperformance.

http://www.theglobeandmail.com/globe-investor/investor-education/real-active-management-is-worth-the-price/article26874608/

Would there be an advantage in returns (not including fees or commissions) with following a disciplined 100k model portfolio versus investing 100k in a traditional 300mil fund with the same holdings? I suppose inflows and outflows would be a major factor as well.

Thanks for your opinion.
Read Answer Asked by Elliott on February 08, 2017
Q: Hi ,if you can clarify a scenario
- Using the finaning done by CVM.v as an example . They raised $12 million at .33 with a 1/2 warrant (full warrant exercise price .70 for 18 months)
The share price was at around .45 yesterday and gapped up to the .55 area today
What are the most likley reasons the share price goes up on this news?
Is it possible they drive it up to short (covering with their .33 cent shares) or is it just a positive reaction to funding
Thanks and excuse any ignorance
David
Read Answer Asked by David on February 08, 2017
Q: Can you please comment on the benefits, if any, of using a monthly income fund for generating a safe monthly income? What kind of return after fund expenses could I expect and are there capital risks? I have equities but am looking for something safer, bonds and GIC's don't seem worth the effort given the low returns. Perhaps what I want (a decent return with minimal risk) isn't available as things are currently. Thanks for the advice, Rob
Read Answer Asked by Robert on February 07, 2017
Q: I have a well balanced successful portfolio, thanks to 5i, with 10+ years to semi retirement.
50% balanced portfolio, 26%US$RRSP containing stocks and ETFs, plus Boyd, QSR and a few others. In my US$ RRSP, I have:
AAPL 2.8%
FB 2.1%
GOOG 3.9%
IBB 6.9%
ISRG 5.1%
IWO 8.6%
PCLN 3.8%
QCOM 7.5%
SPY 45%
VIG 7.4%
XLY 6.5%
What would you recommend for My US RRSP?
Read Answer Asked by William on February 07, 2017
Q: Hi there. I have very little weight in pharma/biotech sector and very little weight in commodities sector including zero weight in gold/silver. I'm overweight in financials and tech stocks and equal weight in industrials. I Have an addt 25k to invest. Looking for high potential growth over the next 12 months. Not concerned about short term volatility. Can you recommend 2 Cdn stocks and 2 U.S. stocks to consider? What sector do you see having the most potential upside in 2017? Thx for opinion.

Robert
Read Answer Asked by Robert on February 06, 2017
Q: Hi is it possible to explain how this occurs or if it does
A company does a financing at say $1.35 with a 1/2 warrant (each full warrant entitles holder to acquire a share at $2 fr 24 months) and the share price is $1.52 (using #s from EMH.v's recent financing as example)
So the share price drops as share holders sell to get in on the deal . My QUESTION is do they also short and use the $1.35 as insurance ?
Hope that makes sense ,
David
Read Answer Asked by David on February 06, 2017
Q: In a follow-up to my question in regards to the ex dividend date for a dividend payout I would like to thank Mike for clarifying the drip portion of the dividend payout. My question now is what do you mean by on the day of the ex dividend that the stock does not trade with the dividend. On that day does the stock have a lower or higher price? or if you sell it on that date you don't get the dividend. Thanks.
Read Answer Asked by steven on February 06, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!