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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: Hi 5i team,

About 18 months ago, I invested 20K in my girlfriend’s newly opened TFSA. I had asked a question where I was looking for stocks (medium to low risk) with dividends above 3% and still have potential for some growth for a 2-5 year hold. These were and still are her only investments.
Following your recommendations I bought equal weights of CDZ, WSP, BNS, AD and WIN. I have since sold WIN for ATD.B

If I were to start over today, what stocks would you suggest? Would you recommend that I adjust the current holdings to match any new suggestions? Or would you just stay the course? Thanks
Read Answer Asked by Marco on September 19, 2016
Q: Can you please explain something to me? Why, at least based on what I read in the newspaper, when the economy shows signs of deteriorating putting off risk of an interest rate rise the market goes up. When things look better for the economy and there is talk of raising rates the market goes down. Wouldn’t most legitimate business do better in a better economy? So shouldn’t it really be the other way around? Why are stocks thought to do better in low interest rate environment? And is it true that they do?
Read Answer Asked by David on September 16, 2016
Q: I have just read a BMIS explainer on the PG sale to Coty. They offer an Option 99 for a PG shareholder to do NOTHING. My read of this is if you want to participate in this transaction you must tender some of your PG shares to enter a convoluted process to determine what you receive. My take on Option 99 is if you don't opt to tender any PG shares, you are effectively letting PG mgt to look after your residual value from this Tx.
Is this a correct conclusion? Is there any material value for a small PG holder to participate in this auction?

Tnaks as alway for your advice.
Ernie
Read Answer Asked by Ernie on September 15, 2016
Q: 5i

Appreciate your comments in regard to the next USA President. What do you beleive the markets in general will do and what will happen with commodities, oil, gas and gold if Hillary gets elected or
if Trump gets elected. Some pundants Are saying gold will soar if Trump wins and markets will drop 20%. If Hillary wins then markets will be volatile as people do not trust the establishment.

Wayne
Read Answer Asked by Wayne on September 15, 2016
Q: I'm looking for an income component to my portfolio. i already have decent exposure to large dividend paying companies (cdn banks, BCE, Telus, ENB, TRP, BEP, BIP, CU, VZ, MO). i have a small amount in bonds but i am hesitant putting more money towards bonds at this point. where else would you go to for income for a total return of 4%-5%? Riets (XRE)? Preferred shares? This will probably be a 3%-5% weighting in my portfolio and a long term holding. Thanks
Read Answer Asked by Richard on September 14, 2016
Q: Hi 5i Research team, I have a long term horizon, and I am a patient and more of a growth oriented investor profile. As interest rates are very low (they have been for a while, I agree), if, instead of investing in REITs, banks, fund managers and insurance companies to obtain my financial sector exposure, I invest in a combination of other "financials" such as AIF, CXI, TCN, TNC, HCG, DH, what would I be missing? What exposures? What additional risks would I incur? Do you have other quality suggestions to complement this short list of other financial stocks? With such a group, are your main large cap recommendations in this sector (BNS, SLF) still necessary? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
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