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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: Exco technologies continues to make 52 weeks lows down 45% since 2015. Canadian insider reports pretty heavy insider trading in the recent early summer pop up. Should that be concerning?

Is there a good reason to hold this and how does it current p/e compare to its historic average. Dividend of 3.3% is also very high; what does that represent of payout ratio?

Thanks
Read Answer Asked by Thomas on August 28, 2017
Q: The 5i team indicated back in May (after an earlier earnings report) that the company looked 'interesting' but would like to see more evidence that the company is moving in the right direction.
Does yesterday's earnings report now give you a clearer indication of where this micro-cap is heading?

Thanks for your insight on this. 5i Research is proving a very helpful resource for this small investor.
Read Answer Asked by Steve on August 28, 2017
Q: Hello 5i,
With the news regarding K92 Mining and the drop yesterday and today, I am wondering if K92 is still a good holding as part of my 5% gold "insurance". If gold goes up in the future, will K92 follow? I was thinking that it's one of those "when the tide rises all the boats follow" situation but I'm not so sure anymore. Thanks!
Read Answer Asked by Jean-Bernard on August 28, 2017
Q: Hi !

Looking for a growth company relatively safe, with a good dividend to put in my RRIF. What do you think of Triton (trtn-n)? Any other suggestion ?
Read Answer Asked by Jacques on August 28, 2017
Q: Greetings, guys.

I have Winpak and Loblaws. I like both names because Loblaws is trading at a roughly 15 p/e and Winpak has no debt and a large cash position. However, eps growth in 2018 is fairly muted in both names.

All things being equal, I was wondering, would you sell Loblaw for WSP Global and Winpak for Cae? I have a small loss on Loblaw in a tax free account and I have a 10% gain on Winpak in a taxable account.

Do you think these changes improve the growth profile of my portfolio, without increasing the volatility? I appreciate your thoughts.
Read Answer Asked by john on August 28, 2017
Q: Hi 5i Team:
I've held L for the better part of 3 years now. It seems range bound between $60 - $70. Sometimes going over $70 and then having a pullback. With Amazon entering/disrupting the grocery business. I would like your opinion if you think switching Loblaw's for Premium Brands would be appropriate. Same sector, same dividend and PBH probably better growth and dividend prospects.
Read Answer Asked by Dennis on August 28, 2017
Q: According to the press release of 24 August as of today DIV is exempt from the reporting requirements under section 501 of the TSX company manual. This section requires companies to report all proposed material changes of the company's business or affairs promptly to the TSX. If I am reading this right isn't this unusual?
Read Answer Asked by Kenneth on August 28, 2017
Q: I am slowly building the BE portfolio in my RRSP as funds become available. For instant diversification, would it make sense to own 20-30% ZDV for access to bigger names like BNS, ENB, MG, T, MX, CGX and SLF? Basically Financials, Energy and Utilities would be covered. I could then concentrate on adding the smaller names like SIS, PBH, GUD, ENGH, TOY for the remainder of the portfolio? Would it defeat the essence of the BE portfolio? Any other ETF would be better? Thanks!
Read Answer Asked by Jean-Bernard on August 28, 2017
Q: John Mauldin wrote a piece this weekend on how to avoid large draw downs in equity investments. He advises to buy and stay invested when a security is above its 200 simple MDA and sell when the security falls below its 200 MDA. I may get whip sawed sometimes, but I will avoid the large draw downs. I am 70 and I don't like losing capital. 50% of my RRIF is a dividend portfolio set up to cover my required minimum withdrawals for the first 5 years. If you agree with the opening strategy would you also agree it could possibly not apply to the RRIF. I am very interested in what you think about this strategy.
Read Answer Asked by Richard on August 28, 2017
Q: Greetings 5i,

I currently hold positions (slightly more than a half position each) in both TD and BNS (TD for their American exposure and BNS for their international exposure). In your opinion, is it necessary to own two Canadian banks? Do they complement each other well, or is there too much redundancy? If the latter, would you recommend one over the other?

I have a long term horizon (I am 35), am fairly conservative, and prefer long-term holds. In the Canadian financial sector, I also hold SLF and BAM.A.

Thank you.
Read Answer Asked by Lucas on August 28, 2017
Q: Dear 5i
I look at the chart of the TSX and see that its been trending downward over the last 6 months or so while the S&P and DOW have been trending upwards over the same time period . My thought is that it might be a good time to invest in the TSX now as that downward trend is most likely to start to reverse upward and not invest in the DOW or S&P as that trend is likely to reverse downward . On the other hand 5i generally advocates investing into strength meaning investing the opposite to what i`m suggesting . The other thought of course is to invest equally amongst them all so diversified across the board . I know predicting the market is impossible but i still like to invest to some degree on probabilities .
Appreciate your thoughts .
Thanks
Bill C.
Read Answer Asked by Bill on August 28, 2017
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