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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: hello 5i:
referencing "Dennis'" question of October 20th, BNS AT1 hybrid security.
Can you expand on the answer? I'm having a great deal of trouble trying to find out EXACTLY what this is. And, if the statement, this debt is cheaper for the bank (Hymas), then won't all banks be doing this? Or, what about non-banks? And what effect do you see this having on the preferred market? Would this increase the yield of new prefs being offered, as older prefs will be seen as less attractive? Many questions here, but as I said, I am having trouble finding answers anywhere else, not subscribing to Hymas as there maybe answers there.
thanks
Paul
Read Answer Asked by Paul on October 26, 2017
Q: Hello Peter and Team,
The article;Filling in Portfolio Gaps for a Canadian Fund Investor by Ryan Modesto makes the point that passive investing in the TSX 60 ETF is not proper diversification.

The 5i Balanced Equity Portfolio is actively managed with a strategy to offer a balanced diversified approach to sector, style, market capitalization and does not aim to mirror a broad index (BE Portfolio holds 15.62% in technologies and 2.41% in healthcare).

1. An investor with risk tolerance comfortable for the BE and a time frame of over 10 years would it be advisable to add two or three positions like ZQQ (US Technology sector exposure), ZUH (US Healthcare sector) and or ROBO (robotics and artificial intelligence)?

2. Would you consider these ETF not in line with the BE strategy and would create over diversification and or not to be in risk tolerance of the BE portfolio?

Thank for the great no conflict service that you provide, Ronald


Read Answer Asked by Ronald on October 26, 2017
Q: Peter and His Wonder Team
GE... the giant has stumbled. A large 3rd Q. miss, a possible dividend cut and continued reorganization... So with all that uncertainty the stock is hitting new lows. I also presume tax loss selling may increase after the CEO provides his vision for the company on Nov.13th. So do you think it is possible that this stock may fall another 20% before it hits bottom? Better to hold or bail now because it looks like a long rough road!
Thanks for your great insights which are always of value to us little guys!
Dr.Ernest Rivait
Read Answer Asked by Ernest on October 26, 2017
Q: Hello 5i. I have a sizeable gain in this company and wondering if I should take some profits or keep accumulating it. (as you say averaging up is a good thing!)The investment thesis still seems sound but can I get your assessment on pbh. What is it's projected annual growth rate for the next few yrs? debt load? What valuation do you give it? Are there any red flags?
thanks!
Read Answer Asked by pietro on October 26, 2017
Q: Vancouver Sun Oct 24---A confidential B.C. government memo pointed to alleged under reporting of suspicious cash transactions.Before 11/2015,River Rock casino"did not review large cash transactions of $50k or less for indicators of being suspicious transactions"Also report on the under reporting of suspicious transaction reports at the River Rock Casino. On Oct 23 G C's CEO stated that it acts in strict compliance with regulations. The story will not go away,stay tuned.Money laundering is a very big issue.This issue already has a negative impact,the q is that will it get worse
Read Answer Asked by Peter on October 26, 2017
Q: In your answers regarding this company you indicate additional comments
are posted in the question and answer section and another member thanks
you for the running commentary. I thought I was in the question and answer section but can't find anything other than what you give in the answers. Could you please clarify this for me
Thank you Dave.
Read Answer Asked by dave on October 26, 2017
Q: Peter and team:
I read a question from someone this morning about a TFSA for their 18 yr. old daughter. I had just been thinking about this prior to turning on the computer. I too am in the same position. I had been thinking RRSP. Which vehicle (RRSP vs. TFSA) do you feel is best for a young investor to start with? Also, for an RRSP, what would you think of a low MER high quality Mutual Fund such as MAW 104.

Thanks as always for a great service.

Phil
Read Answer Asked by Phil on October 25, 2017
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