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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: These 3 companies represent 5% of my portfolia. I was thinking of adding more BEAT. Can you give me your thoughts on BEAT? I could not find any reference to it under member questions.
Read Answer Asked by Elaine or Gerry on July 06, 2017
Q: Hello to all of you at 5i,
I'm debating whether to buy shares of Borg Warner so as to diversify outside of North America or make a move on Magna for almost the same reason given it does a lot of business in Europe. Which one do you see as having the better prospects? Thanks in advance.
Robert
Read Answer Asked by Robert on July 06, 2017
Q: I like PUR, but have one concern. Could you please estimate what % of PUR's revenues you believe are from government. Many services offered by Wachs Water Services and other PUR divisions are preventative in nature, targeted to detect a weakness in a pipeline before it becomes serious. My concern is that cash-strapped governments may want to, but decide they can't afford this service. I'd appreciate your comments on whether my concern is a "deal breaker" to not buy the stock. Thank you.
Read Answer Asked by Edward on July 06, 2017
Q: per your latest addition to the balanced portfolio, I plan to add CAE to my portfolio. To do this, however, I need to sell one of my other tech stocks. which amongst KXS,CSU,GIB.a,DSG,ENGH,CLS,OTEX would you suggest to sell at this time. All have a 2% weighting.
thanks
Read Answer Asked by David on July 05, 2017
Q: With the prospect of interest rates rising in the very near future, is it time to lighten up on Reits?
Do you feel that there is much more upside in NFI and PBH stocks from their current values?
As always,thanks for your advice.
Read Answer Asked by Hanna on July 05, 2017
Q: Hi, could you please rank these 6% plus income stocks purely in terms of relative security of the dividend. Any that you feel might little too risky for a conservative retired investor. Thanks.
Read Answer Asked by Gary on July 05, 2017
Q: I see a couple of concepts repeated in your answers: 1) if you have a short term need for cash (buying a house within 1-2 years eg) you should hold cash or cash-like investments (i.e., not equities), and (2) in general, some equity investments may be ok, but only for a 3-5 year hold.

Can you walk through the mechanics of how to deal with the situation of investing when you know you'll need cash after, say, 4 years? Do you buy good diversified equities (eg BE portfolio) and hold for 4 years, committing to yourself to sell only on the day before the 4-year period is up? Or do you buy such equities, but then slowly rotate into cash (when?)? Or commit to rotating into cash at the 2-year mark or some other arbitrary date? Or do you assess the situation at the 2-year mark (e.g.) and hang on, or not, depending on whether the portfolio is high or low?

Wondering what your thoughts are on buy/sell strategy in such a scenario. Thanks.
Read Answer Asked by Chris on July 05, 2017
Q: Hello. I currently hold zdi in my cash account and am thinking of increasing my exposure to this part of the world (now about 1.5% of that portfolio). I'm wondering about the pros and cons of doing this by adding zea. I realize it doubles my exposure to the UK, but it also adds more of Japan. Alternately, I could just buy more of zdi. Your recommendation, please.
Read Answer Asked by Donald on July 05, 2017
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