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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: I am new to 5i. I appreciate the candid views you offer your subscribers.

For those of us with smaller portfolios or those wishing to cap Canadian equity exposure to say 50% and unable add all 26 positions of your Balanced Equity portfolio what is your suggestion? I use ETS to gain USA/Int exposure and pick Canadian stocks for Canadian exposure.
Do you have a recommendation of say 12 positions for a TFSA with a 5 - 10 yr time horizon?
It is Canada so a couple obvious inclusions are a bank and insurance company followed by a myriad of sectors and companies?
Read Answer Asked by Glen on February 22, 2018
Q: 47% of XEG is made up of Suncor and CNQ. Whereas the top seven holdings of ZEO are equally weighted around 7-9 % among energy companies.
Can you please provide your insight as to which of the two ETF's will rise more if and when the oil prices will rise? As well, which ETF you will recommend?
Thank you
Read Answer Asked by Terry on February 22, 2018
Q: For the first few months of ownership I was making a few clams with this company but now I’ve been underwater so long I’m running out of air. Does current valuation suggest I might want to refill the tanks or should I just swim away.
It dropped substantially last year when the government announced it would grant a licence for 25 per cent of the total allowable catch of Arctic surf clam (taking away CLR’s monopoly). It seems to be falling today on the same news, except that the winner of that 25% allowance has now been identified. Is it an over-reaction?
Read Answer Asked by Peter on February 22, 2018
Q: Thank you for the response yesterday to CCL.B. I wish I had placed the order immediately before today's run-up.

CLR has been beaten up significantly. It pays a decent dividend - what are your thoughts on entering into a small position in this at this time? Or would this fall into the catching a falling knife category?

thanks

Read Answer Asked by Brad on February 22, 2018
Q: Hi 5I, I will appreciate your help in picking the best of intc or csco and or suggesting better choices for safety and growth, and the same for zem or xec.
Many thaks, J.A.P, burlington
Read Answer Asked by Joseph on February 22, 2018
Q: Hello,

I have a question about PHO. Is there any reason for the recent "slump" in this stock recently? The stock is on a downward trend for the last month and market does not seem to like the announcement of its recent sale of the optical flow product line. Also could you tell me the next earnings date (where would I find this easily)?

Thanks for you excellent service!
Read Answer Asked by Douglas on February 22, 2018
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