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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: Sometime ago you had an article called "Who is working for You." or some thing like it. I cannot find it in 5i . Has it been deleted or am I not looking in the correct place. Could you please tell me where to find this article... Thanks. Ernie
Read Answer Asked by Ernie on July 04, 2019
Q: Regarding the upcoming webinar on Portfolio Analytics, will you be archiving it for those of us who are not available to watch it live on the 9th?
Thanks.
Read Answer Asked by Molly on July 04, 2019
Q: On june 27 a question was asked about renewable energy etf's. I have been a bit worried about straight oil and gas stocks, myself, and have been thinking about slowly shifting towards renewable energy. You offered several possibilities at the time. I was wondering which ones you would recommend amongst those:
ETFs (MER): QCLN 0.6% (US), ICLN 0.47% (Global), PBW 0.7% (Global), PBD 0.75% (Global)

I have US dollars so will be buying on the US side.
thanks
Read Answer Asked by joseph on July 03, 2019
Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,
Read Answer Asked by Yousef on July 03, 2019
Q: 5i Team
I currently own PHN Bond Fund (RBF1110), PHN High Yield Bond Fund (RBF1280) and GICs in my RRSP for the fixed income portion of my portfolio
Would adding a convertible debenture ETF complement the PHN High Yield Bond Fund (RBF1280) or would it be a duplication? The convertible debentures would not exceed 5 % of the total fixed income in the RRSP.
Are there any other Canadian convertible debenture ETFs other than CVD and CXF. Of the two ETFs mentioned, which is your preference?
Is it better to use an ETF for convertible debentures or should I purchase individual company debentures.
Where can I obtain the credit ratings (Moodys/S&P/DBRS) for individual company's convertible debentures.

Thank you for great service.
Read Answer Asked by Stephen on July 03, 2019
Q: Thoughts on this company? I read the financials and it looks like they have a lot of debt? Their ceo seems to have a great track record. Any red flags?
Read Answer Asked by Cory on July 03, 2019
Q: Hi, Could you please put together a few reasons why the stock has pulled back from recent $45 level and now gravitating back towards 52 week lows of $35 - $37. In all your comments, you have all the positives to say about the company and suggested that Toys r'us bankruptcy issues are temporary and amazon being no threat to the company. However, market does not appear to think so. Someone on the BNN also mentioned that Hatchimals are also not selling well. During past 2 years, stock has been lagging from a high of $59 to a low of $35. Expectations of future growth and patience has not exactly helped and some of 5i favorites like, TSGI,TCL.a,SIS continue to test new lows. The point is, captital is not infinite and tough decisions to sell, without waiting too long may provide an opportunity to reallocate capital to 5i names with more clarity and positive momentum. This strategy helped when we liquidated full position in TSGI and 65% each in TCL.a and SIS, over time and used funds for LSPD, RPI.un etc. Does this sound like a fair approach ? With this perspective, is it worthwhile to hold on to TOY while market is saying otherwise ? Thanks
Read Answer Asked by rajeev on July 03, 2019
Q: Regarding Peters “Big Swim fundraiser” I like many others have done very well by 5i Research’s sage advice and would very much like to give back. Is it possible to donate shares “in kind” which would be very fitting and tax efficient means of donation.
Thanks 5i for all you have done.
Les


Read Answer Asked by Les on July 03, 2019