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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 team
Would it be a good idea to short HMMJ or a Canadian Healthcare ETF? How much of the Canadian health care sector is Marijuana. Would there be a catalyst or a cue you use to determine when and if this is a good idea? Also how might you structure such a call? I have not shorted any equity so I am rather green on this. Also I am looking forward to the Moneyshow. Thanks for all the work you do to make this event a success and all the endless questions here. Jeremy
Read Answer Asked by Jeremy on September 12, 2018
Q: Hi team, this year For tax purposes I want to sell open text, PBH, Go Easy and Methanex and repurchase them in 30 days. I own most of the growth portfolio. My question is: what is a suitable time to do this? Should I wait after a possible nafta deal? Thank you!
Read Answer Asked by Jacques on September 11, 2018
Q: Peter; Just a comment - it seems to me all the cannabis stocks are basiallly mimicking CPG in its hey days of using its share price to acquire other companies and assets. And now look at it. ! Rod
Read Answer Asked by Rodney on September 11, 2018
Q: I know that no one can predict the next market correction/ recession, but with the Yield curve getting quite close to inverting, being this long in the cycle, and low unemployment, how cautious should I be at this time.

I normally just continue investing every couple months.

With your advice I feel quite diversified across many sectors with some international investments in as well. That being said, is now or ever a good time to trim a little bit of everything have have cash ready for the next crash.

Would you ever invest in an inverse ETF during a market crash/correction, or is cash the better holding during that time?

If I think a crash may come in the next few months what percentage of cash would be an acceptable amount.

Thanks, Colin.
Read Answer Asked by Colin on September 11, 2018
Q: I need help to clean up and high grade my energy stocks. I have the following in the energy sector: ENB, IPL, PPL, SCL, SGY, TOU and WCP (all were acquired between 2011 and 2014), and I would like to reduce the number of positions. I have not added to the energy sector since Q3 2014.

Energy makes up 8% of my entire portfolio (DCPP, mutual funds, and a stock portfolio managed by me – the 7 stocks referred to above). I have been very patient, but my patience is running out with some of these stocks. Some days I feel like selling the losers and investing in another sector, other days I feel like averaging down on some of the losers (it’s been 4 years since I added to the sector).

I am up 50% on PPL, so plan to keep it. Breakeven on IPL and ENB. Down 33% on WCP, and down >50% on SCL, SGY and TOU. Not including dividends.

I am considering adding VET as it seems to be better quality (recommended by 5i and others), but I don’t want to have too much overlap with the other stocks, nor do I want to increase the number of stocks in my portfolio.

Assuming that I keep the same overall energy weighting, how would you high grade this portfolio. I am open to other energy companies, the only criteria is that it pays a dividend.

Thanks,

Paul
Read Answer Asked by Paul on September 11, 2018
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