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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, This is about re balancing my non registered portfolio by region. I currently have a my portfolio at 20% fixed income and 10% balanced. Now for my growth portion, what mixture would you be balancing your portfolio. US, European, Emerging markets and Canadian. It seems that over the next couple years the growth will be from the US and Emerging markets but would like your assessment for the regions and then what sectors. Thanks
Read Answer Asked by pietro on July 26, 2018
Q: Comment - it would be nice to see you comment on earnings reports of all the companies that you follow as they report vs. waiting for a member to ask. Have you thought about doing this?
Read Answer Asked by Sandy on July 26, 2018
Q: I noticed Abt is doing quite well this month and I am finally above water again. My questions are:
1) is there some news;
2) when do they report next;
3) is this a good opportunity to exit this stock or do you think the momentum can continue;
4) My husband and I hold this stock in a TFSA, Riff and Rrsp -is this stock better suited for one type of account over another if you think it is a hold.
Thank you.
Maggie
Read Answer Asked by Maggie on July 25, 2018
Q: Can you provide a price target based on the new balance sheet value per share as a result of the air canada offer? They own some other assets like Cardalitycs and the $500M areomexical points program. But I'm confused about where pension obligations and working capital cash will go if Air Canada buys aeroplan and takes on the redemption liability.

Much thanks
Read Answer Asked by Wayne on July 25, 2018
Q: In order to get us exposure, I currently hold a number of individual canadian companies with us operations, e.g. aqn, td, bpy.un and etfs txf and zwu. In addition, I hold about 10% of my portfolio in zwh. I am not unhappy with the latter, but am considering reducing the 10% exposure with something other than a covered call approach. What would you consider appropriate, preferably hedged, to pair with zwh to achieve a more balanced approach to the us portion of my portfolio.

Thanks for the great service.
David
Read Answer Asked by david on July 25, 2018
Q: Hello 5i team,
I'm thinking in investing in Preferred shares; to that end and for starters, I examined the CPD chart from 2008 to date.
I noticed that the share value dropped by 25% in the 2008-09 recession; I can understand that. But it also dropped by 25% in 2015; could you please enlighten me as to why?
Could you please explain the pros & cons of investing in a preferred ETF versus in particular preferred shares?
Thanks,
Antoine
Read Answer Asked by Antoine on July 25, 2018
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