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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, I have some dry-powder to put into the market

Was wondering what your current favorites are based on momentum? Are there any that are breaking out?

Thanks for the great service and insight!!

Kuldar
Read Answer Asked by Kuldar on January 23, 2018
Q: I have visited the Pimco website but am still unable to get a clear understanding of the holdings of the Pimco High Income Fund ( PHK:US). In your opinion, in general, would this fund be suitable for a retired senior? The income is high but does it come at a price to risk?
Thank you for considering my question.
Read Answer Asked by Gail on January 23, 2018
Q: In reviewing 5i growth portfolio, I noticed XTC, PLI and RRX are down somewhat from the initial start price. Would you still recommend these companies and what are your general thoughts on their growth prospects? I am thinking of adding them to my RSP account with a 3-5 year time horizon.

Thanks
Read Answer Asked by Frank on January 23, 2018
Q: I am looking for a diversified or industrial REIT with good yield and a history/policy of increasing dividends. Brookfield Properties has caught my eye. What is your opinion? Do you have any other suggestions or preferences for my objectives?
Read Answer Asked by Carl on January 23, 2018
Q: Hello 5i,

I have a unique and complex situation as I worked in the US for half my career and have investment portfolios in both countries with tax deferred, taxable cash and growth free accounts. In addition I carry some significant capital losses. I am 2 to 3 years away from retirement and although I should not be exploiting growth, the lure of using the capital losses is very compelling. I hold SHOP at a full position, KNX & DOL at half a position each, and GUD at a 1/4. My health care sector is also low.

I have a full position to buy with - GUD appears to be the only under performing choice at this time.

What else would you recommend I look at beyond the 4 candidates I have in my current scope.

Thank you

Steve
Read Answer Asked by Stephen on January 23, 2018
Q: Greetings to the 5i team:
Would you please provide your analysis, including growth outlook and potential risks, for Great Canadian Gaming (GC) vs People (PEO) for a 5 year plus hold in a TFSA? I love the following comment by Martin Braun in Market Masters and I wonder if it applies to either? "There's a lot of cheap optionality embedded in stocks. In other words, you're not paying for this happening, and you're not paying for that happening; you're paying maybe a teeny little bit for a third thing and maybe a little bit more for a fourth thing happening to the stock. If any of those four things were to happen you'd make good money because the market's not really paying for them."

Thanks,
Read Answer Asked by Stephen R. on January 23, 2018
Q: I've held Stantec for about 4 years. I'm up about 5% plus the rather low dividend payout. I've held on because not losing money is important, and I appreciate the portfolio diversification it provides. However, I'm feeling increasingly impatient and have been contemplating switching it for Brookfield Asset Management. Is it worth sticking with Stantec? Also, is Brookfield tax efficient in a cash account? I know some of the Brookfield companies have complicated structures.

Thanks for all your help!
Read Answer Asked by Bill on January 23, 2018
Q: Hi 5i: Just a comment regarding Steve's question about the availability of insider trading reports by INK Research. I use discount brokerage platforms of a couple of the big banks and often find that diversity to be an advantage over a just a single brokerage approach. The platforms are not all identical and the ones I use have different strengths and weaknesses. One of the advantages of the TD Waterhouse site is that it does make INK insider activity reports available to users of the system, at no extra charge. It might not be enough to make it worth opening up a TDW trading account just for that purpose but if you are interested in broadening your exposure to what is available it is a nice feature to pick up along the way. Hope that may be helpful!
Read Answer Asked by Lance on January 23, 2018
Q: Hi All at 5i! I would like to invest in a broad ETF ( in Canadian dollars) Which covers the US market, and one that covers emerging markets. Could you give me your choices and why. Thank you for all you do especially your hand holding when I am feeling a little unsure of what I am doing. You make my learning curve in the world of investing a little smoother!! Cheers, Tamara
Read Answer Asked by Tamara on January 23, 2018
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