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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 own ATA and AIF in my RRIF account, both of them suffering a small loss. I would like to replace one or both of them with ECN. What is your thought? I usually like to hold stocks for at least 3 years. Thank you very much.
Herbert
Read Answer Asked by Herbert on March 18, 2019
Q: I have the above Reits which I would like to consolidate into much smaller number. Appreciate your opinion on your preference of which ones I should keep/switch to, based on expectation of total return over 3-5 years period.
Thanks
Read Answer Asked by Saad on January 15, 2019
Q: Hi, I used a screener to look at companies that have had a hard down in the last 6 months, as well as a positive uptick in the last 10 days. I have found two in the subject line above. I also want a small dividend at least and both above are sufficient. I think both AIF and NFI missed last quarter, and they are expected to grow, however, it appears that AIF's growth into 2019 is significantly more (according to scotia) than NFI. I do know NFI has been a darling and this can be a good time to get in. Can you give me your opinion on both in contrast and consider which one you would add to a portfolio now for longer term. No need to consider any of my other holdings. Thanks.
Read Answer Asked by Jordan on December 04, 2018
Q: I joined 5i a year ago.

One of my first transitions was to purchase AIF (Altus) it has been on a toboggan run since. You recommended selling last quarter. I wanted to give it one more quarter as past earnings appear stronger in third and fourth quarter. With yet another miss it is time to move on. My Canadian holdings look much like our flag - red and white with no green. Patience is waning here.

I hold the following 5i recommendations:
AIF, ATD.B, ATA, GC, SLF, VB, GUD, CSU, KXS, SIS, MX, PHO, TOY, RHT (yes still could not get out fast enough), TSGI, COV

Also own XIT, XEG, PXT, TD, BAM.A, KL

I am considering replacing AIF with CAE, WSP, TFII or another recommendation?

This is in a registered account 5 - 7 year time to use horizon.
Read Answer Asked by Glen on November 09, 2018
Q: AIF recently reported - they missed estimates. Revenue growth is strong and has been increasing steadily, however they have now missed two consecutive quarters largely on write downs and an increase in compensation. Market has punished the stock and now down -25% YTD. What are your thoughts on the company and management going forward? I am considering taking a loss (registered account) and buying an oil stock. I am holding ENB and PXT and considering TVE, GTE or RRX or another suggesting? Stay the course or switch out?
Read Answer Asked by Glen on May 16, 2018
Q: Good day 5i team
I would like to know why and when to change a companies sector (TSX) to one I feel is more appropriate in my portfolio. It is something that skews a balanced portfolio as stocks will move with their sectors? I am using the examples from your balanced portfolio that have different sectors listed from the TSX. Or does it matter at all as all these companies are touching on both allocations?
Thank You J
Read Answer Asked by Jeremy on April 06, 2018
Q: This group has posted disappointing results of late...what/when are the expected next earrings estimates? And when is it time to review whether these still should still be held? Thanks....
Read Answer Asked by adam on March 16, 2018
Q: Hello 5i team,
I appreciate your response to my question regarding "what to do in view of an impending recession".
Less equity and more fixed income would indeed make sense. I suppose that I could start with the holdings in the Income portfolio; but, of the balanced equity portfolio, which would you consider as "aggressive" and which would you consider as "more defensive".
Thanks,
Antoine
Read Answer Asked by Antoine on January 30, 2018
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