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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: I've been a member of 5i for about two years and your help has been substantial. Thank-you. I currently own a portfolio that closely mirrors your balanced portfolio.

My question today relates to one asked recently about Warren Buffet's wishes regarding his investments should he die. I believe it was somethink like 10% to short term bonds and 90% to the S&P 500. I'm seeking advice regarding what a kind of portfolio a Canadian should develop in a similar situation. My wife has no interest in day to day stock analysis. Should she inherit our portfolio, I'd like to construct a 'buy and hold' ETF portfolio, in addition to our current portfolio, with exposure to Canada, the United States and the rest of the world. This would comprise the equity part of a more complete portfolio. Hopefully, it would have the potential to show resonable gains with little attention by the owner. My question is: which 3 ETF's would you choose to gain exposure to the 3 markets for a Canadian who simply wants to buy and hold? What % would you put into each ETF?
All the best to you and your families for the holiday season.
Read Answer Asked by Les on December 22, 2017
Q: Not a question just a BIG thank you for who you guys are and what you do for us on an unbiased basis --- hard to find any of that in today's world!
Happy Holidays and Merry Christmas 5i Team!
Read Answer Asked by DOUG on December 22, 2017
Q: Bip.un dropped 2.16 % today ? I’m up 54% on this stock but down 17.84% on HWO. The fundamentals look good for hwo. Should I sell bip.un and average down on HWO, sell both decreasing my tax bill , or keep existing position with the hope that Hwo will recover in the new year.
Read Answer Asked by Roy on December 22, 2017
Q: World economies look good. People have money to gamble with. What gambling companies look the best in Canada . Chinese are biggest gamblers in the world with Aussies number 2. What companies benefit with this growth in China. I assume USA companies benefit the most. Also what do you think about Pollard PBL ?They print lottery tickets and currencies. All governments like people to Gamble for their share of tax revenue. Super MAX is $ 60,000,000 this Friday RAK
Read Answer Asked by bob on December 22, 2017
Q: Regarding this announcement that MEA purchased over 39 million shares of SDX:
http://www.newswire.ca/news-releases/sdx-energy-inc-sdx-or-the-company---tr1-notification-of-major-interest-in-shares-665661733.html

Do you know anything about MEA Energy Investment? Successful investing record? Passive/active? (Any history of buyouts?) AND - do we know what they paid?
Read Answer Asked by Peter on December 22, 2017
Q: Hi,
I have many of my stocks enlisted in DRIP. I am a long term investor and don't need to draw on any of the dividends right now and have a well diversified portfolio. What types of stocks would be ideal or better to enlist as DRIP? Growth stocks don't really pay dividends so we can probably ignore those. Comparing stocks such as AQN, GSY, SIS, ECI, SGY, etc..how would you rank them for DRIP or would they all be fine?? I have many stocks that pay decent dividends but I'm trying not to continue to drip in losing stocks where I can invest those dividends elsewhere.

Thanks, Merry Christmas and Happy Holidays!!
Read Answer Asked by Keith on December 22, 2017
Q: If one is moderately concerned about a potential market pullback, would ONEX be a good hedge? How does this stock react in market downturns compared to FFH?
Read Answer Asked by Mike on December 21, 2017
Q: Myokardia
Hi team, I am up on this stock significantly, I bought this stock couple of years ago after watching lot of insider activity.
But is this company worth holding on to or take profit.
I have been a member since July this year, your service and expertise is unmatched. I am beating myself for not knowing 5i all these years.
I would have been much much ahead.
I wish you guys a very merry Christmas and great holidays..
Read Answer Asked by Pradip on December 21, 2017
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