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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: 2 questions - please deduct as many points as needed.
Q1 - according to Portfolio Analytics, I need to increase my fixed income allocation by $90k. I own 4% positions in XBB, ZIC & PMO005 and 2.6% in CPD. Would you recommend adding to one of these or would you suggest adding another ETF?
Q2 - I need to add $125k to International exposure. Current international holdings include XAW, XMI & XEC at just over 2%. Should i add to anyone of these or add something else?
Read Answer Asked by Rosemin on May 21, 2019
Q: Hi,

Just curious about this Company with the announcement of the FOX tie up, which I believe you had mused about last year, a media company at least. Currently they only have sports betting in NJ, I believe. They could set up in Nevada, WV and PA with their partnership with Eldorado and Mount Airy. Any reason why they elected to wait? Additionally I don't think they have a licence in PA for betting. Is the stock valuation suffering as a result of the time it has taken to get sports betting to market or are there other variables? I cannot agree that the financing of the purchase of sky bet and william hill were not telegraphed and are the reason for the fall from the heights.

Thoughts?
Read Answer Asked by Kelly on May 21, 2019
Q: Can I get your views on NameSilo Technologies (URL). Could they be a nascent Tucows?

Thanks
Read Answer Asked by Scott on May 21, 2019
Q: Hi, was thinking of buying some IPL for some income and growth (50-50). What are your thoughts on company as far as debt,management ,and future stability, when we have a market correction.
Would hold for longer term 3-4+ years. Or would ENB be a better option with lower dividend.
Thanks
Read Answer Asked by Brad on May 21, 2019
Q: When you introduced the Portfolio Analytics I immediately subscribed.The information provided has been very useful. The portfolio you suggested, based on the information I supplied, is made up solely of ETF's. I have very few ETF's in my portfolio and would prefer investing in individual stocks. That being said there are sectors where an ETF would be the better option such as in Healthcare.
You have listed 11 categories. What would be your top 5 stocks to own in each category? If in some of the categories an ETF would be more suitable could you please offer 2 suggestions.
Thank you so much for your great service.
Read Answer Asked by shirley on May 21, 2019
Q: For many years I had held individual perpetual preferred shares, which I gradually sold and replaced with ZPR about 3 years ago. It had a similar yield, was of course more diversified, and could be easily traded if need be. This seemed like a good move, but after some decent gains it is recently moving back towards my purchase price (not counting dividends). I am contemplating selling ZPR and replacing with individual rate-reset preferreds with a floor. My thinking is that the rate-reset feature should help hold up the price when interest rate are increasing, and the floor should do the same if rates are falling. Could you comment on this strategy, and list some the the pros and cons of the rate-resets with a floor. My preferred share holdings make up about 7-8% of my total portfolio, and I am an income oriented investor.
Thank-you
Read Answer Asked by grant on May 21, 2019
Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?
Read Answer Asked by victor on May 21, 2019
Q: Where would you recommend I place $30k in a TFSA today (5 year hold). Only other holdings in this TFSA are $12k in iShares MSCI ETF (XAW) and $3k in Kelt Exploration (KEL).
Where would you recommend I place $60 in an RSP today (5 year hold).
Only other holdings in this RSP are $40k BMO Dividend ETF (ZDV), $10K NorthWest Co (NWC), and $15k Richards Packaging (RPI.UN).
Given the size of the portfolios, probably one or several ETF's, instead of more individual stocks? And probably better non-Canadian exposure? Anything else to be sold here before repositioning?
I guess that's 3 or more questions, please charge accordingly. Thanks.
Read Answer Asked by Lotar on May 21, 2019
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