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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 own the above companies with the following corresponding weighting:
2.6%;1.3%;2.2%;2.5%;2.7%;2.2%. I am looking at the possibility of doing some consolidating - what are your thoughts on consolidating? If I consolidate - what 1 or possibly 2 companies would you eliminate and what 1 or 2 companies would you add to?
Use as many of my questions as you need and thanks for your excellent service.
RAM
Read Answer Asked by Ray on May 14, 2019
Q: Good day,
I have positions in both of these Canadian banks. I do have a long term investment timeframe ahead of me. I am sitting on cash in my portfolio. Do you recommend continue buying at these levels? Or should I wait until the market uncertainty clears, or buy into another sector?
thank you.
Read Answer Asked by Marc on May 14, 2019
Q: Hi 5i,
Can you recommend a good time to complete a tax loss sell on the following securities: TSGI, TV, TOY, GC. Will be buying back in either TFSA or RRSP in 30 days (If one security does not need to be rebought please feel free to comment).

Thanks.
Read Answer Asked by Dean on May 14, 2019
Q: I know that you like Chartwell, but I am not certain why your strong endorsement.. Looking at the share price performance the shares currently sell at the same price as 3 years ago; so other than the dividend there has been no growth over the past 3 years. Not looking for a lot but some small token growth would be nice to instill some confidence in the company's management team. I own the shares, have done so for some time, but am now thinking that there are better income opportunities out there. Can you provide me with some rationale for not parting with my shares in Chartwell?
Read Answer Asked by John on May 14, 2019
Q: Can you give your top 3 stocks in Canada and US that you would pickup if the market turbulence continues this week?

Thanks,
Read Answer Asked by Adam on May 14, 2019
Q: RWO Global REIT Index...do you see a place in a conservative portfolio ?
Read Answer Asked by Martin on May 14, 2019
Q: Hello,
I just read your report on this company and have a few questions:
- Revenue from 2014 to 2016 went down substantially (from $500M to $160M), should we expect the same correlation to oil price going forward in case of an oil downturn or was there more to it at that time ?
- Are their customers mostly low cost producers ?
- Would you consider EDR as a long term competitive advantage ?
- You mentioned long term contracts in your report. Would you know if they are for a considerable portion of their revenue and how long and guaranteed are they ?
- Is the insider ownership related to the founders? Are they managing the business?
- Any idea why the stock did not recover with the oil price ?
I have had bad experience with oil servicing cmies in the past. I am tempted to take a position but worry about the downside if oil price is going lower. I will do more research but I always appreciate your comments ! Would a 4% position be too high ? Thank you
Read Answer Asked by Pierre on May 14, 2019
Q: Good morning,
I need to increase the Health Care and a Tech sectors of my portfolio. Given that I wish to invest in Cdn$$$, my research for one ETF in each sector leads me to a choice among the ETFs listed above and 5i may have others that may be a better choice.
Question. What would be 5i's best of class ideas for a Health Care and Tech ETF to add to my portfolio and is there a preferred location (TFSA/RRSP/Non Reg acct) for these ETFs?
Thank you and I will await your valued suggestions/recommendations.
Read Answer Asked by Francesco on May 13, 2019
Q: Please recommend a good U.S. tech etf and also a finteck one in Canadian funds if possible. THANKS
Read Answer Asked by John on May 13, 2019
Q: When you reccommend an ETF portfolio as part of PA, is it dynamic or static? Will the allocations be the a year from now as they are today?

If they do change will they change automatically, eg with market movements, my age etc?

Thanks

Sheldon
Read Answer Asked by Sheldon on May 13, 2019
Q: I have subscriptions to both 5i Research and to the ETF & Mutual Fund Newsletter. Is there any way that these subscriptions can be linked, or must they be kept separate?

In the ETF Model Portfolios you recommend VSP and XQQ. Both ETFs are "Canadian Hedged". Are there non-hedged versions of these ETFs available? Why do you prefer the Canadian Hedged versions at this time?

Read Answer Asked by Joyce on May 13, 2019
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