Investment Q&A

Q: When you speak of 5% as an optimum weight for a stock holding are you calculating that on the total portfolio or on the part aside from the fixed income? For instance, with a portfolio of one million with 50% fixed income and 50% eqities, would the 5% max per stock apply to the one million portfolio or the $500,000 after the fixed income had been split out?
thanks very much

Q: I will be on holiday for a month in July, and rather than selling and going away I was considering increasing my positions in solid blue chip stocks. Canadian and US financials have not done well recently. What about Visa and MA? Any other suggestions?

Q: Hello 5i team,
I have just turned 75 and can no longer fathom to have all my RRIF invested in equities; since I have made 15% compound p.a. in the last 10 years, I don't mind getting a lower return in the next 15 years. I have therefore decided to have only half the portfolio in equities.
The following are the equities I own; could I be so bold as to ask you which 20 of the 38 to hold?
Consumer discretionary BYD.UN, LNR/MG, NFI, TOY
Consumer defensive ATD.A, DOL, PBH
Energy ENB, KEY, PKI
Financials BNS, SLF, TD
Health GUD
Industrials CAE, CNR, SIS, WSP
Materials CCL.B, MX, SJ
Technology CLS, CSU, DSG, RNGH, GIB.A, KXS, OTC, PHO, SHOP
Real Estate CIGI, FSV, TCN
Telco BCE
Utilities AQN, BEP.UN, BIP.UN
Looking forward to your response; please deduct as many credits as you deem appropriate
Antoine

Q: Which of these would you initiate a position in today based on a 1-2 year holding time frame?

Q: Hi,
I purchased a small starter position in SPOT a few weeks ago. I know 5i sees a lot growth potential with Spot and it has a high valuation. Lately I’ve read lots of bearish views on this company. What sets them apart from all the competition and free music available? I realize they have more users, international following, playlist sharing, and ad revenues. What am I missing that google, amazon and Apple don’t have or can’t replicate? What sets them apart from the competition?
Thanks,
Kerri

Q: A couple years ago, on your suggestion. I purchased some shares of CSU. for my wife's portfolio. At the time they were pretty cheap.. They now represent 23% of her total account. I find it hard to sell any as they keep going up, but if they ever took a nosedive, I would likely have to live in a tent in our back yard.. Would you suggest I sell some or hang on for a while longer? I notice you are suggesting them frequently as a good buy.

Q: If I understood the following correctly should I consider a switch from AW.un to ECI?

"Symbol(s): Enercare (ECI), A&W Revenue Royalties Income Fund (AW.UN)
Date: Jun 4, 2018 4:26 AM
Question: Which of these two would you choose for a long term hold for income?
Answer:

We think ECI looks best here today."

Q: Down on these two, but not desperate to sell. Are they still good as long term holds?

Q: Good Morning Folks,

I own half positions in several companies - AFN, AC, TCL.A and NFI. Do you think now would be a good time to increase some or all to full positions?

Thanks for your assistance.
Dennis

Q: Hi Everyone at 5i! Could you please comment on the future growth prospects of People? It has has a nice run up so far. Thank you, Tamara

Q: which company do you like the most for the next 6-12 months for growth period.
you have been asked this question before with no clear answer.
i own tsgi , would be happy to buy gc depending on your answer.
maybe i should just own both, overweighting a sector is not a concern for me. dave

Q: Thank you for your prompt response to my question. I checked the stock at 4:30 PM and l saw a news feed that the company had received the final government permit to operate the back fourty mineral deposit. (We will call it a mine if it ever gets into production). It appears possibly some people or maybe even many people knew the permit was going to be granted before the general public knew. Would this concern you?
Market capitalization has now passed 100 million. A Feasability Study is next up in the not too distant future. I am pretty sure management already knows the study will be positive - otherwise they wouldn’t be spending all this time and money getting permitted. There may news leakage out of the head office but I don’t think this company is a promotion and dump operation. Would you consider the company investable now or is it still highly speculative?
Thank you,
Jim

Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!

Q: Your previous answer - RHT at $1.50 is still expensive, so what would be the reasonable price to get in then? Thanks

Q: Could you comment on FRU latest results / balance sheet and whether you would be a buyer at the current price. Thanks.

Q: I notice that MG is doing much better than LNR right now.
Would you choose LNR for growth over MG or is there to much uncertainty with the US trade situation to consider either.
Thanks for the great service

Q: SGMO - gene editing, gene therapy, GILD partnership, clinical trials, etc.
CRSP - 0.
Your opinion ? Thanks

Q: Hi,

What is your opinion on Nike in terms of valuation/growth outlook?
Would you buy it today?
Thank you.

Q: I'd like to invest in the thesis that low-mid level income earners are going to start having more income based on a resurgent economy, lower taxes, and a very tight labor market along with reduced immigration. Can you suggest 3-4 companies that would really benefit from this scenario?

Q: When you say a company has good management and CEO, what do you mean? What are the criteria for good management and the CEO? What are the characteristics of good management and the CEO?
Herbert