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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 am for the most part a conservative investor. The captioned equities form part of my high risk and in this case, high loss casino money portion of my portfolio.

Individually, none are material holdings and being in my TFSA provides no tax selling benefits. I periodically check similar high risk positions I sold and in some cases, more patience would have yielded high returns! Benj Gallander is a rather unique investor; his patience is what catches my attention and his results are not shabby!

Assuming I am willing to be very patient with no time horizon, is there any reason to believe any of these stocks are worth keeping for high returns? It is not a question of getting my capital back, rather should I hold them or move on to other high spec ideas? If time to move on, any bottom fishing ideas especially as we move into tax loss trolling in this segment of the market?

I appreciate the insight you provide to the more macro aspects that often are the prime focus of my questions. Your responses to all questions are very educational and informative. They make us all far better investors.

Thank you

Mike
Read Answer Asked by Michael on October 23, 2017
Q: Hi 5i Team.
Apple has grown to be twenty percent of my portfolio.
What percentage would you suggest to hold, and which fast growing US stocks to add for diversity.
I currently own half positions in:
NFLX, AMZN, GOOG, STMP, NVDA, BRK.B, CGNX.
Full positions in:
FB, DIS, MCD, WMT, V.

Thanks for the service I am always learning something new.
Read Answer Asked by David on October 23, 2017
Q: I have a 40% US weighting in all my portfolios combined, with the above four holdings comprising 75% of the 40%.
VGT 4.6%, VUN 7.7%, CIB590 10.1%, CIB595 7.1%- equalling 30% of total equity portfolio.

Could I have your comments wrt the overlap in these four holdings. Is there enough diversity to continue to hold all four or would you collapse and combine?
Thanks
Read Answer Asked by JEFF on October 23, 2017
Q: Looking down the road, I am uneasy about oil and gas, including pipelines, and I am wondering whether I should plan on easing out most of my investment in this sector over the next 5 years.

Am I being unduly pessimistic?

Can you recommend a good resource to help me become more knowledgeable on this sector?
Read Answer Asked by Carl on October 23, 2017
Q: Hi, Our investment portfolios across family are made up of a combination most companies from Balanced Portfolio, some from Income portfolio and a few others like CM(10%- reasons of affiliation), TD (3.5%), CWB(1.5%), JWEL(1.5%), RPI.un(2.5%). Objective is Mostly growth and income.
I am grateful to 5i research team for recommending companies like CSU,PBH,TOY,SIS, KWH.un and CCL.b and providing timely and consistent updates, resulting in substantial gains. Many of these successful companies would have escaped my attention, if not for your valuable advice.

My question is about a few stocks, listed in subject line, which, during my YTD review, continue to show decline in value (although we have in built gains in all of these). Except SYZ and ENB others are inside RRSP's. Does it make sense to liquidate a part of these holdings and deploy capital elsewhere ? Total value of above is about 15% of my portfolio with SYZ being the largest, 6% and GUD being the smallest,1%.

Thanks again for the excellent service !!
Read Answer Asked by rajeev on October 23, 2017
Q: Thoughts on Equitable Grp? The company has double digit revenue and ebitda growth over the last 5 and 10 years, yet trades at a relatively low PE and ebitda multiple. I know it has been painted negatively with the debacle at Home Capital but the macro outlook for alternative mortgages in Canada seems very positive to me? With the big banks forced to clamp down on mortgages with new rules coming into effect Jan 1 and Canada continuing to be a great place for immigration, particularly with what is going on in the US, won't demand for housing continue to biased to the upside? Consider this for a medium term view - say 3 years. Sometimes I get caught up in my own biases for a particular outlook so I would be interested in your views. Thanks.
Read Answer Asked by Richard on October 23, 2017
Q: Hello 5i
With recent diverging prices for each FTS(up) and ENB(down) over the long term what are your thoughts on selling FTS to buy ENB?
There is a yield pick up and potential to see ENB bounce back up from its sagging stock price.
Is there anything significant in the ENB price decline?
Should we expect continued weakness?

Thanks for your important contribution to individual investors.
Dave
Read Answer Asked by David on October 23, 2017
Q: What are your thoughts on the return prospects of BB and RFP? I noticed that Prem Watsa holds significant positions in these two stocks and I am having a hard time understanding the potential of these positions other than a speculative bet, which I don't think he would be making? What am I missing here? Thanks.
Read Answer Asked by Richard on October 23, 2017
Q: Hello Team

I have noted that you like Enbridge. I am a relatively conservative investor and at present my holding in Enbridge is 4.3% of my Canadian portfolio. Because Enbridge is at the bottom end of its yearly high/low I am wondering if this is a good time to increase my holding it it. If so, how much of a high-end weighting would you suggest?

I am retired and have about 15% in cash in my Canadian portfolio at present. On the surface, it seems to me that the ENB dividend alone would suggest I deploy some cash into good, solid dicidend stocks.
Read Answer Asked by Peter on October 23, 2017
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