Investment Q&A

Q: What are your thoughts on NGT? Should I hold onto my current shares or sell?

Q: I own convertible debentures shares and many of them have been redeemed before their maturity date in the past few years . The most recent case is DII.DB.U which is being redeemed 5 months before maturity. Why do companies do this? Are they saving that much that is in their best interests not to pay the outstanding interest amount for the remainder of the period to maturity?

Q: I noticed that SJ last report was in January 2018. Will there be a update soon on this stock? The last time you downgraded and just wonder if you would still maintain the same rating or downgrade it again? Would you be a buyer of this stock?
Thanks

Q: Would a 3% holding of MX be good? I currently own this stock but with the price falling it is now only a 1.5 % total weight and consider buying more to bring it up to 3%.
Thanks

Q: If I sold Crius now,please confirm I would receive the dividend payable in August.

Q: Hi. I still hold some Tucows after selling some at a much higher price (thankful to have taken your advice about trimming when become too large a position). More news today that the market doesn’t seem to like. This seems to be a pattern. Wondering if it’s time to unload the rest or whether you think that there are still good prospects here
Thanks!

Q: I know in the past you have tried to keep your cash allocation down to a minimum. The Income portfolio is now at 10.9%. Any plans to top up current holdings or to add new positions? Or is the current cash allocation being created on purpose?

Thanks...Steve

Q: The switch in telecom providers to Verison from T-mobile is creating quite the impact this morning on the share price. However, is this not a good thing? Management appeared upset about the relationship with T Mobile. I assume there will be costs in generating the switch to the new telecom provider, but I can’t seem to quantify a 14% move to the downside as justifiable when Ting is only a small part of the business...

Q: Thinking of purchasing for a long term hold. Would this be a wise move or is there another company you would prefer? Thanks as always.

Q: Any significance to today's press release?

Q: I signed up for yesterday's webinar but was unable to participate live. Where may I access the webinar now? I am enjoying Portfolio Analytics, and like the new updates to the service. Thank you, Jane N.

Q: Greetings 5i team,
I hold these three securities (one mutual fund and two ETFs) in my RSP for global (non-Canadian) equity exposure, total 17% (approx 150k) of overall portfolio and am looking for 5i analysis and possible replacement recommendations. Among the three I have some active management which has been successful, but expensive (EDG), some div income incl 50% US (CYH), some global non-NA exposure (XIN). I primarily invest in international securities for the diversification and growth and not nec income.
I would like to:
- possibly trade off the div income (CYH) for greater international growth
- understand if the active management component is worth the squeeze (cost) for this particular and only MF I own (EDG)
- reconsider the mix of international exposure among the three securities

What combination of ETF(s) would 5i recommend as potential replacement (or sustain as is) for these three securities that meet my goals?
TY for your work

P.S. Good webinar today on Portfolio Analytics.

Q: Hi 5i team,

I am wondering if you can compare VUN to VTI. Which is better to add to my portfolio? Since the holding of VUN is VTI, are they the same ? Are them both tax efficient in RRSP and TFSA accounts?

Thanks,
Alice Liu

Q: Hi 5i team,
I am wondering if you can compare VOO to SPY. Which is better to add to my portfolio? Are them similar? Are them both tax efficient in RRSP and TFSA accounts?

Thanks,
Alice Liu

Q: What are your thoughts on TWTR at this level as a buy & hold?

Q: I'd like to thank you for the Analytics walk through presentation yesterday and for answering my questions related thereto. I am in the process of downsizing from a house to a condo and have every intention of purchasing your portfolio management service as soon as my move is completed. Mike

Q: Peter; I’m aware of the Chinese ban on our pork but with the swine flu spreading across Asia and parts of Europe is it possible that China will have to reverse this ban, somehow saving face, and if so which Canadian public companies would benefit ? Thanks.
Rod

Q: How would you proportion a long term investment of $20,000. Among the above 3

Q: In your opinion how many years is short ,medium,long term for investment purposes?

Q: I know you have suggested growth stocks in tfsa,however if seniors who have their oas clawed back,would it not be better to have their growth stocks in their non registered accounts and their high income stocks in their tfsa?