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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: About a year about, I purchased CVS as a hedge against a downturn in the US health care. Since then CVS price dropped nearly 20 since then....first attributed to Amazon purchasing a grocer retailer, then recovered somewhat but then declined because of the news of three large parties, including Amazon planning to get into the health care sector to reduce costs to consumers. Seems CVS is out of favour...and could be so for sometime. Question - do I hold or do I let it go and focus on another US stock and what names would you suggest?
Read Answer Asked by Tom on February 01, 2018
Q: Hi there, one of the small cap blogs I follow has recently initiated a position on Novra Technologies (NVI) on the venture exchange. The blog's top ideas seems to perform well over time. I know names this small usually isn't on your radar, but what were your thoughts on this company? I am interested in putting a little bit of mad money to work in this name (About a 1.5% of my portfolio). Do you see any concerns with this approach? Thank you!
Read Answer Asked by Michael on February 01, 2018
Q: Can you recommend 2 or 3 bond funds in Canadian $ that would be the least volatile and offer a return for a 3 to 5 year hold? I would prefer one Canadian and one U.S. or international. This would be my sole fixed income holding. Thanx
Read Answer Asked by Steve on February 01, 2018
Q: I am slightly overweight the semi-pipeline sector with TRP, ENB, IPL and KEY, totalling just under 20%. I am thinking about selling KEY and either holding the cash or putting part of it into IPL given IPL's recent price and yield. KEY and IPL total about 5.5% of my portfolio. I also intend to sell some TRP when it gets back over $60. I am a patient investor with no need for funds (ever) but I will be 70 this year. How would you compare IPL and KEY in this scenario? Thanks. Great service and I've tried a lot of others.
Read Answer Asked by Earl on February 01, 2018
Q: All of my Spec Stocks, the ones listed above, each represent less than 1% of my cash Portfolio. With regard to your article discussing having stocks thta are less than 1% of portfolio weighting, I am thinking of selling 3 or 4 of these stocks and putting them all into one or two of the above stocks that show the best potential. I am down in all of them but to a lesser amount in GPS and CRH. Which, if any, would you say would be the keepers of the bunch?
Thanks
Kevin
Read Answer Asked by Kevin on February 01, 2018
Q: These bonds were mentioned as a top pick on BNN on Jan29 to protect against inflation.
They pay 2.125% plus inflation.
Is there a Canadian equivalent to these and what do you think of them?
How would the currency difference affect the purchase?
Thanks
Read Answer Asked by JEFF on February 01, 2018
Q: Am considering adding to my Healthcare with one of the 2 stocks mentioned. At present I have a full position in GUD, and SIS. Also a 1/4 position BTH. What are your thoughts on these 2 Companys and which do you feel has the greater potential for growth. Or is there another stock you feel would be a better choice to add.
Thanks to all the 5i staff for the excellent job you do in keeping us informed and keeping us on the right track.
Jack
Read Answer Asked by John on February 01, 2018
Q: Hello 5i
The following securities were chosen by an advisor, when we were with a full service broker, and I found no reference in the 5i "Question" section. Could we have your opinion on them, and, as part of a retired investor's portfolio, would you suggest to hold? If not a hold, then suggestions to replace. Thank you, Bill
1)Templeton Global Bond Fund (TML257) for income ( we also have VBU)
2) Res Fairfax Financial Bonds (due Oct, 14, 2022) for income. Far
3) Fidelity Far east Fund (FID227) for global equities
4) Fidelity Asset Allocation Private Pool Series S8(138) held in a corporate account where we draw approx. 2k per month
Read Answer Asked by William on February 01, 2018
Q: What's your favourite Canadian value stock that yields at least 4% ? Thanks
Read Answer Asked by Norman on February 01, 2018
Q: Hi 5i team,

I currently owned these technology stocks: Shopify, CGI, Kinaxis. I am looking to add Opentext, CSU, or Sylogist. Which two out of these three are your top picks for earnings growth, financial stability and capital gain? Thanks.

Read Answer Asked by Willie on February 01, 2018
Q: Hello team, thought I'd ask my first question before I renew, however first, thank you for the solid advice you provide that helps to quell the fears I have in this market!

What are your feelings on Carl Data Solutions?
Are they joining Johnston Blockchain? Heard about this co. on Mark Bunting's new program, Capital Ideas last Sun. evening.

Thank you all again!
Read Answer Asked by Wendy on February 01, 2018
Q: Greetings Peter and Team:
As i understand it real return bonds have three parts ( ie ) an issue price
a stated interest rate and an inflation factor which applies to the last
two. If they are purchased or sold before maturity the loss in the
value of the principal could exceed the inflation gain if interest rises
very much. Hank Cunningham thinks they are dangerous instruments.
Is my understanding correct? They are also very thinly traded at present,
which may change as rates rise. I am interested in USA Tips. Could you
please advise if they are much the same or can be redeemed before
maturity at par because they are treasury bills, or are they essentially
bonds like real return bonds? Also are TIPS readily available or are spreads wide? Please outline the traps with both but mostly TIPS.
Thanks,
BEN
Read Answer Asked by BEN on February 01, 2018
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