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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: Hello 5i team,
In calculating percentages of holdings and sectors: concerning complete portfolio vs, equities and fixed: are ZPR and and XTR considered equities or fixed?

Thank you
Stanley
Read Answer Asked by STANLEY on October 23, 2017
Q: I understand that SIA will soon be raising funds through a public offering to assist in the acquisition of two Ontario properties. Would one be well advised to wait until after this offering, before adding to a small position in a tax advantaged account? Or jump in now. Second question - Could you please give me some idea of i) insider ownership and ii institutional ownership. Thanks for all you do, Bill
Read Answer Asked by Bill on October 23, 2017
Q: I bought some Orca Gold earlier this year which I'm up about 30% on, I would like your opinion on there latest feasibility study results, I'm trying to decide whether or not to stick with it. The recent news on sanction reversals and the study results seems to point to more stock price growth coming, but it has come down some recently am I reading this wrong.
Read Answer Asked by Don on October 23, 2017
Q: Sector Rec Now
Csmr Staples 10 8.4 (LIQ ECI PBH)
Csmr Discret 10 17.8 (GSY NFI ZZZ TOY FRII)
REITs 05 2.8 (BAM.A)
Technology 15 15.3
Financial 15 11.8 (TD NA AGF.B TSU)
Utilities 10 7.1 (FTS KWH.UN)
Industrial 10 12.0
Health 05 5.0
Energy 10 6.8 (PKI ZCL)
Basic Mtrl 05 6.7
Telco 05 0.0
--------
ETFs (VE VEE VGG) 6.0

Examined my portfolio in relation to recommended Sector weightings. Need to trim back Consumer Discretionary. I like them all; they have done well, except for FRII. I’d like to increase the holdings for Staples, REITs, Util, Energy and Telco. Could you please suggest an equity I might add for each of these five categories? Many thanks.
Read Answer Asked by RANDALL on October 23, 2017
Q: Further to a disappointing quarter result and horrible guidance, what do you think the new CEO will do? Any possibility that GE will be split up into several companies ... medical device, aerospace, and oil/gas etc? If so, how do you think the stock price would react?
Read Answer Asked by Liping on October 23, 2017
Q: I currently have no weighting in the telecom sector. What is your favourite telecom for a non registered account?
Read Answer Asked by Curt on October 23, 2017
Q: I hold these four utilities for a total of 18% of my portfolio. My holding in KWH is equal to the other 3 companies. I like the 9% yield. Is 18% utilities too high for an income portfolio? I am thinking of selling TRP.

THANKS!!
Read Answer Asked by Bryan on October 23, 2017
Q: Hello 5i,
I would just like to clarify: are both ZDI and AW.UN suitable for a TFSA or - in general - would one or the other be best suited to another type of account? The expectation is that both would be held as part of an income strategy, not necessarily a trading strategy.
Thanks for you help - as always, much appreciated!
Cheers,
Mike
Read Answer Asked by Mike on October 23, 2017
Q: More of a comment. Its really nice to see Peter on BNN. I really like the fact that we get to see someone from 5i. Would you guys consider to make a video or two to accompany the reports of a company? I know I would be interested seeing you guys discuss companies on the 5i site in the future.

Thank you for the great advice the i5 team provided this year.

Brad
Read Answer Asked by Brad on October 23, 2017
Q: One of the things you don't get investing in airlines is peace of mind. That being said, I am up substantially on Air Canada over the past few months. I am always watching to see if the steam has run out of its stock rise, however, and it has been trending steadily lower now for the last couple of weeks. Can you tell me if there is any company specific or industry news I've missed which might suggest a problem? Would you recommend this stock today?
Read Answer Asked by John on October 23, 2017
Q: I have been watching BDI for about year, it has been a sad story. I have noticed that in the last month there has been insider buying and a large investment house has purchased over 10% of the shares. Is this stock worth buying at this point in time since there appears to be interest at this price level?

Thank you
David
Read Answer Asked by lori on October 23, 2017
Q: Good morning
On september 13th I asked a question about a suggested portfolio set up.
The answer given was:
Canadian growth: CAE, KXS, GUD, TOY, DOL, CAE
Canadian dividend: PBH, ZCL, SIS, FTS, GSY, ENB, ET, BEI.UN, AQN, T
US: CGNX, GOOG, NVDA, COR
For the US could you please clarify which stock is COR ?
Are there any changes to this lineup if initiating positions today?
Thanks
Victoria
Read Answer Asked by Anna on October 23, 2017
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