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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: Good day...I hold both kxs and dsg and other 5i tech stocks ...my overall tech allocation is 17%...my question is whether it makes sense to hold both kxs and dsg as their software tends to be similar but different ...could you please help me with this concern....Eugene
Read Answer Asked by gene on April 06, 2018
Q: I’m worried about ECI. The price trend has been down for three months, but my bigger worry is about criticism of its core business model in the media recently. It seems some of ECI’s clients are complaining they were locked into high-priced long-term (14+ year) water heater rental contracts unknowingly, and without the ability to opt out, when they bought their new homes. Apparently if they want to get out of these contracts now they must pay huge sums of money that make doing so very uneconomic. There are demands for government action to regulate such predatory contracts. Some water heater rental companies are doing this for sure, though I am unsure about the specific terms of ECI’s contracts compared to other companies. Can you shed any light on this? In your view, how much is this raising the risk profile of ECI?
Read Answer Asked by Philip on April 06, 2018
Q: Between American Express AXP and Discover Financial DFS, which one would you buy (IF not both)? I am interested in value with some dividend growth. I have a half position in DFS. Is it worth selling DFS to buy AXP? I look for companies with manageable debt, decent free cash flow, good ROE and reasonable PEG
Read Answer Asked by Adam on April 06, 2018
Q: Good day 5i team
I would like to know why and when to change a companies sector (TSX) to one I feel is more appropriate in my portfolio. It is something that skews a balanced portfolio as stocks will move with their sectors? I am using the examples from your balanced portfolio that have different sectors listed from the TSX. Or does it matter at all as all these companies are touching on both allocations?
Thank You J
Read Answer Asked by Jeremy on April 06, 2018
Q: My average cost 62.50 and I am down quite a bit since the last quarterly report. Reading through your comments on this stock, you feel that the stock has lost its momentum. The company reports next on April 30. Do you see any reversal in the next 6 - 12, should one continue to hold or should one just sell now and replace it with a better choice. Regardless, if I should decide to sell now, could you suggest a couple of US replacements with some growth prospects that have positive momentum. (I was thinking of businesses like Visa or Mcdonalds or something you may consider more appropriate with similar moats). This security is being held in my wife's RRSP and she also holds: AT&T, MSFT, FB, MS, AMTD, JNJ & MO. I am more interested in preservation as my wife will have to begin withdrawing in a couple of years.

Thanks,
Joseph
Read Answer Asked by Joseph on April 06, 2018
Q: Hello Peter
I am newly retired and looking for a stable replacement for my AAR.UN stocks. I’m looking for a steady income dividend type stock that I won't have to worry about. Wondering which of MRG.UN or BPY.UN would you recommend , and why ? Both are trading below book value.
Really appreciate your thoughts .
Thanks.
Joanie

Read Answer Asked by Joan on April 06, 2018
Q: Hello,
What do you think will be the impact of trade wars on these two chinese companies. I have a full position in BABA and a half position on TCEHy as part of my international exposure. Thanks. Shyam
Read Answer Asked by Shyam on April 06, 2018
Q: Is Canada closed for business while we wait for NAFTA results ? Not building Pipelines is a negative for investment in Canada. The tree hugger's seem to be in control of our Natural Resources. The First Nations are directing Mr Trudeau. as to development.of our Natural Resources How do international Investors view Canada as a place ti invest ?
Are these Investors avoiding Canada ? RAK.
Read Answer Asked by bob on April 06, 2018
Q: Kulicke and Soffa KLIC.us, a provider to the Semiconductor industry, looks interesting. I wonder about its vulnerability to cheaper imports. Does KLIC have a domestic SERVICES business insulated from foreign companies? Does it have good free cash flow and manageable debt? Is KLIC subject to cyclicality as extreme as foundries are? I hold LAM Research LRCX so would I be duplicating with KLIC, do you think?
Read Answer Asked by Adam on April 06, 2018
Q: What companies and/or sectors benefit the most from the tax changes in America? Are there any companies you are aware of that should see substantial earnings boosts due to the changes but haven't seen it reflected in the share price?
Read Answer Asked by Marco on April 06, 2018
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