Investment Q&A

Q: With your portfolio analytics you mention in some answers that it will also track portfolios. I'm just trying to grasp to what level. Could this be a replacement for say Yahoo finance, where it would be our go to daily portfolio tracker for up to date gains/losses on holdings, portfolio performance (yearly included), also since most of us will have tfsa, resp, rrsp, non reg holdings, will it give overall performance of all combined? Thanks,

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Read Answer Asked by Adam on March 28, 2019

• Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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• FirstService Corporation (FSV)
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Q: Morning guys:
Which one would you buy right now for a 3 to 5 year hold. I own Trican capital so would first service be the better option.
Thanks
Mark

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Read Answer Asked by Mark on March 28, 2019

• Premium Brands Holdings Corporation (PBH)
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Q: Morning guys:
I owned this in the past. Would this be a good entry point now for a long term hold.
Thx
Mark

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Read Answer Asked by Mark on March 28, 2019

• Miscellaneous (MISC)
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Q: How secure is your site against hackers? I would be concerned about someone accessing info on my holdings. If I try the service and decide its not for me and cancel does that affect my existing subscription?

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Read Answer Asked by hal on March 28, 2019

Q: On Portfolio Analytics, if my understanding is right, you screen all portfolios (TFSAs, RRIFs, US accounts and etc.) then make a total evaluation of the entire portfolios together.

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Read Answer Asked by Herbert on March 28, 2019

Q: Are the fees for the Portfolio Analytics membership tax deductable

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Read Answer Asked by Bruce on March 28, 2019

• Great Canadian Gaming Corporation (GC)
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Q: HI how money is this company putting into upgrades of their property's... they seem to be putting a lot of money into building out, and machines etc. from what I have seen. Their customer base are baby Boomers, which is not a grow group.

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Read Answer Asked by Mike on March 28, 2019

• Fortis Inc. (FTS)
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• Algonquin Power & Utilities Corp. (AQN)
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• Valener Inc. (VNR)
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Q: Hello Team,
after VNR takeout what would be the best replacements choices (similar profile) for this stock in a Portfolio.

Thanks in advance

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Read Answer Asked by Michel on March 28, 2019

• Miscellaneous (MISC)
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Q: Hello and congratulations on the new portfolio analytics roll out. I have started to enter my data. I notice the system allows Unregistered, RESP, RIFF, RRSP and TFSA. I have a LIRA should I enter this with my other RRSP holdings? I am also wondering about my wife's accounts. Should I lump them in with my holdings or is there a way to separate them? Thanks as always

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Read Answer Asked by Frank on March 28, 2019

Q: Your new portfolio analysis tool sounds perfect for me. I am my own advisor (with help from 5i). So I have signed up. I wonder how I should approach the questionnaire on what my risk level is. For our RRSP’s I am a conservative income seeking investor. For TFSA I am a growth investor. In a smaller non registered account an aggressive growth investor. I should add I have a very good defined pension.

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Read Answer Asked by David on March 28, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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• Gluskin Sheff + Associates Inc. (GS)
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Q: Hi there 5i. With a pending takeover; I am wondering if there is an opportune time to sell my shares in GS or if I should hang onto them in the event there is an increase in value or a trade off in shares of the buyer, or are there other options? I am currently down approx. 13%. Thank You so much for your excellent service. Glynn

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Read Answer Asked by Glynn on March 28, 2019

• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• Open Text Corporation (OTEX)
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Q: Hi 5i:

I have a full position in KXS. Looking to add one of the above as a full position. Which one would you recommend and why?

Thanks,

Docsinc

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Read Answer Asked by Tom on March 28, 2019

• Valener Inc. (VNR)
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Q: What is your view on the VNR takeout. Seems to me there could be a good chance for a rival bid as the premium is not huge and there has been considerable corporate activity(buyouts ect.) in the North American utility space. Do you expect this is a done deal OR potential bidding war?

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Read Answer Asked by Robert on March 28, 2019

Q: Hello
Can you explain what is standard deviation and how does one calculate it? I am trying to understand how to calculate it when it comes to options especially for selling put options?

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Read Answer Asked by pietro on March 28, 2019

• Miscellaneous (MISC)
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Q: Does the new service include US stocks

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Read Answer Asked by Ninad on March 28, 2019

Q: does your new service provide daily gains/losses? also can it be used as a watchlist? ie does it accept indices , commodities, currencies ,or other items with but no positions?
thank you.

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Read Answer Asked by adam on March 28, 2019

• TD U.S. Money Market Fund - Investor Series U$ (TDB166)
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• TD Guaranteed Money Market Fund (TDM101)
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Q: Sorry for this repeat question. I have a bunch of cash in CAN and US dollar accounts that I want to be more productive and I cannot find the right ticker symbols.

Last year there were several question/answers regarding money markets from TD Waterhouse for both countries. Are you able to find
those ticker symbols?

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Read Answer Asked by joe on March 28, 2019

• iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged) (XIG)
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• iShares iBoxx USD Investment Grade Corporate Bond ETF (LQD)
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Q: I currently have 20% fixed income in my portfolio. 10% is laddered GICs and the other 10% is in ZAG ETF. I'd like to add another 5% to fixed income and was wondering if you think XIG would be a good source as it adds some US exposure and a slightly higher yield. How risky would it be? Or do you have other suggestions? Please note that I am not interested in junk bonds.

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Read Answer Asked by Carla on March 28, 2019

• Dollarama Inc. (DOL)
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Q: Earnings commentary please and thank you.


Sheldon

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Read Answer Asked by Sheldon on March 28, 2019

• Stars Group Inc. (The) (TSGI)
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Q: Can you summarize what if anything we should take away from TSGI's guidance yesterday? It seems like it was designed to encourage the market but didn't quite have the desired effect. Was there anything new there and if so did it validate the decision a lot of us have made to hold?

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Read Answer Asked by Tim on March 28, 2019