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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: Should a NAFTA like agreement not be reached and worse case scenario, the Trump administration hits Canadian autos with a 25% tariff, how big a hit will this be to the Canadian economy and what do you see as a likely outcome?
Read Answer Asked by Elizabeth on September 04, 2018
Q: Good morning 5i

We are retired and have invested conservatively. By this I mean generally large cap dividend paying companies such as BCE, Telus, Loblaws, Proctor and Gamble (that one didn’t work out too well) and similar stocks.
Since signing on with 5i we have ventured more into the smaller growth type companies that are your forte’. We now own a fair amount of these kinds of stocks including NFI, Toy, Sis, Csu, Gud, pbh,tcl and dol. Thanks to you we have made a lot of money on most of these and faster than we would have with the larger cap companies.
We know that your own portfolios are comprised of these stocks, so we know that you trust them. But, when we look at our stage in life there seems to be a certain safety in the big, slow growers. And we are a little nervous about the smaller ones.
So, if you see 5% as a full compliment for a stock, in a situation like this, what would be a good percentage for these smaller cap stocks? If you say 5%, we can accept that, as we are not completely risk adverse.
Thanks again
Read Answer Asked by joseph on September 04, 2018
Q: Just an observation.Traders returned from vacation and are adjusting portfolios.Historical data shows that Sept is a month of decline,on average 0.5% to 0.7% for SP,NQ & DJ.On the other hand,only 5 times since 1980 has SP been higher for each month for April to August.In those years the final 4 months were higher every time with some really strong returns
Read Answer Asked by Peter on September 04, 2018
Q: I can't view this. The link just takes me in a loop. What Am I missing?

New Report:
We are initiating coverage on a new company that has some history with 5i Research in that it took over a past coverage company a few years back called Contrans. This stock ticks most of the boxes that we look for at 5i Research and our main regret with this name is simply not covering it sooner. Login toview the report now.
Read Answer Asked by Tim on September 04, 2018
Q: hi Peter which of these 2 companies do like at this time? are you concerned about the debt levels of either company? lastly do you have a favourite in the fast food industry? thanks for your usual great advice I really enjoy the daily Q and A sessions. your candor is refreshing!
Read Answer Asked by richard on September 04, 2018
Q: Hello 5i team,
Which passive lowest cost ETF would you recommend to proxy the following investments: S&P/TSX, S&P500, MSCI EAFE, MSCI Emerging markets, Canadian bond market, US bond market, US High yield debt, Emerging market debt?
What weightings would recommend for the average 54 year old among the previously mentioned ETFs?
Which 3 Canadian growth companies would you recommend to add, to spice it up?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on September 04, 2018
Q: Greetings:
Thanks for the recommendation on TFII - i already own this one in my cdn accounts but am looking for a comparable in the US but many are trading at significantly higher multiples. Would CMI be consider a reasonable investment to consider. It is trading at a reasonable multiple, pays a good dividend and would benefit from the transportation theme. Your thoughts??

Thanks
Read Answer Asked by kelly on September 04, 2018
Q: I keep seeing reports that a company has missed estimates. I understand that estimates are made by advisors. There seems to be major swings if a company misses estimates. What the hell do outsiders know about the company to have such an effect on the share price. It seems to me a lot of bafflegab but I welcome your comments and don't be afraid to shoot me down.
PB
Read Answer Asked by Peter on September 04, 2018