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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: Being a victim of success, for which 5 I is to blame, I have a question about allocation. I'm sure you've been accused of worse things than making people money!

I started a 3% position with Savaria, which has now grown to 4.5%. I started a 2.5% position in Shopify (the US equivalent) which has also grown to just under 4.5%.

The question is, do you suggest trimming these back, or are they strong enough to continue unchecked for a while? I have a portfolio that is just under 500K and don't know if it's a wise bet to place an almost full position in two relatively newer entities in a portfolio of this size. Thanks, as ever, for your help.
Read Answer Asked by Sylvia on September 09, 2016
Q: Hello 5i team,
I have been following Pure for awhile and have been tempted. What causes hesitation is the size. you mentionned in one of the comments that there are some companies that a relatively conservative, retired investor should not own, as they are too risky. I make more than I need to live and so I am not adverse to a little risk. But, I was wondering how you see a company like Pure under this perspective? It would be great to have your comments on that subject in general, if you have time.
thanks
Read Answer Asked by joseph on September 09, 2016
Q: I would like to have a decent return but preservation of capital is a priority. Please provide your opinion on CIBC Canadian Bond Index Fund – Premium Class CIB585. I am aware that you recommend the ETF CBO so would appreciate your comparison. This would be in a non registered account.
https://www.cibc.com/ca/mutual-funds/no-load-income/can-bond-indx-fund-premium.html

Thank you,

Read Answer Asked by Nadine on September 09, 2016
Q: 2nd try:

Peter, I read your answer to Richard, September 8, 2016, about the slow-and-steady value creators and for the Industrial sector you gave PBH. TMXmoney.com and 5i Coverage summary in their classifications put PBH in Consumer staples (defensive) non-cyclical sector. And now, you have 2 problems: find a favorite for the Industrial and is ATD.B still the one for the Consumer staples sector?

Thanks for all you do for us.
Read Answer Asked by Ray on September 09, 2016
Q: Hi all at 5i! I am happily looking at a tidy profit with my Uniselect Stock . I am up about $20K on the stock. Here's the problem. Part of me wants to take the money and run....the other part of me says leave it alone and let it grow more. My question to you would be where do you foresee this stock going? Is it a good one to hold a while longer given its statistics and where the economy maybe headed, or should I make out like a bandit and cash her in? I don't need the money right now. Thank you for all you do for us. Regards, Tamara
Read Answer Asked by Tamara on September 09, 2016
Q: Hi 5i

I received some Dell Tech shares from the EMC/Dell takeover. Any thoughts on selling, keeping or buying more? It is about 1% of port.

Thanks
Read Answer Asked by Greg on September 09, 2016
Q: Hi,
I hold the above REITs in my RRSP account. What do you think of them? I don't really want to hold more than 3 but do you think that I should consider a change?
Thanks, Bryn
Read Answer Asked by david on September 09, 2016
Q: I have been looking at MG for awhile and was wondering why the stock has fallen over the past 1.5 years? The dividend payout has risen over the past 4 years and they have very low dept. The returns on asset, equity, and capital are also consistently high over the past 5 years.

Is this simply investors being tired or is there something else, and would it be a good time to enter?

Thank You,
Andrew
Read Answer Asked by Andrew on September 09, 2016
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