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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: What kind of portfolio should one have to lower risks while having a good return? By having most of my investment portfolio in equities am I necessarily taking too much risk. I am 41 have a well diversified portfolio of canadian equities (all 5i recommended, mostly from model portfolio, some growth and some income portfolio stocks) and some blue chip US equities and etfs and some bond etfs. It is currently 70% canadian equities, 25% US equities and about 5 to 6% fixed income. Is this considered too agressive. The RBC direct investment website does an analysis based on their standard ratios of fixed income to equities and put me at higher risk than agressive growth profile..I am fairly comfortable with this mix and I tend to keep my cool in adverse situations..Your thoughts and suggestions are much appreciated. Thanks. Shyam
Read Answer Asked by Shyam on September 01, 2016
Q: Hi 5i team :

would you buy National at this point (46.19) ?, the financial report issued today "looks" OK, but the price drop is concerning. Also many analysts have it as a "hold", why ?. Would you prefer CIBC instead ?, yields and forwards P/E are very similar for both according to Thomson Reuters.

thanks !
Read Answer Asked by Alejandro (Alex) on September 01, 2016
Q: Hi Peter,why are you warming up to absolute software?did their last quarter looked that good?
Would you prefer ABT over ET?
Could ABT be a takeover target as well?
Read Answer Asked by Josh on September 01, 2016
Q: Hi 5i,
I have 200K invested on these ETFs as follows:
XEC: 10% VUN: 25% XQB: 35% XEF: 10% XIC: 20%

My time horizon is 5 years, How can I change my current setup to make it more rewarding, These are outside RRSP.

thanks
Fernando
Read Answer Asked by Fernando on September 01, 2016
Q: In your recent report on DH, you make the statement "investors seem worried that DH will suffer in the financial industry shift to Fintec solutions, but we are less concerned". However, you don't appear to explain why you are "less concerned"other than they have a strong and diverse client base. Is there anything else that supports your opinion?

What is the thesis being advanced by the short-sellers?

Incidentally, I have owned this company for a number of years and I agree with your B+ rating
Read Answer Asked by James on September 01, 2016
Q: I believe you prefer SLF, but what do you make of MFC at these levels. Would you comment on their fundamentals, Asian potential, wealth management business and technical signals. Would they be a decent buy at these prices ,speculating on an interest rate hike. I've discovered that I am a patient investor and tend to hold on for better or worse.
Read Answer Asked by Clarence on September 01, 2016
Q: I have sold puts on AGU 3 times and they expired worthless and I currently have no possition in AGU either equity or option.

With the current rise in price AGU technicals signal a buy. Given the large price jump and the resulting gap on the charts, would you wait till/if the price settles or would you sell another put on AGU at this level?

Thanks

Sheldon
Read Answer Asked by Sheldon on September 01, 2016
Q: I would like to add my 2 cents worth of info towards Tamara's post, in part to add something to these boards in my way of paying it forward for the $$'s I have made off of investments I learned about from other board members.

I have studied Warren a tiny bit and some of the other big gurus a lot more who do similar type investing to Warren B..

What I have read and 1 Guru recently told me was that Warren for example, does in fact sell routinely.

He routinely sells part of his holdings when he determines they have become over valued (above his calculated Intrinsic Value). Not the complete holding but just a portion of his really big holdings, or maybe all of a smaller holding. Meaning he takes a profit. He then may repurchase some shares of the same business 6 months, 1, 2, 3, 5... years later when the stock price has dropped to being on sale again. Repeat and spin. He even does this with the ~ 6 holdings that make up ~70% of his portfolio.

They big guys/gals routinely make 100%++ profits this way.

Said another way, he practices buy low sell high.

These big guys/gals will wait years watching their Watch List all waiting for one on the list to go deeply on sale so as to buy more of or to start a new position. They try to not over pay. So even if they get it wrong they still often do not loose $$$$ or very little because they bought at such a low price. A big important part is what the company is doing not what the market or media is doing/ saying.
Read Answer Asked by Stan (1) on September 01, 2016
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