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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: Is there a way to differentiate between different posters who have the same name when presenting the posts on the Board?

For example my posts show "Stan" and it appears there is myself and at least 1 other poster named Stan.

Could a solution, so as not to expose a poster's full or last name, be to show for example, Stan1 or Stan2...? Or transfer to using an alias? or....?

Maybe this would require too much work on 5i's part. I do not know what any solution would involve in resources for 5i.
Read Answer Asked by Stan (1) on August 31, 2016
Q: I like the price chart for Brick Brewing (as well as their products :). Their stock took a 6% hit today on medium volume - can you tell me why?

Looking at their price chart for the last 6 months I see a lot of similar "down" days, which are usually followed by a quick recovery within a few days. What is going on here?

The stock has had a nice runup over the last 12 months - up about 80% at present. Do you see this stock as a Buy, Sell, or Hold, and over what timeframe?

Thank you!
Read Answer Asked by Ken on August 31, 2016
Q: Hi 5i,
I just read an article explaining how oil exploration has been at its lowest point in 60 years for the last 2-3 years. With demand forecasted to continue growing it would stand to reason that this will lead to a shortage and price increase. Beyond broad market etfs, I don't have any energy exposure. What would you recommend as a good long term way to get this sector into my portfolio?

Thanks!
Read Answer Asked by david on August 31, 2016
Q: I have 73 % of my investment portfolio in stocks. I'm 80+ years of age and have not need for income from the portfolio; it will be transferred to a future generation. My advisor recommends reducing the stock component to 60 %. He suggests purchasing large amounts of Manulife Global Tactical Credit Fund & Manulife Asia Total Return Bond Fund. Please provide me with a critical review of those funds. Do you have other suggestions in the fixed income area?
Read Answer Asked by George on August 30, 2016
Q: Good morning Peter, Ryan, and Team,

In today's answer to Adam about DRIPs (SIS in particular), you told him that "on a portfolio basis, we would just never get into a situation where you need to sell something to generate cash". Is it appropriate to sell part of a stock or ETF to raise cash if you're doing it for portfolio balancing? Or is this a dangerous strategy that could backfire if the market takes a nose-dive? I'm presently in a situation like this in my RRIF, which is well-balanced using mostly 5i recommendations, plus some fixed-income ETFs.

Thanks as always for your timely advice.
Read Answer Asked by Jerry on August 30, 2016
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