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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: Concordia - Due to the fact I bought it at such a high price and doubled down more than once it became more than 10% of my portfolio and I still own it because I got your bailout email. By the time I got to read my email it was after 4:00. Many BNN guests had it as a top pick so it influenced my impression of it. They managed to keep secrets on how bad they were just like Sino Forest and I am concerned that other companies will do the same to get people to buy stock in their company. On the lighter side of things, I have Lundeen (LUN) which is starting to die out and I am considering switching to IVN as it seems to be on the upswing. Your opinion please. Dennis
Read Answer Asked by Dennis on August 15, 2016
Q: Hello 5i,
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?

Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America

I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.

But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?

I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.

I would certainly appreciate your thoughts on this process.
thanks


Read Answer Asked by joseph on August 15, 2016
Q: I have sold most of my REIT's I own except for three.

HR.UN 2.96 % weighting (removed the Drip)
AX.UN 6.11 % weighting (Enrolled in Drip)
CSH.UN 8.28% weighting (Enrolled in Drip)

I am a little high in Chartwell I think and maybe Artis too. My overall REIT exposure is most likely way to high. My question is do I sell one entirely, trim back on the high one or remove the Drip and start to take cash. I really like these three REIT's and I am bias towards them and not sure what to do

Your thoughts?
Read Answer Asked by Jimmy on August 15, 2016
Q: I had purchased CXR, aware of some inherent risk, but comforted to some degree by an element of reassurance from analysts I respect - including those at 5i - and held on to cxr, to my huge detriment having lost a significant amount of $ on Friday. This is not a question, but rather an expression of gratitude in the midst of CXR's debacle for the much-appreciated alert you provided us; I sold on Friday to redeploy the funds into something I hope will turn out to be more generous. Thanks again. It's time to move on. Regards.
Read Answer Asked by francesco on August 14, 2016
Q: I know that you are removing from the Growth Portfolio today but what should an investor with real money on the line do that's down 70%. This was a 7% position in my portfolio. Should I just eat the loss and move on or hold for 5 years to see if I get my money back (or at least some of it)? I don't need access to the capital for at least another 15 years.
Read Answer Asked by Rob on August 12, 2016
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