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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: Are you going to give us a brief rundown of your BIG SWIM?
We were watching your progress on the internet, you were tooting right along then when you were close to the other side the coverage just stopped? Left us hanging!
I hope everything went alright 👍
Publish if you wish
Read Answer Asked by Shirley on August 22, 2019
Q: If we are headed to zero / negative interest rates, I am thinking of playing this thesis by purchasing XLB to capture the capital gain on the interest rate reduction and XGD should do well in a low / negative rate environment. The balance of the portfolio is VBAL and XEG. What do you think? Thank you
Read Answer Asked by Richard on August 22, 2019
Q: Hi team,

PA recommends to reduce my technology exposure which is at 38%. Only problem is I am unsure which tickers to get rid of, like them all.

In my RRSP; OTEX at 4% and XAW at 21% not a direct tech exposure but does hold plenty of tech, just not sure how much.

LIRA: SHOP at 6.5%( recently chopped it from 9% to 5%), LSPD 5%, KXS 3%, QST 2.2%,

TSFA: CUSat 5%

Which one would you pull the plug on?

Tks

Read Answer Asked by Rino on August 22, 2019
Q: Hi there,
I have half positions in SHOP and KXS, have some capital to deploy in a non-register account, 5 year horizon. Which of the two is a better buy at his point, and why? Thanks.
Read Answer Asked by Martin on August 22, 2019
Q: Hello 5i, could I have your opinion on Digital Turbine(APPS)?
Usual evaluation metrics plus who is their competition?
Growth prospects?
Thanks
Dave
Read Answer Asked by Dave on August 22, 2019
Q: Gentlemen, good morning would you buy canadian bank today? Which one and why? Thanks. Alnoor
Read Answer Asked by Alnoor on August 22, 2019
Q: We just recently were switched from a fund we had been invested since 2002 into this fund in one our RIF accounts, we had to switch or sell. The reason given was to lower the MER which is still a hefty 1.2% in our case the amounts to $1090.92 per year and rising if the fund goes up in value as we have always reinvested the monthly income the current yield is 2.09%.
The fund has been in a trading range since inception from the information I can gather at TD.
My thought is to sell and distribute the money to the either the Conservative or Balanced ETF portfolios in the newsletter which both have higher yields.
I'm not sure what the total MER would be for the ETF portfolios do you have that number available?
Downside is it would double the number of investments in this account to many to follow.
Do you know of other one stop ETF's that are worth consideration as we would like to keep the funds in a balanced investment, we would not intend to use this money for 5 yrs and reinvest any income in the fund.
Read Answer Asked by Thomas on August 21, 2019
Q: Hi 5i team, I am trying to understand the difference between some of the different series of preferred shares of Pembina Pipeline. For example ppl.pr.a with current price of $15.60 yields 7.86 percent while ppl.pr.k has a price of $25.47 and yields 5.64 percent. Can you explain the difference between these two series and offer your opinion as to which is better to buy. Thanks.
Read Answer Asked by Mario on August 21, 2019
Q: Hello 5i
I’ve held Gilead (GILD) for about 4 years as part of my U.S. holdings. It provides a nice dividend, but just keeps declining. I’m down about 20% and tired of waiting for a turn around.
Is this a sell or should I continue to hold? I know the U.S. is not your focus, but if I do sell, can you suggest an better alternative or two in the U.S. health sector with a good dividend and some growth? My other current health sector holdings are Stryker (SYK) and GUD.
Thanks!
Read Answer Asked by Lois on August 21, 2019
Q: In response to Ian's remarks about parking money, he mentioned the Manitoba locals. Could you elaborate on how one can invest in Manitoba?
Read Answer Asked by Shirley on August 21, 2019
Q: Portfolio Rebalancing: I am a senior and have a "balanced" investor profile. I am supposed to be 60% equities and 40% fixed income.
Currently I have 20% cash and only 5% fixed income - all of which are preferred ETF's like CPD, or something like ZWE.

I hold most of the companies in both your BE and INC portfolios as well as a number from your G portfolio. The performance has been very satisfactory. Thank you! Hence I have been reluctant to "act my age" and move to 40% fixed income.

This is turning out to be a difficult assignment in part because of "greed" .... or FOMO .....and wanting to hang on to the successful 5i stocks. The relatively few that have not performed have been sold, e.g. NFI, GUD, etc. and are part of my cash position.

The larger part of my problem is TIMING i.e. my concern regarding buying bonds right now given the excellent one year performance of bonds. Am I too late to make this transition from a timing perspective? Concerns here are regarding how much further can bond interest fall? And when the rates start moving up again, would not any increase in interest rates be offset by decreases in most of the bond funds that 5i has been suggesting for Fixed Income?

I would appreciate your guidance in understanding WHY I should buy more bonds now and developing a strategy to do so.
( I understand your not managing my portfolios but any help, information etc would be appreciated).

Thanks.

Read Answer Asked by Donald on August 21, 2019
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