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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: Hi 5i team,
You recently answered a question (from Angus, feb 6th) about a list of large Canadian (TRI, CSU, ATD.B, SHOP, ONEX and BYD.UN and usa) companies that could be long term holds based on their management (past and current accomplishments). My question is: what would be a generic maximum weighting for such companies (one weighting for every one of them) if portfolio is invested for a very long period (no need to withdraw money)? Or another way to ask the question: how many different companies would be needed?
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on March 11, 2019
Q: Good morning. I was wanting to put lightspeed on a Watchlist to track for a while. I was reading the articles in the Financial Post and the Globe and no ticker symbol anywhere to be found. I tried the Globe's Barchart look up...nothing there. So I go to 5i to ask my question and the ticker sticker pops up automatically. Thanks for being ahead of the curve for the little guy retail investors . So when this settles down can you guesstimate a reasonable entry point and a % weighting? Thanks david
Read Answer Asked by David on March 11, 2019
Q: I have recently added to VET and YGR to a reasonable weighting in my portfolio.
The gloom and doom news today of the Norway Sovereign wealth fund selling off oil and gas stocks across the board is causing quite a panic. Is there cause to be worried or is this a tempest in a teacup.

Peter
Read Answer Asked by Peter on March 11, 2019
Q: I currently hold Fairfax India and Faifax Africa. I consider them long term investments but I’m concerned about recent performance as well as (mainly) the longer term grind of the high management fees. I want direct exposure to growing populations and economies for a multi decade Rrsp.

I have the same questions for both (please deduct accordingly):

1. What would be your preferred investment for a multi decade Rrsp, for exposure to Africa: FAH, or an ETF, or something else? If something else, what would it be? Why?

2. Same questions for India and FIH.

Thanks you for your great service.
Read Answer Asked by Chris on March 11, 2019
Q: Hi there, it seems like more and more commentary is stating we are in late cycle. Assuming this means that we will soon see a recession in the next 12-18 months, would it make sense to hide out in a low volatility ETF for the time being? It seemed to have held up pretty well in the 2018 Q4 drop. What are your thoughts regarding this strategy and between ZLU and ZLB which would be preferred to be in, or would you split your portfolio 50/50 for diversity? Thanks!
Read Answer Asked by Michael on March 11, 2019
Q: Hello,

I took a 1% position, total, in these 3 names about a year ago, as a speculative buy. They have all declined, rather significantly since my initial buy, making all 3 names less than 1% of my total portfolio. I have however noticed some recent relative strength. Would you move on or do you see this area as an interesting speculative buy? To note, I also own a 1.5% position in Illumina. Thanks as always
Read Answer Asked by Aaron on March 11, 2019
Q: I would like to get your opinion on Verde Agritech's current achievements and what you would like to see them achieving in the next 1 to 5 years. And if you could specifically address several different discussions regarding 1) the speed which they should attempt to increase production 2) the markets they should be targeting 3) the possibility of a dividend at a future point. I would assume a dividend would be a long way off but it is an idea that I find very interesting.

Thank you for your time.
Read Answer Asked by Frederick on March 11, 2019
Q: Can you comment on the earnings of Athabasca Oil? Also, I understand its balance sheet has improved since it's recent asset sale. Can you tell me the debt burden it currently has. I am thinking of buying it for a several year hold, awaiting a return of better oil prices. Can this company, with its current balance sheet, survive several years if oil prices stayed down? Thanks for your help.
Read Answer Asked by Donald on March 11, 2019
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