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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: Having read the recent survey questions I am unsure of the ramifications of question #4. What potential pros and cons might be associated with third party marketing of 5i portfolios? I envision lesser known 5i followed companies gaining greater investor support and 5i reaping free advertisement. Curious to here 5i Research motives.
I must confess to being a 5i question and answer junky. Truly valuable investing advice.
Thanks
Roger
Read Answer Asked by Roger on February 20, 2015
Q: CXI announced a new issue today at 26.75, with some interesting conditions I have not seen before. It is to be held for 4 months and then trade on a restricted basis for 12 months. Can you explain this?
Thanks so much,
Marilyn
Read Answer Asked by Marilyn on February 20, 2015
Q: I've never seen this kind of question asked: If I want to earn 7% on my money by investing in about 15 great, solid companies and selling shares in order to achieve the 7% return, what might such a portfolio look like? Would the 5i Model Portfolio, as it is, fit the bill? How might it be tweaked? I know there are a lot of questions and considerations around the question, but just looking for a general reply and any thoughts on this approach. Thank you.
Read Answer Asked by Jerry on February 20, 2015
Q: Commenting on options. I found when I wanted to sell a call on one of my stocks the fees were so high that it wouldn't be worthwhile unless you had a substantial sum to invest.
These stocks are doing quite well lately CYBR, TRN, SKX and PTX - All U.S. Do they look like they will keep going up in this manner? If any look shakey - please let me know.

Dennis
Read Answer Asked by Dennis on February 20, 2015
Q: Hello 5i
most of our portfolio is comprised of stodgy, stocks such as consumer staples. They are good but i have too many of them. and so i was thinking of buying something that is, I don't know how you would call it, say modern (?).

I have been looking at Google, Apple and Symantec. And was wondering if you thought one might be preferable to another these days.? Apple seems to be very popular and so i thought i might shy away from it. Although from what i gather, even with all of the recent growth, it is still reasonably priced. Google is everywhere! And Symantec may prosper from the rise in cyber crime and hacks.
thanks for any help
Read Answer Asked by joseph on February 20, 2015
Q: Hi Everyone!! I am rounding out my portfolio. I have my bond and stock allocations and even though I hold 12 US dividend aristocrats, I would like to add a good broad US stock ETF and a world ETF which excludes North America. I would like to use Canadian currency to invest. Could you suggest a few? Thank you for your excellent work. Cheers, Tamara
Read Answer Asked by Tamara on February 20, 2015
Q: Hi Team,

My holdings in ESP have more than doubled and I am just wondering what your views are of this company going forward. Should I take some money off the table or should I add to my position or just hang on to what I have?
H.S.
Read Answer Asked by Harry on February 20, 2015
Q: Dear Sirs,

I am looking for your opinion on ANV and the odds of a restructuring happening in the next month or so - noting how their FX swap has moved against them in additon to having an impaired balance sheet, could equity holders be out of luck?

thanks
Brad



Read Answer Asked by Brad on February 20, 2015
Q: I would like to have some fixed income in my portfolio. What is your opinion on this ETF? It is a fairly new ETF paying about 4%.
http://www.firsttrust.ca/Retail/Etf/EtfSummary.aspx?Ticker=ETP

What other recommendations for fixed income?

Thank you.
Read Answer Asked by Nadine on February 20, 2015
Q: I am interested in some exposure to the Canadian Pharma sector but in view of it's volatility and the fact many stocks have already had large moves, could you recommend a basket of say 5 stocks for purchase for the next 3-5 years
Read Answer Asked by Bruce on February 20, 2015
Q: genworth mic continues to drop - is it a screaming buy at these levels or would it be chasing a falling knife. Is there something fundamentally wrong with this company, or just some overreaction. Is it a buy hold or sell at these levels. It is currently 1.5% of my portfolio. Thanks for any advice you can give.
Read Answer Asked by David on February 20, 2015
Q: Hi 5i Team, Thanks for your expertise. In our TFSA's (we are retired in our 70's & deriving income from portfolios) we hold 10 securities ABT 6.7%, AYA 12.48%, BAD 4.79%, DHX.B 10.5%, ERF 5.1%, XTC 8.37%, IT 8.53%, LNR 14.23%, TOG 0.7%, WCP 10.57%. We have $10M cash available. Only names duplicated in other accounts are AYA and WCP. We are overweight Consumer Cyclical (18%) and Financials (incl REITS) 21% Underweight Materials 5.1% and Telecom 3.0% and Healthcare 3.9 %. We have 54 securities total and 85% equity. We have $10M available to invest in TFSA's. Sorry for the long question, But would like to invest TFSA money as we wait for portfolio review. Thanks in advance.

Ted

Read Answer Asked by Ted on February 20, 2015
Q: Good Afternoon
Earlier today you have provided a list of companies that may grow their dividends in the next 3-5 years such as XTC, EH, AD and WIN.
Can you provide us with a similar list for LARGE CAP dividend growers for the next 3-5 years?
Thanks
Read Answer Asked by Terry on February 20, 2015
Q: Do you have an opinion on this more speculative oil company? They have a fairly strong balance sheet but their best oil wells are located in northern Iraq.
Read Answer Asked by george on February 20, 2015
Q: What...many thanks are your views on these 2 companies ....would you choose one over the other
Read Answer Asked by Michael on February 20, 2015
Q: I have owned this stock for some time. Is there some light at the end of the tunnel?
Read Answer Asked by Garnet on February 20, 2015
Q: You mentioned about 'liking to buy into strength'. I understand the idea, concept. What would be helpful to me would be to know what that looks like, aka how to know it, if i saw it......Thanks Tom
Read Answer Asked by Tom on February 20, 2015
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