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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: I presently have Brookfield Infrastructure and WSP Global at 4% & 2% of my portfolio. Holdings are never allowed to exceed 5% regardless of quality) I would greatly appreciate suggestions on names of a couple of other Canadian company in the same field with international business.
Thank you.
Read Answer Asked by DAVID on March 03, 2017
Q: McEwen Mining has fallen like a stone from $5.80 to $4.20 within a month. Is this common among smaller gold companies or just weakness due to pending US interest rate rises? I like the high insider ownership and potential of this 1company. Would you buy it at this price and can you recommend another similar-sized gold company?
Thanks.
Read Answer Asked by Steven on March 03, 2017
Q: Hello 5i team,
Instead of collapsing EFN into ECN as per your note,I was thinking of keeping both but on an equal weight basis. Your comments are most appreciated.
I usually follow your suggestions, except once when you exited FSV in March 2015, post split; I kept both and had an average return of 90%.
Keep up the excellent work because I count on it. I'm 74 years old and when my brain power will eventually slow down like my creaky bones, I will have no choice but to "blindly" follow your advice.
Kind regards,
Antoine
Read Answer Asked by Antoine on March 03, 2017
Q: Hi Peter and Team, In the Financial sector of our combined accounts, we hold only one stock that's down - CXI - held in my TFSA - which is down by 21%. We also hold BMO, BNS, GSY, SLF, and ZBK, which are all nicely in the black. I know you believe that CXI has long-term potential, but since it doesn't pay a dividend while 'waiting', I'm considering selling it. Which of our other holdings in this sector would you recommend adding the proceeds of a possible sale of CXI? As always, thanks in advance for your insight and advice.
Read Answer Asked by Jerry on March 03, 2017
Q: Hi Peter, Ryan, and 5i Team
I yearn for a position in a pipeline company. Do you think the sector is fully valued at this point, or could one of the group be cheap, or at least be reasonably priced, and provide growth possibilities. I am anticipating that the oil price will increase over the next few years.
Read Answer Asked by Conrad L on March 03, 2017
Q: Good Day to all. I'm 63, retired and have $400,000 to invest. Funds won't be required for 8 years, I have a moderate risk tolerance and would target a 4% dividend return on the portfolio.

In this scenario and with current economic/political environment, do you recommend:

(a) an investor buy your model income portfolio as it is currently reported, or

(b) a different portfolio of stocks and perhaps ETFs and

(c) should such an investment be made today, in whole or in part.

Thank you for your valuable and much appreciated advice.

Ian
Read Answer Asked by Ian on March 03, 2017
Q: Hi,

I previously owned MDA and sold for a small loss, but am increasingly interested in getting back in. My question is about MDA's ability/experience/success integrating take overs. I understand they took over another US company a number of years ago. Could you tell me how big that was ($$ terms) and how successful, in your opinion, they've been in integrating the company?

Thanks,

Cam
Read Answer Asked by Cameron on March 03, 2017
Q: Holy Insanity! Who are the crazy gamblers (not investors) buying SNAP Inc at a price/sales ratio of 71 times! A valuation like that makes companies like Shopify and Nvidia seem like a bargain! I don't see anything that resembles a "moat" with this company, especially since Facebook has duplicated all the cool features of Snapchat onto Instagram? Am I missing something here 5i, or is this going to be the easiest SHORT for the next 2 years?
Read Answer Asked by SHANE on March 03, 2017
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