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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: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
Read Answer Asked by Jean-Bernard on March 15, 2017
Q: Even with their new banking licence Currency exchange Corp's stock seems to not be able to gain any traction. Would you consider it worthwhile to sell Currency exchange Corp and replace it with Goeasy ? Goeasy would pay me to wait while CXI gets their stuff together. I think they are both in the same sector. Would the switch strengthen my portfolio.
Read Answer Asked by Leonard on March 15, 2017
Q: Hello I5, Like to have your assessment of TS.b, is the div safe, do you see any near term growth. With regards to FGD, would you explain what "re-assume debenture" means, your evaluation of this company' growth and earnings.
Many thanks, J.A.P. Burlington, Ont.
Read Answer Asked by Joseph on March 15, 2017
Q: Hello,
I received the BKD Notice of AGM & Special Meeting today. Hard to clearly discern what the transaction is. Would appreciate it i you can advise. Also: I note they want to reverse split the shares 10 for 1. In my experience this alway seems to have a net negative impact on share value, although I know it should not.

BTW, on Mar 13th Rick mentioned a very good March ETF update by you...and sorry but I can't find it.
Thanks for your assistance!
Brian
Read Answer Asked by Brian on March 15, 2017
Q: Hi 5i team :
Kroll Ball rating agency commented about TAH (USa branch of Tricon) the below note. As shareholders, should we worry now about this note ? or it is an issue to deal with in 2019 . Thanks !!

"It is worth noting that one TAH securitization and the Silver Bay deal are each collateralized by a floating-rate loan with a fully extended term of five years and the other TAH securitization is collateralized by a fixed-rate loan with a five-year term, all of which will come due from September 2019 to November 2021. This concentrated debt maturity profile may result in increased financial stress for the company."
Read Answer Asked by Alejandro (Alex) on March 15, 2017
Q: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.
Read Answer Asked by John on March 15, 2017
Q: Good morning 5i team,
How do you make the distinction between heat chasing (i.e. buying a stock that has gone up significantly due to popular demand) and momentum investing which you seem to like a lot and which, on the surface at least, consists in buying a stock that has been rising in price for some time? Going by all that I have read on investing, heat chasing is very risky and to be avoided while momentum investing is an approach you often recommend. When does momentum investing become heat chasing?
Robert
Read Answer Asked by Robert on March 15, 2017
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