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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: In your model portfolios you hold 20-25 stocks. I am selling a home and expect to have about $750K to add to my existing $500K. I have always had a preference for keeping my holdings in a particular company smaller and thus having more diversity than that. In my new plan I would hold about 40 to 45 stocks. I am retired and a fairly conservative investor and focus on income but would add some growth in the new plan. Am I trying to diversify too much?
Read Answer Asked by Albert on October 16, 2017
Q: TSGI's earnings are to be announced in about a month - I believe the estimate is .47 vs .42 same time last year. Any sense of what to expect ?
I will be trimming my TSGI position at some point and was considering putting those funds into GC. Do you feel a 10% total allocation between these 2 gambling stocks (roughly 5%/5%) is too much in an otherwise diversifed portfolio ? Thanks, as always.
Read Answer Asked by Alexandra on October 16, 2017
Q: Peter,
RESP first needed in 3 years with ~equal amounts of BNS, GUD, OTEX, PHO & T;
with cash for 2 more positions. What would you add or change at this time ? Thank you.
Read Answer Asked by Paul on October 16, 2017
Q: Hi, since the end of Sept. TD.PF.B price has risen by 5% & RY.PR.H by 7%. When purchased TD.PF.B interest rate was 3.8% & RY.PR.H was 3.9%. Their 5 year interest re-calculation date is 2019. During that same period ENB.PF.E price has risen by only 2.5%. At purchase ENB.PF.E interest rate was 4.4% & it’s 5 year interest re-calculation date is 2020. The present dividend yield of ENB.PF.E is 1% greater than the two bank preferred shares. My question is, do you have insight as to why the bank preferred shares have performed much better than the Enbridge preferred shares since the end of Sept. Thanks … Cal
Read Answer Asked by cal on October 16, 2017
Q: I'm guessing 5i has a substantial number of clients now and I am wondering if that is a factor in issuing a sell recommendation on a stock when a major event happens? For example, would Peter have " done nothing " as a portfolio manager when SHOP was attacked as was instructed to 5i member's? In no way is the a question on integrity or a lack of respect, I'm a 5i member for life!
Read Answer Asked by Charles on October 16, 2017
Q: I have some cash to deploy in my TFSA. I am looking for two or three growth companies with medium risk. What would you suggest?
Thanks so much for your very wise and thoughtful advice. You provide a wonderful service for which I am very grateful.
Read Answer Asked by Cathy on October 16, 2017
Q: Seems to me management has not done a very good job in providing shareholders with any comfort during the short attack. The only mention from media I've witnessed has been a name calling tweet and "wait till later" for explanation, have I missed anything? Even with the decline I'm still a very happy shareholder, buying more on the way up, letting run to a 9% position and thankfully selling down to a less than full position. Much credit goes to 5i for teaching me these skills, thank you!
Read Answer Asked by Charles on October 16, 2017
Q: Boardwalk REIT constitutes about 13% of my TFSA and I am essentially breakeven on the stock having bought some at low prices in 2009 and more at a very high price in 2015. Your comments that it is a hold for dividends troubles me since although currently an excellent dividend I want either higher dividends or capital gains in the long term i.e. in 10 years or so. Do you see it continuing to tread water for 10 years or do you see a rebound in stock price or even higher dividends before then? Can you also provide a bit of an explanation for your answer. Much appreciated.
Read Answer Asked by ED on October 16, 2017
Q: Product: TD Split share Preferred (xtd.pr.a)

Hello 5i
Thanks for the excellent investment coverage.

I have been utilizing this structured pref share as part of stable income portion of Portfolio for many years. Receiving over 5% dividend yield with a stable stock price has been helpful.

With interest rates potentially movin up over the next few years, this fixed rate product will begin to look less attractive.

If by Dec 2019 (termination date) an investor would like to terminate the holding and receive cash for shares, do you see this transaction being as simple as checking a box and waiting for cash to arrive from Quadravest? Near term Price has been $10.06 but may possibly drop below the $10.00/ share if investors want higher yield.

Do you see any risks associated with being paid out the full $10.00/ Pref share ...... on or about Dec 2019?
Any comment on what this transaction would look like?

Thanks
Dave
Read Answer Asked by David on October 16, 2017
Q: Hi 5i

Looking for some sustainable growth companies that may offer compounding return.

I have been looking at First Service Corp currently priced at 88.85Can.

What are your thoughts about FSV continuing to put up high growth numbers after doing it for two decades? I see by their investor information they have 5% market share; leaving significant share for growth.

Do the estimates you have indicate significant growth trajectory will continue?

Thanks
Dave

Read Answer Asked by David on October 16, 2017
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