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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,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.
Read Answer Asked by Brad on August 17, 2018
Q: Hi guys !
Already well covered in the Cdian consumer staple sector, I would like to add some holdings on the US side. What are your views on Medifast (MED), Big Lots (BIG) and Kors (Kors) ? Any others would have your preference in the sector ?
Have a good day,
Jacques
Read Answer Asked by Jacques on August 17, 2018
Q: Hi 5iResearch Team,

I have held a full position on NOC since March 2105 and am currently up by about 90%. NOC has pulled back by about 18% since reaching its highs 6 moths ago. I am thinking of switching from NOC to BA and would like to get your comments on this move. Thanks.
Read Answer Asked by Harry on August 17, 2018
Q: Hi,I want to diversify my RSP which i already own a large position in Turtle Creek US Fund ,Barometer Global Macro Pool,and Edgehill International Advantage Fund and am thinking of adding the ETF's mentioned to this mix.
I am wondering your opinion on this group as a whole and if you would not endorse any of the additions i am planning.
Thanks,
Brad.
Read Answer Asked by Brad on August 17, 2018
Q: Nice folks I hold 5% gold exposure split between GLD and FNV. Do you have an opinion on gold for the next quarter and/or year. There is some rumour that some central banks may be selling gold aggressively and some opinion that gold could be heading downward. Your thoughts on that as well would be great to read. Lastly would you suggest simply sitting tight with the current weighting and holdings I have as an appropriate "forever" holding. Thanks so much.
Read Answer Asked by Ken on August 17, 2018
Q: I have zero allocation to minerals, mining and material stocks in my portfolio. Do you feel that some exposure is warranted for diversification purposes?

If so, what one or two companies would you suggest to achieve broad exposure while minimizing downside risk. I prefer larger companies that pay a dividend.
Read Answer Asked by Chris on August 17, 2018
Q: Can you please comment on earnings and subsequent investor reaction (reduction in share price)?
Can you also please comment on recent rumours of Amazon looking to acquire a cinema / theater company? It seems that this should be a potential catalyst for the stock as this is a logical move for other streaming services (Netflix, Apple, etc.) who are investing significant amounts on original content but currently have limited options to distribute to large screen formats (cinema, etc.).
Read Answer Asked by Shyam on August 17, 2018
Q: Hello I was wondering what you thought of HLF earnings.? The stock is down so much this year but it has been here before and came back. Do you see this being an entry point for a long term buy for another ride up? Do you think it will need to cut it's dividend 8% + currently? Thanks again for the great service.
Read Answer Asked by Kolbi on August 17, 2018
Q: Good Morning 5i
Can you comment on Constellation investment of 5 Billion CAN$ into Canopy Growth? How you see this playing out in lead up to Oct. 17th. legalization? How do you see this playing out to late 2019 when I would consider selling? Constellation is a Major US backer who obviously believes in the future market - Canadian, US & International - both medical & recreational. You have supported WEED as a speculative best pick. Is it now rising on that scale and if not, why ? Please direct question to 5i person most knowledgeable on this space. Thanks.
Read Answer Asked by Randy on August 17, 2018
Q: Hi 5i team. What would be your top pick in the gaming sector in Canada? PBL, TSGI, GH, GC? Keep up the amazing work. RZ
Read Answer Asked by Raphi on August 17, 2018
Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!
Read Answer Asked by Wayne on August 17, 2018
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