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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 am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.
Read Answer Asked by Sandy on December 07, 2016
Q: I have ACQ with a big loss and am thinking that I should sell and buy either KBL or NWC (keeping in the consumer space). Thinking 2 yrs out, would this be a good idea? If yes, would there be a better replacement than KBL or NWC
Read Answer Asked by Sandy on December 07, 2016
Q: I am currently trying to diversify my portfolio with US and international exposure.I know you or i do not like fees but i have no experience in this area and you do not provide a US model so i am asking your opinion on investing in a hedge fund or looking at funds like Cambridge in particular provides but at a 2.45 mer.Please help me in my goal to diversify my RRSP
Read Answer Asked by Brad on December 07, 2016
Q: Hello 5i team,
Please remind me of your rationale for exiting FM last year. With the current sector rotation to economically sensitive stocks, are you thinking in getting back into the sector? If so, which would you choose among the base metals stocks?
Thanks,
Antoine
Read Answer Asked by Antoine on December 07, 2016
Q: Two part question:
1. Do the large US banks have more room to run or is the expected rate increase pretty much baked in?
2. To buy BAC and C I have to move $Cdn cash to my US$ accnt. Currency conversion can impact outcome. At 75c the $Cdn is up a bit. Should I buy now before the likely US interest rate increase? Or(2A) wait for a possible softening in the market around year end/ new year? Thanks for answering - but more importantly for your integrity, which was on display recently in your answer to the Forge First question.
Read Answer Asked by Mark on December 07, 2016
Q: One third of my non sheltered account consists of shares in ATD.B, CCL.B, CSU, and SJ. In the last month the TSX is up about 3+%. In the same period these stocks are all down (13%, 5%, 6% and 8%). The only common thread I can see is that I own them. Do you have any insights that explains the not inconsiderable under performance of the share prices of these stocks in the last month?
Read Answer Asked by Curtis on December 06, 2016
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