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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: SPB has taken a big hit since the beginning of this month. Do you know why? The technical based on my charting look quite poor. Are there any good reasons that we should continue to own the shares, ie do you see the share price recovering and if so why? In a recent ranking of stocks to buy similar to SPB ( your answer to a question) you rated this company last out of 6 or 7 companies, Not sure that instills a lot of confidence in our retaining the shares as I sense that you are not overly positive on the company?
Read Answer Asked by John on May 12, 2017
Q: Hi there,

I have a question regarding allocation and trimming. In the beginning of the year I had rebalanced my portfolio and started with ~4% weighting in 25 names spread over the Balanced Equity portfolio. Many of the names have performed well and have been growing nicely since. A the same time I have been adding new funds (via work bonus, tax refund, monthly contributions etc) to my portfolio. In many cases this has taken the ~4% starting position lower as the overall total portfolio amount has increased. I know you suggest being prudent and trimming names that have done well, however as I continuously add money to my portfolio, the names that have done well are not necessarily increasing in overall portfolio weight due to new funds being added. As new money enters in my portfolio I have been adding new names (versus adding to the starting 25 positions - my portfolio is currently about 28 names). In this situation, how would you recommend trimming the winners that have gone up over the last 4 months?

Thanks!
Read Answer Asked by Michael on May 12, 2017
Q: Hi can you rate the above four companies in terms of long term growth potential, from best to worst. Safety should play a minor factor as well.

Thanks
Read Answer Asked by Valdis on May 12, 2017
Q: I'm starting an income portfolio. What do you think of 5% in each of the above? Thanks.
Read Answer Asked by Tim on May 12, 2017
Q: Can you please comment on the earnings of SIS,TOY,ECN and KWH.un with regard to expectations and your opinions moving forward.
Thank you
Read Answer Asked by Marty on May 12, 2017
Q: Hi, Could you please share your comments on today's debut of this much awaited IPO. The issue was oversubscribed 7X, but looks like allotees were in a rush to cash in. I read somewhere that 85% of the issue was allocated to institutions. Do you think, today's trading was mostly retail investors ? What is your outlook of the company and the stock, going forward ? Did I see somewhere that co. will release it's 1st quarterly results on Monday May 15? If so, you have any insight ? I did start a position today and would appreciate your thoughts. Thanks
Read Answer Asked by rajeev on May 12, 2017
Q: HI peter Can I have 5I comments on Moodys downgrade on Can banks
Kind Regards
Stan
Read Answer Asked by Stan on May 12, 2017
Q: I recently subscribed to 5i, the ETF update and the Canadian Money Saver Magazine. I have been learning lots and you guys do great work!

I just finished university and am looking towards building my first portfolio. I have been comparing the various models portfolios from 5iResearch, the Canadian Money Saver Magazine Model ETF portfolio, and Couch Potato. I have an understanding about the goals and strategy behind all the model portfolios except for the CMS Model ETF portfolio. Similar to how you break down the model portfolios on 5i, can you provide an overview of what the CMS model ETF portfolio investment strategy, investment suitability/risk tolerance, and targeted annualized returns are.

Thanks for the great service you provide! Look forward to being a long time member!
Read Answer Asked by Justin on May 12, 2017
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