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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 Research team,
My question relates to your answer to a recent question from “dave” about “must own”. Could you conceptually define what a “must own” company? They are probably the foundation of a stock portfolio; each of these companies should be kept to a full position throughout the economic cycle. That’s where it gets interesting, because your list included GSY and GIL.
As a long term owner of GSY (thank you 5i), I would tend (if capable) to overweight (let it run) during the most favorable portion of the economic cycle, but to underweighted it when the credit cycle deteriorate. Would you agree?
About GIL, but not specifically about GIL: when a situation such as what happened to GIL recently would happened about one of these selected companies, would you almost automatically buy the dip to increase back the position to a full position, and think about medium and long term? Would you agree?
Thank you for your collaboration, Eric
Read Answer Asked by Eric on October 25, 2019
Q: Back in June 2011 we purchased Scotia Dividend Fund 6372205 no load @ 41.95 today it's at $68.80 for RESP for Granddaughter.Initial inv. 2,763.29 and today worth 4531.41.We will be visiting them next week.Usually receive div. in December.She has 2 years to go before graduating.Should we sell and buy bond fund XLB to make sure we don't lose any value that has built up.Tks
Read Answer Asked by Guy on October 25, 2019
Q: I have a 5% position in BCE and a 4% position in NWC, which I consider both to be "full", relative to their "blue chip status". I have a little bit of cash available to top up either or both. With the recent weakness in both BCE and NWC, would you add to either at this time? From an asset allocation perspective it doesn't really matter which, although I could use a bit more in the consumer space.

BCE = Now that the election is behind us, does the threat of cell phone fee reductions seem more likely? What does the future look like?

NWC = At last reporting, I understand the airline expansion was possibly holding back results...any new news?

Thanks...Steve
Read Answer Asked by Stephen on October 25, 2019
Q: Hello

I read MA is to acquire tech firm for an undisclosed sum. Since then, the stock has been dipping down .
Would you see this acquisition a plus to the company and would you recommend buying some stock here?
MX - stock is down drastically since Dec2018 and did not recover yet.
The company stated they reached an 5 year agreement with ENAP for natural gas supply to its Chile operations.
What is your outlook on the company in general and do you see the stock recover soon ?

Thank you
Read Answer Asked by Kristelle on October 25, 2019
Q: If the federal government implements a national pharma care program, are there any Canadian Stocks that would benefit?
Read Answer Asked by Thomas on October 25, 2019
Q: Reading the first question of the day, you mention Twitter as being cheap at 15X earnings. I am dating myself, but when I began investing 10X was average. What has prompted the change to the present 17X earnings.
Read Answer Asked by Robert E. on October 24, 2019
Q: Peter; With the Liberals not getting any seats in Alberta which companies with be hurt the most? Thanks. Rod
Read Answer Asked by Rodney on October 24, 2019
Q: Hello 5i,
I am 73 years old, a value investor. Except for Chartwell (bounces around), NFI and Pasons, all the rest are doing well ( not so ZPR, CLF and CBO). I am up $10,000 on many of my 50 equities but these individually are not over 2% of holdings. I do not need the money and see no reason to sell my winners. Thus since there are no losers, as such, to sell and I think I should keep my winners. With all this talk of tax loss selling: do I, at this point, have a dire need for tax loss selling? I do not think so, but then again, that is just me.
Thank you
Stanley
Read Answer Asked by STANLEY on October 24, 2019
Q: Could you please comment on their results and outlook? The stock droped quite a bit after earning release, I have shares about 4% in my portfolio, after drop still have some profit, do you think I should sell now and swtich to other better options? What do you think their future in long term? Thank you!
Read Answer Asked by David on October 24, 2019
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