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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: 5i Team,

Thanks for your service.

My portfolio is made up of your balanced equity portfolio + several growth portfolio companies, some large cap US companies & some equity portfolio companies. Very balanced with a hedge towards growth.

I have big winners all over the place, thank you!!!!

I am however down big (approx. 50% each) on 3 small cap names: AT, CRH & ITC.

They are now about 0.5% weightings.. fairly insignificant to my portfolio and I am wrestling with whether I top them up... leave them alone as is... sell and consolidate it into other names in my portfolio (ie. CLS, PKI & CAE comes to mind right now)... etc.

I have no tax benefit to sell as they are all in registered / TFSA accounts.

My question is how confident are you in these names? For a riskier investor, would you be ok with top ups to 1% weightings today? Should I just let them sit and maybe top up during tax loss season in a month or two? Or just sell?

Thank you for your guidance.
Read Answer Asked by Ray on September 20, 2017
Q: Hi,
I have owned OTEX in the past. I recently bought it again around $44 after last earnings report which was good. Since then the stock has been sliding for no apparent reason. Momentum is negative. It recently bought Guidance Software. I thought it may recover but still hovering in low $39s range. I do not like to average down, but if I was looking at it as a fresh investment, it would give me pause to consider. Your thoughts please.
Read Answer Asked by Dave on September 20, 2017
Q: Hi there, how would you rank these 3 names in terms of growth profile? Thanks!
Read Answer Asked by Michael on September 20, 2017
Q: HI 5I TEAM,
Thank you for your awesomeness, i have some cash 15k looking & thinking to invest in drones with military preference, which of the companies do you see as best 2-3yr with good potential? Do I buy in cash or RRSP Acct? I do have WPM in US $acct which I would like to sell? your thoughts?
Thought on the ETF I am 60 yr old. Looking for income.
Thank you
Read Answer Asked by Paulette on September 20, 2017
Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks
Read Answer Asked by Esther on September 20, 2017
Q: Hello Peter, I have cash in my TFSA to invest. In addition to a diversified RRSP, my TFSA already has significant holdings in Google, Winpak, ZWB and the Agellan REIT (which have all done very well over the past few years).
Can you please suggest three 'growthier' ideas for new additions to the TFSA. I can accept a fair degree of risk, but not really interested in "long shots". (My gambling instinct was wrung out of me after my foray into Guestlogix - just a bad memory at this point). Thank you!
Read Answer Asked by James on September 19, 2017
Q: you recently answered a question, where you said BAM.A offered greater potential return,over 10 years, than the BIP.UN and BEP.un.

If BAM.A is the parent, how is this possible?

If BEP.un hits it out of the park and BIP.Un does not then the returns of BIP.un will act as an anchor on BAM.A. And if BIP.UN hits it out of the park, then the returns on BEP.UN will act as an anchor on BAM.A.

Read Answer Asked by Douglas on September 19, 2017
Q: I have owned Canaccord Genuity for several years. On July 4th, 2017, CF announced a (SPAC)deal. This deal appears to create an opportunity to purchase shares in a yet to be found company. Can you explain how CF is going to make money in this deal? Is this an IPO of shares when an acquisition is found? Will CF continue to hold the majority of the shares in the new acquisition?
This deal seem complex to a simple investor like me. Can you help? Is this a good deal for CF?

Cheers,
David
Read Answer Asked by lori on September 19, 2017
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