Investment Q&A

Q: Wondering what are your thoughts about Middleby.

Thanks

Q: Dropped this morning ? Is it a buying opportunity ? Thanks

Q: I've owned Corby for years. Do you think it's worth hanging onto, or should I sell?

Q: Hi Peter, how would you rate sina, ? And what are their growth ? Thanks Alnoor

Q: Greetings,
All of the US investment banks are struggling so far in 2018. Is there some reason for this and is this a good time to add to ones holdings (i own JPM) or would you prefer something like a Bank of American or the Regional Bank ETF.

Q: I realize these companies are all very different in many ways, but I want to add 2 or 3. I'm completing the BEP and adding to the GMP. Could you rank them in terms of "best opportunity," meaning the share price does not reflect the quality and potential of the company. In other words, seems mis-priced in terms of your valuation of the company because share price is down for no apparent good reason from a fundamental perspective.

Q: Could you give me your updated opinion on RNX please. Seems to be raising money and the stock has pulled back. Is Sprott still involved?
New low today. Would you buy sell or hold here? I have held for about 2years now. Have about 1.5% position.

Q: HOW DO YOU RATE GOOS

Q: Hi Peter, which of these would be less volatile?how would you rate them? Thanks. Alnoor

Q: Gentlemen, Good morning
Just a comment, its better to check with the broker, for exemple Direct Investing NB, even if the CSU is on US side, DIBN will convert the U$ div in Ca$ and than in U$, there is a double conversion.
''Q: Derek
You need a Cdn. & US brokerage a/c.'s
e. g. you buy 100 shs. CSU in your Cdn. a/c.
After settlement call the broker & tell them to tfr. the 100 CSU to your US a/c. Now the US div. will go into your US a/c. Should not be a problem buying CDN Co.'s that pay US divs. & accumulate those divs. in your US
brokerage a/c.
Joe"

Q: I inherited 500 shares of Shaw recently which is 1.4% of my portfolio. I am not a big fan of the cable business as it faces headwinds from streaming services, but I understand their cell business is picking up. However, I already own a significant position in BCE (7% of portfolio).

Do you think I should hold or sell?

Q: Hi 5iResearch team,
I was thinking of replacing KXS that I have held for just over 1 year, with COV and would like to get your thoughts on this.
Cheers,

Q: I halved my holdings some time ago and it's continued to drop to the point that it's too small a part of my overall portfolio to have much impact one way or another. Because I bought it early on, I'm still ahead, but I'm wondering what I should do. Buy more to bring it up to say a half position again, sell it, or let it ride. I'm looking to make my portfolio more conservative and low maintenance in my later retirement.

Q: I hold GILD after averaging down and I am still down I am tempted to switch to Celgene for better recovery opportunity. Please give me your expert opinion.
Raouf

Q: I will be retiring at the end of the year.
My theory is that inflation is about to rise at a quicker rate than it has recently.
The listed securities are in my portfolio and are hurt by rising interest rates.
Which ones would you suggest that I lighten up on.
Which ones would be a hold.

Q: My portfolio is up 25% YTD. If my personal goal is 20% / year do I pack it in and sell everything until the next drop?

Q: Could you provide your thoughts on FAH as a long term investment? What should I know? Eg what are your thoughts on the advisory fees and the voting domination by Fairfax? They seem to think book value per share is a key performance metric, is that the number you would focus on?

Q: Hi 5i team,
Apart from investing in stocks, bonds, and real estate, high net worth individuals and pension funds also invest in 'Alternative investments'. What are alternative investments? And how can individual retail investor diversify and buy into Alternative Investments? Thanks.

Q: What is your opinion on Align Technologies and Editas? I've read that they are forerunners in their respective fields and although expensive, have high growth potential. What's your analysis?

Q: Greetings 5i,

Despite their lacklustre performance this year, I am very fond of consumer staple holdings that focus on food and household products. My reasoning is that I consider their essentiality, as well as their (at least theoretically) defensive nature make them excellent, steady, long-term holds that do not need to be constantly monitored; thereby providing a "sleep at night" factor which I highly prize. Thus, my current sector exposure consists of full positions (5%) in L and PG that, barring some fundamental catastrophe in either, I intend to hold indefinitely. I also hold AMZN (5%), but, due to the breadth of its business, consider it more of a "hybrid."

To these, I am considering adding a position in COST, as I feel that, in addition the aforementioned reasons for favouring staples, its business model is perhaps better equipped to withstand the "Amazon effect" than many other retailers (WMT, KG, etc.). I am also looking to add some geographic diversity to my retail exposure, and view the recent weakness in the stock as a good potential entry point.

However, I realize that this addition would increase my sector weighting, and possibly create some unnecessary overlap. I would therefore like to ask your advice regarding this addition, and whether my reasoning appears sound.

I am 36 years old, debt-free, and relatively conservative. My investment portfolio is solely for the purpose of expediting my retirement, and I will have no need of its funds for the foreseeable future. Excluding ETF's, my portfolio currently consists of 22 positions (with none exceeding a 5% weighting), and is, for my goals and investing style, well diversified across sectors.

Based on my situation, does the addition of COST sound like a reasonable course of action to you?

Thank you.