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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: Hi, The recent large acquisition seems to have garnered strong market interest. After staying at $2.05-$2.15 level for a few days, stock price has taken off to new highs over last week, on heavy volume. Your recent comments indicate some concern over debt financing and have kept me on the sidelines. Am I missing the boat and is it worth starting with a partial position at these levels?
Read Answer Asked by rajeev on April 17, 2017
Q: Hi, I am glad that I did n't panick during the recent softness in Altus Group share price and stuck to my initial purchase when it was added to Balanced Portfolio. Ryan, on BNN talked about it's 14% stake in "Real Matters" (estimated $ 1 bln software co.) Real Matters filed for an IPO on April 11 and expected to go public some time in May, 2017. What will be the benefit to AIF and shareholders, in near and long term ? Also, what are your views on this IPO- is it worth participating ? Thanks
Read Answer Asked by rajeev on April 17, 2017
Q: Looking at CCO. What are your recent views on CCO and the uranium price since your last Q/A in January? CCO's stock uptrend continues and appears ready to break out of a 3 year intermediate downtrend. Company pays a $.4 dividend against $.7 cash flow and has a book value around current price. Has Kazakhstan really reduced output? Will new reactors coming on stream affect years of oversupply? Would significant military intervention(s) in 2017/18 affect uranium supply or prices? Are there better ways to play uranium should a broad material recovery occur?
Read Answer Asked by LARRY on April 17, 2017
Q: Whats your take on Defined Maturity Bond ETF's such as BSJK? As I understand it, bonds in the ETF are held to maturity to remove market value risk from rising interest rates. I've aways used ETFs' for bond holdings. However with all the noise on what rising interest rates can do to portfolio values, I'm currently mainly in cash for my fixed income allocation. Instead of buying an ETF, do you think its "practical" for a retail investor to purchase sufficient holdings to be diversified ( and held to maturity ) in order to to accomplish the same "de-risking" without the MER? And lastly how many high quality corporate bond holdings make it diversified?
Read Answer Asked by Lloyd on April 17, 2017
Q: G'Morning! I'm feeling a bit antsy this am about my TFII position (in at ~ $23 & $26). McCreath on BNN said he is short TFII and sited integration challenges with its Mexican acquisition and said that they are losing Amazon business. Apparently RBC has also downgraded this stock. The share price hasn't been doing well lately. Your comments please? Is it a hold or should I start thinking about selling? Thanks so much!
Read Answer Asked by Heather on April 17, 2017
Q: Hello 5i team,
I'm basically a balanced equity 74 year old guy; but I also hold the following growth companies CRH,ECN,GUD,KXS,OTEX,PLI and SHOP. I'm thinking of adding GPS or PHO or ZCL; how would you rank them ?
Thanks,
Antoine
Read Answer Asked by Antoine on April 17, 2017
Q: Greetings, Peter, Ryan and Co.
I am trying to evaluate the upside potential of ImmunoPrecise Antibodies (IPA.V), a microcap in the very dangerous junior biotech sector. I would appreciate any insights/opinion that you might have, if any, and any sources you would recommend I use to do some more due diligence. My usual sources are of little value.
With appreciation.
Ed
Read Answer Asked by Ed on April 17, 2017
Q: I'm considering a portfolio review but have concerns regarding your admitted bias towards small/mid size stocks. We are retired and our investing objective is primarily wealth preservation with some growth. I am primarily a large cap dividend investor in my main portfolio although I have initiated a small position in your balanced model portfolio in my TFSA. If I were to request a review, would you be recommending primarily mid to small cap stocks for the portfolio, or would you feel comfortable recommending more larger cap stocks given my preference?
Read Answer Asked by Jim on April 17, 2017
Q: Dear 5i
What can you tell me about the following in terms of quality , MER and yield .
!-Mutual fund BMO Tact GBL EQ ETF SER F-NL
2-Mutual f. fixed income DYN Active core BD PRIV F-NA
3-Mutual F. fixed income BMO Tact GLB BD ETF SER F-NL.
Are these keepers or can i do better elsewhere ?
These 3 represent approximately 68% of my current portfolio with my financial planner . I`m 62 and plan on retiring in 2 years .The rest of the portfolio is in various growth stock .
Thanks
Bill C.
Read Answer Asked by Bill on April 17, 2017
Q: Dear 5i
I am 62 and plan on retiring in 2 years . I am open to positioning myself for 2 more years of some growth but preservation of capital is also important .
I have about 1M in RRSP`s and and close to shifting this amt to my brokerage co. to invest .
I`m thinking the following
1-$300,000 into Income portfolio including 10 good stocks from the Balanced Equity.
2-$300,000 into two different Bond ETF`s (fixed income )
3-$400,000 into 4 different ETF`s.
Does this setup look good to you and if so what ETF`s might you recommend given the current economic climate and my age ?
I don`t need income from the investments currently but think its important to have good dividend growth along with some capital gains .
I`m like most and prefer not to pay high MER`s as well.
Please deduct more than one question for this .
Thanks and looking forward to your response .
Bill C.
Read Answer Asked by Bill on April 17, 2017
Q: Hi 5i team,

I want to sell into the market now to raise the level of cash in my portfolio. I need advice as to what stocks to sell first, given the current market conditions. Should I sell growth stocks first? Or income stocks first? Should I sell certain sectors first? Should I first sell stocks that are in a loss? Or stocks that have the highest % of gain over book value (ignoring tax)? Should I sell stocks that are close to 52 weeks high first? Please explain your strategies if you were to reduce the equity holdings to raise cash for your portfolio. Thanks for your guidance.
Read Answer Asked by Willie on April 17, 2017
Q: Hello 5i team,
In response to a fellow member question regarding MG and XTC, you seem to have classified them in the Industrials sector. I had my holdings in MG and LNR as Consumer Discretionary Cyclicals; even though they fit in both sectors, where would you place them?
Happy Easter
Antoine
Read Answer Asked by Antoine on April 17, 2017
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