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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: I have a question about mutual funds. I am looking at allocating a small portion of my portfolio to a mutual fund that performed very well in the first 3 months of the year (up 50%) and was at an all time high before pulling back. It is my understanding that annual performance fees are approximately 20% of profits beyond the permanent high-water mark. If I invest in this find today, after it has had its large gain, will I be subject to paying the massive performance fee despite the fact that I did missed the massive move to the upside? And is my understanding correct in that this fund will only take a an annual performance fee if it increases the high-water mark that year? Thanks
Read Answer Asked by Scott on June 03, 2015
Q: Hi Peter,
My portfolio is poorly diversified and I am working on trying to correct this. Can you give me a general guideline on what percentage you would allocate to each sector for a well balanced portfolio. thank you for a great service. Clare.
Read Answer Asked by clara on June 02, 2015
Q: Hi Guys, for a balance portfolio with a 5 year time frame, does trading BNS (2.5% weighting) or TD (3%) or POW (1%) for EFN make any sense? If so, should it be a full position?

thanks,
Jim
Read Answer Asked by jim on June 02, 2015
Q: Hi,
Great appearance on bnn!!
For a portfolio management approach I understand the importance of setting position limits being 5%, 10% and trimming positions if they breach a limit. However, holding a company for years can result in a position being 20% of a portfolio etc.
What argument can you make to sell or trim positions in a good company that pays a dividend of 4%+ but would be too large of a weighting your intended position limits.
Bottom line question: I know some people have a certain great stock that might be 20%+ in their portfolio. Those are difficult to sell/trim when they pay a nice dividend too.
Thanks
Read Answer Asked by Marie on June 02, 2015
Q: Last question on this company was in Jan. 2015. Can you explain the last quarter as I am confused as to what was reported?
5i has provided the best advice I have had in my 40+ years of investing.
Read Answer Asked by William on June 02, 2015
Q: Any comments or updates regarding the split? Continue to hold both until future numbers come out?
Read Answer Asked by Greg on June 02, 2015
Q: I have a position in ARX that I have held for many years and is now down 8% excluding the dividend. 5i seems to really like WCP and I was wondering if I should switch out of ARX into WCP? Could you compare the the two? Is the switch worthwhile?
Read Answer Asked by Ronald on June 02, 2015
Q: I bought Enbridge Income (ENF) a few months back for income in my RSP. It has had nice capital gains since, and the dividend as a percentage of investment is obviously now lower. Do you see any advantage in taking the tax-free gains and moving to either ALA or IPL, which both pay a higher dividend rate. Any preference between ALA or IPL? I already hold Pembina in another RSP.

Thank-you
Read Answer Asked by grant on June 02, 2015
Q: Weird behavior of late all to the downside yet no news. Is this in anticipation of next week's expected results?
Read Answer Asked by Geoffrey on June 02, 2015
Q: Are there any analyst estimates on the impact of the Westeel acquisition on revenue and earnings for AFN. Thanks.
Read Answer Asked by wendy on June 02, 2015
Q: I own Apple, Google, Constellation, and Enghouse but need another IT stock to replace OTC which I recently sold. Could you provide a list of 3 or 4 IT stocks, US and Canadian, with good growth potential for a 3-4 year hold.

Thanks!
Read Answer Asked by Michael on June 02, 2015
Q: I campionissimo its for Peter. I have 350 shares of Lassonde bought at 38.25. I may be want to sell and buy something else whithmore growth and dividend. Do you have something else in the same quality of cie. Thanks a lot.
Read Answer Asked by Denis on June 02, 2015
Q: It has been a year since you commented on this Co.
What are your thoughts now.
Thank you
Read Answer Asked by claudette on June 02, 2015
Q: would you now consider WIN a buy as before you recommended if holding not to add?

Thanks
Read Answer Asked on June 02, 2015
Q: I have been slowly building to emulate your Balanced Growth portfolio and am ready to add either DSG or SYZ. I will be adding one or the other and in good time (six months?) adding the other. Which would you suggest adding now?
Read Answer Asked by Fred on June 02, 2015
Q: I have 14k in US$ and looking for a recommendation of 3 or 4 stocks that :
1. be repetitively safe
2. have some growth
3. be in 4 sectors (I have banks)
4. some recession proof.
5. could also be an Etf
thanks
Yossi
Read Answer Asked by JOSEPH on June 02, 2015
Q: Should I sell this company now or wait to see if another bid will come in

Thanks for your advice
Read Answer Asked by Hanna on June 02, 2015
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