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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: My weighting in the financial sector is 12% and I am wondering if it is time to increase it to 15%. I already own BNS,RY and SLF. I was wondering if ECN and FCR would be good choices to add to the mix or if you have any better suggestions.
Read Answer Asked by Terry on April 11, 2018
Q: I can emphasize with Paul in his question on fixed income guaranteed to fall. But,I was not too clear on your answer. You note that we should seek diversification and look over the long and not the short term, saying that the return for products such as xbb will show better if we look five years back. But, doesn't that just beg the question? We are looking five years out and we are thinking that things are not going to be like they were in the past. So, does this new reality not call for another strategy? I am aware that there aren't many alternative stratagies, other than holding more stocks. But, I don;t think looking to the past history helps us here.
thanks
Read Answer Asked by joseph on April 10, 2018
Q: Hi 5i. FI = Fixed Income

My (6) FI holdings with rough total returns (including MER & dividends) for period held (average ~ 1.5 years): CBO -1.3%, CPD +15.0%, HFR +1.7%, XBB -2.2%, XHY+5.5%, LQD -0.6%.

NOTE: LQD not selectable, so picked HYG for question above.

Question: I understand the reasoning behind having the above FI holdings in my portfolio, but holding CBO & XBB seems like a sure way to lose money. So why not move CBO & XBB holdings to HFR (and possibly also XHY) which at least returns me ~ +1.7% pretty reliably? Your opinion on my FI mix would also be appreciated.

Thank you for continued solid wise advice.
Read Answer Asked by Paul on April 10, 2018
Q: KP Tissue has been on a steady decline, despite a very attractive dividend. It seems more than a plain vanilla reaction to rising interest rates, as the dividend should be providing support. Is there anything "lurking" in the background that might be spooking investors?
Read Answer Asked by Gregory on April 10, 2018
Q: I've decided to begin building an income portfolio and have chosen the companies listed above. (Mostly from your Income Portfolio). I am retired but my pension income covers my monthly expenses. I'm looking for companies that you believe are strong enough to maintain, and hopefully increase), dividends in the long run. I understand we are in a climate of interest rate increases and income stocks could suffer as a result so I'm wondering if I should wait to begin building this portfolio. My intention is to round out the portfolio by adding companies from your balanced portfolio. My questions are:
1. Can you suggest a strategy that you consider to be wiser as I begin to develop my new portfolio?
2. Do you consider the companies I have chosen to be the best choices for a new portfolio considering all current investment metrics? Could you suggest any I have missed?
Thank-you for your continued support.
Read Answer Asked by Les on April 10, 2018
Q: If a company is listed on the TSX Venture exchange and also traded OTC in the US can you purchase on one and sell on the other?
Read Answer Asked by Peter on April 10, 2018
Q: Hello 5i
With your previous comments about TV, missed on other metrics, do you see this lower price as a buying opportunity or does it have a chance of breaching another support level at 1.23 to 1.25?
Looking to buy/add given the amount in portfolio has decreased with the price decline.

From a small cap perspective, given current market and business environment, would you choose to add to another name before adding to TV?

Thanks
Dave
Read Answer Asked by David on April 10, 2018
Q: With high debt being a concern for all companies, I thought today's news was reasonably positive but it appears that the market disagrees. As always, I would appreciate your analysis.

Tricon Capital Group Inc. (TCN-T) says it has an agreement to sell the portfolio of 14 manufactured housing communities, including its Tricon Lifestyle Communities investment vertical to an institutional investor. "The sale of our TLC manufactured housing communities portfolio represents the next meaningful step along our stated plan to simplify Tricon's business," said Gary Berman, CEO of Tricon Capital. "We intend to use the net proceeds largely to pay down our corporate credit facility, reducing our overall debt level and creating additional flexibility for future investments. Going forward, we will focus our growth efforts on our core investment verticals, where we have a clear path to scale, leadership and attractive long-term returns."


Read Answer Asked by karl on April 10, 2018
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