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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 5i team. There maybe a few questions here so please deduct as required. Knowing that bonds need to be part of a well diversified portfolio, more on the income side, what are your thoughts about establishing a position now with the current yield curve. I'm covered with a diversified mixed of stocks and pref's and individual bonds but would like to move or grow into a mix of bond ETF's for 20 - 30% of my total portfolio. Thinking more of corporates, both Canada and US with the following on my watch list; ZCS, ZHY, HYI, PFH, XHY. What other ETF's might I be missing or should I consider.

Many thanks, steve
Read Answer Asked by Stephen on October 23, 2017
Q: Good morning and thanks for your service which is invaluable to me...I hold cbl - crh - gps - ikm - itc - and phm ... all except cbl are owned in protected account and all represent 5% of my portfolio at cost and 3.5% current value.. my question is what if anything should I do with these stocks as my portfolio is up over 13% this year with your other stocks...thanks...Gene
Read Answer Asked by gene on October 23, 2017
Q: Peter, what are your thoughts on Clean Teq (CLTQF-OTC), chaired by Canadian mining old hand Robert Friedland? It has done very well for me over the past 12 months but it seems to be in the right space and with the right resource (cobalt used in ev batteries etc.) to have a long, clear growth runway ahead.

Also, it is hard to find cobalt producers outside the DRC. This from Seeking Alpha: "Clean TeQ (OTCQX:CTEQF) is poised to become the largest producer of cobalt outside of Democratic Republic of Congo, the wobbly country which produces more than 53% of world's cobalt yet is notorious for its geopolitical instability."

Could you comment on the fundamentals of the company?
Read Answer Asked by David on October 23, 2017
Q: Hello team, thank you in advance for your perspective. If the US and Canadian dollar fall relative to the Euro, can one predict whether it would be more helpful to own a European ETF in CAD or US dollars? Is it more advantageous to own both a hedged and unhedged version of Europe to help cancel out currency effects? Would you consider a combination of the above two funds as one way to cover off potential currency changes? Please deduct as many points as appropriate to help enhance my understanding of this puzzle.
Read Answer Asked by Joanne on October 23, 2017
Q: Would there be any withholding taxes on dividends from these products when held in a TFSA ? Joe
Read Answer Asked by Joseph on October 23, 2017
Q: Hi, Sylogist, after a long time made an acquisition, as per following NR,this morning. Any comments !! Should it help stock price recover, in time ? Thanks

Monday, October 23, 2017

"Sylogist’s "Serenic Software" division enters the United States educational market; Acquires K12 Enterprise and Sunpac assets
08:00 EDT Monday, October 23, 2017
CALGARY, Alberta, Oct. 23, 2017 (GLOBE NEWSWIRE) -- Sylogist Ltd. (TSXV:SYZ) (“Sylogist” or the “Company”), a provider of enterprise information management solutions, is pleased to announce that its subsidiary, Serenic Software Inc., has acquired the assets of K12 Enterprise (K12E) and Sunpac Systems (Sunpac), both providers of ERP (Enterprise Resource Planning) solutions to the kindergarten to grade 12 local education authorities marketplace in the United States."

Read Answer Asked by rajeev on October 23, 2017
Q: Hi 5i Team

I'm thinking of buying ENB. I can use either my margin or RRSP account and either my CAD or USD account (so 4 choices). Question: If I buy using the USD account (so NYSE) does the US withholding tax apply even though it is a Canadian company? If I've filled out the withholding tax form (W-8BEN) does that eliminate the withholding tax in any event?

Thanks
Peter
Read Answer Asked by Peter on October 23, 2017
Q: Hi 5i
With its recent run up would you predict CGNX to continue to run following its next qaurterly release (assuming all is well) or take a breather to catch up with expectations?
Is this a name that you would consider good for a trade or better as a long term hold? I'm holding for medium to long term as due to a small position, weighting shouldn't be an issue.

Thanks
Mike
Read Answer Asked by mike on October 23, 2017
Q: Hello 5i team,
In calculating percentages of holdings and sectors: concerning complete portfolio vs, equities and fixed: are ZPR and and XTR considered equities or fixed?

Thank you
Stanley
Read Answer Asked by STANLEY on October 23, 2017
Q: I understand that SIA will soon be raising funds through a public offering to assist in the acquisition of two Ontario properties. Would one be well advised to wait until after this offering, before adding to a small position in a tax advantaged account? Or jump in now. Second question - Could you please give me some idea of i) insider ownership and ii institutional ownership. Thanks for all you do, Bill
Read Answer Asked by Bill on October 23, 2017
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