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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: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks
Read Answer Asked by Al on April 11, 2017
Q: As it is the only company that doesn't use chemicals to get rid of caffeine, I am a believer that they can and will do better. I have a small position at present and am interested in taking on a bigger position but, I am awaiting your update due sometime this month. Any news?

Thank You,

Stephen S
Read Answer Asked by Stephen on April 11, 2017
Q: Under the heading miscellaneous there are questions about a particular stock but the stock's name does not appear. On April 7th the following question was asked “Q: Our financial advisor has exposure to other countries with this mutual fund (3%). This is in my RRSP. Your thoughts please.” Your answer refers to the stock but never mentions its name. Could you please explain why that is. Thanks.
Read Answer Asked by cal on April 11, 2017
Q: 2 questions on GUD:
* Recent report states " GUD also invests in funds, which have substantial assets under management in the healthcare sector..." What type of funds, private equity or mutual, and how major is this part of their business?
* Your models have 3 and 6% positions in this name, my weight is 2.5% and I'm wondering what is a suitable number, though I would be comfortable up to 5%. I am retired and it is presently my only health care stock.
Thanks, J.
Read Answer Asked by Jeff on April 11, 2017
Q: I have no metals and little resources in my portfolio. For a one or two year hold, would you recommend any of these and why? or is there something you like better?
Read Answer Asked by Graeme on April 11, 2017
Q: I, like a few others at 5i is fully aware of your position on STB and I completely agree based on it's financial condition. On any metric, it certainly does not meet the basic criteria for any solid investment.
Nevertheless, I made a second investment in January 2016 for my wife's cash acct simply to augment her monthly dividend income. As of today, we are up 70% - go figure! The only rational I can see is whether the previous very large shareholder in France has made a change in thinking after selling its very substantial holdings or else another 3rd party has recognized the attraction of STB's growing fleet of national school bus operations as leverage for a much larger merger.?? Thank you.
Read Answer Asked by Robert on April 11, 2017
Q: Hi 5I, I need some clarification on time horizons and when to switch out and/or sell a company. If one says that they are holding long what time frame are we looking at? Sometimes I hear 3 to 5 years, other times 5 to 10 years. But in all of your portfolios what is the design factor? If one is long term investor and a stock has gone up 40%+ why would you need to sell it if the time horizon has not been completed? Timing has not done well for me. So I know that re balancing a portfolio means not going over a certain weighting per stock or sector for safety but what are you usually looking at to get out of a stock. Sometimes you say you are comfortable in people getting into a stock for long term but then you might turn around and move it out of the portfolio. So should I follow a multi-year hold, or follow the portfolio with the recommended in's and out's as you try to make the model better. Thanks for your advice.
Read Answer Asked by Ben on April 11, 2017
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