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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: Greetings 5i,

Since I am adding names to my "radar screen", I am curious what companies 5i currently consider to be "best of breed". Could you please suggest one company for each sector, both CAN and US separately.

Cheers!
Read Answer Asked by Duane on May 08, 2019
Q: Gentlemen Good Morning,
My new Councillor at FNB propose me BNS S&P / TSX 60 Callable Contingent $8.05 coupons Notes Series 81F
Suppose to be no risk, with Annualized return 5.04%
There is no information on fees on the paper.
Your thought please ?
Thanks
Regards.
Read Answer Asked by Djamel on May 08, 2019
Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.
Read Answer Asked by Lee on May 08, 2019
Q: In May of 2017, I purchased some stocks on the advice of a different service than I5.
Including dividends, my returns are as follows:
CSW.A minus 11%
XTC minus 21%
PZA minus 30%

In hindsight, I should have probably cut my losses at some point.
Do you have a suggested trigger to sell after a set loss percentage?
Do any of the above warrant holding or should I sell and reinvest in similar categories? Probably for another 3-4 years.

Thanks for your advice
John
Read Answer Asked by John on May 08, 2019
Q: Have some cash account money to invest right now, could you recommend some suitable options ? Need to be able to liquidate in event of house purchase/investment.
Read Answer Asked by Bernie on May 08, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: We have been divesting ATL1880 but it still is 1.7% of our portfolio (was 20%). One reason is because I realized that its return is mostly ROC and it has a high turnover rate.
I feel that the turnover is churn to the benefit of management company. I have recently read that receiving ROC is not necessarily a bad thing. Would like your opinion in general and in relation to this fund. This is our last mutual fund holding and its fees are also higher then I think reasonable. As we need income I want to replace with something that would provide equal income so would appreciate any suggestions you may have.
Read Answer Asked by Betty on May 08, 2019
Q: Looking for ETF that is ex Canada and US for international exposure. Any opinion on DWM or could you suggest other alternatives? Thanks.
Read Answer Asked by Betty on May 07, 2019
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