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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 Peter and Team,

Could you please give me your thoughts on preferred shares in general given the current interest rate environment and the pending rate hike by BOC in about a week's time. Please also provide some names of ETFs of preferred stocks in both Canadian and US denominations.

Cheers,
Harry
Read Answer Asked by Harry on July 10, 2017
Q: 5i, in the past answers you were lukewarm to AC, but the stock has performed very well. Given Canada's population make up (international travel) and their new planes, isn't it the great stock to own at this point in time? I owned it from $9 to $13 but didn't follow your rule of not selling a winner stock unless there is a material change.
Read Answer Asked by JR on July 10, 2017
Q: Hello,

With the market in a bit of a down spin these days which stocks from your Income, Growth and Balanced Portfolios do you think are good to top up now, with this current decline. Please choose your top 3 from each portfolio and why for each.

Thank You
Read Answer Asked by Ben on July 10, 2017
Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?

On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?

Is Samson's at all related to the management of CCL?

And lastly, what percentage of a portfolio would you make CCL?

Thanks.

John
Read Answer Asked by john on July 10, 2017
Q: Good morning Peter,

When looking at reversion to the mean, the near-term chart can be different from the long-term chart. For instance, the one-month chart for QQQ at closing on Friday, July 7, shows it to be below the mean suggesting a good buying time. However, the 10-year chart shows it to be significantly above its mean suggesting a good time to take profits.

Which is the more important indicator?

Thank you.

Milan
Read Answer Asked by Milan on July 10, 2017
Q: Hi 5i team,
I know and understand that you recommand that all sectors should be represented at all time in a portfolio. From recents Q&A, I interpreted that your level of optimism was not very high for the energy sector. Mine is not high either, especially regarding oil companies, since expect oil price to remain around the curent price for the forseable futur. Plus the Canadian dollar is getting stronger on a converging monetary policy with the US. Would you be confortable if ZCL was the only investment in the energy sector in the current environment for an investor with bias toward growth and smaller cap? If not which oil companies would you recommand at what weight? Thank you, Eric
Read Answer Asked by Eric on July 10, 2017
Q: Hi 5i team,
You recently mentionned that you expect the downturn in the technology sector to be short lived, because it is one sector where investors can find growth, and that the down trend could/would/should be reversed when second quarter results start to be released. What companies (presumably in the USA) will start this release period in the technology sector and at what dates? Thank you, Eric
Read Answer Asked by Eric on July 10, 2017
Q: Electric Cars. With Volvo announcing they will only produce Electric Cars in the future and China making statements they will only allow Electric Cars in the future ( a great idea with their pollution ) . What are best plays towards these moves towards electric cars. Lithium, battery manufacturers, Silver what other commodities. How do you make money in the future if all auto manufacturer move more to electric cards as demand builds ? RAK
Read Answer Asked by bob on July 10, 2017
Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.
Read Answer Asked by Peter on July 10, 2017
Q: The recent merger of these two companies has condensed riddells holdings of TET under one umbrella now.Along with the purchase of apache properties this is an interesting transaction done near the lows of oil market prices.Whats your take on the longer term potential results of this transaction and would you purchase a full position at current prices.? txs adam
Read Answer Asked by adam on July 10, 2017
Q: Hi Peter and team, this is about the Income portfolio of June 30, 2017. I have noticed that you haven't sold ZRE and haven't added a new 4% position in CSH.UN as per the infos in the New reports and updates from 5i Research of last week. Always in the context of the Income portfolio, I have noticed that you have a total allocation of 9.5% for the Industrials, Basic Materials, Healthcare, and Consumer Cyclicals combined. I know you are a strong advocate of sectors diversification, is 9.5% too litle for these four sectors combined? Would that be different if you had US stocks in the portfolio? Best regards, Gervais
Read Answer Asked by Gervais on July 10, 2017
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