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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: I understand, above a certain amount, it is NOW more complicated to hold non-sheltered American stocks. Please explain.

Paul
Read Answer Asked by PAUL on September 17, 2018
Q: I would like to increase my global exposure and was looking at Cymbria, or would Edgepoint Global be a better investment? From your last answers on Cymbria, you stated it was trading at a high premium. What would be a good entry point to buy Cymbria? I notice it has come down a little bit since then. What about the management fee for these products, are they reasonable?
Thank you for all the advice I have received over the years!
Read Answer Asked by Shirley on September 17, 2018
Q: This company seems to have changed its focus drastically within the cannabis space since your last assessment in Jan. Could you update the outlook for the company, including the spinout of Poda. Scotia research forecasts .04 earnings in 2019 and .13 in 2020; achievable?
Its trading symbol has changed, now GENE, perhaps to reflect the involvement of its Chief Evangelist Officer, Gene Simmons, whom I know Peter will meet on Friday. Perhaps Peter could find out the duties of a C.E.O.?
Read Answer Asked by Jeff on September 17, 2018
Q: Peter/Ryan,
What strategy/positions would you recommend now for a new TFSA with $30k cash and no other holdings ? Owner is 55 and with a well balanced RRSP etc. Thanks.
Read Answer Asked by Paul on September 17, 2018
Q: I would like to consider ESG (Environmental, Social , Governance) Factors in investing, a.k.a.. Sustainable or Socially Responsible Investing. Do you have any reports or suggestions on companies to consider in a portfolio? Or which services might be available in the financial community to consider for screening potential stocks?
Read Answer Asked by Peter on September 17, 2018
Q: Recently signed up with 5i and I appreciate the information provided. My first question ... I am reducing the risk in my portfolio in anticipation of a market decline over the next 6 to 18 months. Part of which includes increasing the allotment cash/bonds so that I can reinvest in equities at the appropriate time. Over the summer I've moved into some HFR,XBB, HTB. I would like to get some yield but I do not need the cash flow for years down the road. What are your thoughts on these 3 choices for risk reduction and capital appreciation when the market corrects?
Read Answer Asked by Brian on September 17, 2018
Q: I have a US portfolio that I'm doing my dog on best to model a balanced portfolio. It is diversified over 7 sectors of the S&P and represents 17% of my Cdn balanced and income portfolios. There are 20 positions and I am rebalancing and re-deploying 13% cash. At this time of the cycle and going forward with a 5 plus year timeframe and to complement CDN holdings, what weightings would you suggest I consider for these sectors - Communications, Consumer Discretionary, Consumer Staples. Health Care, Industrial and Technology?...thanks for all the guidance......Tom
Read Answer Asked by Tom on September 17, 2018
Q: Hello 5i
I just sold a small amount of Precison Drilling to recuperate a tax loss. I don't really want to keep anything like this permanantly in my portfolio but was hoping to buy it back in 30 days in order to get back at least what I paid for it. Is there any other stock that I could use as a substitute in the meantime?
thanks
Read Answer Asked by joseph on September 17, 2018
Q: I am Following your balanced portfolio. There are significant losses in AEM and WCP and both are a tax loss opportunity. I am considered changing these for KL and PXT? The later two have much better momentum and I think look much better on their technical charts over the last 3-5 years. Both are less than 3% positions each. What is your opinion?
Read Answer Asked by Paul on September 17, 2018
Q: I have an a US "balanced" portfolio that holds V (and also BAC) , you suggested in an earlier answer to another person that for diversification, might take a position in SQ. If both V and SQ were held, what weightings would you consider giving V and SQ, and also BAC, like 5, 4, 3 or 2 %, within the Financial sector portion of the portfolio as a whole?.....thanks....Tom
Read Answer Asked by Tom on September 17, 2018
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