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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 5i Team:

Thank you for your answer about DGRC today. With hindsight, I shouldn't have included VCIP in the same question! Here it is again as a separate question:

I know from your answers to other members that weighting is personal/that bonds despite all the bad news still play a role in one's portfolio/Short bonds are probably better than long bonds.
I have your Portfolio Analytics service and my input suggests 60 40 split. (Inputting data in PA is a work in progress!!)

With this mind, may I ask this question?

What would your suggestions be for retirees: 40% Fixed income .
All in something like VCIP. Or divide them into different boxes? VSB/VAB/VSC etc., Or some other ETFS?

40% is a lot of money to be in one ETF, no? Or these multi layered ETFs offer enough diversification?

Thanks.
Read Answer Asked by Savalai on July 09, 2020
Q: Thx for all your terrific guidance. I am looking to add two more growth names. I am deciding between AVLR, XBC and ABBV. What would you rank them in order for strongest growth, and secondly what would you rank them from least risky to highest risk.

Thanks so much,
Brian
Read Answer Asked by Brian on July 09, 2020
Q: Can you please provide your outlook on the company? I’m at at 15% loss on a 2% position. I averaged down this morning and bumped it up to a 3% position. Why is it idling while the payment space in is on fire ?
Do you think it’s worth exercising a bit of patience with this one?
Thanks
Read Answer Asked by Karim on July 09, 2020
Q: Everyone seems to love Brookfield. But looking at it, the financials / accounting are to say the least convoluted, leverage is very high and two of their entities, BPY and BBU, look like they could be in some difficulty. I don't own any of the stocks but I own some of their debt and I am somewhat concerned. Am I way off here?
Read Answer Asked by Alex on July 09, 2020
Q: Are you aware of any funds comparable to this US fund available to US investors only but not Canadian investors. Its very focused with the top 10 positions accounting for 60% of the fund with CSU being one of the positions and the results are very impressive with a very low turnover. Mawer seems somewhat similar but not as focused.
Read Answer Asked by blake on July 09, 2020
Q: Please comment on the last reported results from the company. The stock is down a lot from recent close of 40 cents. What do you think of the prospects of this company?
Read Answer Asked by Imtiaz on July 09, 2020
Q: The TSGI/Flutter conversion closed May 5, but the proceeds of the conversion have still not shown up in my account. Below is the response from my investment firm received on July 5.

"Thank you for your message.
In regards to TSGI/Flutter transaction, the reason for the long delay is because Flutters shares trade on the London Exchange and we are still waiting for the shares to be received. I believe I may have spoken to you originally regarding this and such transactions typically do take up to 10 business days to be completed.
I have now heard that when dealing with foreign stock takeovers the delay can be much longer than that and we have submitted everything required for our clients to have the shares received. Unfortunately, we are still waiting for them so it's hard to say how much longer exactly it will take to receive the shares.
Regards,
Steve
Investment Representative"

Could you please comment if in your experience their explanation is reasonable or any recommended action I could take to expedite the process? Have you had other clients identify this issue?
Thank you.
Read Answer Asked by Nick on July 09, 2020
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