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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 am looking to build a portfolio of 5 or 6 stocks with a 3 year hold that covers different market sectors and could include Canadian and US stocks. What names should I consider?
Read Answer Asked by Ian on August 15, 2019
Q: How would rate the above silver juniors in terms of growth in the next
few years?
Read Answer Asked by Charles on August 15, 2019
Q: Hi,

I am looking to reduce my exposure to financials across my family's portfolio, from 23% to 13%. Sunlife (3.03%), Royal Bank (3.41%) and TD Bank (5.55%) comprise our most significant holdings, all of which we have held for many years. I am looking to reduce and reallocate one of those positions as part of the overall reduction. Which in your judgement would be the best candidate to let go?

Finally, and I apologize if this question has been asked and answered before: is there any drill-down facility planned in the 5i Portfolio Analysis features that would list all holdings in a particular asset class, geographic sector, and/or industry? Or does the facility exist and I am missing it? For example, it would be helpful to have the portfolio analytics tool to be able to list the holdings that it is including in its calculation of the portfolio “financials” weighting.

Thanks
Derek
Read Answer Asked by Derek on August 15, 2019
Q: Thanks for all the help with my investing. I have valued your info on companies as the only one I truly believe. I would like your thoughts on this part of our RIF's. I rely on the dividends for 3/4 of my yearly cash flow and the principle for the rest. I do not want to be out of the market so I keep 2 years of cash in our RIF's but would like to put 3 years and put 2 years of that into PSA-T getting the interest of 2 plus %. This would take the sting out of getting nothing for the cash. My question is does this make good sense. Thanks Gary
Read Answer Asked by Gary on August 15, 2019
Q: In your experience, please name a few analysts/brokerages whom you would consider fairly reliable in terms of stock recommendations, ratings, price targets, etc. in both Canada and the US.

Thanks.
Read Answer Asked by K on August 15, 2019
Q: Hello 5i
Going fishing here ... You've provided a coverage drop list ... will we soon see a coverage update containing additions in the near future, perhaps in response to this email?

Curious,
Mike

Read Answer Asked by mike on August 15, 2019
Q: What’s is your opinion of a SPAC ?
Thanks
Rick
Read Answer Asked by Richard on August 14, 2019
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