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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 5i Team,
I would like your opinion on AirIQ as a speculative. It's had an impressive year growing sales and I presume reoccurring revenue to follow. It has high amount of ownership by Vecima Networks and Mosaic and is actually buying back it's shares rather than trying to promote them which I find odd for such a small company. Do you think it could be setting itself up to go private?
Many thanks for your service!
Read Answer Asked by Colin on May 30, 2019
Q: Over the years I have seen statements like “Picking bank stocks is always tricky, as under performers tend to revert to the mean over time.” However banks like CM have been under-performers for well over a decade and BNS has been flat for over 5 years- yes you were paid dividends but that’s all. In the meantime TD has provided much higher returns. Isn’t it better to stick with your winners rather than wait for an under-performer to revert to the mean- with CM your time scale would be decades.

Steve
Read Answer Asked by Steve on May 30, 2019
Q: I am overweight in real estate and currently hold both HR.UN and BPY.UN. If I were to reduce my holdings, do you have a preference for holding one over the other (or go equal weight)?

With the current market volatility, would it be better to wait before rebalancing.

Your thoughts please.

Thanks for the great Service.

Stephen
Read Answer Asked by J Stephen on May 29, 2019
Q: Hello 5i,
Like many here, I have , according to the portfolio analytics program, far too much in Canadian and far too little in the rest of the world. I am trying to remedy this but I am finding reducing Canadian holdings a bit difficult. I know that you like to see each holding equaling five percent. Although, I guess you qualify this when you say that you are testing the waters on some stocks, then you go at about two and half percent.

I am wondering whether one might consider very similar companies, such as BNS and TD or CP and Cn, almost as one stock? That is, rather than hold five percent in each as maximum, hold 2.5 percent in each as maximum, allowing the two to equal five percent? thanks
Read Answer Asked by joseph on May 29, 2019
Q: Hi guys

I have held this for quite a while and while I have enjoyed collecting about a 6% dividend off my cost basis the preferred price has been falling lately after being up quite a bit at one point.
I am coming up to the end of a 5 year term so the interest rate will be set again by March 2010. ENB.PF.C currently provides an annual dividend of $1.10 and I am wondering given the current interest rates, if it reset today, would that payment go up or down?
This is my only preferred. My thoughts are maybe, if the payment is looking to be going down, then sooner, rather than later, I should sell this preferred and buy a dividend grower stock , like a Fortis, and get both a descent dividend, and some capital appreciation.

I bought the preferred with the idea of stability, but as you know in the last few years this has not been the case.

All the best

Stuart
Read Answer Asked by Stuart on May 29, 2019
Q: What are your thoughts on yesterday's earnings results. Revenue growth seemed quite strong, but the share price is dropping today after a brief rise.
Read Answer Asked by Tom on May 29, 2019
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