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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: Based on my portfolio review, I need to increase my pharmaceutical weighing. Although you do not follow US companies closely, could you give me your best recommendations for 3 US pharmaceutical Companies. My only holding at the moment is Pfizer. Could you give me your opinion on this company please?
Read Answer Asked by jacques on October 09, 2019
Q: Hello to all!!

There was a question asked about peleton. In your reply you said you prefer using zwift. Having said, wouldn't it be fun if 5i created a group ride every now and then.
Just a thought! Depending if there would be interest with other members.

Thanks
Read Answer Asked by Rino on October 09, 2019
Q: I have not invested in the Brookfield group of companies as I do not understand their corporate structure. Could you help by explaining their structure? Thanks
Read Answer Asked by Terry on October 09, 2019
Q: Good morning Peter, Ryan, and Team,

In your answer to Paul, you said that CAPREIT was 100% in rental apartments, which I don't believe to be the case. For example, two side-by-side buildings in Oakville, on White Oaks Blvd., and on Marlborough Court are serviced by a medium size strip mall that CAPREIT owns and is connected to the two apartment buildings. Tenants include Rabba, Burger King, and other fast-food and service/merchandise stores. Having said that, thanks for continually recommending CAR.UN. It has been a stellar performer for us. (We live nearby and are able to monitor our investment, and we note that CAPREIT is continually improving their properties.)
Read Answer Asked by Jerry on October 08, 2019
Q: I owned Paladin and was very happy with the sale to ENDP, but I, regrettably, held my shares of ENDO until I lost most if not all of my Paladin windfall. You endorsed ENDO and saw future growth there. Now that TSGI has been sold, I am wondering what to do. I realize there is some deal risk and regulatory risk, and I am not fond of the inconvenience of the London Exchange. I am thinking I might sell my TSGI shares and put the proceeds split into LSPD and/or SHOP. I know you see growth in all three, but you have perhaps been endorsing LSPD and SHOP for longer, now. And you took TSGI out of the portfolio (before the sale, I realize). To focus my question, let me ask: How do the two Canadian stocks compare to TSGI in terms of risks/rewards going forward. The 2 for 1 would at least add a bit of diversification.
Read Answer Asked by Gordon on October 08, 2019
Q: Hi,
Morguard has bought a substantial position in PLZ and since the news release the stock keep moving up. I have sold 20% of my position because I do not believe that a takeover is in the cards but I am starting to doubt. Do you know who was the seller(s)? Michael Zakuta, the best REIT CEO in my opinion ( I worked 20 years in real estate), is the major shareholder and is still buying regularly. Has Morguard ever done a takeover? or taking a company private with management?
Thank you in advance
Read Answer Asked by Yves on October 08, 2019
Q: Hello team,

Just a follow up on 5i answer on Sam's inquiry about buying exchange traded US pay
PSU.U. The list you provided of possible brokers that will allow you to buy the product included TD. I use TD Webbroker for online trading, and they have conflicting offerings and won't let me purchase. The TD previous trade you saw yesterday was most likely Institutional.

Stephen
Read Answer Asked by Stephen on October 08, 2019
Q: I have a question about asset allocation. I'm 70 and don't need income from my portfolio. Currently I have 75% in equities fairly well diversified and 15% in fixed income, mostly bond ETFs (rest cash). You recommend having 25-33% in fixed income depending on how I answer your asset allocator questions. why do I need any fixed income at all if I do not need the income now or for the next few years. When I do need this income, could I not convert to bonds ? The bond funds that I have have been about neutral over the past couple of years; some have gained and some have lost value. they have paid out interest but then so have the equities to a considerable extent. thanks
Read Answer Asked by Stuart on October 08, 2019
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