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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: Good morning...moving forward what impact will the increasing bond yields and interest rates over the next 6 months....by order what industry categories are considered on a downward trend? Also, for the next 6 months what would you say are the 8 stocks in 5i portfolio's that you think will be (temporarily)harmed by the rising rates and yields over the next few months..
Thanks
Read Answer Asked by Matthew on October 10, 2018
Q: I am a buy-and-hold, dividend/dividend growth investor. I am contemplating exiting my position in PG and establishing a full position in PBH, for a long term hold. Would 5i endorse this move? How long do you think PBH will be able to sustain its very impressive dividend growth rate? Thank you.
Read Answer Asked by Walter on October 10, 2018
Q: I've researched the cash ratio (as opposed to current or quick) for most if not all of 5i stocks and found lots of companies with a cash ratio > 1.00 (e.g. GUD, SHOP, PHO, WPK, PSI, GC, SYZ, AEM, KXS, COV, ET, PLC, HWO and ENG).

I can not find any cash ratio data for FFH, SLF, MRC, VB, BNS, FSV, TCN, FCR, ECN, GS or the REITS). Why? Excluding the REITS, do you have any cash ratio's for these companies? If not, can you estimate which ones you think has a cash ratio greater than 1.00.

Happy Thanksgiving
Read Answer Asked by LARRY on October 10, 2018
Q: I'm looking at the 5 microcap stocks listed in the U.S. and wondered if you had thoughts on them or see some red flags?
Read Answer Asked by Jamie on October 10, 2018
Q: Hi.

What companies are good investments for the short and long term now that the NAFTA agreement is negotiated? re DOO, MG, NFI. Also, how about PBH for a long term investment? Which Gaming company has better growth potential between TSGI and GC?

Thank you

Rob
Read Answer Asked by Robert on October 10, 2018
Q: Just sold mutual funds and want to transition to low fees ETF's for the portion of my portfolio outside of Canada. It is for my RRSP, 15 years from retirement. I was thinking SPY / XEF and VEE for the equities side. Do you have something better to propose? I would need help for the fixed income portion, 1 or 2 ETFs please. Thanks.
Read Answer Asked by Jean-Bernard on October 10, 2018
Q: Regarding Bonds,

I just wanted to clarify if I got this concept right. With interest rates increasing and a few more planned increases over the next year..The bond prices decrease as the yield increases..So if one can predict with some certainty the expected increase in rates will stop..is that the only time when bond purchases are beneficial?
Brookfield, and Berkshire have purchased solid assets at bargain prices over time. I own full positions in both of these but for a longterm would you consider these as a replacement to fixed investement allocation. If you agree I would double the positions to 10% each. Thanks for your insight.

Shyam
Read Answer Asked by Shyam on October 10, 2018
Q: Hi team,
TPK's stock has been showing much weakness over the last two weeks.Would this partially be due to tax loss selling as it's tumble does not seem justified and would you see it as a value stock with a solid 4.25% yield? I am thinking of dollar cost averaging but will wait for their Q3 NUMBERS TO COME OUT ,MID-NOVEMBER.
Many thanks,
Jean
Read Answer Asked by Jean on October 10, 2018
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