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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: CITIC metals has agreed to take a 21% interest in IVN making this company the largest stock holder. Robert Friedland holds a similar position. What is the likely outcome of this investment in light of the DRC's contemplated legislation around increase in mining royalties. Will China's increasing influence in Africa have an impact?
Read Answer Asked by Patrick on June 22, 2018
Q: With MX and CCL already owned in a materials allocation, and having just sold Stella Jones, would you add TECK or WEF? Thank-you.
Read Answer Asked by Stephen on June 22, 2018
Q: Friends given the higher price to earnings ratio of the growth stocks in the Russell as held in IWO what is your opinion of IWD the holdings of which have a substantially lower p e ratio from both a safety and a growth perspective (does a lower growth tilt in IWD get offset by these holdings' enhanced safety in your view). Do you think a half position in both makes some sense this late in the cycle or would you stick with the growth provided by IWO. What concerns if any do you have re IWD and do you have a different recommendation for a Russell value etf. Many thanks as always.
Read Answer Asked by Ken on June 22, 2018
Q: Hello 5i team. I own TD and BNS. I'm up over 20% on TD this year while I'm generally flat on BNS. Should I rotate out of TD to another bank or does it have more legs to run. I also own a half position in VB and own BAC and C in the US. Thoughts?
Read Answer Asked by David on June 22, 2018
Q: The Colabor 6% debenture, GCL.DB.A , maturing in Oct 2021, is currently trading at 75% of par. The yield to maturity is approx 18%.
In order to benefit from this excellent YTM, the company “merely” has to stay solvent for the next 3-1/2 years.
Obviously there is risk here, but do you think that the chance of GCL’s survival until then is reasonable?
Read Answer Asked by Gregory on June 22, 2018
Q: I have a large position in BIP. I count on the income and the growth in distributions for my retirement. I was wondering if I should be concerned about their recent dealings with Brazil. Are they protected somehow or did they get such a good deal that the problems there can't hurt them. Can the involvement with brazil jeopardize the distribution in the short or medium term?
Read Answer Asked by arnold on June 22, 2018
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