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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,

Can you provide your opinion on this close ended fund. Based on the investments within the fund I can't wrap my head around how they get the +8% yield. It appears they use some leverage and possibly part of the yield is return of capital but even if that is correct it seems high. I currently own XTR and it has met my objective of steady income. If you think this will perform similarly I'd be happy. Will invest in this inside an RRSP. Thanks
Read Answer Asked by Clinton on January 11, 2017
Q: Hi 5i, I’m trying to understand the price setting dynamics when expressions of interest are sought for an IPO and a price range is indicated instead of a fixed price. E.g. the current Freshii offering indicates a price in the range of $8.50-10.00. What determines the actual price? Why wouldn’t the company and the bankers just pick the top end every time if that is in their best interest? Thanks!
Read Answer Asked by Lance on January 11, 2017
Q: Just curious. There is an alzheimer drug that has been found to repair and rebuild teeth is called "Tideglusib" and it is mfg by a pharma co. called "Zeltia Group" but, they are on the Spanish Madrid exchange symbol "ZEL" with a quote of 4.045 ?.
The question is; how does one buy and sell on these smaller exchanges, how does the currency aspects work and what are the tax implications etc?
Thank you
Read Answer Asked by Ryczard on January 11, 2017
Q: Hello 5i team,
From all the Q's & A's, we seem to agree that the sectors with the highest potential in the foreseeable future are Consumer cyclicals, Industrials, Tech, Health and Materials
My holdings are
Consumer (20% weight) ATD,BYD,CCL,CGX,DHX,DOL,LNR and MG
Industrials (11%) BIP,CNR,MDA,MSI,NFI,PBH,SIS,STN and WSP
Technology (17%) CSU,DSG,ENGH,GIB,KXS,OTC + think to add SHOP
Materials (4%) CHE,MX,SJ + think to add ZMT
Health (4% CRH,GUD,PLI + think to add ZMT,ZJG
Please comment,
Antoine
Read Answer Asked by Antoine on January 11, 2017
Q: I was thinking of buying these three stocks for my wife's portfolio (non-registered) - each would be a small position vs the overall size of her portfolio & represent diversification from the big blue chips she owns that pay & increase dividends on a regular basis. As well, they represent industries she currently is not in. All rated a B - so, wonder about risk? Long -term holds.
Read Answer Asked by James on January 11, 2017
Q: I've held IGM on DRIP for 25 years (in an RRSP). It comprises 15% of my total market value across all accounts. I also hold CIX and the two comprise 16.6% of my portfolio of 35 stocks. Since IGM's price has firmed up recently with upswing in the market, I'm wondering if now might be the time to trim my exposure a bit. I like the IGM dividend and don't know what I'd replace it with. Your thoughts would be appreciated.
Read Answer Asked by Chris on January 11, 2017
Q: I saw a report today that the Republican GOP is planning to introduce a bill to reform (lower) US corporate taxes that includes a so called "border tax" on all imports. Some talking heads have commented that if it becomes law as currently written the US dollar will see a big increase (as much as 25%). Have you heard about this and do you have any comments? Is it time to overweight US holdings to hedge against a currency increase?
Read Answer Asked by Steven on January 11, 2017
Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter
Read Answer Asked by Peter on January 11, 2017
Q: I would like to deploy this yrs tfsa contribution and wondering if you would add to any position and or start a new one or both and what choices would you make

Thks for the great service
Marcel
Read Answer Asked by Marcel on January 11, 2017
Q: ENB: The stock price fell by 1.252% AS OF 2.32 PM today.
I found this in the news. Could this be the reason? What impact do you think this has on ENB?

Market Chatter: Refiners Shun new Canadian crude blend offer from
10 Jan 2017 08:39 AM EST, (MT Newswires) -- Enbridge Inc has approved a new stream of heavy Canadian crude for export on one of its major oil pipelines to the United States, according to four trading sources, Reuters is reporting. Reuters says the only problem is, "no one wants it." This comes amid news that a Wisconsin tribe has voted against renewing Enbridge pipeline agreements.
Read Answer Asked by Helen on January 10, 2017
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