skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: My "advisor" is encouraging me to switch out of Telus and buy Royal Bank instead. Rationale: Telus "is a defensive stock and will not do well in a rising interest environment".

Telus is my only communications holding, and I already own National Bank in the financial sector, in a portfolio weighted to as-secure-as-possible dividend income stream with DRIP wherever possible.

Your thoughts on this switch? I'm reluctant.
Read Answer Asked by Lotar on December 11, 2016
Q: This is how the Globe portfolio analyzer breaks down my LIF portfolio. Objective is capita preservation and income. Is this reasonable diversification or should I be making changes to the allocation?

Sector % of Stocks
Financials 33.95
Consumer Discretionary 18.10
Energy 13.69
Information Technology 9.20
Industrials 6.66
Materials 5.84
Telecom Services 5.09
No Data 7.47

Read Answer Asked by David on December 11, 2016
Q: if there was one company to pick that has been punished to much because of tax loss season,which one would that be?
Read Answer Asked by Josh on December 11, 2016
Q: What do you make of the latest development re: PLI with the CEO having to issue a press release denying false rumors about his selling of shares. The short sellers seem to really have it in for this company! What would the reasons be for this?

Are we going to be seeing more of this kind of thing in line with the increase in 'false news', particularly in the recent US election?

Would appreciate your comments.
Read Answer Asked by Henry on December 09, 2016
Q: Hi folks,can you please comment of n/r that Redknee got an $80M investment from Constellation Software. Terms not listed but this seems like good news to me as a shareholder of rkn/t,and,fact that Constellation premier company who builds thru acquisitions, thanks for any advice/comments, jb
Read Answer Asked by John on December 09, 2016
Q: Hi 5I Research team.
I presently own OCS.UN which I believe is a closed end fund. Could you please explain what a closed end fund is? I have held this for about a year and a half and am under water with this fund. Recently the fund has been going up. It pays a 10% dividend which is great. Would you expect this fund to continue to go up. Is the fund tied to the interest rate and would it continue to go up if the interest rate goes up. Thanks for your help
Bob
Read Answer Asked by Robert on December 09, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!