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: Hi Team,
I hold Toyota (TM) and Magna (MG). While the parts manufacturers have been on a tear, my Toyota stock has been dropping steadily since November even though they've beat expectations handily the last two quarters. Could you shed some light on why they're not moving more in sync, and is there something wrong at Toyota?
Read Answer Asked by Marco on March 18, 2014
Q: Equitable Group is at a 52 week high, do you like it at this price? Thanks. (EQB)
Read Answer Asked by Morgan on March 18, 2014
Q: Hello Peter....My energy sector positions makes up about 20% of the portfolio. This weighting is about 5 times the weighting of the 5iR model portfolio. With this in mind, I considering right-sizing, decreasing the weighting? And at the same time, this would consolidating the positions rather than having a number of borderline 1% holds that for me, likes spread the risk among a number of similar holdings in the energy sector.

Here are the positions with weightings. Badger 1.1, CanElson 1.2 PHX 2.4, Lundin Petro 2.4, Vermillion 1.4, Baytex, 1.1, Cenovus 2.0, Energplus 1.2, Painted Pony 1.4, Surge 1.0 and Tourmaline 3.4. These are held in a growth/capital appreciation non-registered account....that is now more fairly sector diverse since being a follower of 5iR.

What weighting or allocation % for energy would you suggest for this economic environment? And what stocks should I continue to hold or stocks that should be the core ones? (Could Badger be classified as Industrial?)

Many thanks.....Tom M
Read Answer Asked by Tom on March 17, 2014
Q: American Hotels Income Fund (HOT.UN)released its Q4 and 2013 results this morning-- and the market seems to be punishing it for the results (down over 7%). The results didn't seem too bad, with continuing expansion tied to long-term railway occupancy guarantees, etc. Could I have your views on the results and the security of the nice distribution?
Thank you.
Harold.
Read Answer Asked by Harold on March 17, 2014
Q: Wow a busy day with questions. I am writing for your assessment of badger's financial today. They appear to be great but management seems to have the most conservative comments in light of their result. l was disappointed not to see a dividend increase could that be staged for the end of the month to give the stock a second bump. Happy St. Patrick's Day Mike
Read Answer Asked by Mike on March 17, 2014
Q: Thank You for answering my early question but if you have a profit when selling your stocks and not a loss do you still have to wait the 30 day waiting period before buying back in.

Paul
Read Answer Asked by Paul on March 17, 2014
Q: Good Afternoon,

I was interested in knowing if when I sell all of my stock holdings in a company is there a 30 day waiting period before I can buy back into it.

Thank You
Paul Bohusz
Read Answer Asked by Paul on March 17, 2014
Q: Hello 5i,
I own two OTC stocks China based which are, Bank of China Ltd (BACHY) and China Mobile (CHL); they were bought for a long term hold and are down marginally. What do you think of the long term prospects?
Thanks
Read Answer Asked by Mark on March 17, 2014
Q: I have ACM COMMERCIAL MORTGAGE FUND as a holding in my RRSP. This has been a steady performer for the past few years. With fears of rising interest rates, would a fund such as this be adversely affected by rising rates in the future and if so could you recommend a suitable replacement for ACM (an ETF or possibly a Mawer Fund)which would have about the same performance but not be affected by rising rates. Thank you.
Read Answer Asked by Alan on March 17, 2014
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!