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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: CJT is up 35% since I bought in early 2017. If the stock drops, of course so too would my gain. What is your advice on a stop limit sell. Today they are at $62 my cost was $46. A trigger limit of $58 would be 25% gain. A stop at $56.40 would realize 20%. If it fell like a stone past these prices, I would hold on for a rebound.
If it did drop and sell, when should I buy back in? Do you foresee it coming down, historically it’s at its high within pennies.
Thanks, I am new to 5i but am finding it a wealth of information.
John
Read Answer Asked by John on January 17, 2018
Q: Constellation buys Acceo for C$250MM which might represent around $30-40MM of EBITDA. Whereas today CSU's market cap goes up $1.1B on a generally soft day. I'm pleased as CSU is one of my larger positions, however, is this market reaction seem appropriate to you or is something else going on? Or am I just over-analysing things? Thanks!
Read Answer Asked by Darcy on January 17, 2018
Q: My father recently sold his share in his company. He knows I manage my investments myself (with your help of course thank you!) and asked me if I wanted to manage part of the resulting cash. It represents 400K$ that he doesn't need for his retirement income. I was thinking of using the Balanced Equity portfolio. I am about start initiating positions. Do you think it's better to buy over several months to spread the timing risk or just buy all at once? At the moment what would be your top 5 stocks based on growth and overall company quality?
Read Answer Asked by Julien on January 17, 2018
Q: I've held this stock through two seemingly disappointing quarters , and am now down 13%. Do you still have faith in this company? It's lagging the sector big time. Was thinking of putting the money into Facebook on the dip with the proceeds. Please advise
Thank you
Karim
Read Answer Asked by Karim on January 17, 2018
Q: I am 70 years old, retired, with a small company pension (not indexed), and rely on investment income for expenses. I am also a conservative investor with 85% of my portfolio in laddered GIC's. For the remaining 15%, I would like a balance of income and growth, combined with maximum geographic diversification. What do you think of this remaining 15% being divided into 30% FIE (which I already hold), 30% XIN, and 40% XAW? I have been with 5i since your inception and greatly appreciate the advice you offer. Thank you.

Paul W
Read Answer Asked by Paul W on January 17, 2018
Q: Two ETF questions:
1. I invested in ZPW primarily for income and it has been fulfilling this purpose. However its price performance has been less than stellar and I am wondering whether you can suggest an alternative that would provide excellent income but offer some possible small market upside as well;
2. Is there a Canadian dollar equivalent to VOE?
Thank you for your assistance.
Read Answer Asked by Peter on January 17, 2018
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