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: hello 5i:
2 questions.

I am interested in the fund above, and the question asked by Robert yesterday. One thing I can't quite understand: how is the fund generating a (greater than) 6% return. How is the fund able to do this with present interest rates? Through leverage?

Could you give me your opinion on the CEF WEC (Western Asset Premier Bond Fund), and would you consider this a viable holding in a TFSA?
thanks
Paul
Read Answer Asked by Paul on March 30, 2017
Q: Hi. I would like to add 2 to 3 stocks to the growth part of my portfolio. What US/Canadian suggestions do you have? My portfolio is well balanced so I am not too concerned about sector. Currently I have SHOP, CSU, SJ. thanks, J
Read Answer Asked by John on March 30, 2017
Q: Hi guys, my 21 year old sons TFSA presently consists of: Crh, Kxs,Gud,shop, and Syz. We are considering adding PBh, Zcl, mx, or pho. Leaning towards PBH or ZCL. What would be your preference or is there another recommendation?
He is up over 20% on all positions and 50% on KXS. Can't thank you enough for starting 5I.
Read Answer Asked by Andrew on March 30, 2017
Q: I was wondering if you could add anything to my understanding of this company whose share price has stagnated over the past year. The takeover of Jarden was well received by analysts and the quarterly results afterward seemed to suggest things were progressing well. A number of analysts recommend the stock so is it just range bound at this time for no particular reason or is there something else at play?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 30, 2017
Q: Over the years I have tried to compare myself to indices to determine if my portfolio performance compares favourably. Basically if it does not I always consider 'firing' myself. Your service has allowed me to increase my overall performance I believe and stay 'employed'. Came across a service (from article in National Post) regarding a free service called ARC Private Client Indices. It would appear to provide a real nice comparison indices based on my portfolio makeup. Are you aware of this and do you have any comments on it?
Read Answer Asked by Greg on March 30, 2017
Q: Hello 5i team,
I have only one entry for healthcare (GUD) and was wondering if it is a good idea to add another security seeing as this sector is beaten down? If so do you have any suggestions?
Thanks,
Andrew
Read Answer Asked by Andrew on March 30, 2017
Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.
Read Answer Asked by Paul on March 29, 2017
Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help
Read Answer Asked by Bryan on March 29, 2017
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!