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: I am looking for some guidelines on when one should trim a position exceeding 5% of your holdings. I have a 7.3% a 6.3%, a 5.6%, a 7.0%, a 7.5%, and a 6.2%. 4 of these I have already trimmed some time ago. Is trimming more of a gut reaction or do you have something more concrete to guide you? Combined with this problem, when you do decide to trim, what (and why) % do you trim down to?
I have this problem, mainly, by following your excellent advice.
Your thoughts will be much appreciated. ram
Read Answer Asked by Ray on August 17, 2020
Q: Housing Boom, in USA as people want to leave City Centres due to violence and riots. I notice four lumber companies WFT, CFP, IFP ,ADN all hit new highs on August 14th WFT had a high of $ 90.00 in the past years and the other companies mentioned are far from their past highs . Lumber is at $ 729.00 up from $ 400.00 there must be still a lot of upside in these shares.

Do you agree & which would you recommend ? RAK
Read Answer Asked by bob on August 17, 2020
Q: I wanted to see if 5i will be putting out a report on this company in the near future? I purchased this a few weeks ago in the low teens and it seems to keep climbing. I like the space they are in can you comment on when does their 1st public quarter report and would you add to a position at todays prices or wait.?
Thanks as always
Read Answer Asked by Kolbi on August 17, 2020
Q: July 10 2019 you gave the following opinion on EDG100
"We are generally not huge fans of mutual funds for their higher fees, but EDG100 is an exception that has consistently justified the higher fees through its performance. We would be fine keeping it."
1) Just wondering what your thoughts are on this mutual fund today and are the high fee still justified by it performance?
2) What alternative that operate in the same space would you suggest looking into?
Read Answer Asked by Paul on August 17, 2020
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
Read Answer Asked by Neil on August 17, 2020
Q: Thanks for your prompt reply to my question about earnings. I only wish that their revenue was $419.6M because the SP would have been up tenfold today. But you better remove the 4 and bring them back to $19.6M. Keep up the great work.
Read Answer Asked by karl on August 17, 2020
Q: What's your opinion on this one? What does the future hold? Got a double and wondering if I should take some profits but still is not an over-weight position. The WE publicity that our finance minister is certainly not helping the the stock. Your pragmatic opinions are so appreciated. Thanks Ron
Read Answer Asked by Ronald on August 17, 2020
Q: Shortly after the COVID crash, I ran a screener for companies that were down 50% or more over 1, 3, and 5 year timeframes, to capture stocks that were well below their their normal longer term levels. I note that had I blindly bought the top 10 or 20 names, I'd have done pretty well (although I pretty well picking from 5i stocks anyway). These 5 are now at the top of that list. Do you see any opportunity or red flags in any of these?
Read Answer Asked by Rick on August 17, 2020
Q: I am considering moving my RRSP from the firm my company has selected to something I can self-direct myself (saving management fees). It is approx. $90K and I don’t expect to access it for 20 -25 years. My thought was to mimic your balanced equity portfolio. Does that amount and time horizon make sense for the strategy?
Read Answer Asked by PAUL on August 17, 2020
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!