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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: Hello 5i team. Purchased 20,000 shares of this stock in July 2018. Compelling technology and story. And really, how can you not cheer for a nascent Canadian success story headquartered on the rock? Semi-patient investor with long time horizon. Do you have any information that would allow you to provide insights for 2020? Fully expect a roller a bit of a roller coast on this one.
Read Answer Asked by Asher on January 02, 2020
Q: I have two small positions in CSH.UN (1.3%) and SIS (1.0%), and I wanted to consolidate the invested capital into one holding. I consider them both to be investments within the healthcare space, which is part of the reason for consolidating these two holdings. I am strongly leaning towards selling CSH.UN and buying more SIS. Does this sound reasonable, or is there another option worth considering?
Read Answer Asked by Domenic on January 02, 2020
Q: low debt- 4 -9 percent dividend that do the right thing for their share holders quality payout ratio ,growing dividend with moat qualities ,hve people in leadership that show qualities like Johnathon goodman, fromgud also Brookfield is opportunistic and buys real estate at good prices please give me your companies5-10 companies that come to mind for long holds.
Read Answer Asked by cliff on January 02, 2020
Q: AXSM
I owned this stock 2k shares at $18. It rose extremely quickly and I sold my position at $48.
It is now over $100, some of the current recent reports I have been reading are amazing and it was just upgraded with a target price of $180.
It is currently $100. What do you think of AXSM, should I just leave it and post the gain or should I reenter again at 5X the price I bought less than a year ago?
Your opinion would be appreciated.

Thanks


Sheldon
Read Answer Asked by Sheldon on January 02, 2020
Q: I was reviewing my portfolio and thinking about 2020. Right now I have a large cash position and will want to invest some of that next year. But in what stocks?

An interview with Sir John Templeton on ROBTV many, many years ago came to mind and it may be a good advice for others.

Sir John was asked when was a good time to buy a stock and he stated "at the point of maximum pessimism".

Then he was asked when was a good time to sell a stock and he replied "you sell a stock when you find a better stock to buy."

I hope I can remember that advice as we move into and through 2020.
Read Answer Asked by Ronald on January 02, 2020
Q: So my 19-year-old son just opened up his first investment account today. We were wondering what you thought would be a great first Canadian equity pick for the long haul.

Thanks!
Read Answer Asked by Robert on January 02, 2020
Q: Can you tell us what the final 2019 returns are for the TSX and S&P 500? Thx
Read Answer Asked by Adam on January 02, 2020
Q: Dear 5i,
In the parts of my portfolio that outside of the 5i Balanced Equity Portfolio, I want to add some US market exposure. I hold precious metals and some TLT in this area as well and was looking at an S&P500 ETF. IVV seems to have the best combination of dividend yield and low management fee followed by the O'Leary Quality S&P500 ETF which aims to own the highest quality companies (by balance sheet and earnings, I believe) in each sector of S&P500.

Is there one or the other of these that I should pick for holding in a TFSA or should I look to the CAD-hedged XSP or something else?
Read Answer Asked by Marc on January 02, 2020
Q: Hi, Brookfield Infrastructure announced this $2.4 billion purchase of Bell Cincinnati by offering Bell shareholders Cash, but I am not sure if there was a mention of how company intends to finance the deal. They also indicated Brookfield's intention to invest $ 1 billion for Cicinnati Bell's infrastructure development. Any ideas, if company will use its cash resources or an equity financing may be in the cards and if so the time frame. I was wondering, if recent decline in unit prices from $70 to $63.65 had something to do with this. Thanks
Read Answer Asked by rajeev on January 02, 2020
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