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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: Good day!

I am a little concerned over how the markets have gone up over the last year. Especially since November.

Can you comment on general market corrections? Specifically: What is the average time period before we see a 5% and 20% pull back and where we are in relation to a significant correction. Are they over due according to the average time periods?

I know your preference is to invest long term and I agree with this, but "pigs get slaughtered" and I think there is too much exuberance in the markets for such slow growth. Currently I believe Berkshire Hathaway is sitting on 10%+ cash, should we take this as an indicator of things to come?

I did very well last year due to your service and am currently sitting on 20% cash after taking profits and am thinking of selling somemore to increase my cash position waiting for a better point to get back in.

I do not like to try and time the market, but it seems to me that right now might not be the best time to be fully invested.

Thank you so very much for your service!

Gerald
Read Answer Asked by Gerald on January 23, 2017
Q: Hi 5i team,

Trump’s speech at his inauguration reflects his commitment to protectionism and jingoism. If his push for ‘Buy American First’ indeed becomes reality, please go through the three 5i portfolio and identify those Canadian companies whose business operations and revenue will be negatively impacted. Thanks.
Read Answer Asked by Willie on January 23, 2017
Q: Hello 5i team,
I am a value investor looking for dividend income. I would like to know if I should sell JNJ $3000 profit, M M M $4000 profit, T $5000 profit and others with $1000-$3000 profit. I do not need the money. I like to hold and sell only if there is a problem such as dividends disappearing.
If you write "sell" what do you think of "Old Republic", and "BB&T"? If you suggest "sell all with profits $1000-$4000" could you suggest replacements for dividends with a 10 year outlook?

thank you
Stanley
Read Answer Asked by STANLEY on January 23, 2017
Q: Hi Peter! SIS said in their statement "There are over a thousand resellers of accessibility products in North America." Their purpose behind this statement was to iterate that there are many opportunities for acquisitions that could improve synergies, but I'm more concerned about how they maintain a competitive advantage. Do they depend too much on R&D? If not, what makes them stand out from the rest and what are the barriers to entry? Is there any brand loyalty among its customers? Do you see them being bought out in the future (i.e. like United Technologies that own OTIS elevators)? Thanks!
Read Answer Asked by Michael on January 23, 2017
Q: I'm looking for dividend growth ETFs for diversification (e.g. VGG, VGH) .. can you suggest how to do that but without having companies like MONSANTO, MACDONALDS, PEPSI AND COKE in the mix? thanks
Read Answer Asked by Patrik on January 23, 2017
Q: Hi. Ceapro is , I believe, a company that is making inroads into the cosmetics industry with natural grains etc and NO animal testing. Do you folks know much about this company. Also, as I do not invest in companies I consider to be ethically questionable, do you have ideas about ethical companies with good growth or income outlooks? Thanks.
Read Answer Asked by dale on January 23, 2017
Q: I currently own DRT and wonder if it would be better to sell DRT and invest in SHOP or another tech company as my total weight in this sector is only 4% and does appears to have better growth. I currently own ENGH and KXS both at 2% weight.

Thanks
Read Answer Asked on January 23, 2017
Q: My only gold stock is MND. I figure if I'm going to wait around to see what happens to gold, I want to be paid something. What do you think of MND? On the dividend, how is the payout ratio? How long have they been paying it? Have they ever raised or cut it? Are there any other cash-flowing mid-cap or small-cap gold dividend payers? Thanks.
Read Answer Asked by Noel on January 22, 2017
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