Investment Q&A

Q: Currently I hold about $100,000 of each of these holdings. I am interested in improving the annual income stream to 5% plus with the possibility of capital appreciation. Also I have another $100,000 in cash to utilize as well. I look forward to your sound suggestions of companies that I should look at.
Thank you very much.

Q: Last week or so the co. sold $1.3 billion of non core assets. Has this materially improved the balance sheet to warrant buying this stock at recent prices? H.

Q: Hi 5i,

A portfolio construction question. I've selected a mix of XTR (36%), XSB (7%), CDZ (17%), XAW (19%), and then a mix of laddered GIC options (17%) and a small cash holding (4%). This is for a family member's portfolio, retired, needing income, security, and modest growth (in that order).

This ends with an allocation of approx. 55% equities and 45% fixed income/cash, and 69% Canada, 22% USA, and 9% Global.

This mix also generates distributions/dividends almost dead on 4%/year, so following the 4% withdrawal rule more or less allows for not needing to sell anything to cover cash flow needs.

Wondering if you could comment on the ETF selections and overall structure with the understanding of course that its always a highly personal decision. More just want to know if you have better ETF or security selections for this scenario...

Thank you so much!
Ryan

Q: Hi 5I,

Could you please rate the following bond ETFs.
VAB, ZAG, XBB.
I'm thinking about XBB because I can trade it for free on my itrade account.

Thanks.
Steve

Q: hi,
thanks as always for your advice, it's been a tremendous help. I need to add another full position in my non-registered "buy and hold long term DRIP holdings". I am debating between AQN, EIF,H, & SPB. Not considering sector holdings, what order would you put these in to purchase first to last.
thanks
michele

Q: Can I please get your thoughts on this company? Thanks.

Q: Hello, What do you think of BBBY? Although it has had a recent significant rise, I believe that it still trades below book value and the company is aggressively buying back stock. . It seems to be transitioning from brick to online and is still profitable albeit with decreasing metrics. Could you also tell me what was the short position last October and what it is nowadays. Do you know when they report next? Merci.

Q: Can you please comment on their earnings just released and their future prospects? Thanks once again...

Q: What are the estimates for the upcoming quarter, previous record of beats vs miss? Any other thoughts in general on current investment thesis please?

Q: Any news to account for recent move up?

Q: Hello! I have identified a Canadian small cap mining company that would be a good allocation fit for my TFSA. It trades on the TSX and NYSE. As it happens, I don't have enough capital in my CAD TFSA account to make a meaningful purchase. I do have enough in my USD TFSA account, however.

My options would be:
- transfer the cash from the USD to CAD account
- raise the capital by triggering a CAD account sale
- buy the US listed shares

Is there anything to be aware of when buying the US listed shares in this case?

And, more generally, where would one exercise caution? I'm thinking of a situation I've seen where US listed shares trade at significantly lower volumes.

Thanks for your consideration.

Q: Knight has been in my portfolio for two years, I've been buying on the dips with an average cost of 7.80$. Should I remain patient or move on. Lots of opportunity out there. Please recommend some alternatives that I may consider should I decide to sell.

Q: Good morning. My daughter is working in the US and is looking for low to moderate risk, low fee, ETF funds or fund families in which to invest her 401k monies. What would you recommend. Thanks.

Q: What are your thoughts on Cineplex as a long term income holding?
The stock is yielding almost 7% and the dividend is fairly sustainable last I heard.

Thanks

Q: In your view, what are a few of the best ways for me to make investments in A.I. part of my portfolio over the next 15-20 years? This pertains to specific A.I. companies, but also indirect avenues of investment like ETF's, banks, etc, that have a stake in A.I. technology. I realize that this area is in flux and that you have no crystal ball here, but any guidance would be appreciated.

Q: With all the trouble at SNC and with talks (Quebec Premier) that if things do not change at the company, someone will make a takeover bid for it. Two questions. Do you think a takeover is possible? and secondly if possible, would WSP be a good fit?

Q: I hold NFI -2.0 % weight, PHO-1.7 weight and SJ -2.9 weight. I am under water all on 3 of these stocks in my TFSA and if I was to increase the weight , should I increase all 3 or just NFI and PHO to a 3% weight.

Thanks

Q: My mistake, my question just put to you is about Suncor US in USD not Suncor Canada

Q: Do you see any significant potential in Knight's announced up tp US$125M financing with Mokshal8 and why would they announce this on a Monday morning when North American markets are closed?

Q: Simple question

Does 5i view this deal as significant in any way (from the Globe)

Knight Therapeutics Inc. (GUD-T) announced the closing of a strategic financing agreement in Moksha8 Inc., a specialty pharmaceutical company focused on licensing and marketing “innovative and established therapeutics” in Latin America, for up to US$125-million.

Under the agreement, Knight will initially lend Moksha8 up to US$25-million in working capital funding, of which US$10-million will be issued at closing. Knight said it may issue up to an additional US$100-million in funding for M&A and the acquisition of new licenses.