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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: A. With the expected further increases in interest rates in 2018.
Should I anticipate pullback from certain sectors? your opinion please.
if so which sectors, DOES 5i recommend adjusting asset allocation in response to interest rates?

B. I have been a student of the DIY investing for the last 10 years but have no experience with a potential era of interest rate rise and don't know what to expect.

I struggle with this, probably too much media coverage, I would prefer to be a buy and hold, all of my equities are blue chip dividend companies. (but it is hard to see portfolio drop on no news other than interest rate rise.) I believe I am looking for reassurance in this last comment:)

Ernie
Read Answer Asked by Ernest on January 24, 2018
Q: I have kel & bir in my rif. Kel is up 24% and bir is down 30%. should I sell both and take the small $ amount and invest in a zinc play. From what I hear it should do well thru 2018, ah the crystal ball theory! Anyway your thoughts please and if so with only approx $12000. from the proceeds (if you recommend selling) what would you suggest? My thanks always, you are such a great service, we are fortunate to have you all. Maureen
Read Answer Asked by Maureen on January 23, 2018
Q: Hello, I have some dry-powder to put into the market

Was wondering what your current favorites are based on momentum? Are there any that are breaking out?

Thanks for the great service and insight!!

Kuldar
Read Answer Asked by Kuldar on January 23, 2018
Q: I have visited the Pimco website but am still unable to get a clear understanding of the holdings of the Pimco High Income Fund ( PHK:US). In your opinion, in general, would this fund be suitable for a retired senior? The income is high but does it come at a price to risk?
Thank you for considering my question.
Read Answer Asked by Gail on January 23, 2018
Q: In reviewing 5i growth portfolio, I noticed XTC, PLI and RRX are down somewhat from the initial start price. Would you still recommend these companies and what are your general thoughts on their growth prospects? I am thinking of adding them to my RSP account with a 3-5 year time horizon.

Thanks
Read Answer Asked by Frank on January 23, 2018
Q: I am looking for a diversified or industrial REIT with good yield and a history/policy of increasing dividends. Brookfield Properties has caught my eye. What is your opinion? Do you have any other suggestions or preferences for my objectives?
Read Answer Asked by Carl on January 23, 2018
Q: Hello 5i,

I have a unique and complex situation as I worked in the US for half my career and have investment portfolios in both countries with tax deferred, taxable cash and growth free accounts. In addition I carry some significant capital losses. I am 2 to 3 years away from retirement and although I should not be exploiting growth, the lure of using the capital losses is very compelling. I hold SHOP at a full position, KNX & DOL at half a position each, and GUD at a 1/4. My health care sector is also low.

I have a full position to buy with - GUD appears to be the only under performing choice at this time.

What else would you recommend I look at beyond the 4 candidates I have in my current scope.

Thank you

Steve
Read Answer Asked by Stephen on January 23, 2018
Q: Greetings to the 5i team:
Would you please provide your analysis, including growth outlook and potential risks, for Great Canadian Gaming (GC) vs People (PEO) for a 5 year plus hold in a TFSA? I love the following comment by Martin Braun in Market Masters and I wonder if it applies to either? "There's a lot of cheap optionality embedded in stocks. In other words, you're not paying for this happening, and you're not paying for that happening; you're paying maybe a teeny little bit for a third thing and maybe a little bit more for a fourth thing happening to the stock. If any of those four things were to happen you'd make good money because the market's not really paying for them."

Thanks,
Read Answer Asked by Stephen R. on January 23, 2018
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