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: Hi everyone at 5i! I need a clarification about bonds. I have heard that bonds are facing head winds with the anticipated increase in interest rates. I have a portfolio of 60% stocks and 40% fixed. My fixed component consists of GICs, bonds, some preferreds and ETFs of XHY, CBO and CPD. These ETFs pay me a nice dividend monthly. My strategy is to invest my monthly dividend into the ETF that is lagging to get the greatest value for my dollar. Considering that the value of these ETFs may fall ( hopefully just in the short term) would you consider this an ok strategy or would you refrain from putting more money in bonds and preferreds. Cheers, Tamara
Read Answer Asked by Tamara on November 13, 2017
Q: I own Apple, Amazon, Facebook and Google plus others. The four stocks have done extremely well for me. I have reviewed the charts for each stock and they go from bottom left to top right; the 200 day moving average looks great, the stocks touch the line and then moves higher; the top line and eps are getting better all the time; they are all spending significantly on RD for the next AI or AR or self driving cars or whatever; and they are dominate in their respective industries to name a few comments.
What gets in their way to make them stumble? Is this or these event(s) soon?

I can’t see a reason to sell or trim.

Thanks as always.

Clayton.
Read Answer Asked by Clayton on November 13, 2017
Q: As stated,TOY missed estimated eps,but sales increased by 26% accompanied by sharp increase in both allowance for doubtful accounts to $9.9m & accounts receivable.It appears that there could be more write off for the account of Toy R US in future.I wonder why management did not provide details of TOY R US & its impact given that it & 2 other big companies represents a sizeable portion of sales
Read Answer Asked by Peter on November 13, 2017
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!