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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. I'm wondering if you may be able to recommend a forum or venue for a business start up to seek (private) equity investment. I've taken a more active roll with a company that will be mining materials for use in cement (an infrastructure investment much like a small Vulcan Materials Co.). I've registered with FundingPost and am using some 'guerilla tactics' but would appreciate any advice, or the advice of 5I members.
Thanks,
Brian
Read Answer Asked by Brian on March 29, 2017
Q: Liquidity. As general rule regarding liquidity, I've tried to ensure that the number of shares held do not exceed 10% of the average daily trading volume. For a sizeable 20-30 stock portfolio this eliminates many thinly traded stocks including some in the Model portfolios.
I would appreciate your comments on liquidity considerations when buying/selling a security?
And, is it different for ETF's. Thank you.
Read Answer Asked by Lloyd on March 29, 2017
Q: Ran a screen for companies with good dividend, high ROE, and reasonable P/E. Seems a lot of REITS appear on such a list. Could you indicate your general thoughts at this time on REITS and related companies. Could you also please rank the following on stability of income, with some growth potential. Thanks much.

FN First National Financial
AAR.UN Pure Industrial REIT
SOT.UN. Slate Office REIT
RUF.UN Pure Multi-Family REIT
INO.UN Inovalis REIT
EXE - Extendicare
Read Answer Asked by Kirk on March 29, 2017
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help
Read Answer Asked by Kolbi on March 29, 2017
Q: A couple of days ago, Greenspace Brands had a NR which appears to indicate that they are making serious in roads into the retail space in Canada with a multitude of products. Although a small company at this point and despite the competitive nature of the business, their rapid progress is impressive and management seem to be very switched on. In addition, the warrants also look like a serious bargain given that they don't expire for 2 years.

In light of these developments, is it possible that you may begin to analyze JTR as a potential candidate for your growth fund.

Keep up the great work.


Read Answer Asked by karl on March 29, 2017
Q: This may be an off the wall question but it relates to Tesla's quest to build electric stations throughout the world to energize electric cars and the consequential loss of market share of ATD/B in it's gas station units should Tesla succeed.
The question is: do you feel that an investment in both companies simultaneously would be a better bet than opting for one or the other?
Read Answer Asked by simon on March 29, 2017
Q: I have found myself sector heavy in some areas and need to increase my positions in both Health Care and Basic Materials. I am looking at CRH for health care and would like to add one more. Suggestions?

For basic materials do you additional suggestions in addition to SJ and MX

Thx


Steve
Read Answer Asked by Stephen on March 29, 2017
Q: Looking to add another full position to each TFSA. Could you recommend a stock for each. Also, would you change any of these stocks, if so, what would they be changed to?
JAMES TFSA: CRH 26%, ECN 6.52%, EFC 11.39%, GUD 10%, PHO 12%, PBH 10.76%, SIS 16.61%, TOY 5%

LORETTA TFSA: GSY 14.67% KXS 15.41%, MTY 15.82%, SIS 18.91%, SHOP 15.82%, WCP 13.77%, TOY 5.58%

Much appreciated.

Read Answer Asked by James on March 29, 2017
Q: Can you please advise if this is good ETF for Dynamic iShares Active Global Dividend ETF. I am looking for growth and dividend increase ETF in Global Market. Would you suggest ETF or is there any similar ETF. I currently own one Europe XEF EFT 2%.
Do DXG pay a monthly dividend or quarterly and dividend amount.

I currently own most of the stocks in Model Portfolio

Thanks for the great service.
Read Answer Asked by Hector on March 29, 2017
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