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, I own the above companies mainly for income and some growth. Would these be negatively impacted by rising interest rates and if so, would a switch to BNS or SLF be warranted.

Thanks
Read Answer Asked by Greg on January 19, 2018
Q: Dear Team:
I have been retired for 5 years now and have been self investing with a return of 13.58% on average. I have reached 60 years and feel that I should have more fixed income as of right now; I have about 12% of fixed income. My portfolio size is over $1M. I have 2 questions for you:
1) Do you think I need more fixed income?
2) If I was to increase my fixed income, I am thinking of an ETF for either Re-set Preferred Shares or Short Term Corp Bonds or Real Return Bonds. Which do you like?
Thanks for your time
Jim
Read Answer Asked by James on January 19, 2018
Q: As a place to park short term money what percentage of a portfolio would be consider a maximum or prudent? Although not Money Market what are the main plus/misuses for using it over M.M. or T.Bills?

A general question on your responses: A response to a question I posted on Fairfax India specifically about the fact it appears as CD but converted to US upon purchase was responded to as private. Unless I hit the wrong button by mistake, are there reasons you might decide to respond that way?


Thanks
Mike
Read Answer Asked by Michael on January 19, 2018
Q: I am a retired, conservative, dividend-income investor with a pension, CPP, 30% fixed income (annuities, Fisgard Captial) and 70% equities (14% MFs, 16% ETFs and 40% mostly blue chip stocks). The question relates to the performance of 2 of my remaining MFs, those being Sentry Cdn Income and Sentry Global REIT. I receive a 6% dividend on my ACB for both of these, which I am very pleased with.

SC Income = held it since 2011 and have a total annual return of 9.7%, which I am happy about. However it is not performing well the last few years. Is it simply the portfolio was positioned poorly (in hindsight) at the wrong time? What is your impression of management?

Sentry Global REIT = held it since 2012, did well initially but recently only returning 2%/yr. I sold some last year and now have a half position. Again, your comments on sector performance and quality of management are appreciated.

Thanks...Steve
Read Answer Asked by Stephen on January 19, 2018
Q: I am looking to get my son started on investing, has minimum cash. Could you suggest 5 companies to start with (with price per stock under $15 and some growth potential over 1-3 years)?

Expert opinion on ABR-N, CVS and CIX-T (4 companies he's researched and thinks are a good bet)
Read Answer Asked by Jim on January 19, 2018
Q: Good Afternoon 5i,

Excluding the big banks and MFC, SLF, what are your top 3 picks for Canadian financials?

Thanks!
Read Answer Asked by David on January 19, 2018
Q: Dear Peter and Team,
On Jan15 you answered that debt for the pony is more than 6x cash flow.
from their website for Q3 cash flow for 9 mos was 79.5 mil-and is likely
100mil/year. Debt-bank debt93.8m-plus senior notesof 141.4m plus convertible debt of 44.6m adds to 279.8mil. Total net debt with working capital deficit is $336mil. This is all at trough natural gas prices. Production now is over 60kboe/d versus 42,353boe/d during Q3/17.
They do not plan on adding more debt in 2018. What am I missing?
Thanks for your help.
BEN.
Read Answer Asked by BEN on January 19, 2018
Q: what do you think of the current situation, ie management effecting a buyout?
Read Answer Asked by CAMERON on January 19, 2018
Q: I have held Crew for years in the 6.00 range so I am down substantially. In the past six months or so it has risen to over $5:00 only to do a complete reversal
Back to the $2.70 range. I thought it was going to break out or be bought out . Is it time to move on?
Would you move on if you were still managing money with this company in your portfolio. Always hear about good management who have done it all before
And they sold some Montney assets and it trades a lot but never gets out of the barn.
Read Answer Asked by Helen on January 19, 2018
Q: Hi,

5i talks alot about "momentum" behind stocks. Increasing volume + increasing price = good situation.

Are there one or two indicators you recommend to monitor momentum? I'm thinking of things like the True Strength Index, On Balance Volume, Williams Accumulation/Distribution, etc. I might be way of, but am hoping to use one or two that I can review to assess where an equity might be going.

Thanks,

Cam.
Read Answer Asked by Cameron on January 19, 2018
Q: I own Birchcliff and at a loss currently. Debating to average down and make it a 5% holding in a diversified portfolio. I do own tourmaline which is 1% and it is down as well. So far my bet on NG is not working but if i hold on to the survivors things should turn around. Is Birchcliff worth the risk at a 5% holding assuming it can last on current prices of NG.
Read Answer Asked by Tim on January 19, 2018
Q: nafta gets scrapped? besides magna, the lumber industry, and many other exporters dealing with the U.S., COULD THIS IMPACT THE ENTIRE CANADIAN STOCK MARKET I think the market is taking this issue too lightly Most of us have recenly profited from a bull market Is it time to cash in most of our chips or are there parts of the market we can buy that will not be effected by nafta bad news?
Read Answer Asked by terrance on January 19, 2018
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!