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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: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
Read Answer Asked by Maureen on July 20, 2018
Q: I currently have MFI, PBH, ATD.B. I'm under weight in consumer non-cycl. I'm planning to add to PBH to bring it up to a 2% position. Could you recommend a US non-cycl. name you find interesting.

Thank you
Read Answer Asked by Brent on July 20, 2018
Q: I have a financial advisory is recommending this fund as a 40-50% portion of a retirement portfolio. After looking at the fund facts it seems to be investing in companies with no rated credit quality. Would you consider this fund high risk?
Read Answer Asked by Antony on July 20, 2018
Q: Hi Peter
I’m 65 and getting a pension and have less than 7% of my portfolio in real estate investments . For dividend security and future growth , which would you recommend -WIR.U or SMU.UN?
Thank you so much for all the great info and support 5i provides .
Joanie
Read Answer Asked by Joan on July 20, 2018
Q: Parex has initiated a strategic review for sale of one asset - perhaps the entire business. Yesterday, market original reaction was positive. Today down sharply. You indicated in an earlier comment this was a positive development. I cannot find any new news on this story to warrant the sell off.

What are your thoughts? This company is well managed, no debt and huge cash balance, long life assets, and still reasonably valued. This is not like Spartan or Raging River where consolidation needs to take place. New pro business government in Columbia without pipeline issues. What gives here? If you held this name would sell, hold or buy more?
Read Answer Asked by Glen on July 20, 2018
Q: Good Morning 5i,

Just wondering if these two stocks are still a hold or should be replaced?
Intel seems to be having problems with its 10mm process, insider trading and competition from Nvidia and AMD. As for Cisco a report last week claiming that Amazon Web Services plans to start selling network switches to other businesses and other major networking companies could impact Cisco down the road. Should we anticipate that though times are ahead for this network giant?

Thx
Marco
Read Answer Asked by Marco on July 20, 2018
Q: Good morning to you and thanks for all the wonderful help and insights you give us. I enjoy the access to the members Q&A to help me with my investment decisions.

What am I missing when it comes to OSB ? Very low PE, great profit per share, excellent dividend, and yet it seems to be routinely out of favour (certainly in the past few days). Please help me understand this one, as I am wondering if it is a good time to add to it in this current dip.
Read Answer Asked by Drew on July 19, 2018
Q: Hello 5i,
I would like to add a comment regarding Richard's post about his friend's LIF. My wife also had her entire LIF in RBF 461 and we finally chose to move it to RBC Direct Investing and put it all in XTR. This immediately reduced the MER significantly and increased the distribution income as well. In terms of holdings, I believe XTR is about as close as you can get to RBF 461 in one holding, although there may some others out there as well.
While making this move we also took the opportunity to tweak some other aspects of the LIF such as payout amount and frequency, withholding tax amount and added our children as Contingent Beneficiaries. While we could have done some of this without making the move, it was very easy and quick to do with the change. This, along with some recent experience as an Executor, motivated us to add our children as Contingent Beneficiaries to all of our other Direct Investing accounts that we could.
Please note, this is not meant to be a recommendation of any kind, merely a personal anecdote for what it is worth. I hope it is of some help.
Cheers,
Mike
Read Answer Asked by Mike on July 19, 2018
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