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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: What can you tell me about Revive Therapeutics. I know it's risky and you likely won't recommend it, but any information would be helpful. The stock has jumped on news of receiving orphan drug status for one of their programs. Is this overly significant? I know it creates excitement, but ultimately how does it add to the actual value of the stock?
Read Answer Asked by Grant on June 28, 2018
Q: To add to Julien’s post from today on bonds. I am in a very similar situation, younger (early 30s) with no bond exposure, all equities in the portfolio. I’d like to start adding some bond exposure through ETFs and did appreciate your suggestions on specific names. My question is, what etf would you say is a ‘one stop shop’ for bond exposure, as I like to keep it to one or two names at most. I’ve seen ZAG or VAB mentioned before. I’d like to keep it in CAD as I don’t want to add exchange risk. The purpose for the bond exposure would be to add uncorrelated assets and reduce volatility. Thank you as always
Read Answer Asked by Aaron on June 28, 2018
Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 2018
Q: Today's drop in Cineplex suggests that the market was underwhelmed by the increased business with Cinemark in the US reported yesterday. Have you any idea why this would be so? It seems to me to add to their attempt at further diversification in the entertainment business.
Read Answer Asked by richard on June 28, 2018
Q: Recently I moved my investments from manulife funds to mawer. Manulife had a gauarenteed 5% return but the higher management fees were my reason for the switch. The mawer adviser put all of my investments into the balanced fund series a. I took a hit on the move due to the manulife dsc, but had a few weeks of good returns to make up for it. Was this a good move long term and should I not panic over the last couple of days. Should I look to some of their other funds so I’m not all in on the balanced fund.
Read Answer Asked by Brian on June 28, 2018
Q: I like the overview that is provided there.

However, with diversification and sector blends being frequent topics of interest and sources of questions, it would be helpful, at least for me, if 5i were to provide a sector overview each month as well as a frame of reference for managing our own portfolios. For example, technology 25% of TSX in May, up 3% over 2017; etc by sector and in a simple chart format. Any chance of that happening?

In the meantime, where can I find that kind of information. I have looked at the TSX.com website as well as the RBC Direct Investing sites and been unsuccessful.

Thanks for you help and guidance here.
Read Answer Asked by Donald on June 28, 2018
Q: CDAY has been on my radar since the IPO. I know that Lululemon uses the"dayforce" software for managing employee scheduling and forecasting labour needs. How long would you usually allow a company to trade after an IPO before getting interested. Where did the IPO come out and what do you think of the current valuation and future growth potential. What is your opinion of the balance sheet.

Thanks team,
Read Answer Asked by Ryan on June 28, 2018
Q: Could I have your take on the - Stonegate Capital Partners Updates Coverage published today. As a summary the report focuses on 7 points regarding the company, specifically the last 3 points IRR, inside ownership and valuation... do you agree with the points they make here? Then generally, do you view this report as useful investment information or do you see it more as an advertisement?
Read Answer Asked by Harry on June 28, 2018
Q: I currently hold VYMI for large cap international dividend income. There is a fairly new Fidelity product holding international large cap ( FIDI) . Do you see any advantages of FIDI over VYMI? Do you consider VYMI a reasonable ETF for international exposure? It is down recently. Would you continue to hold this investment? Thank you kindly for a comparison of the above efts and for your comments on continuing to hold VYMI.
Read Answer Asked by Joanne on June 28, 2018
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