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: Hello, 5i team! Thinking about additional investment in material sector + dividend part. Already own about 500 shares of POT in RRSP, now thinking is it good time to add say 100 shares of AGU before merger? I consider potash as a reliable area of long-term investment but would be glad to think about the alternatives as well... Your comments are highly appreciated! Thank you!
Read Answer Asked by Galina on February 28, 2017
Q: Hi Peter and team, I'm looking for some input as to where to deploy a recent RRSP contribution. I'm an aggressive investor with a 20+ year time horizon, and I tend to hold a focused portfolio. Currently holding QSR, XTC, PBH, SIS, TD, DH, WSP, CSU, SJ, and ENGH in roughly even allocations. I have broad exposure to US, Canadian, and International markets through my group RRSP at work, so am not overly concerned with diversifying the mix above. What are two or three companies you would suggest adding to the above for a long-term hold in an RRSP? By long-term I mean 5+ years, so the companies would likely be in dominant market positions.

Many thanks,

Alex
Read Answer Asked by Alexander on February 28, 2017
Q: I would like to increase my stock weight in technologies. I only currently have a 1,5% in BB and 2,5% in PHO. I have a 5% cash position in my TFSA to invest with a long-term growth (10years+) horizon. What tech company would you recommend for a new position?
Thank you,
Read Answer Asked by Julien on February 28, 2017
Q: Hello 5i
About a month in and wanted to say great service and looking forward to the future. In looking at the companies you cover it seems like your B and higher ratings have been very successful while protecting and growing capital. Curious to know if you have a report on the total returns based on ratings. For example all B rated reports have returned x%, C x% etc.?For me screening by ratings of B and better will be the starting point of my investment selections to be further investigated

Thanks
Sal
Read Answer Asked by Sal on February 28, 2017
Q: Maybe better for forum, but further to question about TNC trading, and opportunity cost - I was slow to buy ITC and PHO at time first mentioned in Q&A and when 5i added to Portfolio. But then TNC offer came up. Sold TNC at 3.29 and purchased ITC & PHO per suggestion. I didn't buy at the lowest price after TNC announcement but up 26% and 15% on positions respectively at moment, though will be volatile positions for sure
Read Answer Asked by John on February 27, 2017
Q: Greetings Team:

Greg Bonnel on BNN was wondering if the TSE would show a gain or loss for Monday on the Close and when he turned around the TSE lost about 70 points in a manner of seconds. Looking at my own portfolios I noticed that the banks and insurance companies had all dropped suddenly. Computers to blame, I reckon. Would you please comment on this.
Read Answer Asked by james on February 27, 2017
Q: Hi, not sure if I'm the first to ask about the recent new, but I'm curious of your thoughts on it. To me, it seem like a good strategic move and will result in a more focused company. I didn't like seeing the bought deal at $9.90 when they are paying a 20% premium on aquisition. So I assume market will bring it down for awhile but longer term will look good as long as economy in US stays strong.
Read Answer Asked by Kel on February 27, 2017
Q: Why do the shares since the BUY announcement only change between $3.28 & 3.29 & generally on a daily volume of +/- 1,000,000 shares. It just seems to me that most shareholders would want 3.25 or close thereto unless you owned only 1-2000 shares. For myself & friends, we own in the range of 25 - 40,000 shares each. We would sell for a 1 or 2 cent drop just to move capital but not .08 cents. Time is money!
Read Answer Asked by Robert on February 27, 2017
Q: You suggest that a well-diversified portfolio is one that holds investments in the 11 sectors of the TSX. Pat McKeough of TSI, who is also a believer in portfolios that include all sectors, uses more broadly-based criteria. He breaks the TSX down into five components - Mfg and Industry, Resources, Consumer, Finance and Utilities. I don't see this a radically different than 5i's approach other than in the Consumer area where McKeough does not differentiate between discretionary and non-discretionary consumer companies.

I would appreciate your comments on these two approaches and specifically, do the two consumer sectors tend to be uncorrelated?

Appreciate your insight?

Paul F.
Read Answer Asked by Paul on February 27, 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!