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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, My wife and I, retirees, hold a fairly conservative portfolio, including the listed stocks above in our TFSA's. Our overall asset mix is 5/45/50 cash/fixed income/equities. If (in view of the buoyant markets) we chose to increase our cash position, which 1 or 2 of the listed stocks would you suggest we sell? Thank you.
Edward
Read Answer Asked by Edward on October 16, 2017
Q: Hi. I am currently in process of reorganizing. I am overweight in financials. Would like to sell all of my position in POW or else SLF which would reduce position from 15% in financials to 10% (Currently have 5% in each of BNS, POW, SLF). Alternatively I could sell half of each POW and SLF to get the same result. Thoughts?
Read Answer Asked by Susan on July 26, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
Q: Hello 5i Team, I would like to reduce my financial sector holdings from the current 19% to 15% or less, mostly as a defensive move against the potential of a sector "down-draft". Currently hold POW-2.0%, IFC-3.0%, MFC-2.5%, and BNS,TD,and RY at 3.5% each. I am leaning towards eliminating POW and trimming each of the banks to get to the target (income from POW is great but also the only one I am underwater on and I'm not a huge fan of income at the expense of loss of capital), but I also know you don't feel the need to necessarily hold 3 banks so could just sell RY and call it quits. Trading fees not a consideration. Would appreciate your thoughts as always,

Regards
Read Answer Asked by Stephen R. on June 06, 2017
Q: Financials are currently at about 18% of my equity portfolio i.e., about 3% above target. I am thinking of trimming back on one of TD, RY or POW. Would you agree with a slight trim and which one would you suggest?
Thanks for your great service!
Read Answer Asked by Danny-boy on February 13, 2017
Q: I am retired and looking for relative safety and dividends. I already own 3 banks and am looking to add a insurance company to the mix. What would be your recommendation on the companies listed above ? Or do you have another Canadian company in this area that you would recommend over this list?

Thanks Ken
Read Answer Asked by Ken on December 12, 2016
Q: I'm planning to replace Power Corp in my RRSP with a combination of BIP.UN and BEP.UN. Would you recommend an equal split between both Brookfield stocks at this time, or lean more towards one vs the other?
Read Answer Asked by Ron on November 30, 2016
Q: The above are 4 lagers in my RRSP, on average down by 30%. I have a 5 year time frame to get at least the 30% back which represents $26000.00
I would like your input on a stock or stocks that could help me achieve that goal
As usual thanks for the great info because of your help my TFSA is in excellent shape
Read Answer Asked by James on October 25, 2016
Q: Good Morning 5I team, I have been building a cash position and would like your opinion on these stocks/etf to add to a mostly buy and hold dividend generating portfolio.
Read Answer Asked by STEVE on August 29, 2016
Q: Hello Peter, all of these CIX, POW and MFC have been on a down hill slid. My losses are 20% plus, should I keep holding them or should I take my losses and replace them. I like to have your advise, perhaps can recommend alternative replacements. Many thanks for your advise, regards, J.a.P. bURLINGTON
Read Answer Asked by Joseph on July 04, 2016
Q: Hello Peter, I have two losers, CIX and POW in my portfolio. Kept hopping for a recovery but getting tired of waiting. I would appreciate if you can help me to find replacement for them. Is there a chance for them to recover in the next 6-12 months?
Thank you, J.A.P. Burlington
Read Answer Asked by Joseph on June 23, 2016
Q: I have 1600 shares of this looser,(cost $32.98) CIBC research's 12 mo target is $26.0, I am considering to sell it and replace it with a couple infrastructure stocks or ETFs. I like to have your opinion and suggestion. Looking for income and some growth.
Have looked at BIP.un but doesn't seem to have any growth in the next 12 months. I have AQN,H,RNW,FTS ZWU and ZUT in my portfolio. Many thanks J.A.P,Burlington
Read Answer Asked by Joseph on May 09, 2016
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