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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: Hi Team

I hold about 16% U.S. stocks in U.S. dollars. I am also well balanced, holding many within your 3 PFs (mostly the Balanced PF). I am thinking of buying ULTA with new US$ (1.25%). The stock is down about 6% or so in the last week. The only news I find is that ULTA is aligning with the Proactive product, which I would have thought would cause an uptick. Do you feel this is a good time to buy? Or is there a problem with ULTA?

I'm so very glad I joined in early 2014. What a difference you guys have made!!!
Read Answer Asked by El-ann on August 30, 2016
Q: How would you ranks these engineering companies based on current levels and why?
Read Answer Asked by Sandy on August 30, 2016
Q: Cheers 5i team, very glad to be a new subscriber.
Understanding that you cover quasi exclusively Canadian equities, my question pertains to FMX. I am looking for exposure to EM. What do you think of this company with exposure to Mexico, Latin America and the Philippines? Would you be a buyer? Also, what is the level of currency risk one would be undertaking with this stock. Feel free to name other preferences of yours in the EM space.

Thank you very much.

KR.
Read Answer Asked by Karim on August 30, 2016
Q: Hi 5i,
I'm 58 years old and recently transferred over my Mutual Fund RRSP's to a self directed RRSP. I now have a diversified portfolio except for fixed income - still have 50% in cash. I know I should have around 30% in bonds (fixed income) but having a difficult time justifying investing in bonds with such low interest rates. Can you explain to me if rates start going up won't the value of bonds go down? What bonds would you recommend CBO or CDV or.... Are there bond like equities that would be better at this time.
Question 2: If rates go up in the US will that effect Canadian Utilities, Telco's and interest sensitive stocks.

Thanks,
Luca
Read Answer Asked by Luca on August 30, 2016
Q: Hello 5i team, Iam planning to convert a LIRA into a LIF in the coming months. I was thinking of using a fixed-payout strategy of just using the distribution's as income and staying within the LIF rules, using one or a combination of the following ETF'S = XTR,FIE,XEI,do you see any problem's here or can you suggest any other income vehicle or ETF'S
Thank's once again, James
Read Answer Asked by James on August 30, 2016
Q: I wonder about letting your winners run vs diversification. I recently donated half of my PBH(up 300%) to charity, and it still is 5% of my portfolio. Is this an appropriate way to balance those competing ideas? I read that you can't get a "10 bagger" if you keep selling your winners, and at least some pundits think it's 10 baggers that make a portfolio a success, but surely that unbalances the portfolio? confused.
Read Answer Asked by M.S. on August 30, 2016
Q: Hi guys, does Fairfax 'crash' hedges get reflected in price (either due to fundamentals or sentiment) in your view? I know its only a portion of their vast holdings, but I always get nervous when FFH is up like today's 3% move. Do you also view the stock as a bet against the market short-term due to their hedge book?
Read Answer Asked by Frank on August 30, 2016
Q: I own TCL.A (2%) and am thinking of replacing it with either CLR, BOS or ECI. I already own 4% ECI and 3% CLR in my portfolio. What would be your suggestion.
Read Answer Asked by Imtiaz on August 30, 2016
Q: Peter and team:
I am down a lot on these two names. How do you see their recovery in the near term vs. oil stocks, assuming we see $60 oil in 2017?
I guess I am asking for your thoughts on selling these and getting in to something like RRX, SGE or WCP?

Thanks as always
Phil

Read Answer Asked by Phil on August 30, 2016
Q: What are your thoughts on Brinker International Inc (EAT).
I purchased this recently and it has a good run up in the short time I have owned it. Should I continue to hold. My concern is that revenue growth seems to be flat but earnings growth good. Usually this is unsustainable over the longer term.
Thank you for your service. I learned about Brinker (high ROE) from an earlier question posted on July 25.

Stephen
Read Answer Asked by J Stephen on August 30, 2016
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