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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 have the listed companies in my TFSA($60k). I haven't been too concerned with portfolio weightings due to the portfolio size and have let the winners run. As a result close to 50% of the portfolio is held in just 2 stocks (CCL.B and CRH) I have nice gains in the others except DBOX and SYLOGIST which are both flat and I have considered switching out. Two questions I have are 1. Do you think it is a prudent strategy to stay this course or would you rebalance keeping in mind these weightings are not that out of whack when you consider my other portfolios? 2. What name(s) would you consider adding to this mix for my 2017 contribution of $5500.

Thank you and Merry Christmas to the entire 5i staff for your outstanding service.
Read Answer Asked by Marty on December 28, 2016
Q: Hello and Merry Christmas. I have been doing some reading in regards to RFID and the multiple uses it has in everyday life. With Amazon looking to change the grocer business would you have any suggestion on companies in this field to look into, that would be listing in Canada or the USA? I have found zbra, gpic, rop listed in the states already. Thank you for your time have a great day
Read Answer Asked by Kolbi on December 23, 2016
Q: I've both CCL.B and ITP and over the years, they have grown quite a bit. I am thinking to trim back to lower their %. Please let me know if both are in about the same business. Which has a better balance sheet (less debt) and more future growth? Which of the two should I trim back or should I sell equal portion of both? Thanks and a merry Xmas to the entire 5i team.
Read Answer Asked by Willie on December 21, 2016
Q: One third of my non sheltered account consists of shares in ATD.B, CCL.B, CSU, and SJ. In the last month the TSX is up about 3+%. In the same period these stocks are all down (13%, 5%, 6% and 8%). The only common thread I can see is that I own them. Do you have any insights that explains the not inconsiderable under performance of the share prices of these stocks in the last month?
Read Answer Asked by Curtis on December 06, 2016
Q: Please rank these four stocks in order of preference for buying today. Thank you, Barrie
Read Answer Asked by Barrie on November 25, 2016
Q: Good afternoon, I had moved everything to cash, believing that we were overdue for a bit of a correction, and also because I did quite well on atd and ccl. . Do you think a correction will occur when the honeymoon is over with Trump? I know no-one has a crystal ball, but do you think it is likely? If no, would you be content with the above choices for a moderate risk? I plan to keep my US in cash for now.
Thanks as always.
Read Answer Asked by steve on November 24, 2016
Q: I am currently holding WPK after having switched to it from CCL.B a few months ago when it seemed to get a bit over valued. I just noticed that there seems to be some negative correlation on these two stocks and I don't really understand why that would be since I always thought that these companies were very similar. Can you explain this and do you think it is a good time to start getting back in to CCL.B or should I just stick with WPK. Thanks
Read Answer Asked by John on November 18, 2016
Q: CCL is roughly flat over the last 12 months and down significantly in October even after reporting what I would consider decent earnings. I understand the sector rotation going on after the US election might have played a part in October's decline but are there other things going on that are of concern? Is the debt level a concern? The stock just keeps drifting lower. I have half a position and was wondering if now would be a good time to purchase the other half?
Read Answer Asked by Richard on November 16, 2016
Q: Out of the above list, which ones would you buy today regardless of portfolio weightings.
Read Answer Asked by John on November 08, 2016
Q: As a newer subscriber to 5i, i am interested in purchasing your BE portfolio. The above names have had huge run ups and I don't know how to approach them. Which ones are buyable at these levels?
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?

Thank you for your excellent service, as always.

KR
Read Answer Asked by Karim on November 03, 2016
Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?
Read Answer Asked by Greg on October 26, 2016
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