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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 still have a large portion of my investment portfolio in mutual funds. I am disappointed with the returns and am thinking about the following change:

sell all mutual funds, move proceeds into my online trading account with the following allocation:

70% in ETFs covering:
- Canadian Market (50%)
- US Market (25%)
- International developed markets (15%)
- Emerging markets (10%)
30% in higher growth stocks (5i favorites)

I have a 15 year time horizon.
In the summer I liquidated my TFSA mutual funds and moved proceeds into the 5i balanced growth/income model portfolio.
Please provide some comments on this strategy. Is it too conservative, too aggressive? Generally, do you recommend any adjustments.
Read Answer Asked by Darrin on February 19, 2019
Q: https://www.theatlas.com/charts/S1mAAANEz

Warren Buffet has not outperformed the S and P 500 in years.

He is nice, loves TV appearances but buy the S and P 500.
Read Answer Asked by ian on February 19, 2019
Q: I was disappointed with the sizeable drop in the share price of Cineplex today. When I look at the attendance and revenue results for the past twelve years, attendance is essentially flat, not down, while revenues have shown a consistent increase (about 60% since 2009). Am I just trying to convince myself to hang in there in the face of the inevitable decline or do you think there is hope for this stock?
Read Answer Asked by richard on February 19, 2019
Q: i sold at $37. still bitter.

why is ellis jacob given a pass on cineplex performance?

he talks as if he controls nothing poor movie slate cannot do anything.

it is a monopoly.

the theatres are minimally acceptable at best no money is spent on them.

why not start a movie pass like subscription?

work on the stale scene rewards program.

go on amc or cinemark websites and grab their ideas.

stock has been cut in half and shareholders are upset but nothing happens.


Read Answer Asked by ian on February 19, 2019
Q: This is in reference to Grant's Feb 15 question on reading materials in relation to bonds and fixed income investing. I found Hank Cunningham's "In Your Best Interest" to be a very good and useful book. It has the advantage of having a mainly Canadian focus. He also helpfully answered a question for me when I cold-emailed him, which was very nice of him. I also liked the parts of Benjamin Graham's "The Intelligent Investor" that dealt with managing a balanced portfolio of investments and using strategic rebalancing between fixed income and equities to good effect and for risk management.
Read Answer Asked by Lance on February 19, 2019
Q: Hi,
could I get your take on the latest quarterly release please for AEM? There were a lot of charges/impairment loses which I find complicates things when trying to determine how the company business is doing.
Fundamentally, was this is positive quarter? Also, what caused such a large impairment loss? I see they reduced the goodwill on 3 mines. Does this mean they paid to much for these in the past?
Thanks,
Dan
Read Answer Asked by Daniel on February 19, 2019
Q: Hi 5i, I own CSU,COV,KXS, PLC (-3%), and PHO (-12%), however overall I'm 30% up (thank you), I have an extra 11K to add to my TFSA, would you recommend 1 or 2 stocks to complement my tfsa holdings. I'm 3 years away from retirement, medium risk. Would you get rid of any of my holdings?
thank you
Read Answer Asked by Fernando on February 19, 2019
Q: This may be of interest to some members:
https://www.bloomberg.com/news/articles/2019-02-14/energy-companies-perform-better-when-ceo-pay-isn-t-tied-to-production
Read Answer Asked by Ronald on February 19, 2019
Q: Hi 5i team
I have a 2% position of TECK.B that I did not sell when you adjusted your BE portfolio. I am thinking of selling it but only if you think I could have better performance from one of the following BE stocks...I am missing from the Balanced Equity portfolio AEM, ATD.B, BYD.UN, GC, SU,...I have but could top up CCL.B, MG, PBH, MX. All other BE stocks are at acceptable levels.This is in a RRSP account and I plan to hold for a while. No worries about sector weightings. Thank you, Hope you had a great family day. J
Read Answer Asked by Jeremy on February 19, 2019
Q: Hi Peter,

I'd like your opinion of these US stocks based on the data available to you.

Could you name three other high-growth US stocks that pique your interest at current levels?
Read Answer Asked by David on February 19, 2019
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