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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: Gentlemen,
Portfolio question on repeat selections,

In the 5i Portfolios there are some equities that are found in several of the portfolios, eg KXS, ENB, GUD, BNS etc.

Instead of repeat are there no other stocks in Canada that you can add that you like as much/more.

Surely another bank might add more variety on North American economy than the international as Scotia does. Is there no other healthcare opportunity than GUD who seems to be a little slow in deploying its capital?
Are there no other utilities that could diversify ENB? You always mention FTS very favorably.

Why repeat and not diversify with unique selections?

Thanks

Sheldon
Read Answer Asked by Sheldon on April 03, 2017
Q: Large multinational oil and gas firms, including COP and RDS.B, are greatly reducing or eliminating their holdings in the Athabasca Tar sands. Canadian firms such as CVE and SU have been major purchasers of those assets. It seems that the important questions is to why the multinationals are selling.It is an important question for me. I own CVE @ $30. If I put a similar amount of money into CVE at present I could reduce my cost to $20. I know you generally do not recommend averaging down, but is CVE an exception or would it just be dead money both short-term and long-term? ?
Read Answer Asked by George on April 03, 2017
Q: Hello there,

Recently I had asked about your top 2 favourite growth ideas outside of your Balanced Equity Portfolio/Shopify and GUD and GSY were suggested along with OTEX (however you had mentioned this might give too much weighting towards technology). I presume GSY would still be one of your favourite ideas - but what would replace GUD as your second favourite idea, now that GUD is part of the BE Portfolio (which I have purchased along with CLS on Friday). Thanks so much!
Read Answer Asked by Michael on April 03, 2017
Q: Hello Peter, Ryan and 5i team. I am a long time holder of Mawer New Canada Fund. I purchased a substantial (for me) position in the fund for my RRSP many years ago before it closed to new investors. While I understand you are not fans of mutual funds in part due to the fees they charge - the fee on MAW107 is 1.4%) - this fund has consistently performed extremely well. This single fund currently makes up 14% of my self-managed RRSP portfolio, a 50/50 mix split between no-load low MER funds and individual North American small and large cap stocks. Is the 14% that this single fund occupies in my RRSP excessive in your opinions, or should I stay the course?
Read Answer Asked by Asher on April 03, 2017
Q: Hi Peter and Staff,
What do you think about the turnaround story at FireEye. Could this stock get back to the $20-$25 level within the next year or two? According to their inventor presentation released Feb 2/17 "Q4 2016 Financial Results" they have made some progress towards trimming their sale and marketing expenses year over year. Any perspective you have would be appreciated!
Thanks Steve.
Read Answer Asked by Stephen on April 03, 2017
Q: Hi Folks,

I am gradually building up a dividend producing portfolio. At this time I have positions in EIF, VET, BCE and AQN. I'm hoping to achieve a 4 - 5% dividend yield plus 4 - 5% appreciation. Do you think my return expectations are reasonable? What are your thoughts on my current holdings? Could you give me your 5 - 6 favorite dividend stocks for me to add at this time? Please deduct whatever number of credits my multi pronged question merits.

Thanks for the great service.

Dennis
Read Answer Asked by Dennis on April 03, 2017
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