skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Peter, Ryan and 5i team,

I recently sold my position in BYD.un and would like to instead deploy the funds to add another one of the FAANG stocks?
The ytd return on BYD.un is just about 10% and would like a growth stock for a 5+year hold. I own half postions in FB, GOOG and would like to know which would you add and have most conviction with for a long term (forever?) hold? I was leaning towards AMZN, BABA or APPL? Or would you suggest a half position in a two of these?

Thank you as always for your valued opinion,
Regards,
Romeo
Read Answer Asked by Romeo on October 18, 2017
Q: CES Energy Solution Corp. is offering a new bond for 7 year with a coupon of 7.375%, the proceed of this bond is to replace existing bonds, that supposed to matured in 2020 to extend the maturity on this bond will be 2024? I was looking at the ratio and their total debt/EBITAD have improved now around 3.4 what do you think I would like to buy into this bonds for income?
Read Answer Asked by OSCAR on October 18, 2017
Q: What are your thoughts on the above three companies? Seems like everyone (even novice investors) are jumping on the band wagon bragging how much they made to date which has made me a bit uneasy. I have no exposure in the sector. Take out 3 credits if required.
Read Answer Asked by Chris on October 18, 2017
Q: Jean earlier today listed a number of stocks in his/her portfolio as being in excess of 10%. You do not suggest there's a problem with this, so I'm wondering if it's okay to own larger percentages of individual stocks if one has diversified ETFs. I have been buying ETFs to consolidate holdings as I move farther into retirement to make withdrawals simpler. But I still have a lot of individual stocks that I'm keeping in the 5% range. I think I noticed elsewhere you recommend not holding more that 5% of a portfolio in ETFs( now can't find it, so perhaps I misremember). I suspect I'm just not getting something here. What do you recommend regarding this use of ETFs and individual stocks (and %s) for a person past the accumulation stage?
Read Answer Asked by M.S. on October 18, 2017
Q: Brookfield Renewable is close to where it has previously double topped ....do you feel the share price this is getting dangerous now . I have a decent profit and could sell here or because. I don't have a full position and I could stay in and watch it continue to grow, or even add to my exposure here... I really am unsure what to do at this point. Thanks
Read Answer Asked by Thomas on October 18, 2017
Q: "Diversified Royalty Corp. Announces $50 Million Bought Deal Offering Of 5.25% Convertible Unsecured Subordinated Debentures......DIV intends to use the net proceeds from the Offering for general corporate purposes including to fund potential future acquisitions and working capital."
Is this good, bad or indifferent? Not sure how to react... Could you provide clarity?

Thank you
Read Answer Asked by Stephen on October 18, 2017
Q: Hello Peter, Ryan & Team,

For Energy exposure, I have RRX (down 25%), HWO (down 25%), and TOU (down 45%). As well as ENB, which I consider a utility.

For re-balancing purposes, my energy exposure is pretty thin. I know you don't recommend buying in negative momentum, but for adding to Engergy, I was thinking of topping these three up. Or can you think of any others you would replace these with, as RRX and HWO are in a taxable account.

Thank you for all you do,

Wes
Read Answer Asked by Wes on October 18, 2017
Q: I currently own all 3. Would you be comfortable adding to all 3 at this time? each position would be at 4%.

Thanks Valter
Read Answer Asked by Valter on October 18, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!