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: I'd like to add more real estate exposure to my portfolio but am a bit concerned about real estate valuations in general at this point in the economic cycle. With this said, what are your thoughts on Tricon Capital Group? It apparently did not trade during the "Great Recession" so I wasn't able to see how it would have performed during that period of time when real estate took a major hit.

With your best guess, and knowing how much exposure they do have to the U.S. market, how do you think the company would have done during that challenging time frame?

Thanks.
Read Answer Asked by James on August 15, 2017
Q: I have been following your balanced portfolio. Have been reading questions and answers. Am thinking of selling a full position in Engh and purchasing otex or constellation software. What do you think? T as always
Read Answer Asked by Stephen on August 15, 2017
Q: What are your thoughts on Badger daylighting and Suncor energy. Currently only have Suncor in my portfolio. Wondering if it's time to sell Suncor and also wondering about picking up some Badger. Thanks.
Read Answer Asked by Chris on August 15, 2017
Q: I have about 1k (and growing) saved in an account with RBC as the company I'm working for has started to match monthly contributions for investment purposes. What would you suggest i put it in as far as products offered by them? I currently have a reasonable size portfolio with Tangerine that also gets monthly contributions. Would like to be a little aggressive with the RBC account. Thanks.
Read Answer Asked by Chris on August 15, 2017
Q: Hello, I will have to liquidate a substantial amount of my portfolio in the near future and figured I may as well take the opportunity to rebalance my holdings. My goal is to build a fully invested portfolio based on the 5i Balanced Equity portfolio core, with a minor growth tilt. I have read through the Q&A section thoroughly and have come up with the following solution and wanted your opinion:

NON-REG: AIF, BLX, PKI, WSP, XTC (5 holdings)
TFSA: CCL.B, CSU, KL, KXS, NFI, PBH, PHO, SHOP, SIS, SYZ, TOY (11 holdings)
RRSP: ATD.B, BYD.UN, CAE, CLS, ENGH, GSY, GUD, MX, SJ, PEO, ZZZ (11 holdings)

I have 2 questions (please feel free to deduct more credits if necessary):

1) Are there any names you would remove and/or swap out for other names? (I am nearing 30 holdings which from what I have read could be getting too large and inefficient) and

2) Is the division of holdings across the NON-REG/TFSA/RRSP best spread for growth efficiency?

As always, thanks for your amazing service!!
Read Answer Asked by Michael on August 14, 2017
Q: In adding a security ROE not significantly below 20% ; PEG not TOO far above 1.0-1.4 : these together with reasonable forward P/E are top of mind in in key things I look for.

I would be thankful for your response and comment on the following issues:
1. Does KLAC meet most of my critical factors, do you think ?
2. Would you personally buy KLAC at or near current prices?
3. Does your analysis indicate probability of strong growth in the next 2 to 4 years?
4. Is the stock reasonably (fairly) valued relative to industry prospects using GARP thinking?
5. Does KLAC have strong competitors around the world?

Your insight would be valuable. Thank you.
Read Answer Asked by Adam on August 14, 2017
Q: I presently have no healthcare or tech holdings in either my RRSP, TFSA or cash. Am retired,like dividends, but can take some risk.

Looking at having 10% in each sector with HHL (50%),CSH.UN (25%),GUD(25%)in healthcare and TXF(50%),ABT(25%)PHO(25%) in tech.

What do you think of this approach and the individual holdings?

Where would you put each one ( RRSP,TFSA cash)?

Thanks Derek


Read Answer Asked by Derek on August 14, 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!