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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: Good morning Peter et al. I have $68K in a rrsp and $80K In a cash account to invest. A full position in each account is $20K. Time frame is 3 to 5 years. I have full positions in other accounts of shop,pbh,gud,nfi,sis, and toy. My thought was to add Boyd, CAE in each. I also have 1/2 position in Photon. Can you give me some direction on what else to add other than going bluechip defensive.
Thanks in advance david
Read Answer Asked by David on July 11, 2017
Q: Hi 5i
I am heavily in financials 32% am working to diversify in my portfolio. I have listed a number of my invested companies. Investments are in Can. Cash, TFSA & RRSP heaviest in (RRSP)
I would like to re-invest in divided stocks and 2 ETFs. can you advise which would be best replaced and list a few that are in your top considerations.
Thanks,
Scott


Thanks, Scott
Read Answer Asked by Paulette on July 04, 2017
Q: I am very impressed with your ability to limit your balanced portfolio to 25 stocks. Currently I hold the above six stocks in the financial sector whereas you hold three. The only one with large imbedded gains is REF.UN which I have held for over twenty years. one third of our total portfolio follows your balanced portfolio. The other 2/3s is managed for us and includes a large allocation to canadian banks. I am willing to sacrifice some stability for more growth. Would you consolidate any of the above stocks to simplify the portfolio? Below is my current allocations. My bias is to keeping REF, GSY and ECN.
2.23% aif
3.16% ref
2.36% ecn
1.90% fsz
2.54% gsy
1.86% slf
Read Answer Asked by Paul on June 08, 2017
Q: Question related to the new preferred share offering: ECN.PR.C which yields at the very minimum 6.25%.

Deal was sold out and as soon as it started trading the share price dropped below the $25 issue price and is now below $24.

Why would anyone buy the issue at $25 and sell it right after. Any ideas?

Also, would you recommend adding to it below $24. I have 700 shares which represents around 1.2% of my portfolio.

Thank You.
Read Answer Asked by Mayur on May 31, 2017
Q: Just a comment and clarification on Stevens Qs: I am surprised the 6.25% minimum ECN preferred share financing is still open as it's only $100M. Does this reflect badly on the issue? I thought a 6.25% guaranteed minimum was a good buy even if rates eventually rise.
Thanks.

--- The issue was closed the same day at TD and the issue has been completed yesterday as per mail from TDW.

Issue Completed - ECN Capital Corp. 6.25% Cumulative Rate Reset Preferred Shares, Series C

I also see that they have taken the money from my account for shares allocated.
Read Answer Asked by Mayur on May 19, 2017
Q: Can you please comment on the earnings of SIS,TOY,ECN and KWH.un with regard to expectations and your opinions moving forward.
Thank you
Read Answer Asked by Marty on May 12, 2017
Q: Hello 5i
I hold full positions in the above 5 companies in my tfsa and am looking for a replacement for EFN. I am interested in growth and am not concerned with volatility. Also interested in a mid term hold. Many thanks.
Les
Read Answer Asked by Les on April 13, 2017
Q: the alternative finance companies (non Bank lenders) share prices are under performing the markets for quite some time. I understand why HCG is struggling but is there a reason for most of the players in this space not doing well. Margin issues, access to capital, or possibly the improved climate for the USA banks. And if so what is the scenario for possible positive change
Read Answer Asked by Chris on March 27, 2017
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