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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: Hi 5i: I split my investing between a number of different portfolios. One is a dividend reinvesting portfolio focused on dividend growers - all Canadian at the moment. My holdings consist of the usual suspects, big companies covering banks, telecoms, pipes, and utilities. I added a small position in Crius a few days ago, but I want to diversify some more. Any suggestions? I have no industrials, bio/health, consumer or info tech. I could include US stocks if necessary. If you would make a few suggestions I would appreciate it. Many thanks.
Read Answer Asked by Roland on February 06, 2017
Q: Hello,
My TFSA current composition is:
ATD.B(20%),KXS(30%),GUD(20%),NFI(20%),and YRI(10%)(Thanks 15%UP).
What changes would you make to my TFSA to make it more aggressive, I understand it also means more risk. What would you get rid off in my setup.

Muchas gracias!
Read Answer Asked by Fernando on February 02, 2017
Q: I read your summary back in December on MSL. It was not flattering. As you expected the stock continues to languish. Are there other Companies in this space you would prefer and would you sell MSL (small holding) to buy it?
Read Answer Asked by Greg on January 20, 2017
Q: Hello Peter , Ryan, and 5i team,
We don't have any healthcare in our portfolios and I am thinking of adding some Knight Therapeutics to my TFSA. In sept 2015 , 5i rated GUD a B plus and mentioned that it is the best way to participate in a small cap growth company in healthcare. Do you still have the same view and what do you think of the current evaluation? I am also thinking of PLI in the small cap space or CSH.UN as a Reit/healthcare investment.
Thank you as always for your opinions.
Read Answer Asked by john on January 09, 2017
Q: i am curious, this analyst at mackie downgraded knight today from outperform to hold, knight has zero debt and about 650 million in cash and is looking to do deals and maybe a very big deal.
why would he do this-- to me the upside seems huge and the downside minimal, he says he is looking for sideways action but one big deal could change everything. thanks dave
Read Answer Asked by david on January 04, 2017
Q: I would like either STN or WSP and would appreciate your comments on which one is preferable and why.
I have no health care and would like your suggestions for this sector, individual companies or ETF's.
Thank you.
Read Answer Asked by Nadine on January 03, 2017
Q: Ryan,
I appreciated your recent blog post about the rebalancing trade potential for health care. Given there is so little to choose from in Canada would it be wise to look to US listed companies who have suffered as well. If so would it be better to go the etf route or do you have any company specific recommendations. Thanks again for your great service.
Read Answer Asked by dan on January 03, 2017
Q: long term obviously looks very good .I hear talk of gud setting things up for solid purchases and takeovers . shorts are starting to come into this stock. shorts have made a ton of money in this sector why not try and take this one to its knees . do you think the shorters that are moving in are the same as pli. cxr or .....gud has no debt good management your thought thank you.
Read Answer Asked by cliff on December 28, 2016
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