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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: Hello 5i
I've not been impressed with CDZ's performance of late. I see that you keep recommending it even though their fees are higher due to better diversification. I believe they've been hurt recently by one large holding that went south, AGF I think. I'm puzzled by all this so what advice do you have? Is there alternative in this segment for a long term hold?

Thanks for the service
Read Answer Asked by Gregory on April 09, 2019
Q: MG,LNR,TSGI,GSY,GC,NFI,TFII Which of this or any other you believe are higher growth
( can be higher risk)
Read Answer Asked by Nizar on April 09, 2019
Q: Just a quick comment. I read your answer at Manoj on edg100.
you seem a little biais on Vt. you mention the advantage on C$ 0n 10y performance.
At the end of mars 2009, the C$ was at 1,2576, now around 1,33 (5-6% difference total), that's not just explain more than 2% overperformance net of fee.

Thanks
Read Answer Asked by BENOIT on April 09, 2019
Q: I have about 10K of NFI and I'm down about 20% on it (paid close to 12K). Thinking on selling half of my NFI (5K) and using proceeds to buy 5K of Linamar. To spread the risk and also hoping to leverage the potential upside in LNR. NFI pay a 5% dividend though which is attractive (I don't need the dividends yet but at least I get paid to wait). Your thoughts on this ? Stick with NFI or split it between NFI and LNR (I guess which has the better potential for capital appreciation ?).

BTW - Love the new portfolio tools...keep up the good work.
Read Answer Asked by Randy on April 09, 2019
Q: With the analytics package , one can not monitor his spouse’s portfolio separately . I find this frustrating as my wife’s age , income, and circumstances are different than mine... I use a different , safer strategy for her portfolio. I guess this is similar to the question by the person who didn’t want to include RESP in his analytics . Thanks , Tom
Read Answer Asked by Thomas on April 09, 2019
Q: Could you explain the differences between these two ETFs, if you can call CGOC an ETF. Specifically as to what they invest in, are they actively managed, and their level of risk compared to each other? Your preference of the two, for someone who has a high risk tolerance, who wishes to have some exposure to the industry?
Read Answer Asked by Edgar on April 09, 2019
Q: Using your portfolio analytics we find we are underweight in Financials and need to add to these stocks. The percentages from highest to lowest are SLF, BNS, TD, GSY, VB. Which ones would you add to first. These are held in a RRSP account with a 5 year timeframe.
Thank You
Read Answer Asked by Louise on April 09, 2019
Q: Can you give me a report on this company is it a good TSFA ?
Read Answer Asked by shirley on April 09, 2019
Q: Good Morning,
Can you please rank in order of preference.
Currently own CSH & BEP.

Thank you



Read Answer Asked by Larry on April 09, 2019
Q: Using DOO as an example, according to RBC, among 8 analysts the estimates for the Q1 range from .31 to .68 per share, thats a .37 variable. Roughly speaking, with over 97 million shares outstanding x .37 , that is over a $35M spread for only one quarter. Often stocks get rewarded or punished for missing estimates by pennies, I dont understand why so much emphasis, when in this case anyway it appears the analysts are throwing darts to come up with their numbers? Not much of a question, but I have lots.
Read Answer Asked by Charles on April 09, 2019
Q: I noticed you recommended VT instead of EDG100. On morningstar I see VT has a 10 year annualized return of 11.93% and EDG100 has a 10 year annualized return of 15.09% net of fees. I understand VT has lower fees, but why make this substitution when EDG100 is outperforming so dramatically net net of fees? Am I missing something? Also, it seems like EDG100 does much better on the downside.
Read Answer Asked by Manoj on April 09, 2019
Q: Maestros of 5i - do you think Apple keeps on with its relentless climb back to $230 by the end of the year - still just a 16 PE - secondly is there a US tech stock that you believe has less downside risk than Apple while still having some growth to go with that (Cisco, Intel, or Microsoft perhaps or another you'd suggest) - thirdly if you were making one buy recommendation today with those criteria (safest US tech play with growth prospects) what's your call - Appreciate your insights - Ken
Read Answer Asked by Ken on April 09, 2019
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