Investment Q&A

Q: I struggle between trimming positions as they get too big in my portfolio, or letting them run. In the line of thinking to make above average returns, you have to have at least one multi bagger, I have held all the above into overweight positions, only to take it on the chin - the jury is still out on GC, but I'm expecting a rough day. Currently have PEO at 168% return, but I've held for years and I sleep well with this little company. Dont have a company specific question here, maybe a few thoughts on the balancing act between letting them run and trimming to appropriate size?

Q: Hi can you comment on huya earning thx Kim

Q: Hi!
I'v heard that there are Reits that pay dividends from renting commercial real estate, while the principal remains intact.
Is that right and what Reits would you recommend me, and will these dividends greatly affect my GIS pension?
Thank you!

Q: Earnings comments please

Q: Do you feel Advantage is a hold or a buy? Thanks!

Q: can you recommend some US, health care, growth companies with increasing dividends

Q: Would you please discuss "take your profits" and "let them run." What's the rule for using either? Many thanks for your advice.

Q: Does your crystal ball predict a market downturn in next six to twelve months.
Clayton

Q: i want to buy BAM, but i keep nipping at stocks at their highs lately with less than cheerful results ( think SQ at it's high, though i still hold it and feel it will make it's way above it's previous high) . I recognize BAM is a very different kettle of fish. As the market is currently shy about moving upwards, do i wait for BAM to pull back?
Also I am planning to take the funds from BNS. Do I wait for it to a show a more positive move, or go now?
I look forward to any direction or guidance you can provide.

Appreciatively,
Mark

Q: I have a position in PBH and it has not done well recently although it has performed well in the past. Are there any issues with PBH? I am considering selling half and getting a half position on ATD.B. I would love to hear your thoughts. Thanks. SHyam

Q: Hi guys
As you know Elderly Care is expensive..roughly 6 grand a month. Sold the house 5 years ago (big mistake) put the money in a split between GICs & BNS430 . 60% GICS 40% BNS430. This isn't enough Income to stop the Capital Drain. Myself, Im not impressed with the MER or the returns from the Scotia Innova Income Portfolio Series T. Was thinking of switching out of GIC or BNS430 to the MAW105. Would you have any other ideas?. Im a little scared of the Dividend ETFs, BMO dividend ETF got Hammered 30% in 2008....Yikes
thanks Gord ( take a many credits as you like)

Q: Hi Team,

Could you please tell me the insider ownership % and the current debt/equity for this company?

Thanks

Q: Peter; Can you comment on their earnings today? I see after hours it got hit a bit.. Rod

Q: Follow up to my previous question re---- pre-arranged market close orders. This seems to happen very often and in very large amounts. Can you explain why they do this? IE--- how does this action affect their performance? Is it managed personally or by a computer model? What is the average size per trade?

Q: Hi team. I have a large position in Birchcliff Energy which TDWaterhouse says is an Action list Buy and thinks might reach $7.00 a share in a years time. What do you feel are the prospects for this oil and gas producer? Thanks!

Q: Hi folks at 5i,
My current holdings are as follows in three different accounts, (tsfa, rrsp, lira)
VTI 14.52%
VEU 8.73%,
VCE 5.85%
SHOP 5.54%,
CSU 5.11%
CYBR.B 4.73%,
OTEX 4.50%
XEG 4.47%
SIS 4.03%
SPOT 3.72%
FLT 3.71%
T 3.66%
GUD 3.46%
KXS 3.24%
DOL 2.97%
BCI 2.51%
PHO 1.78%
Fixed Income:
VSB 4.73%
XCB 4.50%
XHY 4.33%
Cash 3.58

1- I am planning on selling FLT (per your recommendation) from a previous question. Which stock would you purchase from the growth portfolio to put the cash right back at work?
2- Thinking of also selling T and adding some to VCE and the rest to buy another name from the growth portfolio. Would you be comfortable with this? Seeing that the bulk of my portfolio are in large blended ETF's. If so, which name would you buy?
3- Debating if I should keep SPOT. Initial bought it for a 5 year hold. What are your thoughts on selling and adding to VTI or maybe buy a low volatility US ETF? Or any other thoughts?
Please deduct as many credits needed. I have plenty to spare :)

Thank you

Q: Do you still consider MX a buy after recent price surge?
What is the percentage of earning come form China sale ? Is it at good entry point now for GOOS as the Huawei event will take years to solve .
What is your 5 favorite US stocks under current environment for 30 years old with job.
Thanks for your excellent service.

Q: Hi 5I team.

Other than XUS (15%) I really do not have much exposure to US Stocks. Would you please recommend a few US stocks or Sector based ETFs to invest about 10% of new cash. I have a few options based on Mad Money and Market Call. Any preferences of the stocks I've listed or other ETF suggestions would be helpful. My horizon is for 5+ years.

Thanks

Q: Hi 5i,
Pls comment on Ciena Corp. earning and outlook.
Do you like it, is it a buy?

Thank you for your great service as always.

Q: Into which sector(s) or product types(s) besides cash, might you look to add weight if the economy moves negative? Bonds, utilities, staples, preferreds, etc? Don’t always feel like the old guidelines apply anymore.