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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: Greetings 5i,

My question is fairly long-winded, so please deduct as many credits as you deem appropriate.

I currently hold a half position in both STN and WSP. Do both need to be held in this space? Do you favour one over the other for a long term hold (5 years plus)? Moreover, if you do favour one, would you recommend dropping the other completely, folding the capital from one into the other, or trimming each slightly to maintain diversification while redeploying some capital elsewhere?

I have a fairly long term horizon (I am 35 years old), and, in the industrial sector, also hold a full position in CNR.

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Greetings 5i,

I currently have a half position in REI.UN. They offer a nice yield, have strong anchor tenants, and I am intrigued by their plans to diversify into the residential space. However, it's recent performance has been less than stellar, and I am concerned that the traditional shopping centre may not have a particularly bright future in the age of the online marketplace.

I am 35, fairly conservative, and have a preference for long-term holds with strong fundamentals. My only other exposure to the REIT sector is CSH.UN (also a half position)

Would you recommend REI.UN as a long-term hold (5 years plus), or do you feel as if this capital would be better deployed elsewhere?

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: I have held CGX in my TFSA for over 3 years for growth and a good dividend. The stock is down about 15% from purchase price and you have indicated that it is probably not going to do a whole lot quickly. I am considering replacing it with something that is expected to grow a bit faster but still has a dividend and would like your advice. If you think replacing it is a good move could you give me some suggestions - I was wondering about Savaria as a possible replacement>
Read Answer Asked by jane on August 23, 2017
Q: You are probably tired of Cineplex questions.
To clarify 5i sold Cineplex because they wanted to use the monies for better opportunities. If not, prescient knowledge well done.
I should have followed suit.
Ellis Jacob CEO is fawned over in the press.
He runs a monopoly which always misses earnings.
There is a Cineplex near my house it is operated like a Canadian monopoly. Service is mediocre, food is too expensive to buy and minimal staff that are somewhat present.
Is Cinemark a better operated company?
It has much more debt.

Thanks for letting me rant.
Read Answer Asked by ian on August 23, 2017
Q: Greetings 5i,

I am looking to add some ETF exposure to the developed Asian markets (I currently have no exposure to this region), and am leaning towards VA. Does this sound like a reasonable choice to you, or is there another ETF you feel would be more appropriate.

I am 35 years old, am a fairly conservative investor, and have a preference for long term holds with as much diversification as possible. I already have ETF exposure to America (TDB), Europe (VE), and Emerging markets (VEE). This addition would take my overall portfolio to 30 holdings.

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Hello 5i,

I would like to hear your suggestions on what the 2 best choices are for Dividend paying ETF's from the list above or any others I didn't mention. One for CAD and one for USA (on the TSX). I would want to keep these for 10-15 years or even into my retirement if returns continue to make it worth it.

Thank you kindly,

Paul
Read Answer Asked by Paul on August 23, 2017
Q: Greetings 5i,

I currently hold a half position in both ENB and SU, and, like many others I assume, am getting somewhat discouraged with the performance of the Canadian energy sector this year. I am more than willing to be patient, as I am only 35, and feel that both are good companies with strong fundamentals. More than anything however, I do not want to give in to panic selling.

Could you please provide your assessment of each as a long term hold (5 years plus)?

Please deduct a credit for each if you deem it appropriate.

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Good Morning: Regarding NAFTA and softwood lumber, having placed tariffs on Cdn producers, our exports have been replaced with lumber from Russia. (Their exports have increased 42% YTD at our expense.) Would you consider our negotiating position is more compelling and would you recommend adding softwood securities now? If so, any recommendations? Thank you. Marty
Read Answer Asked by Martin on August 23, 2017
Q: I am looking at adding CSH.UN to my income portfolio based on your recent addition. However, I note that it is down over 6% since being added to the 5i income portfolio last month.
You often respond that you like to invest in stocks with positive momentum vs negative. Following this advice, when/how would you recommend investing in CSH.UN, as it appears to have negative momentum?
Read Answer Asked by Curtis on August 22, 2017
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