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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: I have 2 questions, feel free to deduct 2 points.

1. I would like to add SYZ and CXI to my portfolio. is this a good time to do so or should I wait for a summer pullback? How much more downside do they have. Should I buy them in my TFSA or non-regsistered? The SYZ dividend could be good for the non-registered?

2. For the IT side of my portfolio I own OTC and SHOP, and assume I'll add SYZ. I still need a 4th stock to make my tech holding complete. What do you suggest would go well with these three? Please note I recently sold Enghouse due to the amazon competition and sold CSU after its huge run the last few years, so don't want to add either of these.
Read Answer Asked by Carla on April 10, 2017
Q: Hi 5i Team:
While I have a good sense of how my overall portfolio is performing I am struggling to find an uncomplicated method of assessing the contribution of individual holdings. When I try to apply a formula for CAGR say, I find myself stymied in almost all cases by having bought and sold shares over time,or having return of capital issues, or at the very least not necessarily re-investing the dividends in the same stock over the time frame in question but just somewhere in the portfolio. Can you suggest a workable way to bring some discipline (objective "hard numbers") to assessing the contribution of individual holdings to the overall portfolio given the above types of complications (and more)? If the answer is too involved/lengthy for Q&A perhaps you would consider the topic for a future blog?
Thanks,
Read Answer Asked by Stephen R. on April 10, 2017
Q: How material is the announcement of a settlement in the dispute over intellectual property (Photon Control Announces Completion of Settlement Agreement with Photon R&D [source: CW]) to the medium-term prospects for PHO?

This has been a long-term, ultimately successful, investment for me which I started buying in 2006 for an average price of $0.18, so volatility is not a big concern.

Thanks for your informative insight.
Read Answer Asked by Steve on April 10, 2017
Q: Currently have no materials stocks. In the recent past I have owned cco, teck.b and hbm but as short term holds on weakness/momentum. Looking to add a longterm hold in materials but I am having trouble falling in love with SJ mainly due to the past 12 month stock, relatively low div of 1% and the general high for the sector PE of 18. CCL isn't a classic "materials" stock although I like the look of the price movement.

Can you make your case for me to jump on the SJ and CCL 5i bandwagon and/or suggest a few other options.

Working on matching the balanced equity portfolio.
Read Answer Asked by Tom on April 10, 2017
Q: Recently some US shipping companies have made major gains. Rather than chase a high performer such as DSX I am interested in its preferred, DSX.PR.B, which is also moving up but more slowly with less volatility and with a high yield of around ten percent. (Another possibility: SB and SB.PR.C) Your advice, please. Thank you.
Read Answer Asked by Kurt W on April 10, 2017
Q: I hold the above companies (pretty much at equal weights) in my Utilities portfolio. I need to trim because I am overweight in the sector. Perhaps I should reduce the number of holdings by 1 full position. May I please have your opinion. Thank you.
Read Answer Asked by Terry on April 10, 2017
Q: As a new member, I am puzzled by the composition of the Coverage Summary spreadsheet and accompanying 70-company report database. Perhaps I am missing something, but it seems to me that the research database would be more useful to an investor if it contained 70 companies all of which are highly rated. I don't understand the rationale for including companies that are rated lower than B. There must be more Canadian companies that would fall into the A or B categories. It also puzzles me that many of the companies in the model portfolios are not covered by the research.

In summary, would it be possible to include some notes on the website or accompanying the spreadsheet/database explaining how the 70 companies were chosen, how this research is to be used by an investor, and how and when companies are added or removed from the coverage.

Thanks in advance.
Read Answer Asked by Gordon on April 10, 2017
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