skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In a previous answer, you wrote:

"SLF cites that a 10% downturn in real estate assets would lead to a $175 million decrease in net income. With operating net income in Q2 of $474 million, while a real estate decline would 'hurt', we do not think it would be a company ending event."

The figure you cite here represents a 37% loss of net income in a 10% downturn. I've heard a number of times that a 40% downturn is possible, or worse, so wouldn't that mean SLF could find itself in very serious trouble? If so, are there any other insurance companies (Canadian & US) that you might recommend as a way of capitalizing on rising rates, which could weather a severe real estate decline more easily? The names I've been considering are POW, MFC in Canada and AIG, MET, PRU, CB of in the USA. Thanks for any thoughts on these or other companies.
Read Answer Asked by Brian on March 06, 2017
Q: Hi there,

I am looking to establish holdings in several Canadian energy companies and would like your input. Could you name 4 small/mid cap Oil and gas stocks that you think are poised to have the most upside if crude can settle in the $55/60 range this year? Also, your favourite service stock from among Trican Well, Precision Drilling, Calfrac or any that you prefer to these three.

Thanks!
Read Answer Asked by Tim on March 06, 2017
Q: Good Friday Everyone,

With all the talk about cobalt which one of the following would you look at. KAT has mines in Congo and is more of pure play but is it a good company? Which one has the most upside potential, which one is safe, and which one has the best management? Will you please rank them accordingly? And finally how are do you rank them over all as a comapny?

And one more things, do you have any suggestion outside these?

Thank you for making investing possible for us!
Read Answer Asked by Saeed on March 06, 2017
Q: Having worked in the USA for a while, I have some investments in 401K Mutual funds. The performance is substandard at best, compared to following 5i advice and my Cdn portfolio.

Unfortunately liquidation and transfer of the funds north would initiate huge tax consequences. Could you recommend some US equivalents to the conservative mix you have in the Income portfolio.

Thank you


Steve
Read Answer Asked by Stephen on March 06, 2017
Q: I own all three. Would like your current opinion as which if any you would add to. Bus has been a top pick lately on bnn. Referred as a minature nfi.Hnl gave market update and sounds encouraging. Your thoughts. Thanks
Read Answer Asked by kenneth on March 06, 2017
Q: I want to invest in a new TFSA for a 67 year old female who is starting retirement. They have ample income from various sources so the TFSA is pure growth over 5 to 10 years.

Would you agree to split the 52 k in SIS, SHOP, KXS, GUD, TOY, GSY, BYD.UN & ZCL each at an equal weighting around 12%? In this scenario do you agree with a larger than the traditional 5% weighing per equity? I know your team has endorsed a more concentrated approach at times. Going forward she will add 1 new equity annually at the full $5,500 assuming that continues.

Thanks in advance, very happy with your service!
Greg.
Read Answer Asked by Greg on March 06, 2017
Q: I have three accounts at my broker as follows: Canadian equities and American equities in my margin account (non-registered); Fixed income including bonds, bond ETFs, bond mutual funds, preferred shares, convertible debentures, REITs, international mutual funds, and Canadian equities (all are income producing and generally have a yield in excess of 3%) and RESP for my children. For diversification purposes you have said no one investment should make up no more than 5% of your portfolio. In my case I would consider RESPs a separate entity and unique investment strategy.For the sake of diversification would you combine the RRSP account and margin account together? I have investments in my margin account which exceed 5% of the margin account holdings which should necessitate a sale for diversification purposes. The result may differ if they are part of the combined margin and RRSP account. I eagerly await your reply. Thank you
Read Answer Asked by Robert on March 06, 2017
Q: Hi there,

I have traded these in the past with good results. I am wondering if there is an entry point on either that you would consider to be too good to pass up. It could be for a trade with 10% upside or long term hold but I would appreciate if you could share the price point at which you would consider it a must add.

Thanks
Read Answer Asked by Tim on March 06, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!