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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: Given the speculation about upcoming US rate increases and the impact of the Nov.8 US election, I have lost significant valuation on ETFs and bonds across my portfolio.

Is there an expectation that these values could fall even more precipitously in future?

Is it truly wise to remain ‘in bonds’ at this time, even after losses so far?

Is there any hope these could improve in future or is the long term prospect dismal?
Read Answer Asked by J Carl on November 23, 2016
Q: I own PWF.PR.L, RY.PR.O, BMO.PR.Z about equal amounts for a total of $150K which is about 5% of my holdings. They have been softening recently, is it time to sell and what would recommend? I have about 20% in bonds and balance heavily skewed to finance, utilities, infrastructure.
Read Answer Asked by Pierre on November 23, 2016
Q: What a great pick by 5I @ $5,but its 2 recent events bother me as similar pattern to the 3 below companies.Stock went up sharply over time & then insider selling near or at new high for their"good & valid"reasons.PHM & ACQ are at much much lower levels than the insider sale price.NFI went down but have since recover due to good reception to its subsequent Q results & more business.SIS--insider selling @ $11.34 on Nov 14 & yesterday forecasted EBITDA & Revenue below street estimates.Would it be safe to assume that management already has the above forecasted figures in hand prior to selling.Is this fair to investors?
Read Answer Asked by Peter on November 23, 2016
Q: Hello 5i, between these energy companies, TRP, ENB, PPL.un , and IPL.un, KEY, which of the following companies would you recommend buying now for a long term hold?
Please advise from best to least liked, or please advise if you would have a different recommendation of the energy sector companies? Thank You.
Read Answer Asked by Valter on November 23, 2016
Q: Wanted to thank Peter and the 5i team for persistently reminding readers that the weed sector is high risk and should be avoided by investors. Looks like most of the suspects in the sector are now down 50% from their highs with no support in sight. Anyone subscribing 5i's service has paid for their subscription 100 times over by avoiding these devastating losses while existing weed shareholders are in panic mode. Well done, 5i, you are worth your weight in gold and platinum.
Read Answer Asked by malcolm on November 22, 2016
Q: I am concerned about the relative weakness in Milestone recently, compared to other reits. I have read a bit about the possibility that their Houston properties were weak in Q3 and they may be getting weaker. And yet, wouldn't the impact of the weakness in the energy industry be already present in the vacancy/rental rates? Also, does the relatively low rents (i.e. B properties renting for around $900/month) give some protection? In a long-winded way, I am asking if the Houston portfolio provides a lot of risk to overall growth (in cash flow) going forward? Or is there anything else causing the weakness in the stock price.I'm feeling anxious about this because I put my kids into it after their recent offering and the stock is down from there......
Read Answer Asked by arnold on November 22, 2016
Q: I have Enbridge in my portfolio and have received notice of a special meeting pertaining to the merger with Spectra that involves the issuance of shares to Spectra holders at just below par to facilitate the process. The literature is rather bulky and I am not sure I really understand it. Is this a good proposal for shareholders and should I support it? This kind of change makes me nervous. Is it a really good idea almost certain to benefit the merged entity, or is it time to exit from Enbridge to be safe?
Read Answer Asked by John on November 22, 2016
Q: I'm looking to buy a US bank. I know you like JPM, so can you compare JPM to OZRK for me? I know JPM is way bigger so less risky in theory.Looking at Fwd P/E OZRK looks more expensive but it looks much more consistent over the last 10 years and has better ROE and cash flow.Please give me you r analysis.Thanks and I'm learning a lot from your service!
Read Answer Asked by Adam on November 22, 2016
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