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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 no exposure to materials (I include SJ as an industrial) in my portfolio. I am reluctant to have exposure to this sector as the volatility and lack of earnings are generally beyond my comfort level. I still feel that I should have some exposure so I was thinking MDI would be a good candidate as it is a lesser risk with leverage to this sector. Can you comment please that this is an appropriate strategy for my risk profile and would you recommend buying MDI at this time?
Read Answer Asked by Robert on October 28, 2016
Q: Good afternoon

I am thinking of making an investment to profit from what appears to be strong future secular growth in robotics.I have noticed that companies such as irbt have been performing well lately.Can you please provide your opinion on this thesis and what currently would be your best investment ideas in this area either an etf or specific companies (which companies irbt,avav,etc)

Thanks for all the amazing insights!
Read Answer Asked by Thomas on October 27, 2016
Q: Hi 5i - I'm up about 20% on BPF.UN (with a 7% yield) - 5% position in my portfolio. I'm contemplating selling and investing the proceeds in MG. Over a 5 year time frame, I would need MG's share price to go up considerably to offset the yield that I would be giving up. Would you make this switch? Thanks, Neil
Read Answer Asked by Neil on October 27, 2016
Q: Can you please comment on the preferred shares, series B, specifically the dividend payment terms and whether a change in control of GMP would trigger a requirement of the company to redeem the shares at par. Lastly, what would constitute a change of control under the indenture and what is your assessment of a potential change in control in the company prior to year end? Thx
Read Answer Asked by Patrick on October 27, 2016
Q: Hi,

I asked a question yesterday about fixed income investments. You recommended a couple of ETFs that I will look into.

My question is the merit of ETFs vs actual bonds. I understand that individual investors can't get the same diversification with bonds as with an ETFs, but ETFs never mature unlike actual bonds and you could end up with a loss. What are your thoughts?

Jason
Read Answer Asked by Jason on October 27, 2016
Q: Good morning Peter and Team,

In our accounts (Margin, RRIF, RRSP, and two TFSAs), we have no health care stocks or ETFs per se, but we do have a 1.8% position in Chartwell. In my sector breakdown, I classified Chartwell as "Real Estate", and notice that in your answers to other 5i members, you refer to Chartwell as a health care stock. Would I be correct in re-classifying CSH.UN as health care? If I wish to further reduce my overweight real estate holdings which contain AP.UN, CIG, CSH.UN, FCR, FSV, and TCN, would there be any that I should "let go" or reduce? What "additional" health care stock or ETF would you recommend at this time, using the cash that the sale/reduction of the above stocks would provide? Please feel free to deduct as many credits as this lengthy question entails, and thanks for the great help your service provides.
Read Answer Asked by Jerry on October 27, 2016
Q: I have to agree with Henry, that it just is not normal trading, i also in over 40 years of stock trading have never seen a stock drop in a well managed business like this, have seen in some bio tech company with no earnings and it's drug not being approved, but this a company that everybody knows what they are doing and has good cash flow, a good dividend and yes has a poor quarter, but it is not a company going out of business. The street knew of there acquisitions, there debt level, the companies they compete against and how they are moving forward. To trade 20x normal, do you have any idea who made this large volume of trades, and what qualifies a stock for a PUKE OUT!!! which i have never heard of for a quality stock? Did the fraud in Bre X every have a 40% drop in one day. I would appreciate a a more detail answer on this trading than a general answer that the market is tired of the stock.
Read Answer Asked by eugene on October 27, 2016
Q: I've been considering CAR.UN. While the drop in recent days might be seen as "good" for me, in lowering my cost, given that my three most recent purchases (DH, KBL and IWO) have all been immediate losers, I thought I'd better ask you first: do you see anything to explain the recent drop with CAR.UN; and do you think this is a good time to start a position? (As CAR's recent performance is not materially different from XRE, perhaps it's more of a concern with REITs generally at this time?
Read Answer Asked by James on October 27, 2016
Q: Hi 5i,
This is not a question, but rather a note to add to the ongoing DH dialogue. A number of weeks or months ago, DH had a release stating that they were working in conjunction with another firm to explore and develop Blockchain technology (if I read and understood correctly). This, to me, is a positive in that it shows that DH can and will innovate and is not going to be "left behind" if they can help it. Blockchain is expected to be a "disruptive" technology if it pans out as anticipated. DH is looking to try and be on the leading edge, not following and playing "catch up" later.
For myself, I will hold on and wait, perhaps add enough to be just slightly overweight, take the dividend, and give the company a chance to further prove themselves. If I am totally wrong in this, my weighting at about 1.50% (pre-drop) won't cause me too much grief in the big scheme of things.
Anyway, for what it is worth, I thought I would offer this up.......
Read Answer Asked by Mike on October 27, 2016
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