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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: Happy New Year, and all the best of 2018.
Our granddaughter is 18 months old. Currently her RESP consists of 64% WN.PR.C and 33% XDIV. I was considering adding XDUH, the hedged version of the above fund, for both growth and income, with this year's total contribution. For direct growth, would it be wise to split this year's contribution between XDUH and SIS, given that all of these investments I make on her behalf are extremely long term holds.

Thanks again. Susan
Read Answer Asked by Susan on January 05, 2018
Q: Need to add a full position to my TFSA. Currently own the above 5i covered stocks with KXS in my TFSA. What is your recommendation? Considering PBH, TOY, DOL.
Read Answer Asked by Chris on January 05, 2018
Q: Good day...Your service and advise has done us well for our tenure with 5i...my question is we have 1600 shares of SIS that is house money at ACB of $6.06 does it make sense to add to this stock or better to hold as is....we have taken profits all along and invested in other balanced stocks and it now represents about a 2% of our total portfolio ...we have the cash to add to this but do not think it makes sense as we gain about 3 times at current ACB...thanks for helping...gene
Read Answer Asked by gene on January 04, 2018
Q: You've liked Descartes in the past and have said it's a good company, but have tended to prefer other tech stocks such as Open Text, primarily because of the valuation of Descartes I believe. I'm wondering what has changed in the last month that you've started to make it as a top pick. Is it simply the 10% approx. pullback after last quarter? Are there any other changes that have occurred that have impacted this decision also? Thanks for your comments.
Read Answer Asked by Christopher on January 04, 2018
Q: I own BOS in my TFSA and am down 20%. Given that I can not claim a loss, am I better off holding it and waiting for them to get back on track or selling and moving on? I have a well diversified portfolio and within the Consumer Cyclical sector where BOS resides, I own a full position in MG, TOY and half positions in NFI, CCLb, TSGI, GC, PTE and XTC (but open to others ...DOO?). Your guidance is much appreciated.

Thanks for an outstanding 2017
Cheers
Scott
Read Answer Asked by Scott on January 04, 2018
Q: I own the following stocks and ETFs in a non-registered account:
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...

I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!

Read Answer Asked by Andrew on January 03, 2018
Q: In one of your comment on GPS you mention " While the quarter was not great, GPS has spent the majority of the year investing in its business (Mobi, expanding sales force), trading profitability 'today' for growth 'tomorrow', and we are in 'wait and see' mode as mgmt executes its growth strategy. The stock now trades at a P/S of 1.6x.
Would you wait now for a few quarters to see how the earnings are before buying?




Read Answer Asked on December 29, 2017
Q: Hi 5i team,

I’m thinking of adding ECN to my portfolio. However, I already owned GSY and FSZ. Do you see any overlapping? Which two out of these three names will likely have the best growth in the next few years? Which two out of these three have the better balance sheets? Thanks and all the best for the new year.

Read Answer Asked by Willie on December 27, 2017
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