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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 been holding this corporation for a few years. Although, it has performed to my satisfaction in the past, the current performance is quite mediocre, in fact, shares declined during 2019 (hardly covering management fees etc!) Is it time to sell?
What alternatives would you recommend.
Thank you, Team!
Read Answer Asked by Sigrid on October 09, 2019
Q: Greetings 5i team,
I understand that the context under which the 5i team will answer questions is critical. A view to SELL a stock in one instance does not necessarily contradict one to BUY given a different set of parameters / assumptions etc. However, a Q/A provided recently concerning FSZ has me scratching my head a bit.

It would seem to me that the answer endorsing SLF over (CIX, IGM and FSZ) was too dismissive of FSZ given that FSZ is in the Income Model Portfolio and a (B+) report was provided 30 May 2019, citing the many positive aspects of FSZ, and a mere nod to the 'generally slower growth asset management industry'. Your comments please?
Thanks as always
Steve

Read Answer Asked by Steve on October 01, 2019
Q: Hi,

I've been watching this stock for a while now, waiting for a bounce or some indication its decline was done. Today was not the day I was looking for (down 9%) following its announcement that it will no longer charge commissions on trades. Down 9% seems a bit much for this news. Thankfully, I don't own any shares - yet.

My research indicates that this company is doing much better than its stock performance...annual growth in each of revenues (CAGR or 10%+), operating and net income (16%+) and equity growth (17%). Cash flow (down about 30% TTM) is about the only concern I can see from its filings. Debt seems manageable and on the low side.

Trading near its 52 wk low, is this actually a good time to step into a quality company? Is its continued decline more a reflection of general concerns about the economy? What's really happening here?
Read Answer Asked by Cameron on October 01, 2019
Q: I have all three in a taxable account, both FSZ and CIX down quite a bit while IGM which I held for a long time with considerable gain. None of them is considerable weighting in my portfolio and I am contemplating between selling all and buying either SLF or MFC or consolidating them to only one. Reading answers to questions it appears that your preference is FSZ. But you also like SLF. I am looking for growth more than dividends, Any suggestions? Thanks
Read Answer Asked by Saad on September 30, 2019
Q: Good morning 5i,
I am looking for advice on US dollar fixed income possibilities in this particular economic climate. I have some of the two mentionned and wondering whether I should continue holding them? also, what would be a good buy at the moment?
thanks
Read Answer Asked by joseph on September 25, 2019
Q: Now there is talk of negative interest rates eventually coming to Canadian markets. What would be the impact on the banks and financials here?
Read Answer Asked by Dino on September 25, 2019