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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: Hi. I am currently in process of reorganizing. I am overweight in financials. Would like to sell all of my position in POW or else SLF which would reduce position from 15% in financials to 10% (Currently have 5% in each of BNS, POW, SLF). Alternatively I could sell half of each POW and SLF to get the same result. Thoughts?
Read Answer Asked by Susan on July 26, 2017
Q: Hi, my only financial exposure is bns. With rising rates I know you recommend insurance companies such as sun life. I have a long time to invest as I'm only 31. What would you recommend for best upside potential to get some more financial exposure? I worry that the big insurance companies might be more for security and income providing less total return than some smaller growth oriented names. Could you recommend a few names and give my your thoughts on my ideas?

Thanks
Read Answer Asked by david on July 24, 2017
Q: Hi 5i,
I don’t think you have ever been asked about this one and it isn’t a name that comes up every day in the media but how do you think Markel Corp (MKL) looks right now? Aside from it being beaten down like everything else in the financial crisis, a very long term chart shows it to have been a remarkably good buy & hold stock up to this point. Thanks!
Read Answer Asked by Lance on July 24, 2017
Q: I need to add to the financial sector of my portfolio. I own 3 stocks in this sector, a full position in BNS and would like to add to SLF or ECN. I was going to add to ECN but began to wonder if ECN would be negatively impacted by rising interest rates especially with their debt being over 2x or would they simply pass on their increased expenses to their customer? Not sure how much competition they have in that space. Thank you in advance for your expertise.
Read Answer Asked by Cheryl on July 21, 2017
Q: Good Morning;
I have sold a put at $15 on HCG maturing to-day. Do you think it is wiser to buy back the position to close the contract or to accept the assignment? The key consideration, of course, is whether the recent decline in HCG, in spite of Buffet's intervention, is likely to reverse any time soon (say in the next 6 months). I would appreciate your crystal ball reading here! Thanks for this excellent service you are providing.

Bob.
Read Answer Asked by Lynn on July 21, 2017
Q: I am curious. As I write this TD is trading at 25.08 USD with an overbought RSI of 74.45 in NY and 65.45 with a much lower but nice RSI of 56 in the TSX. This equates to an exchange of 79.5 cents and the dirrerence in RSI is significant. I was always under the impression that these things track. I would appreciate your take on this.
Thanks
Don
Read Answer Asked by Don on July 21, 2017
Q: Morning-I am a retiree whom is dependent on monthly income to survive.I have 60K to invest in my cash account hoping to create some income. I am thinking of T,BNS,and ENB (alternating 4% monthly returns)...or would 5i think that monthly incomes from CSH.UN , AD and EIF (better tax break) be an OK strategy. I have both BE and Income portfolios covered in registered accounts , full up in TFSA ... what to do with cash??? Thanks for all you do.
Read Answer Asked by Alan on July 21, 2017
Q: My financials consist of the above two stocks and a full position in GSY. AIF has been week and I am down 9%. AIF is 1.85% of my portfolio. ECN has done well and is up 12%. It makes up 2.25% of my portfolio. Which would you top up to a full position at this time. I also have a managed account that holds the usual canadian banks so I have narrowed my choice to the above two.
Read Answer Asked by Paul on July 18, 2017
Q: Hi 5I
I am looking to sell off some ETFS as I am too heavy in financials, have done well with them just too heavy, cvan you advise what I shouls stay and what could be sold in my RRSP. I also hold band stocks.

Thanks
Read Answer Asked by Paulette on July 17, 2017
Q: I know that you suggest Sun Life for a Canadian life insurance company, but how would it stack up against the potential of other life insurance companies in the US? Brian Acker recently recommended Met Life saying it was much cheaper than Sun Life. How would you compare Sun Life to US companies? Overall what Life Insurance companies would you invest in regardless of Canada or US?
Read Answer Asked by Kel on July 14, 2017
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