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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: Hello 5I Team. I'm wondering if you may be able to recommend a forum or venue for a business start up to seek (private) equity investment. I've taken a more active roll with a company that will be mining materials for use in cement (an infrastructure investment much like a small Vulcan Materials Co.). I've registered with FundingPost and am using some 'guerilla tactics' but would appreciate any advice, or the advice of 5I members.
Thanks,
Brian
Read Answer Asked by Brian on March 29, 2017
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help
Read Answer Asked by Kolbi on March 29, 2017
Q: A couple of days ago, Greenspace Brands had a NR which appears to indicate that they are making serious in roads into the retail space in Canada with a multitude of products. Although a small company at this point and despite the competitive nature of the business, their rapid progress is impressive and management seem to be very switched on. In addition, the warrants also look like a serious bargain given that they don't expire for 2 years.

In light of these developments, is it possible that you may begin to analyze JTR as a potential candidate for your growth fund.

Keep up the great work.


Read Answer Asked by karl on March 29, 2017
Q: This may be an off the wall question but it relates to Tesla's quest to build electric stations throughout the world to energize electric cars and the consequential loss of market share of ATD/B in it's gas station units should Tesla succeed.
The question is: do you feel that an investment in both companies simultaneously would be a better bet than opting for one or the other?
Read Answer Asked by simon on March 29, 2017
Q: I have found myself sector heavy in some areas and need to increase my positions in both Health Care and Basic Materials. I am looking at CRH for health care and would like to add one more. Suggestions?

For basic materials do you additional suggestions in addition to SJ and MX

Thx


Steve
Read Answer Asked by Stephen on March 29, 2017
Q: Looking to add another full position to each TFSA. Could you recommend a stock for each. Also, would you change any of these stocks, if so, what would they be changed to?
JAMES TFSA: CRH 26%, ECN 6.52%, EFC 11.39%, GUD 10%, PHO 12%, PBH 10.76%, SIS 16.61%, TOY 5%

LORETTA TFSA: GSY 14.67% KXS 15.41%, MTY 15.82%, SIS 18.91%, SHOP 15.82%, WCP 13.77%, TOY 5.58%

Much appreciated.

Read Answer Asked by James on March 29, 2017
Q: Hello,
This is a question more about portfolio management than a specific stock. I need to make a fairly large purchase soon and I have been debating about taking the money out of my TFSA, which thanks to 5I has done amazingly well, ( i would immediately buy the stocks sold in the TFSA in my RIF, thus not losing out on future gains). Better start another sentence :).

Or, use the opportunity to prune my portfolio. I do have too many stocks and would be glad of an opportunity for pruning. But, the ones I would prune have a capital gain of at least seventy per cent. Because I have a number of smaller positions in many cases this comes to only ten or fifteen thousand dollars per stock.

Or, should I just let them ride and live with the chaos?

thanks for any help
Read Answer Asked by joseph on March 29, 2017
Q: I have taken small positions in TV and MX as I like the demand/supply metrics for their products as well as latest company news, being the arrangement with Glencore for TV and the activist shareholder for MX.
I am holding them for a trade over the next 12 months.
What tools would you use ( commodity price, technical analysis, price momentum, target price etc.) to determine when to sell?
Thanks
Derek
Read Answer Asked by Derek on March 29, 2017
Q: From your experience did you find that, in an upward market, inflow of money into mutual funds increases and therefore accelerates the upward momentum and the opposite is true as well? Today with all these ETFS can this occur with ETFS as well? Is the popularity of ETFS (funds flowing in and out) is adding to the volatility of the market. Would you see a panic scenario causing a major collapse?

Thanks.
Read Answer Asked by Saad on March 27, 2017
Q: I Have BEP.UN, and BPY.UN which have gone sideways for me in the last year, I also have BIP.UN which has done very well.
I am thinking of selling BEP and BPY and buying BAM.A with proceeds. Is this a good switch.
Thank You
Hooray for the ethical 5 I
Read Answer Asked by Peter on March 27, 2017
Q: Good morning Peter and Team,

My wife holds DH in her TFSA and her average purchase price was $28.08 per share (not ideal timing). It's only 0.38% of our overall portfolio. In the Technology sector, across all accounts, we own CSU (4.07%), ENGH (1.02%), KXS (0.68%), and OTEX (1.82%). What stock(s) in the same sector would you recommend to replace DH? I realize that our larger positions in CSU and OTEX probably eliminate further purchases, but would you say that adding to ENGH and KXS would be advisable? Or are there other Tech sector stocks we should consider? (We haven't yet decided to wait until DH is taken over and tender our shares, or to sell now if there are compelling reasons.)

Thanks as always for the valued advice.
Read Answer Asked by Jerry on March 27, 2017
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