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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 am concerned about a correction in the market (both USA and Canada) and am wondering if I should take some profit given the great run over the last 4 months and hold some cash for better buying opportunities should the correction occur later this year. Recent analysts on BNN are also calling for a defensive position with holding cash. What do you think about this strategy and what percent of a portfolio would you suggest to have in cash? Does 10 to 15% make sense? Thank you for your great service.
Deborah
Read Answer Asked by Deborah on March 16, 2017
Q: I think I know the answer to this however I need to ask anyways-if someone is just interested in collecting dividends and a small amount of growth, and for simplicity, why not put the vast majority of your investments into the various Brookfield companies-throw in a bank and large oil producer and walk away. The history of the Brookfield companies is very good and I figure if they go down hard, the whole economy is in serious trouble. Your thoughts?
Read Answer Asked by Bradley on March 16, 2017
Q: Hello Team 5i, I'm scared about a possible Trump Dump, not knowing what he will say/do next.....so staying away from Single Stocks, but do not want to stay out of Market. Hence looking at ETFs, and would appreciate your Ranking of these.
Read Answer Asked by Austin on March 16, 2017
Q: National Bank released a research report on Callidus that gave a private buyout range of $18 to $22, one year ago. Since then revenues and earnings are up. They came out a little while ago saying the value would now be to the top end of that range. The company released a statement in February saying 17 parties were interested and any deal would likely close by the end of June. The stock trades at around $18. Isn't there excellent potential here for a 10-20% trade in just a few months? Thanks.
Read Answer Asked by Michael on March 16, 2017
Q: Can you rank these co's based on growth potential over a 6-18 month term?

Thanks for all the great insight and information. This service has been a great "investment."
Read Answer Asked by Jeff on March 16, 2017
Q: Hello,

I am gradually adding companies to my portfolio when the funds become available. My question is, should I also be selling portions of my stocks that are doing well to fund my next purchase? Or should I only do this if one stock has taken off and created a significant overweighting? I guess what I'm trying to decide is if it is more important to quickly diversify or to let time do its thing and patiently add companies when able.

Thanks,
Al
Read Answer Asked by Alex on March 15, 2017
Q: I have enjoyed quite a runup in my holding of CRH and am thinking of taking some of my profits (slightly overweight now) and adding to my position in BAD where I am slightly below my average price. Why has BAD dropped so significantly recently and would you consider this a good entry point or sit tight with CRH.
Read Answer Asked by Bruce on March 15, 2017
Q: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
Read Answer Asked by Jean-Bernard on March 15, 2017
Q: Hi. Since joining your service I have slowly sold my mutual funds and built up the portfolio listed. I have an equal percentage of these listed except M at 16% AVO at 1.6% and SGY at .6 %. I have a mutual fund left at 6% that I would like to sell. For a balanced portfolio today what would you recommend I purchase? 3 - 5 year timeframe. Please deduct appropriate credits for the long question. Thanks.
Read Answer Asked by John on March 15, 2017
Q: buying opportunities for these? What is your short and long term outlook on these stocks? Thanks so much!!
Read Answer Asked by Brigid on March 15, 2017
Q: As you can see small retail investors are forced to compete in a market were self serving hedge funds are given a soap box on national tv BNN to hawk there position and fears into the small retail investor .The vast viewership of BNN are small retail investors who are influenced buy guests like last nite.
It is a very unlevel playing field.
As a senior investor it is clear to me that it time to get to hell out and the leave market to hedge fund hawkers
Stan
Read Answer Asked by Stan on March 15, 2017
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