Investment Q&A

Q: I am thinking about selling my AQN shares and buying CCL shares for a couple of reasons, more growth and to get into the stock pre-split. Do you think this move is okay?

Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.

Q: I would like to add VIG and SPY to my RRSP account for both a 5% weight. Would you recommend both for a 5% weight? The only US stock that I own is RSG.

Thanks

Q: Can you explain what is Full Position ?

Q: Team,
Just like your thoughts on the listed stocks and which you would add ( in some order of preference) to an existing portfolio skewed to secure dividends and modest growth with a target 7-8% combined dividend and growth. Conversely is any one a definite NO.
Thx

Q: I am interested in Blockchain technology. Can you discuss some of the leading corporations developing that technology in North America? Thanks for your comments.

Q: Hello 5i team, I try to better classify the whole portfolio by various sectors and I hesitate where should I put bonds - to treat it as a separate category, or to classify depending on fixed income type.. etc. Looks like a theoretical exercise but still important to assess sector weights properly :) Your advice is highly appreciated!

Q: Hi Folks,

I'm now looking for a little torc in my dividend portfolio. Could you recommend 4 or 5 names of good dividend stocks where one might expect higher than average growth over the next 3 years. Sectors not important.

Many thanks,

Dennis

Q: Good day gentlemen,
Do you have an opinion on this company?
I noticed there is a new debenture that will be issued. It has an 8% yield would you consider this a moderate risk investment?

Q: Hi, folks
I'm very new to 5i Research, and trying to get myself orientated around.
I have some questions on the balanced portfolio
1) with less capital like $50k, what your recommendations on how to follow this portfolio?
2) when there is a add/remove in the portfolio, how quickly I will be notified?
3) in the report, when you add or trim a position, do you provide at what price to buy or sell?
4) for how long I need to hold the stocks in your portfolio? Do I need to have a stop loss/trailing stop to max my gain and minimize my loss?
5) what is the average holding period for a stock in this portfolio roughly? You can give me a range the longest to the shortest...
6) to initiate to build this portfolio for my own, is it better to wait for the market to pull back? or Do you have a recommendation about when to buy?

By the way, is it ok for me to ask questions about stocks/ETF's outside Canada or large cap's inside/outside Canada (I know you guys are focus on mid to small caps)

Thanks a lot!
Jane

Q: Good day,
What do you think of this company?
Do you like the latest acquisition? Would you be buyers?

Q: I would like to invest in the Lithium space. What names or etfs? Greetings, Peter.

Q: This co. seems to have an interesting business model. Can you take a look and tell us what you think??

Q: If a person wanted to purchase either of the above for growth, stability which one would you recommend? Or conversely perhaps another transportation stock should be considered..Thank you.

Q: Saputo has been very weak as of late,m with the dairy disputes stock has lost approx 7 percent in the past few trading days alone. What do you think of the situation? Would you step in? Or would you let the waters settle first (as in not catching a falling knife).

Many thanks

Karim

Q: Is there a problem with pure? After hitting almost $5
It is down to $4.30 in a relatively short time. I don't see any negative news?

Q: Emblem Corp emc. A marijuana company. Could you give me terms of the EMC Warrant. emc.wt. and any comment you may have on Company. Bob

Q: I own BEP.UN, BAM.A, BIP.UN and BGI.UN. Clearly I like the company.
Currently I am looking to deploy new money into the "income component" of my portfolios and am looking for a global real estate investment. I like the international aspect and the dividend of BPY.UN; and seee this as a long term hold.
Are there other quality players out there whether listed in Canada or on the US exchanges that would be better choices?
Or would you endorse BPY.UN?
Thanks again for your helpful guidance.

Q: I have just taken my RRSP account back from my investment adviser and am in the process of liquidating the 23% which was in mutual funds. I am looking for advice as to what to replace these with. I have four years before I must start withdrawing.

Q: Hi guys,

After many years of successful investing, I've finally opted for a 'margin' account. While I don't plan on using the margin excess for further long exposure, I would like to try shorting a name or two (I'll keep the positions small, maybe 2% each for now). Are there any good short candidates that come to mind? I want to avoid the battleground stocks (VRX, HCG), but would love to find something that is just a real dog.

Thanks,
Mike