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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
As I watch several investments plumb new lows, it strikes me that things may have turned and I am unaware.

We have seen 5i exit some names that were originally intended for 5 year hold but today I have to say my investment measurements are lacking when it comes to exit signs.
In some cases, I would get out as the stock price breaks the uptrend but have been ignoring this giving some space for volatility.
Given my experience in finding stock prices equal to zero in my portfolio, I would rather buy stocks that go up.
How does an investor distinguish between a stock going to zero versus one that is just doing the volatility dance and on a temporary path to a short lived low price?

I would rather not be found holding companies indicating 40%, 60% and 80% losses going forward.

Your thoughts on this are appreciated.
Thanks
Dave
Read Answer Asked by David on March 01, 2017
Q: Do you foresee that BEP, VNR, AQN or RNW would be impacted by a US BAT tax? Thanks.
Read Answer Asked by Gary on March 01, 2017
Q: Hi,
I have a few thousand dollars to put into something looking for high potential growth. I have many years I can wait, don't need income (but all drips available are being utilized). Without considering portfolio weightings which of these would you consider to have the most upside? I'm totally ok with risk, as I have the well balanced, safer part of my portfolio in place. If not any of these could you offer a few other names please. If you like the names I've listed could you rank them in order of preference for high growth?

Thanks!
Read Answer Asked by david on March 01, 2017
Q: Greetings, Peter & Co.
It is just as well that I inadvertently indicated that my last question was private as it was very badly worded.
Would you please recommend 2 or 3 stocks (Canadian and/or US) in the sectors: Consumer Staples, Energy, Health Care and Materials. I am looking for a good level of safety with some growth and, preferably, some income. Please feel free to charge me for more than one question.
With great appreciation for your exceptional service to retail investors.
Ed
Read Answer Asked by Ed on February 28, 2017
Q: Hello, 5i team! Thinking about additional investment in material sector + dividend part. Already own about 500 shares of POT in RRSP, now thinking is it good time to add say 100 shares of AGU before merger? I consider potash as a reliable area of long-term investment but would be glad to think about the alternatives as well... Your comments are highly appreciated! Thank you!
Read Answer Asked by Galina on February 28, 2017
Q: Maybe better for forum, but further to question about TNC trading, and opportunity cost - I was slow to buy ITC and PHO at time first mentioned in Q&A and when 5i added to Portfolio. But then TNC offer came up. Sold TNC at 3.29 and purchased ITC & PHO per suggestion. I didn't buy at the lowest price after TNC announcement but up 26% and 15% on positions respectively at moment, though will be volatile positions for sure
Read Answer Asked by John on February 27, 2017
Q: Box.un is 5 percent of my non-registered holdings with my cost at $16.00. There doesn't seem to be much more upside from the current market price and, if perchance, the takeover should fall thru, box.un will drop back to the $26 range. The risk of holding seems too high. Is there any chance the buyout could fall thru and would you hang on or unload the stock?
Thanks.
Philip
Read Answer Asked by Philip on February 27, 2017
Q: My Consumer-Cyclical sector is 6% too high and Technology sector is 2% too low.

So need to sell one of (AW.UN, BPF.UN, BYD.UN, CCL.B, CGX, ECI), each with ~ 2% position. Hard to sell any of these tried-true 'favourites' -but trying to take the emotional side out of the decision, and be disciplined. So, I think I should sell CGX because it has been flat for 2 years and I don't expect much upside. Can you provide your an order of selling preference?

And I need to add to these existing Technology Sector holdings (CSU, ENGH, KXS, MDA, PUR, SHOP). Thinking (OTEX, ITC) or more of existing ones.

57 year-old with a Growth & Sector & Dividend oriented portfolio.

As always, thank you for your wise guidance.

CSU, CCL, MDA, ECI, ENGH, BYD, OTEX, SHOP, AW, BPF, PUR, ITC
Read Answer Asked by J Carl on February 27, 2017
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