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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 have held WEF for about three years and essentially have just made the annual dividend. I am usually very patient and do realize the stock seems cheap on most metrics. My current concern is government intervention changing the outlook for companies such as WEF. I have Airboss, Enghouse and Exco Technologies on my "want to buy" list. Would you endorse a switch into one or all of these given the fear of the unknown with WEF. Thanks for your great service.
Read Answer Asked by Peter on October 13, 2016
Q: I would like to have your opinion on Blackberry, is it worth keeping, the price seems to behave like a yoyo. They said they will stop making blackberry phones, but then recently in the news that a blackberry is coming out to the market with an exciting new keyboard... Thanks in advance. Catherine
Read Answer Asked by Catherine on October 13, 2016
Q: SYZ, ZZZ, CZO, TNC, NFI, PBH and ITC These are all stocks that have been down considerably over the last month. They are stocks that 5i customers have or did have. Meanwhile, the TSX 60 has been flat for the last month. So I am wondering if the members are selling out on these stocks and possibly putting the money into oil which has been up for the last month or so. Should I have been getting out of some of these stocks over the last while and putting my money into oil which is one sector that is doing quite well and probably the reason the TSX is not losing ground this month. Thank you. Dennis
Read Answer Asked by Dennis on October 12, 2016
Q: Hello 5i,

Please provide your opinion on the BMO "Blue Chip GIC"
It offers 100% capital protection + 1% rate of return (total over 5 years) and a 100% participation in the S&P TSX Low Volitility Index.
I have seen many equity linked GIC's before but never with a 100% participation.
Fine print indicates that the maximum allowed by law is an average of 60% per year. The negatives I can see with this;
Possible opportunity loss of only a total guarantee of 1% over 5 years.
Money is locked in for 5 years.
Returns will be considered as interest not capital gains, so it would only make sense in a RRSP and or TFSA.
Is there anything else I am missing here?
Thanks,

RD
Read Answer Asked by Randy on October 11, 2016
Q: Hello Peter,
Any idea why these stocks:Pacific Insight, Fairfax, Knight, and Stella Jones have been declining of late, especially Pacific Insight. It has been hit very hard after their earnings. Is it a good time to pick up these 4 companies given the current decline? Thanks very much.Umed
Read Answer Asked by umedali on October 11, 2016
Q: What do you think about taking a 5% position in Bird at this time. Although its share price is down, it has consistently paid an attractive dividend since 2011 (0.66/year), rising to 0.76/year in 2014 where it has remained. Its second quarter results were disappointing due to Alberta wildfires, but isn't this a good entry point as Fort McMurray reconstruction ramps up?
Read Answer Asked by Jean on October 11, 2016
Q: I have about 10% cash right now. Normally I prefer to be fully invested because I like the steady dividends. My investing style is somewhere between your income portfolio & balanced portfolio and the portfolio is reasonable balanced. I don't need to take anything from my investments now but I will in a couple of years.

It "feels" like sitting on a bit of cash makes sense right now in the short term and maybe take advantage of tax loss season or other buying opportunities (seems like a lot of those recently).

Your thoughts?
Read Answer Asked by Gordon on October 11, 2016
Q: Hi 5i,

Do you have any data on Aritzia such as EPS, yearly revenue, debt, cash on hand, etc. Since IPO's tend to be very volatile, which means they sometimes go from very expensive to ridiculously cheap. If it does become cheap due to plain old volatility and not because of deteriorating fundamentals, I just might be tempted to buy in!
Read Answer Asked by SHANE on October 07, 2016
Q: Do you consider the Mar 2027 bonds to be a decent hold within a diversified bond portfolio?
Read Answer Asked by Greg on October 07, 2016
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