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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: Thank you 5i for your excellent service!!!

I have divided up my portfolio into thirds.
One third is a diverse group of ETFs.
One third is cash and a group fluid group of stocks made up primarily from stocks you recommend. SJ, CCL, SIS, KXS... etc.
One third is made up of the seven stocks listed above. Do you have any concerns about any of these being a long term hold. I know Magna is cyclical but is that a concern?
Cheers,
Bryan
Read Answer Asked by Bryan on July 19, 2016
Q: Hi, in follow up to my previous question, what are your thoughts on these three possible additions to my TFSA. Again, in your view which two have the biggest up side potential for the next year or two? Thanks
Read Answer Asked by Henry on July 19, 2016
Q: Good Morning Peter, Ryan, and Team,
I manage an income oriented account which closely tracks the 5i Income Portfolio. However within that account I do have a small basket of more growthy but still steady eddy names with position weights of 2% each. The idea is to squeeze out a bit more return than just income stocks over time. The present holdings are GUD, SIS, ESL, SYZ, BCI, PKI. I was thinking of adding FSV and DSG to this group. Your feedback would be greatly appreciated. Thank you. DL
Read Answer Asked by Dennis on July 18, 2016
Q: Hello Peter,
Mr. Seymour Schulich, continues to increase his holdings in Birchcliff Energy. Do you see this as a good sign to enter the name? It has risen quite a bit so am a bit reluctant. Do you still like Gold standard ventures and lastly would you consider Vermilion energy as a conservative play on energy? My concern is that it dropped quite a bit from a few years ago and is recovering very slowly. At the current rate, can you see the stock doubling in atleast 5 years. Thanks
Read Answer Asked by umedali on July 18, 2016
Q: Friaday all these canadian lumber companies' stock prices jumped up.... but there seems to be NO news to support this... Is there some reson for it : seasonality, or insider information, or some trade news that brokers dont give but that some are privileged to. I am interested in these stocks but would like to know 2 things: how to get advance information IF that is what is driving prices up and how would you rank these companies in term of growth potential, safety, and best overall gains for the next 6 months or longer.. also what factors should one assess to fortell the success of gains in these companie
Read Answer Asked by lyle on July 18, 2016
Q: Can you give your opinion on the following micro cap stocks and which ones would you think have the highest potential and which ones should I weed out of my portfolio. Thanks

DBO
TLK (Frankly Inc)
IWG
LTE
SEV
AT
NLN
Read Answer Asked by Imtiaz on July 15, 2016
Q: I currently have 15% in the industrial sector, made up of
ATS, BOS, CJT, DRT, XTC, KBR, LNR, WSP
All positions are under 2% with the exceptions of WSP at 3.1% and CJT at 4.5%.
I am thinking it might be wise to trim CJT (perhaps to 2.5% ?)and either replace with one of my other holdings or add a new one (NFI?)

Your thoughts & recommendations would be most appreciated, including any change suggestions for my other equity holdings in this sector.
Read Answer Asked by Alexandra on July 15, 2016
Q: My RIF equity portfolio has reached my target and I now wish to build cash in high interest paying investments such as GSBD.
There will be little price appreciation however security of principal will be better guarded over the long term (5 years plus)
In this case I will be employing my US holdings and realize the potential ramification of exchange differentials at time of cash out. I presently hold a small amount in XHY (yield now to low)however avoiding government or corporate bonds until the dust settles.
Do you have an opinion on GSBD?
Have any other ideas?
Thanks

Dave
Read Answer Asked by DAVID on July 15, 2016
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