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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: What are your thoughts about carmanah, you mentioned in a response to an earlier question it could be suitable for high risk investors, what makes this a higher risk company? It seems to be in the midst of a successful turnaround, great insider ownership, historic metrics are not great but looking forward things look quite rosy. Is it just that its a show me stock but you're paying for some of those results already?
Read Answer Asked by Rob on July 06, 2015
Q: I'm trying to decide which one of these two forestry companies is the better choice - in terms of a combined return (dividends + growth). Can you help?
Read Answer Asked by Victor on July 06, 2015
Q: Since joining 5i service I've been tracking my portfolio gains and loses. My question is around cash additions and withdrawls from the portfolio and how to calculate total return including these transactions. Could you help?

Read Answer Asked by Rob on July 06, 2015
Q: I noticed an early redemption of my Superior Plus Conv Debt on June 30th.
Should I have been given advance notice of this?
Mel
Read Answer Asked by Mel on July 06, 2015
Q: I'm wondering what an A+ company would look like. Would it look something like Disney DIS.US?
Read Answer Asked by Jerry on July 06, 2015
Q: Hi 5i team,

All my GICs mature in July and August. They make up <5% of my overall portfolio. Rates are very low (typically 1 year: 1.3%, 5 year 2.0%). There is even talk of a further interest rate cut in Canada.

Should I just split the cash 20% for each of 1, 2, 3, 4, and 5 year terms, or do you have a better strategy in the current interest rate environment?


Paul J.
Read Answer Asked by Paul on July 06, 2015
Q: Just an FYI, I think your the month end P&L for the portfolio coverage PDF needs to be split adjusted for GIL and MG (maybe others as well I'm not sure). It's showing negative returns where these stocks have been going up.
Read Answer Asked by Robert on July 06, 2015
Q: What hedge fund would you recommend. My take is they protect on the downside as well as providing opportunity on the upside. Is this correct, if so sounds like a place I want to be. Thanks for your help.
Read Answer Asked by Cameron on July 06, 2015
Q: Please advise five or more dividend growth stocks you would recommend at this time. Thank you, Barrie
Read Answer Asked by Barrie on July 06, 2015
Q: What is your opinion on Hudson Bay Company? Is there more potential as a real estate play as opposed to its retail stores?
Read Answer Asked by Robert on July 03, 2015
Q: Good day Peter, Can you suggest 4, 5 companies in the renewable energy, carbon capture type of buzz? I have a feeling this is where investments will be going in the near future. Thanks
Read Answer Asked by Eric on July 02, 2015
Q: looking to invest in a microbiome company.not sure what to enter in symbol and company name when looking for certain fields in stocks .thanks
Read Answer Asked by dale on July 02, 2015
Q: Could you give us your opinion on this company after their recent deal ?
Read Answer Asked by Olivier on July 02, 2015
Q: Do you have any thoughts on DOOR as a play on the US housing sector? Thanks as always!
Read Answer Asked by Doug on July 02, 2015
Q: 5i's tone seems sanguine on the North American economy, and generally constructive on stocks, but could you provide 5 short recommendations, perhaps with the caveat that these are likely to come into play if markets are weaker than 5i's expectations?
Read Answer Asked by CAMERON on July 02, 2015
Q: This stock has good upside potential with downside protection. A recent article in Globe Investor Magazine about Hanif Mamdani talks about "asymmetric payoff" where potential upside is greater than potential downside. In the high risk growth category without regard to sector what would be your top 5 stocks that meet this criteria?
Read Answer Asked by James on June 30, 2015
Q: Good morning team 5i. I am in the middle of rebalancing my very well diversified 4 PFs, that is doing well all in all with most of your stock suggestions in your PFs (THANK YOU). I treat them as one PF. Around Apr 23/15, you mentioned that an investor should have no more than 15% to 20% in Small Caps. Around June 16/15 you mentioned Cap Sizes are as follows; SMALL - 75 million to 500 million, MID - 500 mill to 1 Billion, and LARGE -1 Billion and above. Canadian Business Magazine 2015 Special Edition on Pg 127, mentions SMALL 1 Billion or less, MID - 1 to 5 Billion, and LARGE - 5 Billion and up.
Would you please clarify this for me?!! If I follow Can Bus. Mag I am too heavily weighted in small caps!
Also would IWO ETF be considered SMALL or do ETFs fit the consideration of Cap size?
Read Answer Asked by El-ann on June 29, 2015
Q: Your last post was when CKI was at $9.50 It is now at $12.00
I am up 50%. It pays a decent 3.3% div. Would you buy, sell, or hold at this level. Thanks
Read Answer Asked by Ric on June 29, 2015