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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: This financing news really rubs me the wrong way. The issue price is deeply discounted and the units come with a warrant that is also really cheep assuming the company has any type of decent future. The insiders are participating. This looks like the insiders are taking advantage of the weak current share price to stuff their own pockets and the pockets of their buddies with cheep shares and warrants at the expense of longer term shareholders.
Read Answer Asked by Joel on August 02, 2019
Q: Hi 5i Team,
After reading your response to Glen's question I just wanted to clarify this. It looks like 5i balanced portfolio is flat relative to the bench mark (XIC) in long term basis(3 years) . However in my opinion, it's fair to expect an active portfolio to beat a market index in long term to justify the extra cost and effort. So I am wondering if there is anything that can be changed to improve the value to us (as investors). Thank you.
Read Answer Asked by Dineth on August 02, 2019
Q: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!
Read Answer Asked by RANDALL on August 01, 2019
Q: What is the best way to start investing in line with your proposed Balanced Equity portfolio? Many of the gains in the portfolio have already been achieved, so i'm concerned that buying positions in line with your portfolio now may be 'too late'.
Read Answer Asked by Michael on August 01, 2019