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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 am modeling a portfolio after your balanced portfolio (with the occasional stock from your growth portfolio as a replacement) and already hold your other suggestions in the industrial and consumer area. Looking at adding one of the above 4 stocks this week. (DOO would be in place of MG if chosen). What would be your suggestion and why? Thanks!
Read Answer Asked by Paul on September 07, 2018
Q: In a well balanced portfolio that is similar to the 5iR Balanced Portfolio, both BYD.un and PKI have increased in portfolio weighting from the initial investment positions. I recall 5iR saying to keep SIS less than 4.5%. For BYD.un and PKI, what would you suggest be the upper limit for the portfolio weighting of each of these two position?.......and thanks for these position recommendations.....Tom
Read Answer Asked by Tom on September 06, 2018
Q: 5I bought it at $49. Here's my chance to get it cheaper for $42. Down 22% in a matter of a week or so. I knew I wasn't buying a blue chip stock but I didn't think I was speculating either. Setting aside the issue of " Comfort Level ". I had no problem taking a 5% position in ENB when it was volatile because it was a blue chip stock....What level of investment product did I buy ? Why should I stick with it ? I have a 2.2% position in TSGI. If it is a good company should I increase that to 4% or just weather the storm ? Are there better opportunities elsewhere ?
Read Answer Asked by Garth on September 06, 2018
Q: Hi Peter, Ryan, and Team,
Across all accounts, our Industrial holdings consist of BAD, ECI, NFI, SIS, and STN,
If I sell my Enercare shares held in my TFSA, would TFII be a suitable complementary industrial stock, or do you think that any of the above industrials should be let go or added to? All are up (especially ECI for which I thank you immensely) except for NFI in my wife's TFSA, although we have two other accounts that hold NFI which are up.
As always, thanks for your insight.
Read Answer Asked by Jerry on September 06, 2018
Q: I'm new to the service and am interested in (mostly) following the balanced equity portfolio. I'm not interested in investing in oil stocks and am wondering what would be a good way to invest that portion of the portfolio outside of the energy sector. I'm not sure if i should just spread it out evenly between the sectors or if there are other companies or an etf that you would recommend to replace the 3 energy stocks. My time horizon is 25 years and I'm fine with some volatility.

Thanks!
Read Answer Asked by Dennis on September 06, 2018
Q: Hi,
Would you please comment on the impact of the news that Loblaw will spin out its interest in Choice Properties REIT? It sounds like Loblaw Minority Shareholders will receive 0.135 common shares of George Westin Limited for each common share of Loblaw held. Does that mean after the deal closes these shares will be added to a brokerage account? If so, and if those Westin shares are sold, is this a tax-free transaction?
Thank you. Michael
Read Answer Asked by Michael on September 05, 2018
Q: Q1: I am a big fan of 5i, so I ask what is going-on with the above-noted solidly-recommended-by-5i company, the share price of which company has collapsed since July 19 (at $50) to below $34 today (and currently down more than 8% from just the last trading day (Fri Aug 31) and down a whopping 32% from July 19)?
Q2: I purchased large into The Stars Group on June 29 at $44.50. Any thoughts/comments/suggestions on a going-forward basis with the stock price now being below $34?
Read Answer Asked by Richard on September 05, 2018
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