skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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 currently trying to put together a fixed income allocation for our portfolio. I am using your balanced portfolio as a model. I have a few questions regarding this, though and would appreciate your commentary and suggestions.

Looking at your portfolio I see that you have a mixture of 1. Canadian Preferred Index (CPD) 2. the Convertible Bond Index (CVD) and 3. I shares US Hy Bond (XHY).

You mention that this would be a good model portfolio for dividend investor, which I suppose I am.

But, I was struck (rightly or wrongly I don't know) by the fact that some of the bond funds that are often mentionned on your site are not included. Clf and VSC, for instance.

Would the actual portfolio do the job, or would it be wise to add these two etf's?

Second question. I would like to have a large part of my bond allocation in US dollars. Can you suggest some US equivalents for a bond portfolio? Would an emerging market bond fund such as ZEF be worth looking at? If so, would you know of an equivalent in US dollars?

I know that you concentrate on Canadian stocks, but since you also offer model portfolios which include fixed income etf's, this question might be legitimate.
thanks

Read Answer Asked by joseph on January 12, 2018
Q: Hi,
I am a long term growth investor, with no need of the invested money right now. Do you think I am better off long term with BEP and using a DRIP program or moving to a different utility company? The only other utility I have is AQN. Or can you think of a different place to put the money to work (maybe a few suggestions in case i already own what you suggest).
Read Answer Asked by david on January 12, 2018
Q: Could you please rank the three Balanced Portfolio consumer non-cyc names along with Dollarama separately for growth potential, value and risk?
Read Answer Asked by Peter on January 11, 2018
Q: I am thinking about buying cineplex (new position), say 3-4% of my portfolio and 5 year time horizon. Would you endorse ? What is the payout ratio and do you consider the dividend safe ? What's their record at missing estimates in the last 2 years ? Do you think their will continue to grow in the next few years ? Would you know if the VIP offering is a success so far and is it becoming important in terms of their revenue ? I was thinking adding the position to my RRSP instead of TFSA ? Thank you for your help !
Read Answer Asked by Pierre on January 11, 2018
Q: I missed the recent run up in the stock, as did not buy when first recommended at 5iResearch, last year. However, reading through your comments, for past several months, I am getting interested in building a position, may be 2%, for all our family accounts. My present portfolio (and family) reflects more of 5i Balanced but also have some Growth companies , like SHOP, GIB.a, KXS, TOY, etc. each 3-4%. I am quite happy with the portfolio mix and its performance. Thanks to continued guidance and excellent picks by your team. Would you be comfortable to buy at today's levels or is it too late to the party. ? Thanks
Read Answer Asked by rajeev on January 11, 2018
Q: Hi team, I have owned all of the growth portfolio since the beginning and I would like your opinion on those three companies mentioned. As you know I am down significantly. Do I sell ,hold or possibly switch ? I have about 4or 5 stocks that I started to build from the balanced portfolio.
Thank you!
Read Answer Asked by Jacques on January 10, 2018
Q: I have now read the Jan 8, 2018 research by Beacon Securities, and the Jan 5, 2018 Equity Spotlight by Scotiabank. Beacon has a target of $10.00 and Scotiabank's 1 year target is $3.50. One believes that the current pot legalization frenzy has siphoned off big money from the likes of PLI stock. The other believes that this is the year science will finally give PLI the push it needs to really grow. I'm ready to go big or go home if I see a real upward trend in the making. PLI has huge potential, and it probably has huge negatives that I can't even imagine. Where do you think this stock is going in 2018?
Elmer
Read Answer Asked by Elmer on January 09, 2018
Q: Hi Peter, PEO has pulled back some from its recent highs. Is this a good time to buy or is something negative starting here with the company? Looking at the chart every recent little pullback has been a buying opp. I am looking for a 2018 tfsa candidate that has big potential, but yet fairly solid. Also can you comment on the overall macro environment for People's business and the outlook for the demand of their services.
Read Answer Asked by Shane on January 09, 2018
Q: In early December I sold half of a position in GUD for tax loss purposes. To put the money to use I purchased a half position in PHO as a "temporary" replacement.
The plan was to then sell PHO and repurchase GUD after 30 days.
PHO has done reasonably well since then. GUD has also increased.
Based on a long term time frame and no sector impacts would you stick with the original plan and repurchase GUD to a full position or would you remain with a half position in each GUD and PHO?
Read Answer Asked by Dennis on January 09, 2018
Q: Can you explain in simple terms how ECN functions at a high level?

For example, in their rail vertical, are they leasing their own rail cars or connecting buyers to sellers while providing loans, or something entirely else? What makes them attractive for buyers versus going to a big bank? I'm trying to see wherein lies their competitive advantage.

Thanks.
Read Answer Asked by Daniel on January 09, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!