Investment Q&A

Q: Would you buy open text today? Any thoughts about this co. Thanks. Alnoor

Q: Hello 5i

My wife and I will retire in 6 years. We plan to take 15/yr out of our RRSP's at full retirement.

After pulling most of our investments from mutual funds we have the following:
- 250k RRSP to invest into non-CDN (most likely ZWE, VUN, EXC, and a few stocks or XAW)
- 100k RRSP Mutual funds in bonds (transfer to ETF's or stocks over time to reduce fees)
- 100k RRSP for CDN investment (VCN or portfolio stocks?)
- 25k for TFSA now + 20k/yr to add to TFSA

We are not sure if purchasing 100k of VCN is the right choice.
Would you recommend 100k into the balanced and/or income portfolio instead, or a combination of VCN and balanced portfolio?

If RRSP funds are allocated to portfolios, which stocks are best suited for an RRSP? We can purchase the remaining stocks through our TFSA (higher growth stocks).

Please take the appropriate number of credits for the question.

Thank you for your great service.

Jerry & Debbie

Q: i know this is a dumb question but i am going to ask it anyways. what are your top 3 picks from balanced equity portfolio and top 3 picks from growth portfolio from now until year end. i prefer growthier names. dave

Q: Thank you so much for the sector column in your portfolios.
Decision making just became so much quicker and easier.
I bet a lot more investors will looking at balancing their portfolios.
Something I thank you for convincing me how important it is.

Q: how do you feel about BEP.UN latest results and current valuation?

Q: Is ZCL a buy with the recent pull back. Does their future still look ok and do you feel the drop is over done.

Q: I am thinking of getting back into Magna. What do you think? Do you have further suggestions?

Q: Was there something in the cc that caused a 7% jump today?

Q: after their quarter release scotia bank and TD HAVE UPGRADED THEIR

TARGET price to 15.00 and 14.44 dollars - is this a buy.

thanks donald

Q: Does 5i anticipate doing a report on CLS?
Thx

Q: Hi Guys,

I'm updating my portfolio with the recent changes. I only have room to add one stock of either AIF or CLS. Which do you recommend?

Q: I noticed that you have this stock on the Income Portfolio, if you could only choose one technology for a RRSP from all 3 portfolio that you cover would you choose still ET or one of the other tech stock that you cover? This is for a long term hold. If you were to choose another stock which one would it be?

Thanks

Q: Please comment on AIF results released today.Thanks for your usual great services & views

Q: Is Shopify buyable here or is it too expensive? I realize it is growing quicky but the stock never seems to pull back. Also, please charge me two question credits if you like, but what are the consensus revenue figures for 2018, 2019 and 2020. Thanks.

Q: I am just starting a new portfolio and would like to mimic the Beport portfolio. Are all companies currently in the model appropriate to purchase at market price or would you substitute any out for others when starting fresh.

Thanks in advance.

KC

Q: Hi 5i, would you buy rrx today or wait, still weak momentum for oil sector? Thanks

Q: I was fortunate to do well with HWO and did get out as it was tanking.
But now am wondering if the risk / reward and the dividend justify re- buying it now.

Or do you think it is worth waiting for further decreases given the current state of the energy sector?

Thanks.

Q: Hi, are there consensus numbers for Spin Master earnings next week? I'm curious to see if the consensus numbers are lower for the Q1 to reflect a likely higher-than-normal return rate, which as you said before would likely show up in Q1. Or do you think everyone is just looking past this now with the recent positive new product and corporate announcements. My guess is that they will show a double amount of return rate (I was interested to see that if you look at their past financials, there is usually about 5% or so allocated to this anyways, so just a fact of life for electronic toys I think), which will have a measurable impact on the Q earnings but not a large impact.

Q: Is savaria a buy now or do you see it going down to the price of the financing.

thanks

Q: Hi Guys,

I was surprised to see that you sold the entire position of CXI in the balanced portfolio on May 1st, considering I asked April 19th which 5 companies I should start with as I built up the portfolio, and you included CXI in your top picks:

"AIF, PKI, MG, SYZ and CXI look attractive today"

In any event, I understand things can change quickly. Do you think CXI is worth holding still, I'm down 5%.

Also, I'm ready to purchase 5 more names in the portfolio, can you let me know which are looking most attractive today?

Thanks,

Jamie