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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: Hello,

With the market in a bit of a down spin these days which stocks from your Income, Growth and Balanced Portfolios do you think are good to top up now, with this current decline. Please choose your top 3 from each portfolio and why for each.

Thank You
Read Answer Asked by Ben on July 10, 2017
Q: How did Samson's Holdings Limited end up owning 95% of CCL's class A shares?

On your updated company report, you mentioned that insiders own 17% of CCL. With Samson getting rid of their 14% position, I am assuming the total shares owned by insiders is now 3%?

Is Samson's at all related to the management of CCL?

And lastly, what percentage of a portfolio would you make CCL?

Thanks.

John
Read Answer Asked by john on July 10, 2017
Q: Hi 5i team,
I know and understand that you recommand that all sectors should be represented at all time in a portfolio. From recents Q&A, I interpreted that your level of optimism was not very high for the energy sector. Mine is not high either, especially regarding oil companies, since expect oil price to remain around the curent price for the forseable futur. Plus the Canadian dollar is getting stronger on a converging monetary policy with the US. Would you be confortable if ZCL was the only investment in the energy sector in the current environment for an investor with bias toward growth and smaller cap? If not which oil companies would you recommand at what weight? Thank you, Eric
Read Answer Asked by Eric on July 10, 2017
Q: Down on this 5 stocks.AIF(down 9.5%;Real below IPO price),CLS(12%),TV(7%),PKI(5%) & HWO(31%).Add,sell or hold with very short rationale.Appreciate u normal great views & services. Voliate markets. US markets are ok,but TSE has been declining mainly due to energy & materials.
Read Answer Asked by Peter on July 10, 2017
Q: Hi Peter and team, this is about the Income portfolio of June 30, 2017. I have noticed that you haven't sold ZRE and haven't added a new 4% position in CSH.UN as per the infos in the New reports and updates from 5i Research of last week. Always in the context of the Income portfolio, I have noticed that you have a total allocation of 9.5% for the Industrials, Basic Materials, Healthcare, and Consumer Cyclicals combined. I know you are a strong advocate of sectors diversification, is 9.5% too litle for these four sectors combined? Would that be different if you had US stocks in the portfolio? Best regards, Gervais
Read Answer Asked by Gervais on July 10, 2017
Q: I am underweight in Engh and have taken a hit on it since buying in at 60+. My tech holdings are a cumulative 18%. Would you recommend a full position now ( to 20%) after the big drop or sit on the sidelines. I have a long time horizon, and am wondering if the bloom is off the rose for Engh, or should I wait for the next quarterly earnings.

Thanks as always.

KC
Read Answer Asked by Kelly on July 07, 2017
Q: reviewing your reports i like to add CAE and CSU to my cash account and CGX to retirement account.
i dont like to add to the number of my holding or the margin.
So i would consider letting go of CJT (recent purchase ) reduce my TD (FROM 300 to 200 units ) ZZZ (reluctantly, t has done well in the short time ). IN MY RET A/C let go of DIV .
Appreciate your feedback

replace DIV with CGX in my retirement account (i am surprised at your A- rating for CJX
Read Answer Asked by thambirajah on July 06, 2017
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