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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 was looking up the ROE for OTC as of Sept 30, 2016. My first look was in Yahoo Finance where the ROE is given as 49.3% ttm (trailing 12 months). Sounded high, so I checked Reuters Investment Profile via my BNS site, for the same date, where the number shown is 14.94 MRI ( Most Recent Interim). HUGE DIFFERENCE!!! What am I to believe?
Can you please explain how this could happen...give me your opinion of the quality of YF data...and advise the best source for 3 yr avg ROE data. (Sure be nice if I could find it here)
Thank you.
Brian
Read Answer Asked by BRIAN on December 01, 2016
Q: Hi Peter and staff
I assume MX is still a good add after the big up in the day before you added it to the. Balanced portfolio?
If so I plan on adding it . Please list the first one below you drop to add some as well as the next suspect to go for it in order and reasoning

AIM
ACQ
DH
DIV
WIN

Thanks for all you do
Dennis
Read Answer Asked by Dennis on December 01, 2016
Q: Hello - thanks for your great service! I have 2 questions. The first is in regards to the Balanced Equity Portfolio. I follow it fairly closely and I noticed that you suggest a 5% weighting in each name, however it looks like it has grown from 20 names to about 23 names. Would you then begin each name with a ~4% weighting as opposed to 5%? If so, at what percentage would you trim the weighting? Would it still be at 7% as per previously suggested or would you say 6% if the starting point is about 4%?

My second question is in regards to starting a position in MX. Generally I will add names as soon as it gets added to the BE Portfolio. I saw it had a big run up today. With today's big run up, would you be comfortable taking a full position in it at the closing price today or would you wait for a lower entry point? If so, what would that be?

Thanks again for your great service!
Read Answer Asked by Michael on December 01, 2016
Q: Dear 5i
I currently do not have any stocks in the banking /financial sector .
I`m considering cxi , bns and slf . I was not sure either if cxi fit into this category.
Of these 3 which would be the better investment over the next 2 years ?
Thanks
Bill C
Read Answer Asked by Bill on November 30, 2016
Q: Thanks for your answer on Shopify. Another question: is it too late to jump in? Does it have a competitive advantage?
Is the growth there? Is next year's forward p/e reasonable?
I seem to always jump in at the top. Can't figure out how they can compete with Amazon who dominates the market.
Read Answer Asked by Helen on November 28, 2016
Q: Hi Peter and Team,

I am willing to build a portfolio comparable to 5i Balanced Equity Portfolio over the next year / year and a half. Can you please group holding into three or four groups so I will retain diversify throughout? Can you put them in order of which group should be owned first?

CCL and CSU are quite expensive. Can you suggest a substitute with equivalent merits?

Which is it better to have this portfolio in a registered or non-registered account?

Thanks for the great service.
Read Answer Asked by Yousef on November 28, 2016
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