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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: Hi 5i Team,

My question is regarding the Balanced Equity and Income Portfolio. In light of the recent US election outcome, are you planning on making any significant changes to these portfolios in the near future? Would the election results cause any shift in company weightings to take advantage of sector strengths?

Thank you.
Francesco

Read Answer Asked by Francesco on November 11, 2016
Q: Hi, Parkland Fuel stock continues to get pounded every day since its recent earnings release, losing over 10% of its value. It was mentioned as a baby Alimentation Couche Tard. Today, ATD.b stock price also showed considerable weakness. I have just started to wonder if there is a rotation out of these consumer names which have done well in past. And, if so, do you see this trend persisting, since money seems to be moving into banks, industrials and energy/material stocks. I have a small position in ATD.b but just doubled my PKI holding to overweight and feel a little concerned. Thanks for your valued advice.
Read Answer Asked by rajeev on November 11, 2016
Q: I am looking to by Loblaw in my SDRSP and DBOX in my TFSA. I'm wondering whether I should purchase tomorrow or wait until after the election as I understand markets usually decline after a US election. Also, WRT DBOX should I invest in ZCL in the meantime and wait on DBO? It seems DBO has remained stagnant for a while. Does it need some positive news to move?

Read Answer Asked by Grant on November 08, 2016
Q: In an Investment Brief from ARC they outline their concerns regarding BCE and its' payout ratio. Specifically they feel that if the Special Annual Pension Contribution and M+A expenses were deducted from Free Cash Flow then the payout ratio would be in the 84%-88% range (rather than the stated 69%-72% range). This may limit the ability to continue to grow dividends.

Should this be something to be concerned about? It is currently about a 2.5% weighting in my portfolio. If I were to exit BCE, either partially or completely, would Telus be the only real alternative in the space?

Thanks for your wonderful service.
Read Answer Asked by Brian on November 08, 2016
Q: Some information I learned from my broker last Friday while asking them about the status of the exchangeable shares: (A) the process has multiple steps and the shares had just been "released". If I understood correctly, this is the last step of the process (B) Broker says many shareholders called Wednesday/Thursday/Friday to cancel the tender, finding the process confusing.
Read Answer Asked by Matt on November 07, 2016
Q: I have been told that many small businesses actually sell through Amazon. T2 just opened a facility for Amazon in Ont. SHOP is opening one in Waterloo I believe. My question is; how is SHOP different from Amazon? Amazon is a heavyweight What edge or advantages does SHOP ? Am I missing some concepts ?

Thank You for you always good advice
Clarence
Read Answer Asked by Clarence on November 07, 2016
Q: Hi, Parkland Fuel stock tumbled at the open on Friday and closed 4.4% lower. I own it from before and was happy to add to my position on this drop. PKI has been in your portfolios for a while and was also a Top Pick recently. Is there something in the quarterly results which needs to be worried about ? After the CST brands acquisition, stock has just gone straight up and Friday was the first serious correction. Would appreciate your thoughts.
Read Answer Asked by rajeev on November 06, 2016
Q: This is not a question but a comment. I held IT in two accounts with RBC Direct Investing. I had tendered the shares but I forgot about it. So unthinking I sold them some time ago at about $10 after they had been tendered. And they went. But on reading the members comments today, I called my broker who thanked me as he could now straighten out their records by cancelling the tenders.

This was a somewhat different experience than was was experienced by some members with TD accounts. I hope this is of interest.

Ross
Read Answer Asked by Ross on November 06, 2016
Q: What is the risk / reward currently for BOS. Looking at the charts the share price has and continues to drop. BUT ... at today's price is looking very oversold using the RSI and Williams % as indicators. If you owned this (as I do and am sitting on a large loss and buying into your thesis that the company will do better over time), would you add now? It is a small %age of my portfolio.

Thanks.
Read Answer Asked by Donald on November 06, 2016