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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 5i team,

I'm currently building a portfolio from scratch for my mother who is 61 and retired. We are thinging conservative value and income equities for 10+ years.

Which 5 stocks, either from your balanced or income portfolio would you use as building blocks? If possible, can you recommend stocks that are fairly priced at the moment?

Thank you for your excellent service,

Cam.
Read Answer Asked by Cameron on June 10, 2016
Q: I'm interested in PUR as an investment & would appreciate your comments on its future.I realize they had a strong last quarter.Currently I have 5% holdings of both SIS & DBO & they are doing well for me.If you like it, what %age of PUR should I buy or am I getting too much money in small caps.What %age of small caps would you recommend ? Thanks as always.
Read Answer Asked by Dave on June 09, 2016
Q: Hello 5i team,
I am currently up 48% on CXI and am contemplating switching to Savaria (SIS). This would be within my TFSA. I am overweight financials (as most Canadians probably are..) and currently underweight industrials.
Would you endorse such a move; are there any "red flags" you would see to such a switch? Any thoughts or comments would be much appreciated.
Cheers,
Mike
Read Answer Asked by Mike on June 09, 2016
Q: you seem to get a question on couche tard everytime it declines, and i know it is one of your favorites.
so is the recent decline due to sector rotation, cdn dollar strength, margins on gas etc or what.
i would think with the recent purchse of esso stations in mtl, possible bidding on valero and loblaws stations the stock would be rising, also most targets are in the 70 dollar range. dave
Read Answer Asked by david on June 08, 2016
Q: I hold these 3 plus XLV in the health care portion of my portfolio. Not adverse to risk but I am wondering whether CXR is worth the grief. Is there a case for focussing on the others, or does the risk/reward of CXR make it worthwhile holding?
Read Answer Asked by Alan on June 08, 2016
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Read Answer Asked by Dathan on June 07, 2016
Q: Hi, in my RRSP I hold most of the Model Portfolio holdings and I also hold 2 of the Growth stocks , XTC and DBO ,.....XTC Ive had for over a year now without much movement on the upside , I"d like to replace it with another of the Growth names, which ones would ou recommend, its worth appox $1300.00..........Thanks,
Read Answer Asked by Costa on June 06, 2016
Q: Lots happening here today. I understood from all the different sources that there was an auction and identified bidders were Blackstone, Carlisle and Apollo Global and maybe others. Blackstone and Carlisle are out for now because their bids were not competitive. There is a deadline on this auction.

Who knows what is true here but is this a real process. Wouldn't there have to be something more formal that would require a news release?

Thanks for you input.
Read Answer Asked by Mark on June 02, 2016
Q: Well, that was a wild turn of events.

Buy more? Sell or hold for better days ahead?

If the private equity firms have indeed walked away, does that make the business less valuable or should it still recover into the $40-50 range once the hysteria dies down? Put another way, was it at $45 because it was worth that or is it a $35 stock with hype and upside priced in on the deal.

Thanks
Read Answer Asked by Tim on June 02, 2016
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