skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would you consider a rethink on the growth portfolio not only regards the constituent holdings but the whole portfolio as a percentage of the total investment? I ask this in light of the increasing probability of the following economic conditions:
1. The oil price remains depressed for the entire year with the western provinces in recession and the Canadian GDP also contracts for two quarters or more.
2. The steep decline in shale production and the rate increase in the US would have a significant negative impact on the Russell Index IWO which maybe in bear territory?
Assuming that any given individual’s investment in the growth portfolio is according to her risk profile, would you suggest adjustments to the overall portfolio weight (increase or decrease) in proportion to the balanced and income portfolios; and the individual growth stocks for 2016? If you would, then can you please try to indicate exposure to specific sectors/regions/stocks?
Regards.
Read Answer Asked by Rajiv on January 12, 2016
Q: in this horrible tape kinaxis is hitting new 52 week highs, it is an expensive stock , i have owned it since 30. dollars, there is no news except so e executive appointments,would you buy more here, i like to overweight when stocks hit 52 week highs especially in a bad tape. dave
Read Answer Asked by david on January 08, 2016
Q: Happy New Year Peter. I thoroughly enjoy your service.
I bought EFN in May of 2015. It is about to hit my "25% Mental Trailing Stop" when I have to re-evaluate this stock as to whether or not to sell it at market price. It is currently at 24.4% while my actual loss is 15%. I use Trailing stops to limit my losses. It has worked very well for me. I have an option to raise my "trailing stop" after the evaluation to a higher level. What's your current view of EFN, the good and bad?
Read Answer Asked by Ford on January 08, 2016
Q: With cash available in my TFSA and markets down, what are your top 3 picks for value at this point from each of your portfolios? Thanks!
Read Answer Asked by TK on January 08, 2016
Q: With the market sell off again, can you suggest 5 stocks in either of the portfolios in the best position for a quick rebound once the market settles down and with a balance risk/reward leaning to conservative. A dividend would also be nice.
Read Answer Asked by Cyril on January 08, 2016
Q: Should the earnings in the portfolios be a percentage instead of a dollar amount, or is there a dollar amount for the portfolios.
Read Answer Asked by Mark on January 08, 2016
Q: Would it make sense to construct my portfolio buying all the A rating for companies under 5iResearch coverage and to diversify I would pick some of the B rated companies, replace them as you eliminate or down grade them?

Thanks
Read Answer Asked by Saad on January 06, 2016
Q: Happy new year Peter and Ryan,

Looking to add a non cyclical consumer goods and was hoping to find it in your growth portfolio. Did i miss it as I couldn t find one.

Thank you and I look forward to your guidance through these troubled waters.
Read Answer Asked by ron on January 05, 2016
Q: Looking to add a financial stock. I am trying to stay within the growth portfolio so I am leaning towards cxi and efn. I am thinking GUD could also fall under this category since they essentially borrow to the health care industry.
Thank you and i appreciate you re guidance.
Read Answer Asked by ron on January 05, 2016
Q: Happy New Year to the 5i Team,
I found your answer to the question regarding PHM`s year end results to be clear, factual, but guarded; understandable, considering the dramatic start to this morning`s opening of the North American markets. By the end of the day, the stock went up 25% with huge volume. I am currently with BMO Investorline, who are on record as stating that ``There are currently no news headlines for this security`. Without overstating the obvious, would you be able to offer any further observations or feedback after today`s results, on an otherwise gloomy day? I find it hard to believe that there has not been more interest shown by other members in this event. Thank you as always. Rick
Read Answer Asked by Rick on January 05, 2016
Q: HAPPY NEW YEAR
PROS AND CONS FOR THESE 2 BONDS FUND AS A PART OF BOND PORTION OF PORTFOLIO.THANK YOU.EBRAHIM
Read Answer Asked by ebrahim on January 04, 2016
Q: Any insight as to what is happening with this stock today? or is it the general market?
Read Answer Asked by Brenda on January 04, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!