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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 read with interest your recent article in the Post and was intrigued by the comment that research shows 90% of portfolio returns come from sector allocation - if a person wanted to take advantage of that, in a simple, easy to manage and inexpensive way (ignoring taxes for the moment) what would be your view be on an approach where one's equity component of their portfolio consisted entirely of a number of ETF's with each one of the ETF's focused on a particular sector, with a periodic (say quarterly) rebalancing? What specific ETF's would you suggest for such a portfolio? Thank you.
Read Answer Asked by RICHARD on May 20, 2016
Q: Hello,
I am concerned about my sector weighting in Technology.If I include the stocks listed above,my weighting is 32%.I also have CSU,ESL,CGI,SH and SYZ,all in a range of 1% to 6%.Thank you for your excellent service.
Read Answer Asked by Allen on May 19, 2016
Q: What are your thoughts on Absolute Software (TSX:ABT)?
Read Answer Asked by Boyd on May 17, 2016
Q: Hi 5i Team!

FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:

What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?

What metrics would you focus on when evaluating FTG a year from now?

What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?

Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?

Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?

Appreciate your opinion, as always...

SGR
Read Answer Asked by SG on May 14, 2016
Q: My technology companies are AAPL, AVO, CSU, ESL, OTC,PUR and TNC. Together they represent 18 percent of my portfolio. How would you suggest I go about adding SH or KXS? Should I just go overweight with technology or replace 1 or 2 or more. Or just stick with what I have and not fit these two additions. If you suggest only one of SH and KXS then could you please specify which one.
Read Answer Asked by Rajiv on May 10, 2016
Q: Hi 5i Team!

It looks ESL does not have price momentum, and SH experienced a strong reversal despite reporting decent numbers last week.

Is this a sector trend following the recent trend by CSU?

What is your expectation for forward looking results for ESL and SH for the next 2 - 4 quarters? Is this an opportune time to buy both?

Which is the better choice for capital appreciation for the next 12 months?

SGR
Read Answer Asked by SG on May 09, 2016
Q: Peter and His Wonder Team
I have read your previous comments about BB and agree it is a unique puzzle and enigma! Ha!Ha! Currently it is only $1.00 above Book Value and approaching it's annual low. Could I please have your current opinion on this stock? Does the low price justify the risk? Could they be eventually bought out for there patients and security features? Does this qualify as a reasonable contrarian play?
Your opinions are always thought provoking and invaluable.
With respect...
Dr.Ernest Rivait
Read Answer Asked by Ernest on May 04, 2016
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