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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,
Since your comments are often extremely intuitive and helpful, I am keen to hear your thoughts on the new Communication Services sector in the US. As it will reclassify a few stocks I currently own, I am wondering about the potential effects, if any, of ETF managers rebalancing sector specific funds on some of the stocks involved. It has crossed my mind there might be a significant number of changes required on multiple ETFs, but am not sure whether this may affect stock prices, or would it just see increases in volume for a period of time? Is there an opportunity here for picking a few stocks, possibly growth ones, that may gain from the reclassification?
As always, we appreciate your insight.
Dawn
Read Answer Asked by Dawn on August 28, 2018
Q: Dear 5i Research,
I enjoy reading your watchlist questions. I am 67 years old, semi retired and enjoy doing my own investing through a discount brokerage over many years. I do have a high risk tolerance. My retirement income is CPP, OAS and my stock portfolio in 7 figures divided amongst 6 stocks. I am a very “concentrated” investor having gone from 30 plus stocks and ETF’s to only 6 stocks – Constellation Software (CSU), Alphabet (GOOG), Berkshire Hathaway (BRK-B), Amazon (AMZN), Alibaba (BABA), and Tencent (TCEHY). I follow them all closely. Should I be concerned about my high tech component and rather concentrated portfolio? What type of diversification if any would you recommend?
Read Answer Asked by Chris on August 27, 2018
Q: i've held MO for quite a while, over 10 years, and it's been a good investment. however i have some concerns abound the company going forward. as the number of smokers in the US decline the company seems to be falling behind the e-cig/vaping market and also not prominent at all in the pot market - which, IMO, a tobacco company would be perfectly suited for. i doubt the board is asleep at the wheel but i've seen it before. ethical concerns of owning a tobacco company aside, what are your thoughts on continuing to hold? i hold in my RSP so no capital gains tax to worry about. thanks in advance
Read Answer Asked by Richard on August 27, 2018
Q: Hello,
I would like some names to consider (2 or 3) for the healthcare sector.

I already own GUD in Canada (TFSA). This is for my RRSP so I am looking for a more conservative name.

I know you don't cover the US but would like names from the US or even international for geographic diversification. Also, for personal reasons, I do not want any drug companies (pharma or biotech).

Thanks as always for your help.
Dan
Read Answer Asked by Daniel on August 27, 2018
Q: I currently hold these stocks with a good profit in the American companies and a slight loss in the Chinese companies. While I know your focus is Canadian stocks I would appreciate comments on any or all of these holdings and, in particular, should any be sold if I plan to hold for a three to five years.
Please charge my account appropriately for the multiple stocks in my question.
With appreciation!
Read Answer Asked by Ed on August 27, 2018
Q: Hi Peter and Staff
I know you are not as familiar with the US. A family member is thinking of a small investment in his portfolio of ARNA Arena Pharma in the US.
Would you be able to give some comments on your thoughts and whether for a younger person not risk adverse how far devoting a half position to this company would be any wiser than a casino visit?
Thanks and have a great day
Dennis
Read Answer Asked by Dennis on August 24, 2018
Q: SAFM released the 3rd qtr results today which were underwhelming. I can understand a slight decline in sales but there must be something in the expenses which was not explained in the release. The company has been disappointing for several qtrs now. Your thoughts about this company going forward will be appreciated.

Regards
Ian
Read Answer Asked by Ian on August 24, 2018
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