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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
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