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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: Whats your take on Defined Maturity Bond ETF's such as BSJK? As I understand it, bonds in the ETF are held to maturity to remove market value risk from rising interest rates. I've aways used ETFs' for bond holdings. However with all the noise on what rising interest rates can do to portfolio values, I'm currently mainly in cash for my fixed income allocation. Instead of buying an ETF, do you think its "practical" for a retail investor to purchase sufficient holdings to be diversified ( and held to maturity ) in order to to accomplish the same "de-risking" without the MER? And lastly how many high quality corporate bond holdings make it diversified?
Read Answer Asked by Lloyd on April 17, 2017
Q: Your valued experienced and knowledgeable opinion on the second quarter please. Also any comment on Quote: "In terms of our Recapitalization go-private transaction, we are awaiting the decision of the CRTC," added Mr. Redmond.

I still hold shares in this and was even thinking of accepting SIRI shares if this thing happens? Or should I just give it up and move on?

Thanks.....Stephen S
Read Answer Asked by Stephen on April 13, 2017
Q: WHEN A COMPANY SAYS IT IS EXPLORING ALTERNATIVES AND HIRES AN INVESTMENT
BANKER TO EXPLORE THOSE ALTERNATIVES; HOW OFTEN WILL A SALE HAPPEN IN YOUR OPINION? I REALIZE THE BOARD WILL ONLY SELL IF THEY GET A GOOD PRICE BUT I WOULD APPRECIATE YOUR THOUGHTS AND DO YOU THINK CDI-N IS WORTH HOLDING FOR A POSSIBLE SALE? I DO NOT OWN THIS COMPANY YET BUT WOULD CONSIDER PURCHASING IT. THANKS
Read Answer Asked by John on April 13, 2017
Q: Does the drop this week imply a falling knife situation.
How serious would you interpret the arbitration payout to be moving forward.
Does QCOM have the cash flow to cover this?
Will they need to go into debt to manage this?

Do you still feel this is a company fundamentally worth buying or too much negative momentum?

thanks
Read Answer Asked by Ernest on April 13, 2017
Q: Good morning...first thanks for the great year so far...my question is we have about 18% of our portfolio in u.s. stocks...bac - mfst - fisv - ge - csco - utx - td and nvda...if I was to move these to Canadian stock market what stocks would replace them...I also have a complete weighting in your balanced portfolio ... I appreciate your looking into this for us....
Read Answer Asked by gene on April 12, 2017
Q: Hey 5i team,

It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.

With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.

Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?

Always appreciate your input!
Read Answer Asked by Mark on April 11, 2017
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