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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: Thanks for the bonus report. It is very helpful.

Can you please advise which sector each stock belong too.

Do you have any site where I can find sector information.

Are you planning to create sector information.

SANDVINE CORP
Evertz Technologies Ltd
Savaria Corp
EnerCare Inc
Intertain Group
TRICON CAPITAL GROUP INC
ALTAGAS
Shawcor Ltd
CHARTWELL RETIREMENT RESIDENCES
Sienna Senior Living Inc
Visa


Thanks for the great service
Read Answer Asked by Hector on August 03, 2016
Q: Hello Peter and 5i team,
My YTD numbers are nothing to write home about; the main reason being that I have no exposure to gold, silver and base metals. However I'd like your opinion on the quality of my holdings within the specified market segment shares:
Consumer 10.9% (ATD,BYD,CGX,DHX,DOL)
Cyclicals 2.4% (LNR,MG)
Energy 4.1% (TOU,VET,WCP)
Energy Infra 3.7% (ENB,KEY)
Financials 10.3% (BAM,BNS,CXI,DH,EFN,SLF,TD)
Health/Pharma 4.4% (CRH,CXR,GUD,PLI)
Industrials 9.8% (BIP,BOS,CNR,KBL,MDA,MSI,STN,WSP)
Materials 7.4% (CCL,CHE,SJ)
Technology 15.1% (CSU,DSG,ESL,GIB,KXS,OTC)
Util/Telco/RE 11.8% (AQN,BCE,BEP,CIG,FSV,TCN)
Cash 20.9% (one third of which is set aside for my 2017 income)
Thanks,
Antoine
Read Answer Asked by Antoine on August 02, 2016
Q: Preferred shares and fixed income

Hi 5i team : I own only common stocks in my portfolio and since I am a mature person that is near retirement, I have the feeling that my exposure to common stocks is very high. So far, to mitigate my risk, I keep daily of the market changes, so I do not get caught in a drastic downturn.
To get more protection, I have thought in buying some preferred shares , but I know nothing about them to start a position.
Are the P.S. a good way to go ?, if so, what should I learn about them and how (references, books, etc), also what would be a reasonable percentage of my portfolio to have in P.S.?
thanks for your help
Alex
Read Answer Asked by Alejandro (Alex) on July 28, 2016
Q: The following is a list of stock that I own showing the losses of each. Alta Gas(ALA) 32% Loss - Enerplus (ERF) 64% loss - Exco Tech(XTC)15% Loss - Gluskin (/GS) 32% loss -Painted Pony(PPY) 27% loss - Pur Tech(PUR) 27% loss and Surge(SGY)68% loss. Losses shown include dividends but I think all these companies have cut the dividends since I purchased them years ago. Question: Would you keep these or sell them now and purchase other stocks with better dividends. ? If you think these should be sold could you recommend a few. Thanks Ernie
Read Answer Asked by Ernie on July 25, 2016