skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning
I’m in the process of some year end house cleaning with the idea to reduce the number of holdings and adding some more upside potential. Considering selling partial positions in GUD and ATA and with the proceeds topping up two of either TRI,ECN TFII or AD. Would you firstly endorse the sells and which two would top up at this time.
Thank you for your continued guidance and support.
Read Answer Asked by Marty on October 08, 2020
Q: I have about 29.3% of my portfolio in financials. Is this too much? I'm above water on all except BNS with FSZ about even if I include the dividend. Which would you suggest dropping if I'm too heavy in this area & in what order? Thanks,as always for your wonderful guidance
Dave
Read Answer Asked by Dave on August 24, 2020
Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC
Read Answer Asked by Ellen on June 02, 2020
Q: Hello Team,

Currently own ECN, down 15% on this one. I have been eyeing BMO for awhile now. Comparing BMO on a one year chart it lags and dropped the most from the other big banks, down roughly 35%. However, at roughly 68$ isn't it an attractive entry point?

Can you please explain why BMO lags? And second, would switching ECN to BMO be a good move or simply stick with ecn?

Thank you and have a good day!
Read Answer Asked by Rino on May 07, 2020
Q: Good Morning
I currently have 37 positions spread over 3 accounts(RRSP,TFSA,INVEST). Most if not all are or at one time been in 5i’s model portfolios. Many of these are currently at 1.5% or less and although I believe they all have varying levels of potential their current weighting in my overall portfolio will have little impact unless they all go up. I believe I should consolidate the listed group, do you agree and if so which ones would you keep? Proceeds would be added to the remaining names.
Thank you for your continued advice and guidance.
As a side note you advice regarding non action in turbulent times is proof positive. Aside from harvesting some tax losses and buying proxies for a handful of names, my portfolio is now bordering on even for the year.
Publish if you wish
Read Answer Asked by Marty on May 04, 2020
Q: Hello Peter,
My daughter holds ECN at a 2% weight. I’m considering buying preferred share ECN.PR.A to provide additional dividend income but in this market believe I need additional company info.
From their AIF, ECN appears to manage financial assets for other entities. To what extent do they carry financial risk of losses of those assets? And if they carry little loan risk, what is the prime risk of the company not surviving a prolonged downturn in the economy?

Final question; ECN is in the growth portfolio. If it was not, would you put it in at this time?

Many Thanks!
Robert
Read Answer Asked by Robert on April 22, 2020
Q: Hi Guys, looking to buy some partial positions on the following stocks, I own banks and telecoms plus SHOP and LSPD and a few others, would like your opinion with this 10 pack and do you see any issues with any these companies going forward.
Thanks for your great service
Anthony
Read Answer Asked by Anthony on April 03, 2020
Q: Good morning, I hold these smaller cap companies in my TFSA for more aggressive growth, a strategy I believe you endorse.
In this new reality, I am thinking of a more conservative approach and selling the above and converting to FTS, RY, XRE, SLF.
If things recover well I will get a great pop on the big caps without the individual company risk associated with the smaller caps. If things go poorly with the recovery, my large cap mix should drop a lot less than the smaller caps.
Also, any of the above smaller caps that you do not like.

Thanks
Rob

Read Answer Asked by Robert on April 01, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!