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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: Hello 5i
In yesterday’s Q&A you replied to a question from Glen that one of your important considerations when assessing a company was “strong management”. I couldn’t agree with you more. Would you consider adding a management rating to the “report card” section of your company reports?
And on that note would you supply 6 companies that have admirable management and board teams.
Many thanks
Read Answer Asked by Les on April 30, 2018
Q: Please suggest 2 companies in Canada and 2 companies in the USA you would buy today. No need to worry about portfolio diversity, or sector weighting. Just your 2 favorites in each country and let's say with a 5 year time frame before I would want to access the funds or switch them to income stocks.
Read Answer Asked by Paul on April 30, 2018
Q: Peter,
Thanks to 5i we purchased CSU shares some years ago. As of close of business yesterday the shares had risen 510%. (I sold some shares last year when the weighting became to high). Now Mr. Rosen is predicting a crash or a recession. He seems to be counselling selling shares to raise cash. However why would I sell my hard won shares because of Mr. Rosen’s predictions? Investors need to think of themselves as owners of a business not “riverboat gamblers” going to get rich quick. I can assure the members that the officers of CSU are not selling their shares because Mr. Rosen is calling a market top. I once read somewhere that making predictions is a bit like spitting into the wind - you got to accept there will be a little spit on the toe. In Mr. Rosen’s case he seems to be going for a “spit polish” - maybe on both shoes!
Thanks for all you do
Jim
Read Answer Asked by James on April 26, 2018
Q: Hi Everyone at 5i! Could please list for me 5 companies , of any type, with good valuation, that have a niche or moat and are worth investing in at this point in time. Thank you, Tamara
Read Answer Asked by Tamara on April 23, 2018
Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.
Read Answer Asked by Willie on April 20, 2018
Q: In a well diversified portfolio which one of these three companies would you choose for a long-term hold and with a view of an increased probability for a recession by the end of 2019? Can you please comment on your investment rationale?
Thanks
Read Answer Asked by Yvonne on April 18, 2018
Q: Hello 5i:
We currently hold about 4% of our portfolio in CSU.DB; bought first about 3 years ago with subsequent additions. It's been a very good and stable performer (thanks for the tip as in addition to the excellent dividend, we also have capital gains). Can you provide another name, possibly A ranked company that would have a similar fixed income contribution? Or, should we merely increase our weighting in CSU.DB?
btw, we also hold CSU (the regular equity) at about 3% of our portfolio.

thanks
Paul L
Read Answer Asked by Paul on April 03, 2018
Q: HI 5i, My TFSA account contains all this: CSU KXS PHO SIS, I'm looking may be for a new Stock. Considering COV or RHT, or any other (you think is better fit for me), of these two which one would you suggest for growth , some risk is ok.

Thanks
Read Answer Asked by Fernando on March 23, 2018
Q: Hi team,

I'm putting money towards my TFSA (10K) and was wondering what you think would be the best way to invest it. I was considering starting with 5 stocks: PBH, SIS, CSU, KXS, TOY. My second thought was choosing 2-3 of those stocks and adding in ETF's. Thirdly, I was thinking to invest investing fully into ETF's. I would say that I'm in between balanced and growth in terms of risk.

What are your thoughts? And if the ETF route, which would you recommend?

Thanks in advance,

Jon
Read Answer Asked by Jonathan on March 21, 2018
Q: Hello Peter, Ryan and Team,

Which 5 management teams are currently the best capital allocators in your view. I am guessing CSU would be up there. Who else?

Thank you,

Wes
Read Answer Asked by Wes on March 20, 2018
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