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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: 5i

I am 75 years old, retired and do not have any funds in my portfolio. Am looking at ZDV,ZRE,ZWH,ZPR,HPR. Looking at income and safety. How would you rate these funds for income and safety in today's environment and the environment you percieve in the next year. Any other suggestions appreciated.

Read your Q&A every morning, great info is generated through readers questions and your response.

W
Read Answer Asked by Wayne on March 17, 2017
Q: I am trying to make a spreadsheet where I collect the best stocks I can find with different metrics and ratios and rank them. When I say best I think about quality and predictability, not price. Since these stocks will be from different industries, what metrics and ratios should I use to compare them against each other? Or maybe I must ask what ratios and metrics should I NOT use to compare stocks from different industries against each other?
Read Answer Asked by LARRY on March 16, 2017
Q: I am concerned about a correction in the market (both USA and Canada) and am wondering if I should take some profit given the great run over the last 4 months and hold some cash for better buying opportunities should the correction occur later this year. Recent analysts on BNN are also calling for a defensive position with holding cash. What do you think about this strategy and what percent of a portfolio would you suggest to have in cash? Does 10 to 15% make sense? Thank you for your great service.
Deborah
Read Answer Asked by Deborah on March 16, 2017
Q: In my overall portfolio (RSP, RIF, Unregistered & TFSA) my low weighted sectors are:
2.5% in Telecom (BCE & T);
3% in Consumer Staples (WPK & ATD),
3% in energy (RRX, SPB, WCP, VET);
5% in Materials (SJ, SLW/FR, RUS);
6% in Health (GUD, SIS, ECI, CRH, CSH.un)
With the sale of RDM, I have some cash in my RSP which is mostly 'Balanced' equities. Which one or two of my underweight sectors would you consider the first place to deploy the cash in my RSP at this time? And what would your top stock selections be - of either my existing stocks, or new ones ? As always, thank you for your help.
Read Answer Asked by Alexandra on March 16, 2017
Q: Hello,

I am gradually adding companies to my portfolio when the funds become available. My question is, should I also be selling portions of my stocks that are doing well to fund my next purchase? Or should I only do this if one stock has taken off and created a significant overweighting? I guess what I'm trying to decide is if it is more important to quickly diversify or to let time do its thing and patiently add companies when able.

Thanks,
Al
Read Answer Asked by Alex on March 15, 2017
Q: Good morning 5i team,
How do you make the distinction between heat chasing (i.e. buying a stock that has gone up significantly due to popular demand) and momentum investing which you seem to like a lot and which, on the surface at least, consists in buying a stock that has been rising in price for some time? Going by all that I have read on investing, heat chasing is very risky and to be avoided while momentum investing is an approach you often recommend. When does momentum investing become heat chasing?
Robert
Read Answer Asked by Robert on March 15, 2017
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