Investment Q&A

Q: I would like to invest a portion of my RRSP funds in the balanced portfolio I've seen here. I have a 15-year time span until I'd possibly need to begin relying on these funds. I understand that we are all in unique circumstances and that you don't wish to provide specific advice but could you give me some overall guidance on how one should be integrating the portfolio into an investment account? More specifically, should I purchase a position in all stocks at the same time or slowly adding one stock at a half/ full position per month or if they seem to be retracting in price. I thought of adding a new holding on a regular basis but I was concerned that I would not have the complete industry exposure until all were purchased. Is there a more prudent way of doing things in your experience. Thanks in advance.

Q: GEVO;Wondering what your take would be on this company. Conceptually what they are doing sounds very interesting and would seem to have an attractive longer term potential.

Q: Good morning 5i team
How significant does 5i feel the following two factors are to Dolby's future growth, revenue and profitability?
(i) the unauthorized copying of Dolby software, and
(ii) licensees understating or failing to report the true number of products sold incorporating Dolby technologies.
Does 5i feel Dolby is making progress addressing the above two weaknesses/threats with technology or other means?
Thank you.
Edward

Q: What is your current view of Nevada Copper

Q: VGG has an expense of .28 but holds 100% VIG at an expense of .06. Why is there such a difference in expenses? What factors should an investor use to decide between the two.
Mike

Q: Hello 5I.
Obviously it seems as though the buy out offer has been accepted by the board and powers that be. With that said what are my options now with my remaining shares? What happens if I do nothing? What would you advise? Thanks

Q: Hello,
SJ is close to break is all time high established in December 2015. Could we please get your opinion on SJ current situation/valuation + future perspectives/growth potential for the next 2-3 years to come ?

Thank you

Q: Good Day; I'm considering a switch between my current holding of AQN (I've had for a few years and have an unrealized capital gain) and moving into NPI with the recent acquisition news. The capital gain tax consideration aside, how would you compare the growth and dividend profile between these two companies for the medium to long term future based on the recent NPI acquisition.

thanks,

Q: Peter; We’re KRR’s results on line ?Thanks. Rod

Q: Is it possible that the pending issuance of the subscription receipts coincides with the large increase in shares shorted? Seems like some games are being played here.

Thx

Q: What are your TOP Canadian stocks in TeleHealth?

Thanks Valter

Q: I received a note from investorPlace (Allison Brickell ) saying that a Radical new Battery could dismantle a 3.3 Trillion $ oil market. . Question: Any Idea what this companies name is. And does it trade on the Stock market. Ernie

Q: I want to buy positions in these companies in my unregistered account. Could you put them in order to purchase based on market economy timing, if possible. And in my TFSA I'd like to purchase ECN, LGO, ATS--any thoughts on sequence and timing of purchase? Thank you.

Q: Hi
Between these two would you have a preference for a new addition or both for diversification?
Small position in mmx currently held.
Thanks

Q: I am looking to invest in vegan based company stock. Could you please provide your top 5 vegan based companies that you would buy. There is a lot of competition in this field. I intend to hold the stock for 5-10 years.

Q: Can you comment on the effect of rising interest rates on BAM? My understanding is that higher interest rates will lower the valuations of the hard assets that Brookfield owns.

In light of expectations of higher interest rates in the future, would you be more inclined to allocate more capital to financials (banks, insurance), over Brookfield?

Q: I was looking for the makeup of their last couple of years' distribution but their website had nothing. Can you help please? Specifically, I'm curious if it was all return of capital. Thanks a lot as usual.

Q: I own full positions (5%) in both these companies. In a portfolio of 23 companies, Is there a reason to own both?
If not which would you prefer, or is there one or two better cyclicals?

Q: Further to my question of March 19, I have received the funds which represent 15% of my non registered account ( and 7.5 % of total portfolios).
I have added the hedged ZQQ to the list as I have no tech exposure in any portfolio and have a US property being 20% of my total assets, thus providing adequate currency diversification.
I used one third of the new funds to purchase BAM and am now looking for the next 2. Your suggestion and reasons are appreciated. Derek

Q: The Globe reported a big increase in GSY short interest today. Do you think that holders of the sub receipts are shorting as a tactical move, knowing they can cover when the sub receipts convert to shares? You often recommend GSY so I assume you would be OK buying into this (temporary) price decline.