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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: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
Read Answer Asked by john on September 16, 2019
Q: My question involves whether to sell Xhy to buy more bkln making about 3% of my RRIF , as higher risk income. My understanding is that senior loans are less risky should the economy slow but still provide a good dividend. Is ther an alternative senior bond etf which you would prefer?
Thanks for your insight.
Read Answer Asked by Tom on September 13, 2019
Q: Artis Real Estate Investment Trust AX.UN
Please clarify the situation on Artis REIT. The first sentence of Marcel’s question on Sep 9 read “Artis is going thru the process of selling all its properties to wrap up its business.” Info from Artis website states “In November 2018, Artis announced its intention to sell between $800.0 million to $1.0 billion of non-core assets over the following three years.” Is Artis just selling non-core assets and continuing the business? If so, does your answer change?
Thank you.
Read Answer Asked by Nadine on September 13, 2019
Q: This is further to my question dated July 30, 2019 regarding Blackstone.
The Hong Kong Exchange has just made a conditional offer to buy the London Stock Exchange but, included in it's conditions, is that the London Stock Exchange end it's plan to buy Refinitiv.
Are you aware of any breakoff fee that Refinitiv might receive if the Hong Kong/London deal went through?
Read Answer Asked by Larry on September 13, 2019
Q: Hi my Portfolio Analytics shows I should be targeting "Risk-Managed Growth", with a technology % of about 16%. I'm currently at 24% and # of holdings have gotten out of hand resulting in low % in most holdings. I need more US and International exposure versus Canadian overall.
Current holdings are CSU (3%), LPSD (1.9%), LHX (1.8%), WELL (1.7%), STC (1.4%), NVDA (1.4%), RPD (1.3%), PNG (1.2%), KEYS (1.1%), AYX (1%), PINS (1%), RUBI (0.9%), ADBE (0.8%).
1. I'm surprised to see LHX and PINS as tech - I thought they'd be industrial and consumer disc (I'm low on both). Do you agree?
2. What would you suggest I do to consolidate? I'm not concerned about trading commissions so don't worry about minimizing changes, just would like your best overall suggestion for a group of holdings to meet the "risk-managed growth" profile with a bent towards US stocks (since I see tech as a better place to go to US versus some other sectors.
Read Answer Asked by Kel on September 13, 2019
Q: Hi team ,
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .

Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .

Your thoughts please would be appreciated . ThAnks !
Read Answer Asked by Shane on September 13, 2019
Q: good morning to you
maybe it is not your area of expertise but would appreciate you insight about Bayer
would you consider it to be a good hold for growth and dvd thanks in advance
Read Answer Asked by georges on September 13, 2019