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: I wish to allocate up to 10% into this new sector - if I understand it correctly. Currently I own TELUS [about 3%/10% target], and at 1% - TD Entertainment & Communications [allowing that 51% will move to technology], SPOT, IQ, NVDA.
I wish to add eSports and streaming stocks to this sector - TTWO, ATVI, TCEHY?? and NVDA.
Pls advise how to build this sector with growth in mind.
Thank you for excellent advice.
Sam
Read Answer Asked by sam on September 06, 2018
Q: What do you think of LADR and WPC Thanks Phil
Read Answer Asked by philip on September 06, 2018
Q: I have seen you reference PHYS as a good way to play Gold, what are your thoughts on PSLV and Silver in general?
Read Answer Asked by Deryck on September 06, 2018
Q: In a well balanced portfolio that is similar to the 5iR Balanced Portfolio, both BYD.un and PKI have increased in portfolio weighting from the initial investment positions. I recall 5iR saying to keep SIS less than 4.5%. For BYD.un and PKI, what would you suggest be the upper limit for the portfolio weighting of each of these two position?.......and thanks for these position recommendations.....Tom
Read Answer Asked by Tom on September 06, 2018
Q: Sector target 10%; sub-sectors - Transport 40%, Industrial Goods & services 50%; Aerospace & Defense 10% for GARP in genreral. Pls advise on overall allocations. Should we extend to 12-15%? Willing to accept market risk at this stage.
Transport - own CNR, DSG; W/List - could add CSX, XPO, TFII, others? - your advice.
Industrial Goods& Services - own BBU, BAD, KEYS [initial position]; W/List: could add WSP, SIS, others?? - your advice
Aero & Defense: own BA - suggest sell & buy XAR or ITA - your advice pls.
Infrastructure stocks - any pure plays that I am missing or covered in above?
Appreciate excellent and timely advice. Thx
Sam
Read Answer Asked by sam on September 06, 2018
Q: 5I bought it at $49. Here's my chance to get it cheaper for $42. Down 22% in a matter of a week or so. I knew I wasn't buying a blue chip stock but I didn't think I was speculating either. Setting aside the issue of " Comfort Level ". I had no problem taking a 5% position in ENB when it was volatile because it was a blue chip stock....What level of investment product did I buy ? Why should I stick with it ? I have a 2.2% position in TSGI. If it is a good company should I increase that to 4% or just weather the storm ? Are there better opportunities elsewhere ?
Read Answer Asked by Garth on September 06, 2018
Q: While calculating ROE with cash earnings (amortization of intangibles added back), do you make the corresponding adjustment to retained earnings & thereby to shareholders equity? If so please provide the rationale behind this.

FJ
Read Answer Asked by Febin on September 06, 2018
Q: I have been looking at gaming stocks outside Canada. Have you got any opinions on 888 Holdings PLC, it's a British company that has pulled back after a good run?
Read Answer Asked by Andrew on September 06, 2018
Q: HI guys, I am getting scrubbed clean in my bath with NGD. What is your insight & opinion on them as a buyout or merger partner? Their Blackwater project with 9 mill. ozs. is $1.8B to build. They cannot do it themselves. Is a partner or an outright sale of this project or for the whole company a likely move given their hi debt levels? Your valued thots please. Thanx. Sean
Read Answer Asked by SEAN on September 06, 2018
Q: 5i, Generally speaking when is the best time to buy stock, At end, or beginning of the week, month, etc
thanks
Read Answer Asked by Fernando on September 06, 2018
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!