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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: I have been investing in the market for 45 years now, many wonderful gains and some 100% loses, example Worldcom(fraud), ask Bernie to confirm. From all my major loses i try to learn something that will help me in the future. I was surprised that you bought into the stock when it was already up a lot and was really pumped by a couple of guests on BNN. My concern with this company was that it was doing nothing new and was competing with major health companies in the US that had market caps in the billions. If this was not some new major new mousetrap, the headwinds for this tiny company were just too risky. Did 5i get caught up in this hype on BNN and the canadian market rise so fast, and in the end, what did 5i learn from this type of investing in the future?
Read Answer Asked by eugene on October 30, 2018
Q: With the tide running out and lowering almost all "boats", the yields on the examples listed above are becoming compelling for a retired, income oriented investor.

Part of the thought process here is that inflation at least at this point appears to be muted. The yields on the above range from 4.2% to 6.8%. I see these as income producers with a good risk return profile given the size of the share price drops.

1. Do you agree with my reasoning?
2. Would these types of ETF's make sense?

Thanks for your help here.
Read Answer Asked by Donald on October 30, 2018
Q: Peter,

I am intrigued by the mutual funds in the EDG series for global exposure. ie EDG 100 etc. I see the MER is 2.13 and minimum investment is$20,000. What is your take on this company as an investment for global equities.

Thank you

Paul
Read Answer Asked by paul on October 29, 2018
Q: Any preference from a value perspective on any of the Brookfield family of companies? Any you think have a more favorable outlook and price?
Read Answer Asked by John on October 29, 2018
Q: Hello,
The equity portion of our portfolio is 25% S&P ETF and 75% blue-chip Cdn dividend-paying stocks. We've used DRIP for a number of years, our reasoning being no fees to convert dividends into shares and to stay invested. Do you concur? My concern is both the book and market values include those shares purchased through DRIP...so it's not possible to distinguish between dividends and share prices. That would be very helpful to know. With such clarity, I'm supposing we would have ignored the advice to hold on in a couple of our holdings, eg CIX who's share price (exc dividends) relative to what we paid several years ago must be dismal. Your thoughts on that? Maybe you know how we can get such clarity, ie without stopping DRIP? Thanks.
Read Answer Asked by Bill on October 29, 2018
Q: As a result of the recent decline in the North American equity markets I would appreciate you advise the current % weighting of the various sectors of the TSE, S &P 500 and Your recommended % weighting of those sectors.
In regards to your recommended weighting of the energy sector what portion would you suggest should be in the energy producers and what portion in the energy infrastructure companies i.e Enb, Key, PPL
Thank you
Read Answer Asked by Terry on October 29, 2018
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