Investment Q&A

Q: I'm planning to retire next year and looking for planning resources. We are about to meet with a fee for service planner, but would also like to explore online planning tools. Can 5i or perhaps the membership suggest a useful tool that I can play around with.
I would also like to mention that our plan is looking much healthier due to investment gains, almost double, made by following 5i recommendations over the last 4 years of membership.
Anytime you're in Winnipeg drop by for a beer.
Cheers and thanks, Peter.

Q: Can you comment on the investment merits of this name.....HHC

Q: Hi,
I own shares of BR (BROADRIDGE FINL SOLNS INC). They closed up by 11% today. I have owned them for the past 4 years and they have appreciated by 138%. I plan on holding. I would like your opinion please. Thank you.

Q: Can you recommend a preferred share ETF that has rate reset preferred shares. And what percentage of a portfolio should it be?

Q: I have a 2.5% position on Raging River and undecided to hold/sell now or wait for the shareholders vote results in a few days. Assuming I sell , what are the top 3 companies in each growth and balanced portfolios that I could replace it with good momentum for the next 2/4 years?
Thank you as always!

Q: When is the merger expected to be voted on? The initial press release suggested the deal would close in August. I have hung on for this long so I figured I might as well wait in case the deal is voted down. In your opinion, is this the best course of action at this point?

Appreciate your insight.

Paul F.

Q: Hello,
Could you please comments on BRKS and MKSI earning and outlook. I have both BRKS and MKSI. Should I switch to MU?

Thanks

Victor

Q: What happened ?

Q: Can u give me your opinion in this company please.

Q: Hi there,

Could you please provide your thoughts on the quarter? The street seemed to respond negatively. Is this a good longterm hold or would there be alternative names that you would suggest?

Thanks!

Q: I have an RRSP account that I have had for years with only mutual funds in it. It doesn't have very much growth and I'd like to do something else with the money, but don't want to pay it a lot of attention, but rather let it sit in the background and grow for the next 15-20 years. It represents about 25% of my total holdings. All my other accounts are fairly balanced, mostly with your recommendations, but I realize I have no REITS at all. I'm wondering about rolling this one into a group of solid dividend producing REITS. Are you able to mention 5 or so that would be diverse and relatively safe for this kind of hold? If you find 20% too large of a position for REITS please suggest some other larger stable co's that I could buy and forget. Thanks. Kim

Q: At what price should I buy back / sell MG and CSU?

Q: Hi 5i,

I own all the above in the healthcare sector. After reading many comments on JNJ, I am getting a bit concerned. Would you continue to hold on or would you replace it with something else in the same sector? It is inside an RSP so no tax for selling and it is a long term hold as I do t need the money for over a decade.

TIA!

Q: I need to beef up my foreign holdings. What is your recommendation on emerging markets ETF

Q: I would like your impressions of SDX Energy, thanks for all you do.

Q: Good morning. I would love your thoughts on Petroshale. It seems to be a well run small oil play with quality leadership. I don't have much exposure to the oil industry in my portfolio, but I'm thinking about taking a small position. Any info you could give me would be great.

Q: I only own 2 USA stocks, JNJ and PFE. JNJ has grown over the years to 2 full positions so I need to reduce my holdings in JNJ. JNJ pays a nice 2.7% dividend and has grown significantly. What recommendations would you have for a replacement that pays a similar dividend and has some growth potential. I am retired and rely upon the dividends generated in my RRIF.

Wayne

Q: I have held both Amazon and Shopify as a means to gain exposure to the online commerce sector. Given the relationship between the two, would you recommend owning choosing only one, continuing with both or adding another name into the mix?

Q: Hi, what are your thought on GMP now?
How was the quarter, buy , sell or hold?

Q: Your opinions on GreenSky.