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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: Hello Team 5i,

Our current weight on DRG.UN has shot up to 7.6%. It's the only holding we have at this elevated weight, so not a huge danger to the whole portfolio. I would prefer to keep my winners but price is quite a bit above 200 day line suggesting pullback to mean and I wonder if I should sell some and take profits? Any words of wisdom from your team greatly appreciated.

Regards
Read Answer Asked by Arzoo on May 02, 2018
Q: I initially bought a 1.5% position of COV but with the recent decline and me adding cash to other positions, it's now less than 0.7% of my portfolio...
I know you guys are not big fans of averaging down in bad momentum, but in this situation would you recommend doubling my position if I have some extra cash?
Leave it as it is or just sell since it has become such a small position?
Thank you!
Read Answer Asked by Julien on May 02, 2018
Q: I have 2 questions.
I am looking to buy a few / up to 3 high dividend yielding US stocks for an income portfolio. What could you recommend ?
Looking to hold these US dividend stocks for at least 5 years, does the exchange rate and the premium to buy a US stock matter ? Or is that a long enough time horizon to migitate most of the exchange risk . Thank you
Read Answer Asked by Martin on May 02, 2018
Q: Hi 5i team,
Earlier in April they announced a financing deal and the stock price has been going lower ever since. On April 23 they announced a new dividend of .03 cents which means a DY of about 2%. It's not spectacular, but we like the 'confidence' that a dividend announcement brings, no? How long before the market reacts to this? Specifically, shouldn't some fund managers and institutional players jump onboard soon after, when there is a new dividend announcement for this stock? (and a corresponding uptick in the price). Thx, R.
Read Answer Asked by Robert on May 02, 2018
Q: Hi Folks,
Further to the question I asked about Bank Bail-Ins, could you explain this a bit further: "The best defense is to have a cash account only, where securities are segregated"?
Does this mean an "investment account" where we only have cash or perhaps GICs, T-Bills, etc? In other words, no equities? I'm not sure what you meant by that.

thanks again,

Paul
Read Answer Asked by Paul on May 02, 2018
Q: Greetings 5i,

VFF is a stock you considered a spec buy earlier this year. It has since came down to $5.00 however is still way up from its 52 week lows. What are your thoughts on this company, is it still a spec buy in your opinion, and at what weighting in a portfolio would you be most comfortable.

Lastly can you suggest a few names, Canadian or otherwise, that have become interesting to you as "pick and shovel" suppliers for the MJ industry.

Cheers!
Read Answer Asked by Duane on May 01, 2018
Q: Please provide your opinion on why the US Defense stocks have sold off so strongly. Buy on weakness? Best, Don
Read Answer Asked by DONALD on May 01, 2018
Q: I realise that the Canadian stock market is your focus but I own shares of the UK supermarket J Sainsbury PLC. Would you sell into the proposed merger with Asda (Walmart UK)? The shares popped 15% yesterday on the news.
Read Answer Asked by Andrew on May 01, 2018
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