Investment Q&A

Q: Hello. Currently overweight technology and underweight materials, energy, consumer cyclical and consumer non-cyclical. Looking for a couple of suggestions for each sector. Long term (15+ years) hold, medium to higher risk, Canadian or U.S. I currently have full positions in CCL.B, TSGI and ATD.B and partial positions in TOY and PBH. Thanks.

Q: In May of 2017, I purchased some stocks on the advice of a different service than I5.
Including dividends, my returns are as follows:
CSW.A minus 11%
XTC minus 21%
PZA minus 30%

In hindsight, I should have probably cut my losses at some point.
Do you have a suggested trigger to sell after a set loss percentage?
Do any of the above warrant holding or should I sell and reinvest in similar categories? Probably for another 3-4 years.

Thanks for your advice
John

Q: Been hearing a lot about this company and feel the trend is going to eating less meat however how do you feel about the stock? Would there be a best time to buy?
Thanks for your great info.

Q: Have some cash account money to invest right now, could you recommend some suitable options ? Need to be able to liquidate in event of house purchase/investment.

Q: Your opinion on aqn's upcoming earnings

Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don

Q: Good day folks. Could you please comment on both Q1 results and outlook. The payout ratio has decreased does this improve your opinion of the stock? Say ranked against Alaris and Savaria ? Thank you so much RegardsAEO

Q: Your thoughts on the Quarterly numbers?

Q: Can you provide comments/your take on what happened with the voting results. Does anything really change or is it the same slow approach going forward? I am even on the stock but have held it quite a while and it's been dead money. Time to move on?

Q: We have been divesting ATL1880 but it still is 1.7% of our portfolio (was 20%). One reason is because I realized that its return is mostly ROC and it has a high turnover rate.
I feel that the turnover is churn to the benefit of management company. I have recently read that receiving ROC is not necessarily a bad thing. Would like your opinion in general and in relation to this fund. This is our last mutual fund holding and its fees are also higher then I think reasonable. As we need income I want to replace with something that would provide equal income so would appreciate any suggestions you may have.

Q: GSY is reporting record 1st Q earnings. How did you find the earnings compared to estimates?
Thank you

Q: Looking for ETF that is ex Canada and US for international exposure. Any opinion on DWM or could you suggest other alternatives? Thanks.

Q: EMX is a small Canadian royalty company that appears to have some interesting projects. I would much appreciate your views upon its financial strength, quality of management, investor base and its prospects, both short and long term.
Thank you.

Q: Open Text has performed well in the Growth Portfolio, and seems to have solid fundamentals with a 13.7 Forward P/E. I was surprised to see James Hodgins of Curvature Hedge Strategies (Arrow Capital) is shorting it. To paraphrase, he said: 'They have 2x debt-to-EBITDA. It's pretty expensive, and their access to capital will decline since we are late in the cycle.'

I should point out that many analysts love the stock, including you guys. I'd like to know your opinion because once in a while the shorts (depending on who they are) offer a valuable perspective.

Thanks! Elliott

Q: Given the pull back on NVDA over the past 2 days, would you suggest that anything has changed for long term view of here? Would you anticipate more drop leading up to the 16th?

Q: This may be a silly question, but should GOOG be considered a "technology" stock or does it fit better with Telecommunications or possibly Consumer Discretionary? How would you count it in the allocation weighting?

Q: Hey 5i,
I am a new investor and member of 5i. Upon review of your Reports and Portfolios I have decided that my portfolio will be a mix of Income and Growth. My question is as to the number of stocks to purchase to balance my Portfolio. If stock A is valued at $100 and Stock B is $25, should I purchase 4 of A ($400) and B ($100) , or 1 of A ($100) and 4 of B($100)?

Q: This is a strategy question that has to do with using margin debt. I am wondering what you think of buying on margin. Last year for the first time, I bought on margin, roughly from fifty to one hundred thousand at various times throughout the year. This is a small percentage of my portfolio and thus not too dangerous. In doing my taxes I see that I paid $2480 in interest. The government gave me back $1187 of that as carrying charges. That means there was $1280 left. I bought all high dividend paying stocks and so expect that I recuperated or surpassed that amount in dividends. Then I get the capital gains for nothing. ( Or, the capital loss, also.).

So, I suppose I am asking you whether it is worth the trouble? Especially when I have 20 or 30 percent fixed income. Perhaps I should use that if i want to try to leverage things a bit? I am thinking that it may be a good stragegy when one feels that stocks are really low. But, the rest of the time it is hard to make any money. But, i am more interested in your thoughts on the strategy.
thanks

Q: I don't have any U.S. exposure other than IWO as suggested in the growth portfolio.
Can you recommend an ETF group to give me proper broad exposure to this market ?
Thank you.

Q: Comments on Cargojet earnings?