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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: Preferred Shares: How to evaluate risk? How have blue chip preferred shares behaved during previous massive downturns such as 1987 and 2008? Have they gone down as much as regular shares? Thank you for your fine service.
Read Answer Asked by Genevieve on August 27, 2018
Q: My first reaction to the big deal announced this morning was to sell all my shares. I don’t understand buying a company for so much that is ebitda breakeven. I realize the recurring revenue is good and maybe this gives them cross selling opportunities but will this deal not result in diluted eps and ebitda/share? What’s your take on he deal? Thanks
Read Answer Asked by Scott on August 27, 2018
Q: I previously asked a question about deploying a lump sum of $100K to $200K. Can you suggest a handful of Companies that you think are the most attractive right now in terms of future growth?

Thank you,
Jason
Read Answer Asked by Jason on August 27, 2018
Q: i've held MO for quite a while, over 10 years, and it's been a good investment. however i have some concerns abound the company going forward. as the number of smokers in the US decline the company seems to be falling behind the e-cig/vaping market and also not prominent at all in the pot market - which, IMO, a tobacco company would be perfectly suited for. i doubt the board is asleep at the wheel but i've seen it before. ethical concerns of owning a tobacco company aside, what are your thoughts on continuing to hold? i hold in my RSP so no capital gains tax to worry about. thanks in advance
Read Answer Asked by Richard on August 27, 2018
Q: I am considering selling the following list of stocks and using the proceeds to purchase Vanguard S&P 500 Index ETF VFV.
BLY Baylin Technologies Down 10%
NFI NFI Group Down 13% NFI
QSR Restaurant Brands Down 11%
RME Rocky Mountain Dealership Down 16%
TECK.B Teck Resources Down 20%
WJA Westjet Air Down 33%
RHT Reliq Health Technologies Down 21%

Would appreciate your recommend your recommendations in this regard. With Thanks, Bill

Read Answer Asked by William J on August 27, 2018
Q: Can I get your current marijuana picks (one larger cap, one mid cap, and one smaller cap), with the criteria being eps growth, revenue growth, and balance sheet strength?

I started doing a little work on Organigram and unless I am mistaken, it looks like it has a forward p/e of 40 (eps numbers obtained from Thompson Reuters), low debt and a relatively small number of shares compared to its peers. These numbers dont look too shabby to me, against the backdrop of its higher valuation peers. Is there anything specifically in OGI's profile that could pose challenges in the future?

Thanks.

John
Read Answer Asked by john on August 27, 2018
Q: In the past, when asked what the optimal geographic allocation is for the 'typical' Canadian investor with a long time horizon, 5i has variably replied 50/30/20 Cdn/US/Intl and 50/40/10 Cdn/US/Intl. Does this answer change if one considers the Canadian 'dividend-focused' investor, where the dividend tax credit would be a significant consideration? For this type of investor, would a higher allocation to Canadian equities be acceptable/preferable? If so, what would you consider to be a prudent 'upper limit' (percentage-wise) for the Canadian portion of one's total equity exposure? How would you allocate the balance between US and Intl. equities? Thank you.
Read Answer Asked by Walter on August 27, 2018
Q: My question is prompted by Michael's question about portfolio construction and your answer re mixing balanced and growth portfolios. I imagine I'm not alone in doing the same by following your 'favourite' recommendations in the Q and A column. So I thought I'd share, and ask for your critique re my selection. All in a RRSP, up 16% and then retreating to 10% over the last month.
AMZN, NVDA, SPOT, PHO, CSU, KXS, SHOP, CCL, MG, PBH, GSY, PEO, RHT, TOY, TSGI, and 12% in Mawer Global Small Cap.
Thanks Peter.

Read Answer Asked by Peter on August 27, 2018
Q: I'm currently invested in (and seem to be treading water on) SCHW. Given your confidence in GC, I'm wondering if a switch might be prudent? One concern is that I already own TSGI (Thank you!) and I am wondering if this would be a bit redundant?
Read Answer Asked by Mike on August 27, 2018
Q: Hi 5i team :
reading the analyst's report I noted their reluctancy to get too optimistic about Kevan Gorrie turning around the company for a better value. Their report cited execution risks due to a hot competitive industrial market. Kevan was the CEO of Pure Industrial before blackstone bought it. Is execution risk due to overpaying for land and labour or when buying smaller companies ? or something else ? Thanks
Read Answer Asked by Alejandro (Alex) on August 27, 2018
Q: Yesterday one of your answers to a question was "We would suggest KXS, TOY and PBH for growth".

Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).

Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?
Read Answer Asked by William on August 27, 2018
Q: Hello,
I would like some names to consider (2 or 3) for the healthcare sector.

I already own GUD in Canada (TFSA). This is for my RRSP so I am looking for a more conservative name.

I know you don't cover the US but would like names from the US or even international for geographic diversification. Also, for personal reasons, I do not want any drug companies (pharma or biotech).

Thanks as always for your help.
Dan
Read Answer Asked by Daniel on August 27, 2018
Q: The cash positions of each 5i portfolio are currently:
6.67% - Income Portfolio
8.17% - Balanced Portfolio
10.59% - Growth Portfolio
As an individual investor, one of the factors affecting cash allocation might be cash requirements for living expenses. Could you outline other market factors that an investor should consider when deciding on the cash allocation in a portfolio? Thanks!
Read Answer Asked by Linda on August 27, 2018
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