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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: Hi 5i.
Great job on the new website!

My question is whats waking up SRU.UN today?
Should I keep holding for income or should I sell?
Could you also suggest 3 best buys from your income portfolio at this time?

I look forward to your answer.



Read Answer Asked by Stephen on December 13, 2017
Q: I guess I'll hold on until the dividend date. But PUR was one of my largest positions even before the takeover offer. As such it is now about 10% of my portfolio. My question is how long do you think the takeover will take and in my position, would you just err on the side of safety and take the considerable money and run. Also, although I have held PUR for a long time, your continued endorsement of the company made it easier to continue to hold through the recent drop and I thank-you for that.
Read Answer Asked by Alex on December 13, 2017
Q: Congrats for you terrific job!
I am often wondering when you recommend certain etf over some great money manager (like phn, egdepoint or mawer) for just half a point of management fees and on the other hand, you recommend full active management with your own model portfolio.
I think with all the money flowing into indexing and closet-indexer and quants, we are gonna see some benefits in years ahead for truly and talented active managers.
With respect, your model porfolio have proven their ability to beat the index as some greats money manager (as mentionned above).
Comments please
Read Answer Asked by BENOIT on December 13, 2017
Q: Hi, I'd like to invest in AI(artificial intell). Would you side with a company like NVIDIA or a company using the technology like amazon, google, tesla or other car companies? Also would you have a under the radar canadian company in this domaine. thanks.
Read Answer Asked by Dario on December 13, 2017
Q: I have a question about DHX and specifically DHX.DB.

The debentures are trading around $94 and have a coupon of 5.875% coming due in 2024.

Do you think the company is sound enough to be around in 2024 assuming no take over?

Would these debentures be a good investment for the more speculative part of a fixed income portfolio? If not, any suggestions?

Regards
John
Read Answer Asked by John on December 13, 2017
Q: Thinking of buying this company. Could be a takeover candidate for a larger fin tech company. Good executives have joined former Cisco executive and Descartes systems. Stock up nicely yesterday. Seems to me a company for the growth portfolio ie tfsa. Financing was done at $1.70 with lock in til February 2018. Would you buy?
Read Answer Asked by Helen on December 13, 2017
Q: Interested in your thoughts on Trek Mining, given the upcoming amalgamation of Trek, Newcastle Gold and Anfield Gold to become Equinox Gold. Also your thoughts on the proposed company's management team given the past record of the chairman Ross Beaty. Trek is trading at close to its 52 week low. Does that indicate a lack of confidence by investors in the new company.
Read Answer Asked by Chuck on December 13, 2017
Q: I've held MMM for the last several years, but have become increasingly uneasy with its valuation (though it's not the only stock I feel that way about!). Do you think MMM's current valuation warrants an exchange with another US industrial? If so, could UTX foot that bill and would it complement my other holdings in that space: NFI, SIS, WSP and XYL. Other/better suggestions most welcome! While I have enjoyed the relative stability MMM has provided to my portfolio, I could be comfortable with something a little "growthier" in that space.
Read Answer Asked by Peter on December 13, 2017