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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: You are still holding XHY in the Income Portfolio. With credit spreads near record lows and the Fed forecast for three rate hikes over the next year are you looking at a higher quality and shorter duration alternative, and if so, what choices are you considering for both $CDN and $US holdings?
Read Answer Asked by Robin on November 14, 2017
Q: I own the above energy stocks which mostly seem to still be languishing even with higher oil prices. Do you think this is a good time to buy more of any of these or is the market expecting another downturn in energy?
Read Answer Asked by Maria on November 14, 2017
Q: I am looking to replace HR.UN with a REIT that has minimal, or no retail exposure. Can you suggest a couple with comparable dividends, and better potential upside? Thank you.

Grant
Read Answer Asked by Grant on November 14, 2017
Q: We are a retired couple relying on investment income after a number years of dismal results from "wealth managers". Our portfolio is likely overly aggressive with about 80% in equities and would like to move toward safer ground in 2018 focusing on companies that will be less impacted when the inevitable correction occurs. Your company review metrics include a rating based on recessionary earning and I would be very interested seeing a report of 5i coverage that includes not only the overall company ratings but all the subsequent parts.
I would also very much appreciate a few names that you feel appropriate given our circumstance and general comments. I have started a list of (flight to safety) equities that thus far includes RSI, SIS, T, GUD, FNV, ENB, TD, L. V, BA,
New site looks great and we really appreciate having real pro's to gather market insite from. Keep up the great work!
Read Answer Asked by Robert on November 14, 2017
Q: Hi 5i,
My NVDA has doubled since buying ealier this year (thanks!). Do you think I should sell half to buy some INTC now that they are getting into the GPU market as well? (I also hold TXN, PHO in the chip space and many other tech names so am quite diversified). I am just wondering if INTC might have better growth rates than NVDA or if NVDA is a bit priced to perfection right now.

Thanks!
Read Answer Asked by Wayne on November 14, 2017
Q: On your Sept 25th response to my question about AQA you noted that they need to raise cash in order to finance development and you would like to see more insider ownership.
If I understand Aquilla's Nov 9/10th press releases they have now raised some cash. Do you agree and do you think $10 million will be sufficient for the next 12 months or will more money be needed in the interim?
Has insider ownership changed? Is OBL considered to be an insider now that they have one board seat and 14% ownership stake?
They note in their press release that project is "high grade polymetallic". Do you think this is an overstatement? I always thought they had a low grade deposit. The market capitalization is somewhere around 70 million dollars which seems about right to me. If it was higher grade I would have thought the capitalization would have been higher.
Thanks
Jim
Read Answer Asked by James on November 14, 2017
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