skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’m assuming that the holdings of PMIF are identical to PMO005, which are 48% securitized; 38% government; 22% corporate; 13% other.

Question 1: what is meant by ‘securitized’? Is that a good thing in a bond fund?

I’ve spent a day researching C$ bond ETFs and the more I research, the more confused I become.

Question 2: Is PMIF about as good as any other bond ETF out there?
I’m not too concerned about fees or yield, as what I’m looking for is low volatility, preservation of capital, with a reasonable total return.

Thanks.
Read Answer Asked by Irwin on November 08, 2017
Q: Good morning team, I have half positions in the following companies and you like know which ones are safe to turn into full positions at current levels.
Thx Marco
Read Answer Asked by Marco on November 08, 2017
Q: I purchased ITP in Sep 2016 just below $23. It has been a "rocky road" since then, especially sine late July of this year. I hold about a 6% position in a reasonable well diversified RRSP account. I am looking to continue this RRSP for another 5 years or so. I suppose I am looking for some reassurance that the company will still be in business by the time I divest. I would appreciate your thoughts about the company over the next 5 years or so (as much as that is possible for anyone to provide). Thank you.
Read Answer Asked by Michael on November 08, 2017
Q: I have made a bit of money with Teva over the years. Kare Schultz is new leader and it looks like he recently successfully turned Ludbeck around----350% in last three years. I am watching Teva stock price plunge and am considering to get back in the next six weeks or so.

What are your thoughts ----at what stock price becomes great value
Read Answer Asked by joe on November 08, 2017
Q: I have a well diversified CND and US portfolio. I have done well on both SWKS and WBA in the US but wonder if its time to move on from these names due to better opportunities elsewhere? If so, what would you recommend to replace them with and why (can be in different sectors),
Thanks for the great service!

Scott
Read Answer Asked by Scott on November 08, 2017
Q: Hello 5i team,
I am up over $5000 U.S. in each: JNJ, PEP, and SU. Should I trim them by $3000 each? If so, can you suggest replacement? I am a value investor with a ten year horizon with 50/50 equities to fixed and a portfolio of $700,000 at 71 years. Now: CAN 57%, U.S. 38% INTL 5%
Thank you
Stanley
Read Answer Asked by STANLEY on November 08, 2017
Q: I'm considering to enter the battered pipeline sector with no position ( other than ZEO & ZJO purchased two months ago)
A) how should I synchronize any purchase of pipleine ( bond proxie) in a rising interetst rate environnement and should I wait until 10 years USA bonds get above 3% ?
B) the two stocks I'm considering are ENB ( continue to fall ) and ALA (seem to have stabilized at current level). Which one of the two stock would you prioritize first
Thank you
Read Answer Asked by Jean-Yves on November 08, 2017
Q: Hello 5i research team,
What is the probability of a higher bid? Based on a 50,5% cash and 49,5% bce shares bid, I understand that shares closed the day really close to the bid value: 16,02 vs 16,04. Would you recommand I sell at this price or tender sometime in January? Especially if I use margin? Another day, another takeover: does it feel like the last innings of the game (recently : AF, PJC, HNZ to name a few)? Which companies you cover could be the next ones? Thank you for your collaboration, Eric
Read Answer Asked by Eric on November 08, 2017