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: Trying to decide how to allocate a full position or two half positions in a TFSA. We are growth investors with a 20+ year investment window. Currently most underweight in materials, energy and industrials. Plus I would like more non-North American exposure, if possible. WSP seems like it might be a good option. With the current market climate, what opportunities are there for me? Energy companies provide the least growth atm, correct?
Read Answer Asked by Ryan on February 09, 2018
Q: Hi 5i Team,
I own positions in IPL, ENF, KEY, ALA, and PPL. I am a long-term income investor who (like many) is a bit disappointed with the relative (to the market) decline in the share prices of these companies. All of them have been good at growing their businesses, earnings, and cash flows, and dividends - cornerstones of my investment strategy. On a fundamental basis, I don't see anything wrong with any of them, and am inclined to stay the course, thinking the market will eventually reward these companies. I recognize that many of these companies carry significant debt (at low, long-term rates I would think, and not variable rates), and the current Canadian regulatory environment is a negative for the industry.
Can you poke any holes in my investment strategy with respect to these names?
Read Answer Asked by Brian on February 09, 2018
Q: Hello Peter, Ryan & Co.
The Canadian banks are core holdings in my portfolio, which I intend to hold for a very long time. I am a bit perplexed, however, at the recent selloff. I recognize that the current pullback/correction in the market is very broad, but it seems to have been triggered by a fear of rising interest rates - don't banks & insurance companies actually benefit from rising rates? The banks' shares seem to have fallen as much as the interest-sensitive stocks this week (like REITs & utilities), which makes no sense to me. Can you explain?
Read Answer Asked by Brian on February 09, 2018
Q: I, like everyone like rising share values but as an investor still in the accumulating phase of life, lower share prices equal more shares bought every quarter or month. If one is in invested in decent financial instruments and payouts are not cut then the price of the underlying security does not matter unless you have to sell. I remember 2000 and 2008/9. We were due for a correction and we will again survive. Just my two cents worth, Steve
Read Answer Asked by STEVE on February 09, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!