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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: If I may be permitted a comment on Dave's question when he asks "...how to create an investment portfolio that gains from where the capital is going instead of holding investments seeing capital retreating," I have had spectacular results (in my mind) by emulating the Balanced Equity 5i portfolio, gaining over 16% in 2017 (my weighting was different and I hold several international ETFs for diversification outside Canada). Trying to go where the capital is going comes awfully close to timing the market, a losing strategy for most investors. As a contrarian by nature, where most of the market is going is a pretty good indication of turnaround soon.

I re-balanced my entire portfolio in mid-January to very closely align the weightings with the 5i Balanced Equity portfolio.

Read Answer Asked by Fred on February 08, 2018
Q: Hi Team,

I sold my holdings of AVO, (Thanks for that one!). I own the entire balanced portfolio, and would like to deploy the cash in a company that has been beat down a bit in the last little while that has good upside potential. I was thinking DOL but would like a few suggestions.

Thanks,

Jamie
Read Answer Asked by Jamie on February 08, 2018
Q: I would like to buy one of the above companies. DSG's share price is expected to go up nicely in the next year, but it does not appear to have the push the other two have. What would you recommend?
Read Answer Asked by Bruce on February 08, 2018
Q: Good Evening
I own a Cominar bond maturing in 2022. I realize that DBRS has rated this company below investment grade (BBHigh).
Recently an analyst has commented that if you buy a high yield bond from Cominar " is like going to a casino and putting your money on the roulette wheel. It’s a terrible idea and makes no sense. The company has had to cut its distribution in the last 12 months."
Do you share the concerns of the above analyst? In your view, will Cominar have difficulties in meeting their obligations to the bondholders?
Would you advise holding or selling this bond?
As always, I appreciate your comments.
Read Answer Asked by Terry on February 08, 2018
Q: Hi,
The only financial stock I own right now is bns. I want to add one more while they’re all still down a bit. Would you prefer ecn, slf or gsy (would you even count this as a financial)? Or is there a better financial to add?

Also, what are your favorit 1-2 for consumer cyclical and discretionary?

Thanks! This probably counts as 2 questions.
Read Answer Asked by david on February 08, 2018
Q: i am thinking buying some Canadian bank stock, it is a good timing for long turn investment ? and which bank your team will choose?
i am 48 years now.

thanks!!
Jacky
Read Answer Asked by liang on February 08, 2018
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