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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: I currently own small positions in CRT & CHP which seem to be lying fairly dormant. To get a bit more momentum, I am considering switching these to REI . Is this a good strategy. My thinking is that mall owners may be switching to condo development as online shopping increases.

Many thanks, as always.

Joanne
Read Answer Asked by Joanne on January 22, 2018
Q: My wife is looking to invest 40k in a TFSA investment portfolio. Which would you recommend for long term? KXS, PHO, SIS, TOY, PBH, SHOP and DOL or
IEFA, IEMG, XIC, XSH, VTI, ZFM and VUS.
Read Answer Asked by Enzo on January 22, 2018
Q: Hello 5i team,
Under the energy sector I currently hold MCB and RRX. I am thinking of selling MCB and adding another energy company from the balanced portfolio. I was wondering which of the 3 listed would be the best in terms of growth? All three have a decent dividend but I was leaning more towards Enbridge since it is the largest and most stable of the three.
Andrew
Read Answer Asked by Andrew on January 22, 2018
Q: Hello,
I am quite new to the investing world and just looking to get much more involved. I currently have some mutual funds through a balanced portfolio in a TFSA that I have discussed with my financial planner. I have a TFSA open through Manulife and RBC. I am looking and hoping to get into some index funds and passive investing as well. Looking to just get average returns with low fees. Any suggestions on the best way to start this and go about this on my own? Recommendations on which ones I should start with through the TFSA accounts I have? I seen some through RBC, but just find it tough to get answers from financial advisors as I always feel pushed toward active investments (which I am open to down the road as well).

Thanks from a early and trying to learn investor,

Matt
Read Answer Asked by Matthew on January 22, 2018
Q: The Constellation Software debentures, CSU.DB, seem like such a great investment, I wonder what the hidden downsides might be. They pay 6.5% plus CPI inflation – currently about 2% - which is a very high rate compared to ETFs like CLF, CBO, CPD and XHY and also compared to other blue chip corporate bonds in Canada. Moreover the inflation protection is an increasingly attractive feature. There is of course the risk of losing principal if CSU goes broke, but it is a great company with lots of sticky revenue and this seems highly unlikely, at least for the foreseeable future. The price of these debentures has been bid up, but the yield to maturity is still quite high. Are there other reasons not to give CSU.DB a large weight in one’s fixed income allocation?
Read Answer Asked by Philip on January 22, 2018
Q: What is the trend in the short position in GE shares over the past several months? What if anything does 5i "read into" the trend? Is it correct to think the short position in a stock reflects how "the big guys" (hedge funds, etc) are evaluating a stock?
Thank you. Edward
Read Answer Asked by Edward on January 22, 2018
Q: I didn't sell my CEF.A on the takeover. I understood there was simply a 1:1 'swap'. While TDW hasn't yet made the switch, it seems that while CEF.A was trading at close to $17, the new CEF.U is trading just above $13. I'm a little confused, have I lost 20% on the swap?
Read Answer Asked by Neil on January 22, 2018
Q: When an 18 year old opens a TFSA this year is the maximum contribution $5500.00 or $57500.00 ? thanks James
Read Answer Asked by JAMES on January 22, 2018
Q: Do you have any thoughts on the new ETF "Redwood Behavioural Opportunities Fund"?
Read Answer Asked by chris on January 22, 2018
Q: Considering purchasing CGL as a disaster hedge, portfolio diversifier and future inflation hedge. I like the way it increased in value back in 2009 to 2011; more so than XGD. I also like the idea of avoiding the specific company risk of purchasing a gold company. If you like my thesis, what percentage of my equity portfolio would you suggest to provide the protection I am seeking? Thank you.
Read Answer Asked by Richard on January 22, 2018
Q: Your comments on this stock as a half position would be appreciated. It is headquartered in Israel & a tech stock which has increased 15% since Jan. 1, 2018. I realize that your expertise is Canadian stocks but you have more access to other areas than I do.
Your comments are always appreciated & valued.
Dave
Read Answer Asked by Dave on January 22, 2018
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