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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: Hello 5i
Happy New Year!

I am looking to move cash from savings into a higher ROI investment yet not add very much market risk. With Savings offering 1.5%, I feel with a small amount of risk uptick an investor should be able to increase return.
An example of one selection as likely candidate, I have been looking at PPL.PR.K - rate reset 2021, minimum 5.75%. current yield @ 5.47%
Would you think BCE, EMA, KBL and/or ALA.R suit this consideration.

Would you please offer a few ideas for this ROI Upgrade that may be suitable for this effort?
While I am aware any desire to increase in return will drive an increase in risk and one needs to be careful to not reach too far for yield, what additional comments or thoughts would you have for this type of investment move?

Thanks for your excellent service.
Dave
Read Answer Asked by David on January 05, 2018
Q: Greetings 5i team:
I own CGI Group in a non-registered account. Without regard to tax implications or trading costs, just looking at the fundamentals and expectations for each company, would you make a switch to either Open Text or Descartes assuming a 3 year or greater time frame?

Thanks as always for your analysis.
Read Answer Asked by Stephen R. on January 05, 2018
Q: My shares in this company were a stump of another company & I know very little about it except it has gone from2 cents to 35.5 cents as of today. Needless to say I should have bought a few more shares;however, I don't think it is very big & pretty much a spec. It has silver & cobalt . I would appreciate knowing how many shares are out , what you think of this company, its prospects, debt & the %age of shares owned by the management. Your sage advice is always appreciated.
Dave
Read Answer Asked by Dave on January 05, 2018
Q: Norman Rothery recently wrote an article regarding the CAPE ratio. He indicated that the CAPE was above 32 where as the median value is aprox. 16 implying that a S&P market correction of 50% would be needed to bring the market down to its median value. The article was very convincing as are all his articles, they seem to very well researched and well presented. Could you comment on this CAPE ratio and how much faith would you put it. Thanks Ron
Read Answer Asked by Ronald on January 05, 2018