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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: Hi 5i team, I'm looking to add one more name in the real estate sector. I currently have BTB Reit, Artis Reit and the etf XRE. Could you please suggest a few ideas. What are your favourite reits at this time and would you replace any of my current holdings? Thanks. Mario.
Read Answer Asked by Mario on September 20, 2017
Q: I have been following AAOI through a rather wild journey in past couple of months from the 60s to the 90s, then a plunge back to the 60s and, very recently, from 58 last Friday to 66 (~14% inc) on Monday and to 70 (another 6%) to-day, both days on very large volumes. I have looked for explanatory information both on the co. website and the RBC-DI site to no avail. Another startling feature of AAOI is that the shorts are 57% of the float and have been so for the past couple of months.
My questions are: what are the rules surrounding the obligations of a co. to make a statement on such dramatic moves? and do you have any information?

Thanks as always, Bob.
Read Answer Asked by Lynn on September 20, 2017
Q: Hi team, looking for some advice for a small LIRA account 40k, that won't be touched for the next 15 years. I would like to grow this as much as possible at a medium risk level with maybe a small position in higher risk, thinking maybe Square? Canadian or US companies, doesn't matter. Current holdings are FID 669 which is going no where but down and EFA. I'm thinking to keep the EFA and sell FID to reinvest in growth.
Thanks for your advice
Read Answer Asked by Nancy on September 20, 2017
Q: First off I am 30yrs old slightly more growth investor and plan on holding for long term. I have a 25 CND stock portfolio of approx. 300k and Pension of 100k split between a Global Fund and CND Fund. In reviewing my personal portfolio I feel my financial exposure maybe needs some work (17% Weighting). I have a full position in GSY, TD,SLF and a half position in CXI. My question is because TD and SLF are probably already represented in my pension fund and they don't really fit the style of my portfolio would you look at switching them out? If so what suggestions would you have that would compliment GSY and CXI. Thanks
Read Answer Asked by justin on September 20, 2017
Q: Hi,

Currently holding VCE which basically replicates the tsx60. Although I have a few select stocks from your growth portfolio, would like to add a more broad diversification on small cap. I would liked your opinion on either XCS or XMD that would compliment. Or would you have a different cnd small cap etc

Thanks
Read Answer Asked by Rino on September 20, 2017
Q: Peter and Associates,

I read your responses to members daily and find them most interesting and highly useful. My question this morning has to do with Spin Master(TOY). You regularly get questions on it and from what I read you think rather highly of the company as an investment.

With technological advances, we are seeing a lot of changes in the retail landscape due to impacts in buying habits and preferences at all age levels. Reading your comments on Corus is a good example of change and the consequences suppliers must adapt or at least deal with. Toys are Us just announced it went into bankruptcy protection. No doubt more than one factor explains why.

As grandparents, what entertains today’s children is rather different to their parents! Might TOY become a victim of this change and could Toys are Us prove to be a form of leading indicator? Or, might more typical business explanations or Amazon explain the problems at Toys are Us?

Beyond the obvious potential impact from the loss or cutback of a major distribution channel at the retail level, is/are there reason(s) for concern that suppliers to the toy market will be facing serious headwinds? Or is this simply a front line retailer facing viability problems in a changing landscape?

Thank you

Mike
Read Answer Asked by Michael on September 20, 2017
Q: I have just sold my sailboat to a US buyer so they proceeds are in USD and my wife has had primarily US clients lately. To integrate this into my portfolio and maintain by target balance about 75% of it needs to be converted to CAD.

I know forex is difficult to predict but would appreciate if the CAD run-up is overdone or if it is supported by predicted pace of interest rate hikes in Canada vs the US and likely to maintain its current level for a while.

I can do 3 transactions to meet the threshold for reduced exhange costs at my online brokerage and was planning 1 this week and then 2-3 months down the road to do the next.
Thanks.
Read Answer Asked by Jeffrey on September 20, 2017
Q: Hi Peter and Team,

This is a follow up on your answer to Gervais re: PM and MO. I was just wondering if you can comment on the huge difference in P/E between the two companies. PM is trading at 25.7X while MO's ratio is 8X. Wouldn't MO be a better buy at such a low PE ratio even though about a quarter of its business is in the US?
Great work guys, as usual.
Read Answer Asked by Harry on September 20, 2017
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