Investment Q&A

Q: For portfolio weighting purposes do I include preferred shares in fixed income or equity? Is it also necessary to further break out pref shares as to the industry they are in or is credit worthiness the primary concern? In other words, if 10% of my total portfolio is in financial pref shares, and I also have 15% of my equities in financials, should I then consider myself to hold 25% financials and thus be overweight?

Thanks for your help.

Paul F.

Q: Hello,

As a followup to my previous question. I was thinking of adding this to my international portion of my portfolio. My discount broker was giving me warnings about buying this to a registered account. This is sold at an OTC exchange? How come I am able to hold BABA but not this? Many thanks.

Q: Unfortunately I hold a small position of Aimia shares (AIM) in a registered account. I have been unable to find a specific reason why A.C. made this announcement now, since the contract only expires in several years. Any ideas as to why? Unless a contractual requirement, might it be a hardball negotiation tactic on their part to renew earlier, if the deal is too one sided?

Assuming A.C. is gone, would not all depend on the quality of management and how might an investor determine their acumen to respond successfully? What I have seen so far is not necessarily reassuring. First, they seem rather silent given the extent to which the stock has fallen. Second, would it not make more sense to cut the dividend and peg the payout to a percentage of the stock price which is more in line with market norms? Would not using the extra cash to build up reserves and/or buy back shares be a better use of capital and a sign of confidence for the market? The situation reminds me somewhat o Noranda Income Fund and the deal they had with Glencore?

I think the reaction is overblown but that is an opinion the market clearly does share given the stock price. Would very much appreciate your insight.
Thank you

Mike

Q: Hi 5i team,

LULU has really taken a beating these past two weeks despite strong financials, solid management, and the majority of analysts believing it will outperform the market. I am down quite a bit recently, and I was wondering if I should keep purchasing the shares as they continue to decrease in value with the hopes of a rebound?

For Sleep Country, do you also believe that this is a hold despite the drop in price that occurred in the past two weeks?

Thanks as always for your excellent advice!

Q: Hi just as a follow up to my earlier question on the fintech space and global payments (GPN). You suggested Paypal, square and Shopify. Can you rank them in order of preference? Thanks
KR

Q: Would appreciate any concerns you might have over recent insider selling of this stock. I do own it and have done well with the stock but I am inclined to put a stock loss order on the stock. Thanks, Bill

Q: Why would these two companies' SP face so much headwind of last? If I'm to do an average down on just one of them, which one would you prefer? Or I should just sit back and see what's going on with them? Or perhaps just sell them and leave both?

Your insight, as always, is much appreciated.

Q: I see Northland Power's (NPI) earnings per share are supposed to nearly double from 2017 to 2018. What is the likelihood, in your opinion, of NPI achieving this growth in 2018?

Thanks.

John

Q: Thoughts on the svc deal?

Q: What account type would be best and second best for this reit? It has US distributions. RRSP, TFSA or non-registered?

Q: What are the top 5 in the balanced and growth portfolios to invest right now?

Q: Hello 5i,

In the event of a bear market occurring, please advise what companies in the beport portfolio are considered to be defensive, or more likely to withstand a major share price reduction.

Thanks.

KC

Q: If you could buy one of these stocks today, which would you pick? Long term holds.

Q: I've owned ALA for quite some time now at a large loss. Would it make sense to sell for tax loss and purchase ALA.R? Would you happen to know if this would be allowable?

Thanks,

Q: Given the recent earnings reports, which appear to have been very positive, do you have any insight into why TD has not rebounded?

Q: You did a portfolio review for me in March and it was very helpful. I sold some losers, still have some stragglers and picked up a few great stocks & ETFs. I am wondering if I should hold CXI until later in the summer, in hopes business picks up or sell it now and buy KXS. I am down 40% in my TFSA and it's hard to sell but I am tired of waiting for good news. Your valued opinion, please. I know that it is no longer in your portfolio.

Q: Good morning, your opinion on SES pls. Also, any idea why the stock dropped 7% yesterday, selling was relentless throughout the day, just wondering, analysts seem to have positive opinion on this one, is a secondary offering coming to market?

Q: What do you think of a strategy to buy convertible debentures from GSY as well as Altagas Receipts as additional investments to match against margin borrowings - they cover the margin interest for twice the amount invested in them.
It is possible the banks increase their interest rate even if Bank of Canada does not. How do you expect these two securities to react?
Also, how can one buy the GSY debentures - my investments are managed with a self directed brokerage account.

Q: Hi, I can't decide which financial stock to choose for a half position in my portfolio . For financials I already own full positions of BNS, SLF . (And HR.UN for real estate if you think that is relevant)

Which would you choose and why? Thank you

Q: GEO has been a good performer the past year but has been weak for the recent few months and particularly since releasing earnings earlier in May. Although the quarter showed some metrics that were down a bit, it appears they are setting up for good growth next year. Is this your take on the company? Is it a good time to complete a full position on the price weakness?