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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'm seeking 5i's insight on the adoption of blockchain technology for trading platforms; this could involve company-to-company trading as well as facilitating trading of securities and commodities on exchanges.

I've taken a small position in BTL Group(BTL.v); how material is the report that BTL technology is facilitating oil trading between ENI Group and an Austrian oil trader? Would buying exchanges such as CME and NDAQ be an additional way to play the adoption of blockchain technology?

Thanks for your thoughts on this
Read Answer Asked by Steve on June 06, 2017
Q: What do you make of the vitriol between activist investors and management of GRT.UN? As a shareholder I have to vote by June 13. I have never before received an email, as I did today, extolling why I should vote in favour of the activists and against management. That said I have enjoyed a fat DIV and a 37% share price increase in the four years since I first bought the stock so you know where my inclination lies!
Read Answer Asked by Kim on June 06, 2017
Q: I just saw my daughter's TFSA and she is down 31%, with the above stocks well in the negative. The only positive stocks were the 3 we recommended to her from 5-I; CGX, PHO and SIS! Would you recommend selling these stocks and moving on? If so, any suggestions would be welcome. She has a cash balance in the account of 9,000.00 and she is down around 11,500.00 at the moment. Thanks for any help you can provide. We have been very pleased with our progress since we joined 5-I! Lesley
Read Answer Asked by Lesley on June 06, 2017
Q: Hello Team, I'm thinking about adding AD and HOT.UN to my portfolio for the dividends which are really good.

What are your thoughts on this? How risky are these companies? The AD CEO mentioned he plans to raise the dividend this year. HOT.UN just did a great aquisition. Am I missing something?
Read Answer Asked by Pamela on June 06, 2017
Q: I am wondering how to proceed...SIS is held in a well balanced "balanced" portfolio and now it's weighting is 7.8% with 55% unrealized gain. (SIS position is held in TFSA). I'm wondering
which "rule" I follow now....reduce the weighting or let the winner run? How do I decide which one to follow for SIS? Or do I do a compromise and cut the weighting to 6% rather than 5%?
Read Answer Asked by Tom on June 06, 2017
Q: Hello 5i Team, I would like to reduce my financial sector holdings from the current 19% to 15% or less, mostly as a defensive move against the potential of a sector "down-draft". Currently hold POW-2.0%, IFC-3.0%, MFC-2.5%, and BNS,TD,and RY at 3.5% each. I am leaning towards eliminating POW and trimming each of the banks to get to the target (income from POW is great but also the only one I am underwater on and I'm not a huge fan of income at the expense of loss of capital), but I also know you don't feel the need to necessarily hold 3 banks so could just sell RY and call it quits. Trading fees not a consideration. Would appreciate your thoughts as always,

Regards
Read Answer Asked by Stephen R. on June 06, 2017
Q: Hello 5i
Would appreciate your current 6 top picks in oil and gas producers. 3 gas and 3 oil preferably.
Many thanks
Les
Read Answer Asked by Les on June 06, 2017
Q: Hello
I currently have a 20% gain on Rogers and was thinking of selling as I would like to use the funds to continue emulating the growth portfolio. With the funds from the sale I would buy a position in PUR and add to Savaria. Appreciate your comments. I have over a 5 year time horizon.
Thanks
Sal
Read Answer Asked by Sal on June 06, 2017
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