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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 would appreciate your insight on when to exit from growth and longer term portfolios. In winning positions one has luxury to take profit according to personal inclination. Some take at 15%, some 20% to 25%.

My special concern are loosing positions. I have heard of 13 week moving average, Chandelier stop (3ATR). They make sense in a trading situations. What will your advise be to get out from 5i type Growth and Long term portfolios when the stock has tanked. Could that a specific % loss say 8% to 10%. I am interested in your criteria.

Thanking you
Shah Husain
Read Answer Asked by Shah on January 24, 2017
Q: 5i Folk my daughter has a ten plus year investment horizon with approx $40k cash I'd like to invest for her into the Growth portfolio. She could therefore purchase say $2000 of each of the holdings but are there any you'd currently omit or lighten up on in favour of others you'd increase the weighting on or are you currently recommending all 20 or so because you like them equally long term (or they wouldn't be included if you didn't) and would you weight each of them equally?
Read Answer Asked by Ken on January 24, 2017
Q: I am looking at this company mostly for income and my research indicates that they supply some chemicals to the US Midwest. Just wondering if it is possible the quantify the effect Trump would have on this company if he slaps a tariff on these products? Are these products a large percentage of their sales?
Read Answer Asked by Bradley on January 24, 2017
Q: Hi Team,

I have the following Allocation:
08% Growth Portfolio
17% Balanced (Model Portfolio)
45% Income Portfolio

This makes a current 70% in Canadian Companies and 30% in cash. The Stocks are held in RRSP portfolio, and I would like to put the remaining 30% into Non_Canadian Dividend/Growth Income area. Can you recommend which ETF's might be able to round out the remaining 30% for me?
Read Answer Asked by Ben on January 23, 2017
Q: I owned this company a couple of years ago and after a long period of non-performance, I sold it. Last July it took off but now again seems to have gone into neutral - perhaps for another 3 years? This company would appear to have a bright future - global reach, new pilots that require training on new planes and to replace the aging (retiring) pilots and some growth in their medical division. Is this one of those companies that just will never be a great grower or do you think that maybe its time has come? I am already invested in the aeronautics space with a US company (Heico) and EIF so I don't need to buy it but was wondering if you thought there is a compelling case to buy.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 23, 2017
Q: fyi, i use rbc investing and rbc capital markets is lead underwriter for freshii ipo, i placed expression of interest for 10,000 shares, price quoted is 10.00-11.50, i also called head of rbc investing who i know to see if i can get some, will keep you posted.the point is freshii ipo still says open, i expect tomorrow it will say closed.
last time i did all this was for shopify and i got nada, bought it on the open market, still a huge shareholder.
i am a big believer in freshii , have never eaten at one i live in mont tremblant , closest is in montreal where i never go , but i think these guys have got it right. dave
Read Answer Asked by david on January 23, 2017
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