Investment Q&A

Q: When is the iPo?

Q: Good day!

I am a little concerned over how the markets have gone up over the last year. Especially since November.

Can you comment on general market corrections? Specifically: What is the average time period before we see a 5% and 20% pull back and where we are in relation to a significant correction. Are they over due according to the average time periods?

I know your preference is to invest long term and I agree with this, but "pigs get slaughtered" and I think there is too much exuberance in the markets for such slow growth. Currently I believe Berkshire Hathaway is sitting on 10%+ cash, should we take this as an indicator of things to come?

I did very well last year due to your service and am currently sitting on 20% cash after taking profits and am thinking of selling somemore to increase my cash position waiting for a better point to get back in.

I do not like to try and time the market, but it seems to me that right now might not be the best time to be fully invested.

Thank you so very much for your service!

Gerald

Q: Hi Peter and staff
Given your logic for dropping AdW (low yield) what makes Loblaw worthy of staying in the Income Portfolio?

I have owned it for over a year with no growth in share price to go with the low dividend .

Thanks for all you do
Dennis

Q: would you buy qualcomm here and why?

Q: Hi 5i team,

Trump’s speech at his inauguration reflects his commitment to protectionism and jingoism. If his push for ‘Buy American First’ indeed becomes reality, please go through the three 5i portfolio and identify those Canadian companies whose business operations and revenue will be negatively impacted. Thanks.

Q: Why is this stock doing so well lately?

Q: Sirius (XSR) has reinitiated a dividend. Is the whole question of the sale to the parent now ended? Thanks

Q: Hello 5i team,
I am a value investor looking for dividend income. I would like to know if I should sell JNJ $3000 profit, M M M $4000 profit, T $5000 profit and others with $1000-$3000 profit. I do not need the money. I like to hold and sell only if there is a problem such as dividends disappearing.
If you write "sell" what do you think of "Old Republic", and "BB&T"? If you suggest "sell all with profits $1000-$4000" could you suggest replacements for dividends with a 10 year outlook?

thank you
Stanley

Q: I currently own both EFN and ECN and my broker would like me to sell EFN and buy more ECN as he think there is more growth potential in ECN? Would you agree with this move?

Thanks
Dolores

Q: I currently own COW at 1% weight and AFN at 2.5% weight. Would you suggest to top up the 2 stocks or would be okay to buy AGU to make the total sector weight up to 5%.The other thought was to sell COW and buy AGU.

Thanks

Q: Hi Peter! SIS said in their statement "There are over a thousand resellers of accessibility products in North America." Their purpose behind this statement was to iterate that there are many opportunities for acquisitions that could improve synergies, but I'm more concerned about how they maintain a competitive advantage. Do they depend too much on R&D? If not, what makes them stand out from the rest and what are the barriers to entry? Is there any brand loyalty among its customers? Do you see them being bought out in the future (i.e. like United Technologies that own OTIS elevators)? Thanks!

Q: Qcom is a recent purchase. Is the lawsuit Apple filled against the company substantive?

Q: I'm looking for dividend growth ETFs for diversification (e.g. VGG, VGH) .. can you suggest how to do that but without having companies like MONSANTO, MACDONALDS, PEPSI AND COKE in the mix? thanks

Q: Hi. Ceapro is , I believe, a company that is making inroads into the cosmetics industry with natural grains etc and NO animal testing. Do you folks know much about this company. Also, as I do not invest in companies I consider to be ethically questionable, do you have ideas about ethical companies with good growth or income outlooks? Thanks.

Q: Could you give me your opinion and outlook
tks

Q: I am helping my son with his RRSP and LIRA and he has only has CGX and PBH for consumer stocks. Can you suggest 2 more that is good for a young person RRSP?

Thanks

Q: I have a modest position in IBC Advanced Alloys and am down by more than 50%. Is it worth keeping in the hope that it'll recover?
Thanks!

Q: I currently own DRT and wonder if it would be better to sell DRT and invest in SHOP or another tech company as my total weight in this sector is only 4% and does appears to have better growth. I currently own ENGH and KXS both at 2% weight.

Thanks

Q: I have held PRW for 2 years and am 30% down. It is only 1% of my portfolio. I was hoping for a lift due to its Site C contract but poor weather and fires have disappointed performance. Should I wait for Summer construction season performance or just sell and move on?
Thanks for your advice,
Dick

Q: My only gold stock is MND. I figure if I'm going to wait around to see what happens to gold, I want to be paid something. What do you think of MND? On the dividend, how is the payout ratio? How long have they been paying it? Have they ever raised or cut it? Are there any other cash-flowing mid-cap or small-cap gold dividend payers? Thanks.