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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 am concerned about a correction in the market (both USA and Canada) and am wondering if I should take some profit given the great run over the last 4 months and hold some cash for better buying opportunities should the correction occur later this year. Recent analysts on BNN are also calling for a defensive position with holding cash. What do you think about this strategy and what percent of a portfolio would you suggest to have in cash? Does 10 to 15% make sense? Thank you for your great service.
Deborah
Read Answer Asked by Deborah on March 16, 2017
Q: In my overall portfolio (RSP, RIF, Unregistered & TFSA) my low weighted sectors are:
2.5% in Telecom (BCE & T);
3% in Consumer Staples (WPK & ATD),
3% in energy (RRX, SPB, WCP, VET);
5% in Materials (SJ, SLW/FR, RUS);
6% in Health (GUD, SIS, ECI, CRH, CSH.un)
With the sale of RDM, I have some cash in my RSP which is mostly 'Balanced' equities. Which one or two of my underweight sectors would you consider the first place to deploy the cash in my RSP at this time? And what would your top stock selections be - of either my existing stocks, or new ones ? As always, thank you for your help.
Read Answer Asked by Alexandra on March 16, 2017
Q: I think I know the answer to this however I need to ask anyways-if someone is just interested in collecting dividends and a small amount of growth, and for simplicity, why not put the vast majority of your investments into the various Brookfield companies-throw in a bank and large oil producer and walk away. The history of the Brookfield companies is very good and I figure if they go down hard, the whole economy is in serious trouble. Your thoughts?
Read Answer Asked by Bradley on March 16, 2017
Q: I have accounts at multiple CDIC insured lenders. One of them is Oaken Financial which is composed of CDIC insured Home Bank and Home Trust. I'm concerned about the ongoing problems with parent Home Capital; one thing after another. What's your best estimate of the likelihood of a bankruptcy, serious financial issue etc.with Home Capital which would trigger defaults at the subsidiaries so that I would be dealing with the CDIC regarding my GICs. Thanks
Read Answer Asked by Tim on March 16, 2017
Q: I originally bought ERF when the energy sector was flying and there was a good dividend. I didn't move quick enough to sell it when the market dipped and I still have about 1.41% weighting in ERF. The dividend is too low to hold for that alone and I have been waiting for a bounce that makes it look attractive again, but I feel I should move on.
Other energy exposure is SPB 4.57%, WCP 1.31%, FRU 0.7%, SU 0.54%, BEP.UN 4.88%,
I would like to retain some energy exposure and like the idea of income while waiting for growth. Assuming that I am putting these stocks in the correct sector, is this about the right exposure to energy at this time?
What would you recommend as an alternative to ERF, or should I just keep it?
Read Answer Asked by John on March 16, 2017
Q: I am so far under water on BDI that I am tasting mud, and a little bit underwater on PD. I am thinking about taking the loss on BDI and dumping whatever pennies I get back into PD as a means to tidy up my portfolio. (I also own small positions in VET, WCP, and SGY - all under water as well.) Does this seem like a reasonable approach for someone with a reasonably long time horizon and a belief that the world is going to need oil for quite a few years yet - even if only as a feedstock for other processes?

Thanks - and congrats on the new baby. Exciting times in at least one 5i household!
Read Answer Asked by Dave on March 16, 2017
Q: Hello Team 5i, I'm scared about a possible Trump Dump, not knowing what he will say/do next.....so staying away from Single Stocks, but do not want to stay out of Market. Hence looking at ETFs, and would appreciate your Ranking of these.
Read Answer Asked by Austin on March 16, 2017
Q: National Bank released a research report on Callidus that gave a private buyout range of $18 to $22, one year ago. Since then revenues and earnings are up. They came out a little while ago saying the value would now be to the top end of that range. The company released a statement in February saying 17 parties were interested and any deal would likely close by the end of June. The stock trades at around $18. Isn't there excellent potential here for a 10-20% trade in just a few months? Thanks.
Read Answer Asked by Michael on March 16, 2017
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