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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: Hello 5I crew. I would like to say that I really enjoyed the Money show this year. I am assuming you lined up all the speakers on Saturday in the main hall...Good work, excellent topics. While I was there I had asked at the Money Saver Booth if it was a better cost to purchase the online magazine there or through 5I. 5I was suggested but I can not find the proper link to do this without renewing my 5I membership. Can you please direct me to the website area I need to go to? Thank You
Read Answer Asked by Jeremy on September 23, 2016
Q: Hey team, I've decided to add these two stocks to my portfolio as long-term investments. My one hesitation is with timing. As both are sitting around all time highs right now, would you suggest holding off for a couple months to see if they decline, or would you go ahead and pull the trigger? In a perfect world I'd like to pick these up around $700/share.
Read Answer Asked by Mark on September 23, 2016
Q: OK the Trump effect ... would it be prudent to turn all investments into cash lets say a week ahead of the US election (50 stocks X $10/transaction =$500) and if Trump wins ride out the wave of volatility and then buy back into the portfolios for another $500 hit possibly avoiding the chaos that would follow the Donald into his presidency? If Hillary wins would you expect a positive response from the markets?
Read Answer Asked by Alan on September 23, 2016
Q: I move in and out of gold depending on my fear level and currently have no exposure. Trump is managing to change my perception, however, and am currently looking for ideas. GLDI seems to have a screaming nice yield, but share depreciation has eaten away any gains over the past year. What would need to happen to the gold price to reverse this trend. Any thoughts or other ideas (excluding GLD and XGD).
Thanks in advance
Read Answer Asked by Kyle on September 23, 2016
Q: I have been a bit worried about the US market, as measured by cyclic PE it seems quite expensive. I have used the recent strength to sell some of my low conviction stocks and take half positions in what I consider to be better companies. My cash is now up to 10%.

My first question is do you think this cash level is appropriate for the market now? My second question is, given a pullback how would you deploy the cash. Immediately on the day of a big drop, say over 200 points on the Dow?. Or try to time the bottom using technical analysis? Or gradually ease into a position starting the day after a big drop in the market? Any other suggestions gratefully received.
Read Answer Asked by Andrew on September 23, 2016
Q: I have just about forgotten why I bought into the silver craze (FR). It was self-explanatory when FR zoomed to $23. I thought about selling, but blinked--had I bought this as a speculation, or an investment? Now it's back down not far from where I bought in. For context, it's a small holding. I generally buy and hold 5i BE stocks and have reason to believe in the long-term story of my holdings. FR is the exception.

Can you give me an analysis of whether you think it is prudent to hold FR, given the macro environment--and more importantly, why? If silver is a useful 'hedge' for any nasty looming risk or otherwise good to have, would something less volatile (SLW? No etfs please) be better?

On the macro point, I can't piece together what silver hedges me against. As a non-yielding asset it seems to be sensitive to talk of a rate hike (going up when Fed didn't raise rates). But it soared along with gold earlier this year seemingly regardless of interest rates. Your thoughts would be appreciated.

Read Answer Asked by Chris on September 23, 2016
Q: For simplicity, the following list of stocks are close to equal weight in my RRSP portfolio. I want to add another full position of one stock. I am thinking of CM for dividend or TMR for gold exposure or another suggestion you may have. I included my TFSA holdings so that you can see all of my equities.
RRSP
Energy-ENF/RRX/WCP
IT-ESL/SYZ
Industrials-EIF/MAL/RBA/SIS/WSP
Utilities-BEP.UN/EMA
Consumer-MG/NFI
Financials-BNS/SLF
Health Care-SIA
Telecos-BCE/T
Materials-CHE.UN/SJ
Realestate-BPY.UN

TFSA
ADW.A/CCL.B/CSH.UN/DSG/ECI/GUD/IPL/PUR

Thanks and have a good weekend.
Read Answer Asked by Roy on September 23, 2016
Q: Hi, Can you please comment on Marco Polo sale of 4.5 mln shares on a privately arranged bought deal. (Any idea of the price?) I understand that they still will own 6.5 mln shares. This is the 1st and largest shareholder deciding to monetize a sizable portion of their holding on the heels of the company's 2nd largest private equity shareholder slowly and contantly offloading large blocks of their shares over past 6-9 months. Is there a theme here? New Jersey issue is still an overhang. What are your thoughts ? Thanks
Read Answer Asked by rajeev on September 23, 2016
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