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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: Recently I've sold some non performing stocks as well as stocks that were a very small portion of my portfolio in an effort to concentrate my portfolio on some higher quality, better performing stocks and I've come up with these 6. Wondering if you could rank these based on risk from less risky to most risky. I'm fairly conservative, tend to hold good quality companies for long periods (5-10 years) and I don't like a lot of volatility - I'd rather get a 5% return and sleep at night than a 10% return and stress about it.
Read Answer Asked by Richard on September 13, 2016
Q: I bought AGU for the decent yield in my income portion of my portfolio. Now with the planned merger I am concerned that the new company may have a lower yield and likely be more volatile due to higher potash exposure. If the deal goes through would you be keeping the new shares in the income portfolio?
Read Answer Asked by Wayne on September 12, 2016
Q: During the next 12 months I think the $us will appreciate against $cad because of the pending US rate hike and oil will be depressed a while longer. Do you agree with this thesis and if so I want to play this using ZLU. I don't have any $us, so to avoid currency conversion fees I chose ZLU. My concern with ZLU is 50% of the etf is in staples and utilities. I think these two sectors may not exhibit low volatility over the next year with the pending rate hike, high p/e's and possible fund flows to other sectors. Are my concerns justified and if so can you suggest an alternative play to capitalize on a weak $cad. Thank you.
Read Answer Asked by Richard on September 12, 2016
Q: Hi 5i Research team, I have a long term horizon, and I am a patient and more of a growth oriented investor profile. As interest rates are very low (they have been for a while, I agree), if, instead of investing in REITs, banks, fund managers and insurance companies to obtain my financial sector exposure, I invest in a combination of other "financials" such as AIF, CXI, TCN, TNC, HCG, DH, what would I be missing? What exposures? What additional risks would I incur? Do you have other quality suggestions to complement this short list of other financial stocks? With such a group, are your main large cap recommendations in this sector (BNS, SLF) still necessary? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
Q: I see that the public sector is entering a growth phase, what would be your top 5 public sector dept picks for an aggressive growth portfolio?
I'm thinking that Health would be a 'no brainer' replacement for condordia, oh but wait...the grey tsunami...so would that be a long or short position.
Cheers and happy Friday
Read Answer Asked by Peter on September 12, 2016
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