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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: Good morning
I am down about 35% on HLF...was thinking of shifting to RRX in hopes of recouping losses over the next 12 to 18 months...currently in one account do not have exposure to oil/gas sold off last year...no tax concerns...have quite diverse portfolio...hoping for growth will need to liquidate in 24/36 months...residency requirements...

Thanks
Read Answer Asked by Matthew on April 18, 2016
Q: Is it me or is it the system? The new watch list does not seem to recognize any ETF I try to list:
ZID,VE,VUN,XIU or FIH.U.

Nor does it recognize some companies such as:
CRT.UN, DIV, GH, GS or UL

Any advice? Thanks.
Read Answer Asked by David on April 18, 2016
Q: Feedback - not a question - in view of some of the other feedback.

Your efforts to take a fine product and service to a higher level - and your willingness to invest, experiment and test new and better ways of doing things is both impressive and much appreciated. Yes, there is bit of an adjustment since we tend to be creatures of habit; but the new platform/ format is great. Thank you.

I fully expect 5i to grow into a much larger entity over the years .... and eventually be part of an entrepreneurial "success story" case study in an MBA program.

Read Answer Asked by Donald on April 18, 2016
Q: I really value your monthly updates, which I get in the e-mail. Are these stored anywhere in the 5i website? Is there an archive I can look up? Thanks.

Regards, Shyam
Read Answer Asked by Shyam on April 18, 2016
Q: this stock has been given a good review on BNN and is in your income portfolio. I am thinking of selling our position in DRT and / or Exco Technology to generate funds. Do you agree with this move? Thanks, Lesley
Read Answer Asked by Lesley on April 18, 2016
Q: I hold the following equities among a wide variety of long-term positions. I have lots of patience, can wait while the cycle turns, and in no need of cash. I would appreciate your view on each of the following as to whether it is "dead money" for the near future and should be sold now. I will replace all sales by others. Aston Hill Trust units AV.UN; Mint Income Fund MID.UN; S.K.Telecom SKM(U.S.);
AG Junction AJ; Canadian Tire CTC.A; High Liner HLF; Inter Pipeline IPL; KP Tissue KPT; Street Capital Group SCB; Time Warner New TWX (U.S.); AT&T (U.S.). Thank you in advance for your wonderful service.
Read Answer Asked by Harold on April 18, 2016
Q: Hi Peter and team,

I would like your thoughts on the recent partnership deal with Credit Suisse and also what your outlook is on CF in the near-term? I would have thought they'd be showing more correlation to the market and resources sector rising of late. Do you think if there continues to be strong market recovery that they should start to do well?

Thanks
Read Answer Asked by Joe on April 18, 2016
Q: Hello 5i,
I, too, would like to congratulate you on the revised Member Questions page; I find it extremely user-friendly with some great options!!
Well done - and thanks!!!
I also check the Forum page periodically but am disappointed that more people are not using it to the extent that it could be used. I have posted a couple of times but find that there are only a very few who seem to want to join in. I would encourage everyone to think about making the Forum a more inclusive, active part of the 5i experience. I think it has more potential than we are currently seeing in it, but that is up to us, the users.
Cheers,
Mike
Read Answer Asked by Mike on April 18, 2016
Q: Hi Peter, Can you please suggest me 5 names based on today's price which I will hold until 2030 and those will have a good growing dividend? Does Fairfax financial qualify? I just mentioned FFH as I am looking for those names that will predictably increase book value and dividend on a 15% CAGR basis for next 15 years. Just want to mention that the changes 5i made to the site is very effective. Great service!!
Read Answer Asked by Sridip on April 18, 2016
Q: This is not a question.

I know you have covered questions about Medical Facilities in the past but I can find nothing in the archive using either DR or Medical Facilities. Your recent upgrade seems to have lost some of your past information.
Read Answer Asked by richard on April 16, 2016
Q: Apologies if this is a duplicate. I don't see it in the 'asked by me' section.

I'm considering liquidating my taxable account which holds blue-chip canadian dividend payers (BNS, MG, T, WSP, ENBD) to use for a home down payment. Thinking I could always buy them eventually...

In the meantime that leaves me with a TFSA containing (XAW 30%, CSU 7.5%, and BOS,ATD.b,CXR,CXI,IT,KXS,MDA,SIS,SJ)I'm a young investor with a long time frame and feel comfortable with these names for the most part. But am I left underdiversified? Would you change anything? That would mean swapping stocks for others for now rather than adding with new money. Cheers
Read Answer Asked by Josh on April 16, 2016