Investment Q&A

Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.

Q: On May 8th I asked a question regarding trimming my Total portfolio of about 80 positions. I asked for your favourite 10 companies in the 5i Balanced Equity Portfolio. I see from your response, I should have been much more specific in my question.

The 80 positions I now have are broken into 6 accounts depending on Tax laws, retirement regulations and foreign diversification. 3 of these accounts are based on the 5i Income, Balanced Equity and Growth portfolios. Another account mirrors the BTSX and the other 2 are foreign and deep value. I merge any duplicate positions into one.

I would never place all my equity assets into 10 positions nor would I advocate that. However I would like to get to a smaller, but still diversified total portfolio.
How would you approach this trimming process?

Thank You

Q: peter; could you clarify what the GC announcement actually means re withdrawing the consent etc? Thanks. Rod

Q: Good morning:
You recommended this morning DEM for an emerging markets dividend ETF. I have been holding EDIV for this purpose. I would appreciate your comparison.
Thank you.

Q: I notice you do a report on ESL, around the Jan/Dec each year. Any ESL reports for 2015?

Q: WCP has taken a pretty steep dive in the last month; what are your thoughts on the reason for this?
Would this be a good time to purchase another position and bring my cost average down?

Thank you!

Q: can I get your opinion on twin butte at this time. Thanks

Q: I am looking at adding to ATD.B. LTD seems to have come down nicely over the past year and the number of shares outstanding seems fairly stable. I am wondering about growth. Morningstar shows $1.89 for 2016 up 8 cents from 2015. What kind of growth does your analysis show? As an NR stock do you have plans to do a report at sometime or is $26b market cap too large?
Many thanks
Mike

Q: I am looking for a few income picks to add to my portfolio. However I am concerned about the eventual hike in interest rates and a certain amount of capital flight from income stocks that would ensue. Would you agree that financials generally and insurance companies in particular would do well in a rising rate environment? Any more specific thoughts are appreciated. Thanks again for your great service.

Q: Hi,
Is Dirtt buyable today at about $8.48 Or wait for it to maybe settle some more after the big run up.

Thank you

Q: If you were to pick one stock in the oil and gas services area with a secure dividend and growth prospects, which would it be?

Q: Announced first quarter results and a merger deal with Newmarket Gold. Your thoughts please.
Thanks.

Q: Considering how low interest rates are, what is your opinion to prescribed annuities with the mortality table changes at the end of next year impacting the tax free status past age 70?

Q: Tellza seems to have a decent financial performance, the company is repurchasing shares yet the stock is not moving. Is it the small size or there is something else that holds it back. Thanks for the great service.
Peter

Q: Hi Team,

I understand that this is a little bit outside the focus of 5i, but I was wondering if you guys had any thoughts on TOUR after the investments made on Friday by large firms like Sequoia and Temasek. Could this be China's version of PCLN?

Thanks,

Q: Do you think the PayPal spin-off is already reflected in the EBAY valuation? Also, which do you prefer: POW or PWF?

Thanks Kindly! Austin

Q: Hi team:

this stock has dropped below it's 50 days and 200 days MA
is there any fundamental reason for it ?
hold or sell ?
thanks

Q: I understand some us stocks held in etf rif rsp tfsa are exempt from reporting on form 1135. Please clarify . thanks James

Q: Hi 5i,

Just following up on my question about hedge funds and hedge fund ETFs.

I have found a list of some hedge fund ETFs that have over $100M US in assets and >25K average daily trading volume (for liquidity reasons) and was wondering if any of them would be an acceptable alternative to directly investing in an actual hedge fund. Any thoughts you have would be appreciated, recognizing this is a bit off the main track of your advice.

Here they are:

QAI - IQ Hedge Multi-Strategy Tracker ETF
WDTI - Managed Futures Strategy Fund
RLY - SPDR Multi-Asset Real Return ETF
ALFA - AlphaClone Alternative Alpha ETF
MNA - IQ Merger Arbitrage ETF

Thank you very much.

Michael

Q: if people are really scurrying away from energy stocks because of the NDP win, I think it would be smart to buy them cheap and profit as we discover the sky hasn't fallen after all.