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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: Hi Mr. Hodson and Team:
We keep hearing about the end of the Commodity Supercycle and China slowing down, and we keep sweating.
Maybe we ought to trim our Canadian Resource exposure.

We hold the following (post recent sell-offs):
Can. Energy Producers: 10.7%.
(Cpg 3%. Arx 3.1%. Vet 2.4%. Bte 0.6%. Eca 0.9%. Bnp 0.3%. Su 0.2%. Cnq 0.2%.)
Can. Energy storage/ Pipeline: 4.5%.
You said these are Hybrids, so would count as 2% of Energy.
Makes my Total Can. Energy = 11.7%.

Materials: 7.2%.
(Tck 1.8% + Can. Agri/Lumber 5.4% )

Can. Gold: 3.4%.
G 1.5% + CGL 1.1% + ELD 0.4% + K 0.4%.

Makes- Total Can. Resource exposure: 22.3%.
(Above Energy 11.7% + Materials 7.2% + Gold 3.4%).
Too much in a volatile, cyclical and perhaps SunSet (post-China), Sector?

Perhaps, we should trim Total Resource down to 12%?
Keeping Energy 4% + Materials/Agri/Lumber etc 8%?
What is your opinion of this trimming/ allocation/ %age?

What Percentage would you suggest? Please comment. Thanks so much. sarah.
Read Answer Asked by sarah on April 16, 2015
Q: Hi 5i! What's happened to Enghouse these past couple of days? Big drops and high volume on Tuesday!
Read Answer Asked by chris on April 16, 2015
Q: I plan to invest in GIC's through my self directed accounts. Second tier providers such as BTB and Equitable Banks offer significantly higher rates than the Schedule 1 banks. Assuming I keep within the $100,000 CDIC limit is there any additional risk, disadvantage or consideration investing in these smaller providers vs. the big banks. Thanks.
Read Answer Asked by Gary on April 16, 2015
Q: Hi, you talked about Fly-v on BNN today but I was unable to catch the commentary. Do you like the company given it has no debt and is in a growing business?
Read Answer Asked by Mark on April 16, 2015
Q: If a TSX listed stock becomes listed on the NYSE or Nasdaq, would this generally be good news for the stock and would it likely increase the value of the stock on the TSX? Or is it better to purchase it on the US exchange? Could you please explain? Thanks for your great service!
Read Answer Asked by Pamela on April 16, 2015
Q: Howdy,

CDV looks like a quality small cap in an industry with a high barrier to entry. But top line growth has been flat as a pancake for the past seven years. What corporate developments lead you to think that revenue and earnings will accelerate materially at this point in the companies history?

5i = best service for retail investors in Canada.

Thanks.
Read Answer Asked by Joel on April 16, 2015
Q: Hi, today on Marketcall Mark mentioned to Peter another new company related to the management team of PHM and Convalo, did I get the name right and is it trading already? Greetings, Peter.
Read Answer Asked by peter on April 15, 2015
Q: Can you please give me Industrial & Junior Health Care ETF. If possible trades on TSX.
Read Answer Asked by Hector on April 15, 2015
Q: Wow, this stock is down well over $7.00 today, yesterday up approx $5.00. What is the correlation, must be connected. Is there something significant going on?.
Read Answer Asked by Phyllis on April 15, 2015
Q: I'm pushing the edge with this question (so feel free to reject it) but do you have a US stock you like, with a decent dividend and some potential for growth? I'm sitting on US cash that I'd like to use for dividend income over the medium term, but would like to see a bit of growth when I cash it out. Thanks!
Read Answer Asked by Kate on April 15, 2015
Q: I have a full position on Corus and while it's the type of company I generally hold (high and steady income), I'm weary now that there doesn't seem any end in sight after the Q2 loss and the negative regulatory ruling on unbundling.

I know there is still time (end of 2016) before the unbundling rule takes effect and it's not the end of the world for Corus, but how safe is the dividend? If it is safe, should I adding to my position now because these the stock is now undervalued?
Read Answer Asked by Eugene on April 15, 2015
Q: Hello 5i,

Looking to buy PCCW Ltd (PCCWY) and would like your comments. Also, my brokerage resource shows a big difference in company size (10X) between ticker symbol PCCWY and PCWLF. Why would that be?

Thanks,

Mark
Read Answer Asked by Mark on April 15, 2015
Q: Hello 5i team,
As always, thanks for the great advice. I hold Surge at a heavy loss and have been seriously considering selling it. The problem is that it is in an rrsp account and so i cannot receive capital losses from the sale. So, i have considered simply holding and watching closely. I have the feeling, though, that i will not be able to watch it closely enough to be able to sell it if it looks like it is beginning to get into trouble. How would you approach such a situation, sell immediatly or watch for certain indicators, and if so, what indications would you find meaningful?
Thanks
Read Answer Asked by joseph on April 15, 2015
Q: Hello,

Unfortunately, I was not able to participate in the new Growth Portfolio when it was announced and looking at it now I see some stocks are up 20%. With that in mind, what will be your suggestion for somebody today: buy all or only the few that didn't grow so much and wait for a dip for the others?

Thanks
Marios
Read Answer Asked by Marios on April 15, 2015
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