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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: 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
Q: Hello,

I know that a lot of folks would benefit if 5iResearch would start covering US stocks. I understand (from your previous answers) that this is very hard as you would like to have the same internal rules apply (that the team will not be allow to trade US equities) and because of that it's hard to find (good) people. I was wondering if we can find a middle of the road solution. The US market is much (much) bigger than the Canadian one and as such (and considering the size of 5iResearch membership) I think it's highly unlikely that will move the market one way or the other. And on top of that (not sure if it can be enforced 100%) you can require that any team member will not be allow to buy the stock(s) before the portfolio is made public.

Just a thought. Maybe there are other ideas out there.

Thank you
Marios
Read Answer Asked by Marios on April 15, 2015
Q: I have a large position in this company and because of the share price increase its now 15% of my portfolio. I have done a lot of due diligence. Normally I don't allow one holding to have this much weight but I have found that there are rare instances where I am prepared to hold my position. I recognize that everyone has a different comfort level but is there ever a case where you would allow this great a weighting?
Read Answer Asked by Murray on April 15, 2015
Q: At what point would it be safe to start looking at Molycorp again? From a $77 high in 2011, when the market seemed to be in love with it, it is now trading below $1. This morning's announcement -- that Siemens has selected MCP to supply its rare earth materials for the next 10 years -- has given it a tremendous bounce of course, but what should we be looking for before deciding to get back in -- if ever? Your comments are always valued.
Read Answer Asked by Sylvia on April 15, 2015
Q: Hi Peter and 5i team, your preference of fsv, tcn, efn and peo. Your advice is super. thanks.
Read Answer Asked by victor on April 15, 2015
Q: Could you please comment on the Shopify ipo. Is this one that we should be looking to buy form the outset or should we wait for the dust to settle then jump in?
Look forward to your comments.
Read Answer Asked by shirley on April 15, 2015
Q: Agent. Would this be a good share to have in my portfolio.Eddie.
Read Answer Asked by Eddie on April 15, 2015
Q: With all the bubbles building up around us – bonds with negative yields, unbelievable levels of debt, USD artificially overvalued and its reserve status under attack from the Chinese – do you ever consider going into some sort of defensive shell to shelter from the coming storm? If so, what kind of a shell would that be? Do you think the CAD might escape some of the turmoil, due to less sovereign debt? How do you feel about gold?
I’ve been trying to play defense for some time now, by investing mostly (but not entirely) in small cap dividend paying Canadian stocks that can’t easily be shorted, or accessed by large US investors, avoiding financial services stocks, and having some gold stocks. I have thereby missed out on the huge rise in US stocks and bank stocks, but I think in the long run my strategy will probably still pay off. What do you think?
The top ten holdings (in decreasing value) that my wife and I have are KEG.UN, PPL, BPF.UN, CHE.UN, CGX, FCR, BXE, FNV, AW.UN, and GIL, out of a total of about 25 holdings.
Read Answer Asked by Jack on April 15, 2015
Q: Good morning,
I can't seem to find the answer to the following question in your TSFA section and do not want to assume. Can you please confirm that I can sell a stock and buy a new one to replace it or would the sale be considered taking funds out of the TSFA. In other words, can I trade at will inside a TSFA similar to RRSP?
thanks
Jean
Read Answer Asked by Sherrill on April 15, 2015
Q: Hi Team - could you provide a general comment/opinion on the company and what you think of its recent NR with respect to the Google partnership? Thanks
Read Answer Asked by Andrew on April 15, 2015
Q: Bonjour, please give me your opinion on the following funds: Imperial International Bond Pool, Imperial Canadian Dividend Income Pool and Imperial US Equity Fund.
Merci
Ronald
Read Answer Asked by Ronald on April 15, 2015