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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: I'm interested in learning about technical analysis. What resources would you recommend?
Read Answer Asked by Brenda on July 07, 2020
Q: Good Afternoon
Some brokers, when recommending a security, they properly disclose whether they have managed a public offering of the security or whether they have received compensation for investment banking services. Thus, the investor is in a better position to assess the recommendation of the broker.

My question is about Morningstar. Do they provide any type of services for the companies recommended in their portfolios ?
Thanks again for your insight.
Read Answer Asked by Terry on July 07, 2020
Q: Hi 5i team,
Congrats on the recent upgrade to Portfolio Analytics. It seems to be a big hit. I would consider it myself but over the past several years, I have moved 75% of my equity holdings to the U.S. (in RRSP, TFSA and non-registered), which has vastly outperformed my Canadian holdings. PA would tell me to come back to Canada which I don’t want to do. I don’t follow the conventional portfolio rules. In fact, I am considering moving all my remaining fund to the U.S. markets. Other than the currency risk if the CDN $ appreciates on a sustained basis (which I doubt), do you see any other pitfalls with this strategy?
Thanks again for your insight.
Happy belated Canada Day from my 25% position.
Dave
Read Answer Asked by Dave on July 07, 2020
Q: if I want to received dividend in US , will it be advisable to buy co. like Enb. in U$., or other dual listing companies, like RY,TD. or will it be better to simply buy equivalent US listed Co. instead. Thank you as always.
Read Answer Asked by DAVID on July 07, 2020
Q: I have been using TSE to track my portfolio.
Recently they made changes not to my liking.
Can you recommend one or more available sites to track a portfolio.
Thanks
Read Answer Asked by Al on July 06, 2020
Q: Is there a site that talks about upcoming IPO's in Canada and US
Thankyou, Peter
Read Answer Asked by Peter on July 06, 2020
Q: A question for the dummies amongst us.
In reading your explanation of “covered call options” what I still don’t understand is who buys the call option and why would they? Who determines the “strike price”, do you? Who determines the other terms of the contract: the expiration date, the “premium” you get for selling the covered call, the price if you “buy back” the call option prior to expiry? Who sets all this up and how do they get paid (your broker)?
What is the downside, aside from missing out on potential gain if the stock is called away?
Perhaps you can recommend other resources that explain all this in relatively simple language.
Supposedly there is no such thing as a stupid question.
Len
Read Answer Asked by Leonard on July 06, 2020
Q: There are a lot of different BAM preferred shares that one could choose from to invest. Some have dived yields as high as 8%? What is the difference in each of the issues? Why would one not just choose the one with the highest dividend yield? Can you please clarify? Is there a drawback of choosing one over the other? If you had to choose one which would you pick?

Regards,

Brendan
Read Answer Asked by Brendan on July 06, 2020
Q: Will the Canadian. Money saver money show be recorded for those who aren’t available during the livestream?
Thanks
Read Answer Asked by Karim on July 06, 2020
Q: I am retired. To help me better appreciate what types of stocks to hold in my TFSA, RRSP/RRIF, and unregistered accounts, could you give me a few Canadian and US suggestions for each. Thanks again for your great service.
Read Answer Asked by bill on July 03, 2020
Q: Hi guys,
I am maintaining both rrsp and resp portfolios for my family with time horizons of about 20 years and 10 years, respectively.
The investment strategies have been the same thus far, and I have followed a balanced approach of identifying growth, blue chip and a nominal 15% fixed income in each. I have a combination of ETFs and stocks from your model portfolios.
With the objectives and time horizons in mind, would you deploy the same investment strategies across accounts at this point? Thoughts on what investments you would recommend?

I am also aware of the tax ramifications of the accounts, and am more interested in thoughts on risk and time horizons.

Thanks
Read Answer Asked by Peter on July 02, 2020
Q: "Authors of this answer, directors, partners and/or officers of 5i Research have a financial or other interest in AMZN at the time of answering this question."

What other companies does officers have a financial interest in? Don't see this too often on questions? Are you only invested in American names?

Private question but you can answer publically if you wish
Read Answer Asked by Thomas on July 02, 2020
Q: This market is wearing me out! What do you think about partnering with Wealth Simple? Thx James
Read Answer Asked by JAMES on July 02, 2020
Q: Hi, my wife has some cash sitting in a Corporate account and we are looking to invest the funds in stocks. I know you can invest in ETF's, stocks, bonds, etc. but can you tell me what kinds of stocks are best to invest in, considering taxes, withholding taxes, etc. Is it better to invest in growth stocks or dividend stocks, US or CDN stocks? What are some other factors to consider? We are well diversified in our personal accounts and looking for long term growth. Thanks for all your help!
Read Answer Asked by Keith on June 30, 2020
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