Q: Hi Peter and team, I'm just starting to look into setting up my RRIF and wanted to ask if 5i could recommend any good reading materials, with respect to what sort of assumptions I should make? Currently my portfolios are producing income which would equate to about the minimum I would consider withdrawing on an annual basis. This will be my only income other than CPP and OAS. Is there any benefit to equalizing my US/CAD exposures when I'm not really planning much travel to US? For example, I could replace my Telus with VZ or my RY with JPM. Thanks again for your great service.
Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).
I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.
I have a 20 year time frame and comfortable with some risk.
Thank you.
Q: Hi 5i, Please comment on Russel Metals recent quarter. Initially the market seemed to like things but stock fell quite a bit Friday afternoon and again today(Mon.).
Nice dividend, strong results, cheap stock, good management, is it the tariffs, the cyclicality or something else.
Thanks for your great work.
Rob
Q: Is Peter Hodson still active in managing the 5i portfolios?
The 2018 research and the recommendations, leading to severely underperforming all the markets for 2018 leads me to believe the experience isn't managing 5i as before. Please clarify.
Q: I think I recall reading a Q and A about companies that have issued shares very seldom. However, I wasn't able to find the question thru text search. Could you provide the names again? Thank you.
Q: On news over the weekend it said SNC may not get any Federal Contracts for a period of 10 years due to their legal problems. Question is why hang on to this company. It seems it is all bad news RAK.
Q: I have some cash in my TFSA which I'd like to deploy. I'm looking at either 1000 shares of Stingray Digital or 500 shares of Savaria for a 3-5 year hold.
Which would you recommend and why?
Thanks, Richard
Q: Although I prefer investing directly in stocks, our company is considering switching to Nest Wealth at Work for it's RRSP plan and it makes sense to participate.
It appears to be all Vanguard EFT's. Would 5i or possibly other members with experience, share feedback?
Thanks in advance!
Q: I remember looking at a blog post you guys did a while back on tsx listed companies with large % of revenue from the US. Can you paste the link? Please and thank you
Q: Would you buy OSB ($36.42) at this price and wait for a turn around while collecting its' dividend?
Dividend is $6.30/17.3% - is it safe or will it be cut?
Tks.