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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 wish to buy CDN cos that pay their dividends in US $ for my Scotia ITrade non registered account. I do not want the divs converted to CDN $ but go to a US $ bank account for US vacation. How do I set this up? Can I buy the stock with CDN $ (on TSX) or am I going to have to buy on an American exchange in US$. Scotia has told me the divs will converted to CDN then converted back to US (with fees for each conversion of course).I am not getting a clear answer from Scotia as to do this.
Your (or members) advice is appreciated.
Derek
Read Answer Asked by Derek on June 01, 2018
Q: Hello Peter and the team,

Linamar's price has fallen a lot since the earning release. What is the company's outlook next 1-2 years? Is it a good time to buy a partial position? If yes, is it better in TFSA or taxable account?

If you see the same question, please disregard the 1st one. I posted the same question this afternoon, but I couldn't find it.

Thanks.
Read Answer Asked by Iris on June 01, 2018
Q: I have held these two stocks for a number of years and I am a great deal under water on both.Would you recommend selling these at this time and move on to GC or DOO or maybe some other stocks you may suggest.
Regards Allen
Read Answer Asked by Allen on June 01, 2018
Q: Hi,
I hold CNR for over 10 years and its percentage in my Canadian portfolio has grown to more than 10%, Is it time to take some profit and reallocate the proceed to resource sector that is currently under weighted in my portfolio?
Thanks,

Martin
Read Answer Asked by Martin on May 31, 2018
Q: Hello 5i

I read and consider your advice as very insightful. You often urge us - and demonstrate through your own model portfolios - that one should not overweight a company too much.

At present the stocks I have identified are all at or just over 7% of my total portfolio. To me, they are all “keepers” for the long haul. Still, they weigh heavily on my portfolio which is balanced with many other stocks sitting at around 5% weighting in my portfolio. Obviously I keep my holdings down to a manageable number and am not a trader.

Do I just ride the winners and be aware of the danger involved? Each of my mentioned stocks are up over 100% so I’ve got some space to “lose” money in a market downturn.

I do not need the money. Indeed, the capital gains on too many sales would put me in claw back territory.

Please deduct as many credits as you wish.

Best

Peter
Read Answer Asked by Peter on May 28, 2018
Q: Hi, I am trying to raise some cash and reallocate for buying a new position ( TCL.a).
Most of my holdings have done well ( many same as Balanced and a few from Growth 5i Portfolios) with moderate to sizable gains since inception with the exception of above names ( Negative YTD Only). I like the prospects of some of them with portfolio weights TOY (3.5%), SIS (3.5%)and SJ (2%).
BCE and ENB are fairly old holdings with 3.5% weight each and have not been acting well for a while. Over past few months, I have sold all KWH.un and most of ECI
( reduced to 0.75% weight), due to rising rates and other company specific concerns. DOL (1.25% weight).
Will it be reasonable to eliminate ECI and DOL (small positions) and/or reduce BCE/ENB ( BCE more due to muted growth prospects and ENB due to its high debt and pipeline sector concerns).

Thank you for your valued advice.
Read Answer Asked by rajeev on May 28, 2018
Q: Thanks for the great service. I have a general question I hope you can answer for me. My understanding is that when a person passes away, their investments are deemed to be sold on the date of their death for tax purposes. However, can these investments, (stocks, mutual funds, ETFs, etc.) be transferred directly to the beneficiary (not a spouse) without being sold? And would this be true no matter what type of account? (Cash, RRIF, or TFSA)
Thanks for your help.
KEN
Read Answer Asked by KEN on May 25, 2018
Q: For the last few days I have not seen your TSX stock feed update (bottom of home page) is it my settings or yours?
Read Answer Asked by Gerald on May 18, 2018
Q: TCN,SIS,DRG.UN
Are their earnings good enough .Is it ok to buy more? Thanks
Read Answer Asked by Francis on May 14, 2018
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