skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am a senior dividend investor, and try to have holdings in the 5% range for dividends from about 15 to 20 stocks. At the moment I am heavy on the pseudo utilities side (PPL, AQN, ENB, RNW), and do not have any core financial holdings. I am looking at trading my AQN for BNS, on the theory that the dividend is similar, and the current short-term upside for BNS is better with any sort of comeback (just surmising from the 52 week highs of each obtained, not any analysis of Payout Ratio or such). I would appreciate your thoughts.
Read Answer Asked by Paul on January 17, 2019
Q: Good morning: If we follow your suggestions to buy and sell in your recent Balance and Income portfolio's, and a lot of members do, the cost of rebalancing is high. In this case nearly a $100 in commissions to sell and buy. Do you account for this when you make your suggestions??
I am also having trouble with your suggestion to buy 1% of this and 2% of that stock. If the goal is to get to 5% over time, that's also a lot of commission fees. There has to be a better way to diversify without paying so much fees.
Read Answer Asked by Jean on January 17, 2019
Q: All the above is what I have in portfolio with equal weightings. I purchased all stocks 1 year ago. I am down on all except for SHOP and BYD. TOY is Down the most. Do you recommend to sell any of these stocks? What new stock would you recommend to add to a tfsa for growth?
Please deduct credit as you feel appropriate.
Thank you.
Read Answer Asked by D on January 16, 2019
Q: Hi 5iR Team, I have the following 5iR stocks in some of my portfolios: SIS, TSGI, NFI, and PHO. All of them have the distinction of losing money in my portfolios at this time. Since, they are all still in the 5iR portfolios could I be considering adding to these stocks? If so would you have any suggestions as to which of the four stocks might rank higher to begin adding stock? Thanks Team. Cheers, Chris
Read Answer Asked by Chris on January 15, 2019
Q: Ecn's preferred shares, ECN.PR.A, are down $5.00 or so since their issue last year, pay over 8% & their issuer ECN seems to be doing well. Is this quite a risky investment with a dividend of 8% percent for someone seeking yield? Is it fear of rising interest causing the drop or is there a problem with ECN that I'm unaware of? Thanks as always for your sage advice.
Dave
Read Answer Asked by Dave on January 14, 2019
Q: I have some cash to deploy. When do you anticipate updating your income, balanced, growth portfolios?
Read Answer Asked by Ric on January 14, 2019
Q: Hi Peter, Ryan, and Team,

Across all accounts, our sector allocations need re-balancing. I'm trying to re-allocate money only in stocks that are already held. In the Consumer Discretionary space, should I add to GIL and/or MG today? (GIL is 2.75% and MG is 2.92% of the total portfolio)

Thanks as always for the timely advice.
Read Answer Asked by Jerry on January 14, 2019
Q: What is the lowest stock price and or market cap ever added to one of your portfolios ?
Read Answer Asked by Luc on January 14, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!