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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 am investing the 52000 plus whatever the amount is for 2018 in my wife's TFSA. With a 10-15 year time-frame might I be considering a couple of quality ETF's or would you advise the purchase of 5 or 6 quality stocks? What might you suggest to consider? She does like the Dollarama idea which you recently recommended. Also would you recommend holding off until the new year to get the ball rolling or invest now? Thanks
Read Answer Asked by Dennis on December 19, 2017
Q: I hold this stock.I have felt uncomfortable about its business and the way it operates. Has a risky looking yield. In spite of this , analysis have strong buy ratings on the stock. Can’t seem to get my head around this one. Help. I’m happy with your recommendation of ECN.Pr.A. Can you suggest another minimum rate reset preferred?
Read Answer Asked by Roy on December 19, 2017
Q: I am balancing out my portfolios and was just wondering if I should be looking at trimming (and adding) in the Balanced Equity Portfolio so that each stock is lets say 3.8 % holding?? I see your CSU (as is mine) is over 6% (I have others) so should I trim and balance or sit and wait. TY for your sage advice and just wanted to wish everyone a safe and happy festive season.
Read Answer Asked by Alan on December 18, 2017
Q: My spouse has an RRSP that models the 5iR income portfolio. She also has a balanced portfolio like the 5iR one and it is twice the size of RRSP which she will be drawing on in about 4 years. The current RRSP positions do not require to be rebalanced. She would like to add positions to the RRSP, even if it means somewhat overweight certain positions. What are the 5 income portfolio equities that she should consider at this time?
Read Answer Asked by Tom on December 18, 2017
Q: I am missing above stocks in my Balanced portfolio. Whould you buy them today or in new year? Thank you
Read Answer Asked by Hali on December 18, 2017
Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?
Read Answer Asked by Tom on December 18, 2017
Q: Hello 5i team,
I read an interesting article in the Globe on Thursday on Dollarama. According to the author they are essentially borrowing money to buy back their own shares and are now in a situation of negative book value. In other words, if the stock were wound up today, shareholders would find themselves with negative equity.
Your comments please.
Thanks,
David
Read Answer Asked by David on December 18, 2017
Q: Hi 5iResearch Team,
I have finally decided to give up my full position on ZCL and was wondering if you can recommend something regardless of sector/industry, to take its place. Preferably I would like something with a dividend but it is not a must. As always, good works guys.
Cheers,
Read Answer Asked by Harry on December 18, 2017
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