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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 have done well with ADW.A and am considering reducing this stock to a full position and adding BAD. My TFSA holdings are ADW.A, DSG, ECN, ECI, EIF, IPL, GUD, LUN, OTEX, PHO, RRX and TOY. Could I have your thoughts on this move or any other suggestion?
Thanks
Roy
Read Answer Asked by Roy on July 11, 2018
Q: Is there as maximum percentage of US investments allowed in RIF and TFSA?
I am doing my own investments in TD Waterhouse.
Thanks
Margita
Read Answer Asked by Margita on July 10, 2018
Q: I hold AQN in a cash and Tfsa account. I would like to have the dividend kept in US $ as we often need US $. I presume the dividend would still qualify for the dividend tax credit? I would just have to convert it to Canadian in the cash account. The other account wouldn’t matter if I convert it too? I would have to know the Canadian $ value if I took it out?
Thanks for you insight into this.
John
Read Answer Asked by John on July 09, 2018
Q: What are your BEST 5 ideas for a TSFA account. Thanks Valter.
Read Answer Asked by Valter on July 09, 2018
Q: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 2018
Q: My 25 year old son has some money to invest (equivalent of a full position) in a self directed RRSP and I am looking for some advice on this as well as a little TFSA portfolio maintenance.

His TFSA has 10% in Cnd banks, 10% in EQB from previous employment, full positions (5% each) in CSU, ECN, KXS, MRE, PHO and SHOP and 1/2 positions in SIS, TOY, TECHY, BYL, CHE.UN (keep???), and CXI.

I am thinking he should sell his EQB as his Cnd Banks are likely a safer way to play the Cnd mortgage market at this point in the cycle - do you agree? Should he move on from CHE.UN as well?

This would leave him with the equivalent of 20%+ to reinvest - 10% in his TFSA and 10% in his self directed RRSP. Should he top up current positions (if so, which ones) or add a couple new ones (if so which ones). Your advice for investing these funds is most welcome!

Many Thanks
Scott
Read Answer Asked by Scott on May 28, 2018
Q: I'm opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth.
Read Answer Asked by John on May 25, 2018
Q: Hi 5i,
I have not done well in my TFSA (Other accounts doing well enough.)
I'm looking for stock(s) with good growth potential but low downside risk. I am comfort to not make great gains but don't want to keep losing in this account.
GUD seems the logical choice. Would you agree and are there other names that you would consider here even if growth potential is lower? Thank you for the great service.
Tulio
Read Answer Asked by Tulio on May 22, 2018
Q: Hi
I need to get smarter about regulations. If I were to move $5.5k from a non- Registerred Account to a TFSA could I simply transfer shares? Or must I sell, raise cash, move cash, buy back in TFSA account?
Thx Frank
Read Answer Asked by Frank on April 17, 2018
Q: Good day,

I currently have in my TFSA portfolio the following stocks which you had recommended
(KXS, PHO, SIS, TOY, PBH, SHOP and DOL). I have 10K which would like to add to my TFSA. What stocks would you consider purchasing to compliment what I already own?
Read Answer Asked by Enzo on April 16, 2018
Q: In my TFSA currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - Currently down about 5% in the portfolio. I'm looking to make a change to get some growth in lieu of dividends - what would you recommend keeping and buying.
Thanks
Read Answer Asked by JOHN on April 03, 2018
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