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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 sold Manulife(RRSP) and IGM and(TFSA) and am dithering between CXI, GUD and BIN for the two replacements.
On your report card metrics, CXI scores an A on most of them and BIN gets a C on one year growth, although it gets an A on stability. However you suggest 10% weight for BIN and half of that for CXI. I did not understand why you would want it that way for a TFSA account.
I am fairly diversified, though a little light on pharma(PHM, PLI). Which 2 of 3 mentioned above would you recommend for TFSA and RRSP accounts? I would greatly value your suggestion.
Appreciate your service as always.
Read Answer Asked by Rajiv on February 14, 2015
Q: Re your advice to Lois today.You suggest moving this stock to get the div tsx cdt I thought all Cdn capital gains and dividends were tax free in the TFSA. Pls clarify
Read Answer Asked by Ron on February 13, 2015
Q: Hi - I have the following in my TSFA:
Abb-(us) 13%
BB -(cdn) 2%
BDI -(cdn) 3%
GOGO -(us) 8%
MG -(cdn) 39%
MBT-(cdn) 8%
PWF-(cdn) 15%
cash 12%
Any suggestions would be appreciated.
I have almost $6000 cash to invest. Thanks so much.
Read Answer Asked by Lois on February 13, 2015
Q: Good morning,
Time for my wife and I to make our TFSA contribution and in that regard I am wondering if I should stick with splitting between BTE & TRP which are the only two holdings in our accounts from day one or branch out and add another growth equity to the mix.
Thanks.
Read Answer Asked by William on February 13, 2015
Q: Hi there,
Looking to buy cipher or constellation. The latter looks pricey and the macd suggests now is not the bst time. Looking for growth in my tfsa. Which would you recommend? Or maybe Dxh.b instead?
Read Answer Asked by Jason on February 13, 2015
Q: Hello
would you suggest any or all of the above companies for a TFSA purchase for this year? Or do you have any other suggestions?
Thanks for all your help. I really enjoy this site...good job!
Read Answer Asked by Arthur on February 12, 2015
Q: Hi 5i team,

To start an TFSA account with$10,000, what would you suggest to do? buy an eft or pick stocks, please suggest some names for long term holding with low risk. Thanks. Lin
Read Answer Asked by Lin on February 12, 2015
Q: I am wondering if I should sell TD and buy CXI but CXI is hitting a new high should I wait until it come down a bit in price? This would be in my TSFA. I currently own T , AYA , TRP , WCP in equal weight.
Thanks
Dolores
Read Answer Asked on February 12, 2015
Q: Would you buy these stocks for a 5 year hold in a TFSA? Or is it still too risky? Wait for oil to stabilize?
Thank you
Read Answer Asked by Josette on February 05, 2015
Q: Hello, my question is about Westernone. I hold this company in a LIF account and am thinking of transferring it at the current low valuation to avoid paying higher taxes later in the event it recovers (hopefully). I planned to withdraw from this account later in the year anyway. What do you think of the idea and if the idea is sound should it be transferred into a cash account or my TFSA.
Thanks so much for the guidance.
Brian
Read Answer Asked by Brian on February 03, 2015
Q: I started contributing to a TFSA in 2012 and have contributed the maximum since then. Can I make contributions for the years I missed ?
Read Answer Asked by Marion on February 03, 2015
Q: Good Morning to all on this snowy day!! I would like to allocate some money to my kids TFSA's. Which would be a better long term holding..MX (Methanex) or Alimentation Couche Tard. Cheers, Tamara
Read Answer Asked by Tamara on February 02, 2015
Q: For a couple in their late 70s, what what would you recommend for our TSFA. So far we have contributed every year and bought GICs, (2%) with the thought rates would soon be higher. The opposite has happened. What would you suggest we do now?
We don't need the money, but would like to keep it safe. Otherwise we have a diversified portfolio of your income, and some of the model portfolio. Any advice you have would be appreciated. Cheers!
Read Answer Asked by Shirley on February 02, 2015
Q: My college age Son had over a double in DHX (his only equity), with my advice he sold half, bought into Surge at $5.53. His account balance is now back to where he started. He's not happy with his advisor at the moment - hero to zero you could say. Should he hold Surge or take the loss, if the latter, any suggestions for a youngsters TSFA?
Read Answer Asked by Charles on January 26, 2015
Q: Hi Team
Could you recommend two good growth companies, suitable to a TFSA, that will benefit from the weak loonie and a recovering U.S. economy.

Thank You
Clarence
Read Answer Asked by Clarence on January 22, 2015
Q: I have recently opened a TFSA for my girlfriend that I will be managing. I have it fully funded roughly $35,000 all in cash. I would like to build a high growth portfolio. We are in our mid 20's so risk and timeline are not an issue. Just wondering if you could give me a list of 5 names that you would start out with. Thanks
Read Answer Asked by justin on January 22, 2015
Q: I know that you are favourable towards myt. But, would you consider it too risky to hold in a tfsa account, given that you would lose space and also could not claim a deduction if it lost value?
Thanks for the great service and congratulations on your award,Claire
Read Answer Asked by joseph on January 22, 2015
Q: I was reading your reply to Paul on Jan 19 regarding ZDY, a proxy to US dividend stock, is this considered to be US$ to include in the foreign content in income tax reporting? Is this good to hold in TFSA?

Thank you.
Read Answer Asked by LOUISA on January 20, 2015
Q: What would be your one or 2/3 best picks for TFSA?

SS
Read Answer Asked by Sirish on January 19, 2015
Q: Happy New Year Team!!
I am looking at putting together a new TFSA portfolio of ETFs with the following considerations:
-$36500 to invest.
-time horizon 10 years +.
-target 10% growth per year.
-goal of a diversified mix with exposure in and outside of Canada.

Question: Which ETF's in which categories would you recommend? (ie. Canadian, US, International, Sectors, Bonds, Dividends, etc.)
Thank you, I look forward to your reply.
Read Answer Asked by Eric on January 12, 2015
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