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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: In a margin account ,if you have a gain on a sell 50% is taxed on the gain and if you repurchase in less than 30days there is no discount when you sell.Does this also apply to rrif accounts.Thanks a lot for your very professional advise during these trying times.
Read Answer Asked by jim on March 31, 2020
Q: Hi team,

I'm up over 30% of CNQ in about a week or 10 days and I also own Suncor. I believe that the recent run up in the stock market and the energy companies over the last 2 days is not sustainable. I fear that the coronavirus impacts aren't fully appreciated and this will likely have a more profound impact on travel and demand for oil. I obviously have no idea if we hit the bottom or not, but given the the sharp bounce when is it ok to take your money and run, especially on Companies whose revenues are based on a commodity. I own several other stocks that I bough during the drop, including BCE, RY, TD, ENB, etc. so I will still have exposure to the upside, but in less risky names.

Thanks,
Jason
Read Answer Asked by Jason on March 31, 2020
Q: I am aiming to have a portfolio with 2 solid companies in each of the 11 sectors. Do you feel SLF and X would be sufficient for allocation to the financial sector? Or would you suggest adding a bank (RY) to provide better diversification? Thanks in advance.
Read Answer Asked by Jonathan on March 31, 2020
Q: Hello 5i Team
Are there any restrictions to the percentage of foreign equity within a RRSP? From everything I have seen so far with the merger of TSGI The Stars Group and Flutter will be OK in terms of if I can hold a UK stock in our SpousalRRSP but will it matter that it is over 10% of that account (not of all combined accounts)? I really do not want to sell it as it has not performed and I still have faith in it.
Thank you
Jeremy
Read Answer Asked by Jeremy on March 31, 2020
Q: We have an unregistered account with 74% cash and want to buy some index funds (my wife read Millionaire Teacher and is convinced index funds eliminate some human error with stock selection). We are considering XIU, ZSP and perhaps ZDB; we do have a significant bond holding with Phillips, Hager & North and not sure if bonds should be part of this unregister account? Long term investments 7+ years. Thanks you very much for your comments on index funds.
Read Answer Asked by Grant on March 31, 2020
Q: Most of my son's assets (all tfsa) are in the etfs zwb, vgg and vee. Would you suggest substituting any other etfs at this point with an eye to catching the rebound? Thank you.
Read Answer Asked by William on March 31, 2020
Q: Hi. I have held BABA off and on and now considering easing back into it as a proxy for Chinese consumer growth. I was wondering what your thoughts are on this thesis and if you have alternative that you like better. Thanks, JR
Read Answer Asked by John on March 31, 2020
Q: I have been hearing more and more about the possibility that renters (and small businesses?) will be able to forgo rents for at least a while, should they be short of funds, without risk of eviction. . Given the skyrocketing rate of unemployment, I am wondering if my four reits (internet, granite, CAR, Minto) are at risk to lower their dividend. If so, can you rank them in terms of the risk to their dividend?

Also, what is to stop any renter from not paying their rent, even if they can? Do renters have to "apply" to have their rent waived or can they just do this their own accord?

Finally, is there any possibility that the government (federal or provincial0 will pay the rent?
Read Answer Asked by arnold on March 31, 2020
Q: Hi Peter and Team,

I'm wondering if it's time to start picking away at names like New Flyer? I thinking that they are building public transportation and Electric Buses which should still be desired following return to normalcy from this virus and may be more desired following the recent big drop in air pollution from the economies shutting down.
Read Answer Asked by Marc on March 31, 2020
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