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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: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.

Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Read Answer Asked by Bryan on February 07, 2019
Q: I want to build a 5 stock portfolio in my TFSA (growth stocks, medium risk) Can you please recommend 5 stocks?

Thanks
Luigi
Read Answer Asked by luigi on February 06, 2019
Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris

Read Answer Asked by Chris on February 04, 2019
Q: hi folks:

as a PSA to the group, i wonder how long it is until the money laundering in river rock becomes a serious problem for GC

i do not own it for this very purpose and wonder how people will react when all the dots are connected and it is proven that GC was complicit in criminal behavior on an epic scale

not sure what the outcome will be yet i think people should handicap accordingly; and no, side from not owning i am not sure how to quantify this risk

comments?

cheers
Read Answer Asked by Robert on January 29, 2019
Q: Hi 5I,
The above names are all owned in my TFSA. Of these, I am underweight in COV, IWO, PHO, SDX, SYZ AND VB. I've got some cash to put to work with a long term objective. With consideration to the sector weighting, and my under weights, would you recommend I top up on any at this time or maybe introduce a completely different name or names to the portfolio? Thanks!
Read Answer Asked by Rob on January 21, 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: I have 59K (38k in TFSA, 21k in Trading account). I am thinking to follow the balanced equity portfolio, so approx. $2250 each name. Time frame is less than 5 years. Two questions: Do you support this idea? If so, which names to purchase in each account? Thanks very much.
Read Answer Asked by daniel on January 14, 2019
Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.
Read Answer Asked by jacques on January 14, 2019
Q: I am a 75 year old RIF investor and generally invest conservatively in dividend paying companies, but I do like to allot a portion of the investment to something that might fly.

I have previously owned GC and TSGI, but sold both at a loss and bought LVS, which at least pays a dividend. It too, has been a loser, so I would like to know whether There is more chance of recovery with GC or TSGI than LVS, or whether I should just stay the course.

What are your thoughts?
Read Answer Asked by John on January 08, 2019
Q: Happy New Year to all
Is it possible that TSGI could double in a year? And GC as well? Or are your comments about them being favorites saying that growth is there but relative only to the volatility and weakness of other stocks.?? I realise this is a tough call...
Thank you
Read Answer Asked by El-ann on January 07, 2019
Q: I'm in the process of adding to/updating my consumer cyclical, materials as well as financial sector, with a tendency to a balanced vs. growth approach. I would like to add one stock of the below selection for each sector. Can you please give some guidance and as to why said particular stock should be selected?

C. Cyc.: GC / MG / TOY Materials: WEF / MX / CCL.B Financial: BNS / SLF / VB

Many thanks!
Read Answer Asked by Dominik on January 02, 2019
Q: so when someone asks you aquestion would you purchase tsgi or gc for a3 year hold you chose gc, does that mean your backing away from tsgi, i would not blame you because something is definitely wrong with tsgi.
also would you buy more shopify right here considerably below the fund raise, i already own 750 shares and it has been just about the only tech stock that has performed lately. dave
Read Answer Asked by david on December 14, 2018
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