skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With trade tariffs and uncertainty in the markets what Is the wise move with russel metals, hold or sell? I have a large position so would not be interested in buying more. I hold it in my RRSP for the yield. If you suggest a sell what could replace it considering I also hold BCE, BMO, HR.UN, NVU.UN as well as 4 small caps for growth but no dividends.
Lou
Read Answer Asked by Louise on July 09, 2018
Q: Company and dividend as of close
KWH.UN 11.3%, BCE 5.6%, ENB 6.3%, ALA 8.3%, EIF 6.8%, HR.UN 6.8%, RUS 5.5%, BEP.UN 6.2%, GS 6.1%, AQN 5.1%, EMA 5.2%, FTS 4%, H 4.59%
Hi
Could you please choose from the above list (or any additions of your choice) the stocks that you feel would be best suited to be held in an income/dividend non registered account for a long period of time. It would be great if you could also guide me as to whether I should do equal weight or if it is better to invest by a percentage of one company over another. I am interested in trying to have the highest return of dividends but I do not want to reach too far for it (ie 50% KWH.UN). If I could get a blended 6% annually over 10+ years that would be super. Not all the companies need to be included. I know there are some that overlap sectors.
Thank you for all that you do. You are great guides.
Jeremy
Read Answer Asked by Jeremy on June 28, 2018
Q: The above stocks and 1 ETF comprise my base metal holdings. Performance of several ( LLG, NMX, ALB, TV) has been dismal since purchase. I bought thinking that it was a good time in the business cycle to own commodities, with a slant towards lithium as you can see. The dollars invested in total are less than 3% of my portfolio. I am prepared to hold if the companies are performing adequately, but would appreciate whether you would consider any of the above sells or “not necessary to own” as you have coined in the past. Would it be preferable to sell all and buy Teck Resources? Thank you kindly for your consideration of this question and please deduct as many points as appropriate for such a lengthy list.
Read Answer Asked by Joanne on June 21, 2018
Q: Trimming the herd to pay off the mortgage. Any compelling reason not to sell the above names. I have a few others on the maybe trim list if you make a compelling case to keep any of the above. Balanced growth follower.

I am heavy financial ( thus ditching rbc and mfc), wjx is one of my dogs ( offsets some of my gain on financials) and rus- tpk -wpm have gone sideways so no gain-loss on them. Gets me out pretty cap gain neutral and cleans out a bit of dead weight not in your balanced portfolio
Read Answer Asked by Tom on June 18, 2018
Q: Buying a new car and need to sell one of the following for the cash. Please list in order you would sell based on outlook for each in the next 12 month with brief explanation for each ranking. Also dumps a stock not in your balanced equity portfolio.

Read Answer Asked by Tom on December 11, 2017
Q: I am thinking of adding these stocks to some of my accounts please rate from best to worst and comment if you disagree with any choice. Thanks Don
Read Answer Asked by Don on November 16, 2017
Q: I have decided to pay off my mortgage, primarily because I think I have had a good run with equity returns outperforming by a good margin the cost of carrying my mortgage. Although I am not concerned about a large correction I think the risk return is swinging a bit more towards paying off the 2.79% mortgage. I will likely sell 3 or 4 of the following to do so: bbd, mal, pza, rsi, rus, tpk, wjx, dht. Please rank in order in which you would sell the companies listed, you can assume none will adversely affect my current asset allocation. I realize it is quite a mixed bag...but they are some of the ones I hold that aren't in your balanced portfolio so kills 2 birds by getting them out of my current holdings...
Read Answer Asked by Tom on November 06, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!