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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: hello 5i:
We hold the Pimco Monthly Income Fund as our sole Global Fixed Income contributor. We are not displeased with it, but wonder if you favour another ETF, or mutual fund, that could replace it, or complement it. We would probably expect at least a 4.5% distribution. Ideas?
thanks
Paul L
Read Answer Asked by Paul on November 28, 2022
Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James
Read Answer Asked by JAMES on November 28, 2022
Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!
Read Answer Asked by Tom on November 28, 2022
Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks
Read Answer Asked by mike on November 28, 2022
Q: I read a couple of recent posts on how bad TD brokerage was and how good National Bank was. Greg ended his post with “TD sucks”. That gave me a great chuckle. I am a TD client and am quite satisfied with their service but this is not to defend TD.

I have started a thread in the Forum under Brokerages and Research Tools on National Bank on the pros and cons of using that brokerage. I am intrigued by their zero commissions but am a bit skeptical on their overall offerings and service levels. I hope Greg and some others will post on their experiences with National.

Anyway, I do have a question for 5i. If I moved one of my accounts to National, with zero commissions, how do they make money from me? I don’t trade on margin, so no margin interest there. I don’t sell stocks short. I don’t buy or sell options. So, why would they want my business, or maybe they won’t?

Thanks
Dave
Read Answer Asked by Dave on November 28, 2022
Q: If i bought ANGC today, would i receive the Dec 9th dividend payment?


Thanks

Stephen
Read Answer Asked by Stephen on November 28, 2022
Q: Hi 5i, it looks like Brookfield has set thier spin-off date, does that mean one has to buy BAM.A shares before and/or the record date of December 2nd to receive the BAM shares.
Thx.
Read Answer Asked by Christopher on November 28, 2022
Q: Hi Peter,
I do not have any basic materials in my portfolio and have very little knowledge in this category. Do you recommend looking into having a few EFTs to cover this or dive directly into some stocks?

With whichever suggestion you have, would you please provide me a list of your perferred EFTs or companies to invest and rank them from your very best to best in terms of security (less voltility) and returns.

Many thanks,
Roger
Read Answer Asked by Roger on November 28, 2022
Q: Rob Tattersall wrote a recent article in the G&M in which he stated that Titan Logix's MC is essentially equivalent to its cash on hand plus the value of its holdings of Bri-Chem. So in essence, if you purchase the shares, you are getting their technology for free.

I would appreciate your views.
Read Answer Asked by karl on November 28, 2022
Q: I'm looking for some of your expert advice. I am down in OTEX which I own in a taxable account. It is currently yielding a decent dividend. I am thinking of selling it after the X dividend date for the capital loss, and perhaps buying GIB.A. The latter does not pay a dividend but the stock is performing better. Do you sanction both parts of this trade? Do you think the OTEX dividend will be safe in the future?
Thanks, as always, for your advice.
Ian
Read Answer Asked by Ian on November 28, 2022
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