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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 team,
I'm thinking in investing in Preferred shares; to that end and for starters, I examined the CPD chart from 2008 to date.
I noticed that the share value dropped by 25% in the 2008-09 recession; I can understand that. But it also dropped by 25% in 2015; could you please enlighten me as to why?
Could you please explain the pros & cons of investing in a preferred ETF versus in particular preferred shares?
Thanks,
Antoine
Read Answer Asked by Antoine on July 25, 2018
Q: First, as a new investor, I have learned much from subscribing to your service. It is well worth the subscription fee. I appreciate you guys keeping the answers and advice simple and to the point. Keep it up!

I bought into NFI at a worst possible time as I'm down 17% as of today. I've stuck with them based on research here and elsewhere. Given that, I'm debating using another portfolio to obtain a position in NFI to help recoup losses as now may be a good time to invest. The same thing happened to me with RHT where I had a large loss but I later obtained a position of RHT in another portfolio and so far have a gain where I could really benefit from future growth. However, looking back at previous Balanced Growth portfolios, allocation for NFI is decreasing. Is this due to decreasing confidence with a possible end objective of ditching NFI? Monthly allocation for RHT has been relatively stable so I was more comfortable with my above plan.

Thanks
Read Answer Asked by Brad on July 25, 2018
Q: I'd like to add some U.S. and emerging markets exposure into my TSFA. Could you please recommend a couple of ETF's (or other investment options) that would help me accomplish this. Thanks

Dave
Read Answer Asked by David on July 25, 2018
Q: Hi group please explain in simple terms how dividends are taxed both in the US and Canada . Your answer needs to cover cash and registered accounts . I have significant gains in my cash account in the US and do not fully understand the tax implication's Thanks fro all you do for us
Read Answer Asked by Terence on July 25, 2018
Q: Hello 5i I haven't seen a sector percentage recommendation since last Dec. Could you please provide some guidance based on our current political and economic situation.
Thanks T.
Read Answer Asked by Terrance on July 25, 2018
Q: Hello Peter & Ryan,
Thank your team for great recommendation on Photon.

Your opinions on the these three companies are very much appreciated.
BLO-for cannabis play
QSR versus RECP
PKI versus ATD.B

Thanks!



Read Answer Asked by Nhung on July 25, 2018
Q: Various sources are urging companies to stop issuing quarterly forecasts. What is your position on companies issuing quarterly forecasts?
Read Answer Asked by Dennis on July 25, 2018
Q: When Darren Entwistle eventually steps down as the CEO of Telus... what do you think the impact will be? See https://www.theglobeandmail.com/business/rob-magazine/article-will-telus-ceo-darren-entwistle-ever-let-go/

Also, what do you see as the strengths of Telus are and threats to Telus?

Thanks!
Read Answer Asked by Robert on July 25, 2018
Q: On the US side of my portfolio I am going to be cautious about what I add. I will get an opinion from you before making a purchase. My last recent purchase which I watched for quite some time (Netflix), made the purchase, and 2 days later it was down $75.00 per share and it does not seem to be making a recovery. I am thinking of selling Netflix and along with some US cash I have, and I will list some US stocks that look good to me. APO, NOW, ISRG, OKTA, BIIB and SFTBY. Out of these, which ones would you purchase? Thanks again, Dennis
Read Answer Asked by Dennis on July 25, 2018
Q: Earlier today William asked about a portfolio tracking software. After trying a few I would highly recommend Stock Market Eye. It handles all transactions types, multiple portfolios, multiple currencies, live data, basic charts, tax tracking, and more... they also have fantastic technical service.
Read Answer Asked by Anthony on July 25, 2018
Q: After many years I am deciding whether to throw in the towel on Extendicare I know the stock has never been a 5i favourite
Demographics say this should be a growth stock but Extendicare has been a dog
Do you think there is any hope for this stock Should I wait until Extendicare reports In August

Could you suggest a replacement in the same space hopefully with a similar yield
Thank you
PaulW
Read Answer Asked by Paul on July 25, 2018
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