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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: i was shocked to find numerous footnotes at the end of answers that state 5i staff own the stocks you are commenting on. I thought your major selling point was being unbiased by not owning any stocks, just getting paid for analysis. How can you be unbiased if you own the stocks? How does this make you different from the talking heads you often criticized?
Read Answer Asked by arnold on March 31, 2020
Q: Thank you to the whole 5I team for your precious help during these difficult times. I am retired and I hold shares in a corporate account of DIR and CAR with losses of approximately 30% each. The company is expected to close within 3 years. Do you think these 2 titles will go back to their paid level by then. If not, would it be appropriate to sell them take a tax loss and migrate to companies with slightly lower dividends but with more growth? I thought of BIP and BEP or BAM. If not, do you have any other suggestions?
Read Answer Asked by Yves on March 31, 2020
Q: Hello, just learned about this company ABB ltd. Apart from the systems it makes for utilities and it's automation systems, I've learned that it's into fast charging stations for electric vehicles. Good dividend yield and I'm wondering if you can provide an opinion on whether it's worth putting some funds into this stock. Thanks as always for your excellent service.
Read Answer Asked by jeff on March 31, 2020
Q: Just wondering your general opinion on these 4 stocks that were rated 5 stars by Morningstar. Do you think any of them are interesting and how would you rate them. Thank you
Read Answer Asked by Meghan on March 31, 2020
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
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