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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: INF is merging into RA. This adds 195 M in assets to RA’s 841 M. RA then will be over the 1B in assets. I have RA , but not sure if I should add now or after the merge. I have it for dividends and a bit of growth. I know the MER is high at 2.23% but because the yield is high at 10+ I don’t mind . Although with the merge not sure of the outcome. Your comments please ?
Read Answer Asked by Luc on December 12, 2019
Q: Is there a particular reason why REITs are being hammered today? The fed left interest rates unchanged (as was expected) and long term bond rates dropped. Shouldn't that be good for REITs? Utilities and Telcos don't seem to be getting hit remotely as hard.
Read Answer Asked by John on December 12, 2019
Q: Hi. I own TCL.a in a non-registered account & NFI in a TFSA, both at a huge loss currently. My questions are:
1) What do you think is the risk of continuing to hold these stocks now?
2) What do you think of their potential over the next year and in the years beyond? Do you think they can recover?

Since NFI is inside my TFSA, should I sell it and buy something else? TCL.a could sell for a capital loss. If I have to sell either one, which one should go first? Or should I wait another quarter before doing so? Thanks for your help.
Read Answer Asked by Esther on December 12, 2019
Q: Can I transfer some BYD.un from my non registered cash account to my TSFA. I would use the max contribution for 2020 or $6,000 I suspect that the moment I transfer then it triggers the Capitol gain on my cash account is my assumption correct ? is there any other way to take cash from TSFA in shares or cash. ?Thanks
Read Answer Asked by Terence on December 12, 2019
Q: Just a comment.
You suggested that the payment for the sale of drg.un will be imminent.
Bank have a habit to keep money as long as they can, institutions will probably be served first, your member (and me for that matter) will be lucky to receive the full amount towards year's end.
To speed up the process I have a sale order in the market (my cost: $6.95 to ''liberate'' over $25000) it has not being covered yet....
We are the suckers, retail is always last
CDJ
Read Answer Asked by claude on December 11, 2019
Q: I manage my daughter's investments and will be selling a mutual fund (RBF1018) and plan to purchase XIT, as her asset allocation is light on technology.

86% of XIT is made up of SHOP, GIB.A, CSU, OTEX. P/B = 5.3 and P/E = 35.2. Technology has had quite a run this year...the chart looks parabolic and might possibly be forming a double top. I heard years ago that after a big run, stocks may settle back roughly 1/3 of the recent gain. This would put the "settle" price to be around $25.

I know this is the same as market timing. OR....just buy it now. Your thoughts?

Thanks...Steve
Read Answer Asked by Stephen on December 11, 2019
Q: I recently submitted a question asking what "sector" Costco and Disney were in "according to your sectors". You advised that Disney was Consumer Discretionary and Costco was Consumer Staples.
You do not have these sectors in your listings. You have Consumer Cyclicals and Consumer Non-Cyclicals. I am assuming it is one of these - could you please advise. I am aware that sectors have more than 1 description name but I am trying to keep to the sector names you have on your Summary List.
Thank you so much,
Margaret
Read Answer Asked by Margaret on December 11, 2019
Q: dear 5i
can you explain how you access preferblog.com ?
thank you
jacques
Read Answer Asked by jacques on December 11, 2019
Q: I am wanting to purchase the parent company of all the Brookfield names but I am wondering in which account would it be best in? My regular cash account, TFSA or RRSP account with the drip turned on?. I was leaning towards TFSA but want to know if there is any tax issue or disadvantage.? Thanks
Read Answer Asked by Kolbi on December 11, 2019
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