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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: With the guiding lights of 5iResearch, my portfolio value has reached all time high. I would like to express my deep gratitude to Mr.Hodson and his team for the great service, knowledge, education and support.
I am a DIY concentrated, unbalanced, buy and hold investor. Not all of my holding stocks fared so well and contemplate a Spring Weed Out. My losing stocks are namely TSGI (-47%, 2% of portfolio), TCL.a (-45%, 0.6%), IQ (-30%, 0.4%), PHO (-25%, 1.1%), COV (-13.5%, 1%), GUD (-7.4%, 2.5%), TOY (-5.1%, 4.5%), NFI (-4.6% 0.5%), and TV (-68%, 0.01%). Please kindly advise if any of the above holdings require chopping or double down and rank them in priority ? Please deduct deduct my question credits as you see fit. Thank you very much.
Bill
Read Answer Asked by Bill on April 16, 2019
Q: Thanks to portolio analytics I am cleaning up my portfolio. I am looking at consolidating PHO and TSGI into one position. Which would you keep? Very long time horizon.

Also looking at adding to either DOO or TOY in our TFSA. which do you prefer?
Read Answer Asked by Paul on April 16, 2019
Q: With the recent announcement from Horizons on the release of an ETF that will be built based on exposure to the US marijuana/hemp industries (HMUS on the NEO exchange - trading to begin April 18th, 2019), which ETF would you prefer?

Would you consider the valuations of the Canadian MMJ companies to be more overvalued than the US co's, and if not, what would you believe to be an appropriate ratio if you recommend both ETFs to be held?
Read Answer Asked by Tom on April 16, 2019
Q: Are dividends from USA ETF's held in a RRSP exempt from withholding tax just like USA stocks are? Thanks. Peter
Read Answer Asked by Peter on April 16, 2019
Q: looking ahead the next 6 to 12 months and with safety of principal in mind, how would you rank these fixed income etf's? thanks.
Read Answer Asked by Curtis on April 16, 2019
Q: Just finished portfolio analytics. Very underweight healthcare with only BIIB in my US holdings. Also learned the following make up less than 1% positions. Which would you add to and which could be let go. Have significant tech exposure. Can you suggest another US helathcare company or should I just add to BIIB to a reasonable weight.
Read Answer Asked by Paul on April 16, 2019
Q: We bought a dividend mutual fund for my grandson at birth 18 years ago. This is held in trust in my wife's name and actual amount of actual dividends, taxable amount eligible dividends and dividend tax credit for eligible dividends ( Boxes 49,50 & 51 of the T3 form) claimed on her income tax for the last 17 years. Now this fund is worth 3.5 times the original amount invested- my question is can you tell us if the growth of this fund will have to be declared as a capital gain when we cash it out to give him to start a TFSA?

If this question is out of the realm for you to answer please feel free to charge me as a question asked.


Thank you for this and the service you provide.
Read Answer Asked by James on April 16, 2019
Q: Owned this in the past on a belief that content was king. Hasn't worked out that way for this company yet, though. However, with Disney+ coming on stream and the new hire announced today (with a Pixar connection) is it time to give this company another look? I see it ultimately as a takeout play and wondering if you concur. Or does this company still need to show it can grow profitably first and reduce its debt before buying?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 16, 2019
Q: Hi 5i Team,
I just read Peter column in the National Post and recognize myself with a few small positions each representing a very small portion of my portfolio (ex: 0.36%, 0.54%, 0.64% etc).

I would like to know at what percentage of a Portfolio do you decide to close a position because you consider it too small.

On the other end what would you consider the minimum "meaningful" percentage of a new position in a portfolio.

Thanks in advance!
Read Answer Asked by Michel on April 16, 2019
Q: Hello 5i Team,

Wondering if you can give me your thoughts on the future potential of Brick Brewing, as they announced their 2018 year-end results last week. They currently do a significant business in co-bottling, and management says they plan on being part of the future cannabis-infused drink business when it becomes legal.

I read, however, that there will be strict rules for cannabis-infused drink bottlers, in that they will not be allowed to use the same bottling facilities as they do for alcoholic or non-alcoholic drinks, due to cross-contamination risks. This will certainly add significant extra costs to all beverage companies that want to get in the cannabis game.

Thanks.

Brad
Read Answer Asked by Bradley on April 16, 2019
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