Investment Q&A

Q: I have two young kids with RESPs (5 and 10). I have asked a few questions regarding etfs mostly because available resource in the accounts was small. That said, one is worth about 28K (AVO, DSG, DHX, ENB, HR.UN, KBL, MUX, STN, TSGI), the other, a series of etfs worth 12k (XIC, XIN, VUN). Both accounts have 3-5k in cash, what would you do at this point? I understand this borders on portfolio review, but in terms of sector allocation etc, I would appreciate any advice. With 38K in play, the review is not yet a wise investment. As an aside, an RESP model portfolio would be immensely useful to I am sure many subscribers in a similar spot as I find myself, with small but growing portfolios built over time matched with gvt subsidies. Anyway, thanks for all you do, and a very Happy New Year to you all. I look forward to your thoughts.

Thanks,

Eric

Q: In your response to a previous question where I was looking to replace VWO with a Canadian equivalent, you suggested VEE. The TD Webbroker site shows VWO with a dividend yield of 2.15% and VEE with 1.34%. Can you confirm these numbers and if they track the same index why would there be any noteworthy difference?

Q: Hi Peter and team,

Can you kindly let me know the business model of the company. What is the potential growth in the space. Do you think it will still be around in 5 years. In addition, it is a takeout candidate. Thank you in advance.

Norwood

Q: Happy New Year to you all !
I would like your opinion for CORR Energy Trust , specifically the sustainability of the dividend .
Thanks
Rick

Q: Happy New Year.
Two stocks I currently hold are Engagement Labs and Enterprise Group. Both are being held at a significant loss.
Is there any point in continuing to hold either of these companies or is it time to simply move on?
Thanks, Rick

Q: I know this is a difficult question, but can you think of some companies where downside is limited, but upside is large? I think GUD might be one since they have so much cash - are there other companies with similar attributes?

Q: BPY-UN has been in decline since October 2017. Thoughts on where the stock will be going in 2018. Would you consider it a buy / hold / sell?
Thank you

Q: Happy New Years 5i!

I'd like to know what your three favourite sectors for 2018 would be?

Also, I often hear about sector rotation as one area of the market cools and another heats up. How do you at 5i track these shifts in sector sentiment? Is it as simple as just observing the share price movements in the different sectors?

Thanks again!

Q: What is the prospects of this company?
George Mani

Q: I own the above stock which has gone down recently. Should I get out of it now?

George Mani

Q: I have very little invested outside of Canada and would like to increase foreign investments. What are the tax ramifications if any, of investing in index funds such as Vanguard or Ishares in a taxable account? I suspect that there may be a withholding tax.

What would your 3 favourites be for investing outside of North America?

Thanks
Ron

Q: is there any hope for this company? should I take my loss in a rif thanx

Q: I am considering a move from Microsoft to Oracle. While both are good companies I wonder if Oracle's upside is a little stronger. Your thoughts are appreciated.

Q: EIF has been drifting lower the past few trading days any word as why? Don

Q: Any reason/news for the 3% drop in the stock.

Q: Hey 5i,
Is there a preference, benefit or detriment between these two scenarios? Assuming allocation, growth, risk etc. are all comaprable. What would positives/negatives be of each?
1)invest $100 in 1 $100 share of company A and have it grow 10%
2)invest $100 in 10 $10 shares of company B and have it grow 10%

Q: Good Morning: I sent this question in last week but am assuming it got lost in cyberspace somehow. I am looking for a recommendation on a materials etf since I am very light in this space. My only holding at the moment is BHP. Also, is this a space that you would consider it necessary or important to have some exposure to at this time or in the near future. Thanks.

Q: Would it be a good time to sell Artis? It has a good dividend but growth does not seem to be happening. What would be a better REIT to be in that would have around the same yield?

Q: I am primarily interested in income but do not want to risk my capital. If interest rates move up, say 75 basis points this year, how detrimental would that be to the stock price. Would they consider reducing the distribution? Thank you, Bob

Q: Hello, this is in regard of the Income Portfolio. Are you going to keep Absolute Software (ABT) in the portfolio? The stock seems to perform poorly, do you see a brighter future for ABT? Knowing that AGU is now Nutrien (NTR), are you going to keep NTR in the portfolio? Do you know the dividend yield of NTR? Regards, Gervais