Q: If the government increases the capital gains tax, like it did in the past, does it affect the gains executed prior to March 22? If it doesn't apply to them, is there a reason NOT to sell my portfolio now and buy it back the same day? In my corporate account, I always will pay a 25% tax, whether I'm retired or not.
Q: Hi 5i Team,
I would like to take some money out of a savings account and have it accumulate dividends in my TFSA over a 5 year time period (I will need it at that time). I was wondering in the income portfolio, which of the ETFs/stocks would be the least volatile or the smallest of price movement that pays a good dividend over this amount of time?
Q: I noticed insiders are buying. As you have noted people don't buy because they think the stock will go down. My cost is 8.25 and I think I should either sell or buy more. I know averaging up is best but if one does not want to buy more of their stock when it is down then I feel that is a lack of confidence in the company owned and then obviously it should be sold and absorp the lost and move on. Your thoughts please.
Q: I hold smaller positions of the above collection of what I would consider to be "second tier" income stocks in an unregistered account. I also have BIP.UN, CSH.UN and HR.UN in a TFSA. I want to raise a bit of cash before the snow melts; which two or three of these would you sell first?
Thanks for the wonderful service - I've just renewed again!
Q: I'm looking to invest in the preferred shares that have a floor to there dividend. Would you recommend a couple of choices that you feel are a good investment.
Q: What was the fundamental reason(s) for Gibson Energy's slow decline to ~ 1/3 its value from sep 2014 to Jan 2016 and are those reasons still true today? It still pays a fairly hefty dividend of ~7% but is it safe and by that I mean is there a danger of the stock taking another relentless dive down?
Q: Hi 5i,great information. Only wish I had found you sooner. I am a 60yr DYI investor, I inherited 100,000 and decided to invest with a CIBC financial advisor in a balanced ETF.
Now seeing your great site I am thinking to move my money, into one of your suggested model portfolio's (save on fees & diversify).
My personal investments are both ETF & stocks I am heavy in financials & precious metals. I have just recently started the google app which is helping me to identify where I am heavily weighted.
What are your thoughts to have mixed investments? Or move ahead doing all investments on my own? Looks like a lot of work to initiate but once engaged perhaps not so much work?
I am thinking about selling my DOL position and moving into MDA. I have held DOL for a while with no traction. I feel the upside could be $5.00 per share, but the downside could be sizable with any earnings miss, etc. There appears to be better analyst price appreciation with MDA, and with the new acquisition for the imaging company it could play into US defense commencements?? Any comments on this thought process would be great. Thank you.
Q: I've held this hybrid for the past few years and have enjoyed both income and significant capital appreciation. If the corp. is wound up in November, how would the end result ( ie price) look in your opinion? Thx
Q: Hello 5i team,
Of the growth portfolio, I own CRH,ECN,GUD,KXS,OTC,PEO,PLI and SHOP. I'm tempted by GPS or PHO or ZCL; how would you rank them, regardless of sectors?
Thanks,
Antoine