Investment Q&A

Q: Hi 5i team.

This question is about how model portfolio annual returns are calculated.

Specifically I would like to know how those securities that have been removed from a portfolio over time are reflected in the yearly returns. For example, in the Balanced Portfolio, securities such as AC, NFI and many others no longer in the portfolio, how are their losses captured in the annualized figures.

Perhaps if the absolute dollar value (based on the $100,000 initial investment) were to be reported each year, then we could see the return that would include both dividends and also account for deleted securities that would have incurred losses. This would provide better comparison to those of us that use the model portfolio to structure our own real portfolios.

Thank you.

Q: Somebody thinks this is worth $13 a share, and it trades today thanks to failed takeover at less than half that….what to do?? Buy, sell or hold if you have it??

Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton

Q: What are your 3 top TSX natural gas picks?
Jerry

Q: I have funds to put towards an aggressive attempt at obtaining an average 20% annual return over the next 3-5 years (own CSU, NVDA, GOOG, BN and few others with such potential). Not looking for a detailed analyses or commentary, but do any of these choices seem to be unlikely candidates for the desired outcome - ADBE, INTU, WIRE/ATK combo, HEI/TDG combo, ZTS, BX, LVMUY?

Q: According to your company statistics page, CAR’s 3 and 5 year dividend growth rate was -100 and -66 respectively. Does that mean they significantly cut their dividend at some point in the last 3 years and, if so, was there a particular catalyst that drove them to do that? Assuming I am reading the information on the statistics correctly, what are your thoughts on the reliability of CAR’s dividend in the medium term? Contrarily, how likely is it that the dividend growth rate will accelerate once interest rates start to fall, say to catch the company up to where the dividend per unit was before the cut?

Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks

Q: I have been holding ENB and PPL for over 5 yrs. The dividends are great but the stocks are not going anywhere. Down 15%. Would like to sell one of them and buy IMO. Have full position on both of them. Which one should I sell?

Q: This morning, Opsens received a takeover offer from Haemonetics. Do you think there's any potential for other bidders to offer more than the current $2.90 cash offer?

Many thanks.

Q: Good morning 5i. Any recent news on The Keg.un?
It seems to be on somewhat of a slide lately.

Q: My son, 25, recently married and working in USA, has just begun contributing to ROTH IRA matched by employer and looking for advice on on initiating investment in top 4-6 etf's to achieve long term gains with appropriate market diversification. Also, could you please suggest weightings for each considering moderate to high risk tolerance? Thanks so much. Tony

Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?

Q: Could i get your opinion on PEP?...seems to be struggling a bit lately.
Thanks Ron

Q: For industrials, currently hold TFII, ATS, TRI. In that order of weighting. Also have WSP, NVEE, AXON on my watchlist.

I'm happy just sticking with 3, but 5-6 is great if they may improve my performance or diversification (if the new companies are similar quality).

If it was you, would you add more to the 3 holdings, or add one of the others? How would you rank the 6 names as far as quality and resiliance of the companies go?

Q: Everyone, if you can guesstimate for the remaining year were do you see the Nasdaq: up down; %. I see it up 10 to 15%. Clayton

Q: Can I have your opinion fortes preferred rate reset for registered account something for income RIFF ACCOUNT

Q: How would you rank these companies in terms of growth and evaluation in the energy sector in the next 3 years. Thank you.

Q: Good morning,

If I were to inadvertently trigger the superficial loss rule by selling a security in my wife's cash account, and then forgetfully buying that same security back in my LIRA say 15 days later, would the CRA automatically catch it? Or would they only catch it through an audit? Or should it be self-reported? Just want to better understand how to rectify the error.

Q: Hi, I’m a little overweight in these sectors, and thinking about selling one, and adding XIU or ZCN for diversity and dividend.
Which would you sell ( T or Becp) and which would you add ( XIU or ZCN) for a long term hold. thanks.

Q: Some of my ETF pay a dividend with a code txpddv

Tax paid dividend.

How are they able to do this. What is the possible

down side risks. Thanks.

ralph