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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: Further to Kel's July 24th question and your reply re: capital appreciation in the Real Estate sector. You listed 4 favourite Reits - any preference in ranking ? Would you consider the addition of REAL to be a good move ?
Read Answer Asked by Alexandra on July 28, 2023
Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??

Cheers,

Tamara

Read Answer Asked by Tamara on July 28, 2023
Q: hi,
I am looking at adding these to my dividend equities. I like growth with the dividend stocks, both in capital appreciation and dividend payout ( to keep up with inflation, over the long term ). how do these 2 stack up? further, is there an open source website to check CDN dividend equites in regards to the dividend growth, payout ratios, etc...
cheers, chris
Read Answer Asked by chris on July 28, 2023
Q: This is a portfolio management question. I help manage my retired sister’s stock portfolio; it consists of 36 generally high-quality companies, with focus on Canadian dividend-paying stocks (as she benefits from favourable taxation of eligible dividends); the portfolio has done very well over the years (thanks to advice from 5i); the philosophy is generally "buy-and-hold" with minimal turnover. Portfolio breakdown is roughly 60% Canadian (many with U.S./international focus, e.g., TD, RBI, TRI, etc.), 30% US, 10% foreign. All 36 stock holdings are 2.0-5.0% positions (median weight, 2.7%), except Aritzia (ATZ), which due to declining share price is down to only 1.4% weight. My question is: what to do with a stock like Aritzia? the portfolio management style would be to add to this position, given that it is fallen a lot, and the expectation is that it will recover, and potentially do quite well, in the long-term. On the other hand, there is a risk of continuing bad performance, and one doesn’t want to add good money after bad (the ATZ cost base is already near the median for the 36-stock portfolio). So, from a portfolio management perspective, how would you handle such a stock that has fallen quite a bit below the 2.0-5.0% target weighting of the rest of the portfolio. (Further, it doesn’t pay a dividend, either.)

Ted
Read Answer Asked by Ted on July 28, 2023
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