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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: I am a 66 yr. old, dependant on my investment portfolio for almost all my income. I often hold equity positions for much too long and have suffered 60-100% losses in some stocks like Guestlogix, Paladin Energy, Avion/EDV Gold. Currently my largest holdings are: CSU, IPL, PSK, VET, H, TD and HR.UN. I am looking to replace some of the previous with the following names: SLF, MRT>UN, TCL.A, ENF, and FIE or FIE.A
Could you please RATE the positions held vs. the possible relacement positions and please provide colour on 'best' between the FIE's.

Thanks and fell free to consider as many credits as warranted.

Dean
Read Answer Asked by Dean on March 13, 2017
Q: My son ( 31, single, no dependents, good salary) has $10,000 cash in his TFSA and $30,000 cash in his RRSP. He would like to begin building a growth portfolio with a 10 to 20+ year time frame. No stocks are owned at this time.
1) Suggestions on where to begin?
2) He plans to add $500 to $1000 monthly to the TFSA for the foreseeable future. Suggestions on how to employ these contributions?
Thank you, Trevor
Read Answer Asked by Trevor on March 13, 2017
Q: Hi 5i
Due to one of the holdings becoming a runaway success it has turned into approx 30% of the overall portfolio value (I know you think this is a bet on one company, leaving that to one side my question relates to the the weighting of the remaining holdings). I'm uncertain as to whether it would be necessary to adjust the weightings of the remaining holdings and in what way. Growth/losses in the other holdings appears to be masked/muted by the overwhelming good fortune that is the 30% holding.

Thanks as always
Mike
Read Answer Asked by mike on March 10, 2017
Q: Hi 5i
When market sentiment turns against a company due to a miss, for example, in this case, like-for-like sales growth (1st slow down in 9 years), but accompanied by a dividend hike and an acquisition among other positives, how significant would you consider one miss? In terms of market expectations are some metrics far more relevant than others ?

I think it's too early to know whether "something has changed" but market reaction was brutal on one of my foreign holdings today (I won't mention which as its not a CDN or US holding).

I know this is a vague question but I guess market sentiment baffles me sometimes.

Thanks for any comment, greatly appreciated.
Mike
Read Answer Asked by mike on March 10, 2017
Q: I was listening to a guest on BNN market call tonight Mar 3/17 and the guest stated that REIT's should be held outside of a TFSA as the income is return of capital and is tax differed. Is that correct that when you dispose of the individual REIT in your TFSA that you will be taxed on the investment as capital Gains.I thought all gains and income on any type of investment excluding US holdings in a TFSA are tax free. I intend to do monthly withdrawls from my distributions from my REITS, Dividends and ETF's monthly in my retirement and thought all these withdrawls would be tax free as well as any sale of the stock/REIT/ETF position.
Could you give me your opinion.
Thanks
Read Answer Asked by Michael on March 10, 2017
Q: Hi 5i,
I have ORACLE stock in a Basic Securities Account with Morgan Stanley (I used to work for Oracle Corp. in Canada), and now I want to move the stocks and/or funds from the US to Canada, and I have some questions:

Are there any tax implications for me to move the investments from the US to Canada, either on the US side, the Canadian side, or both?

Are there different tax implications if I move the investments as stock-in-kind, vs cashing them out in the US and moving cash?

Thanks
Read Answer Asked by Fernando on March 10, 2017
Q: I've held Cynosure (CYNO) for a few years and it recently received an all cash offer for $66 a share; however, now some law firm has come out questioning "whether the Company’s Board of Directors failed to satisfy their duties to shareholders, including whether the Board adequately pursued alternatives to the acquisition and whether the Board obtained the best price possible for the Company’s shares of common stock."
The stock went has high as $66.65 on the news but is currently hovering just above $66.
In these types of situations does this often result in a higher offer? I am tempted to hold and see what happens if there is essentially no risk but I would also like to sell now to get the cash. What would you do?
Read Answer Asked by Arthur on March 10, 2017
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