skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have about 20% cash in my TFSA. Other holdings are AQN, MSI, BPY, ENB and CGX. Would like to deploy about half the cash into one of AFN, NFI, CGY or FSZ. What would your pick be?
Read Answer Asked by Kelly on July 24, 2019
Q: Is there a reason to hold these? Performance is just unacceptable.

THX
Read Answer Asked by Greg on July 23, 2019
Q: Open Text has apparently entered into recent deals with Google and Mastercard. Are these probably already baked into the price or would you still anticipate good growth?
Regarding FSZ can you clarify the scary PE? Why is it still considered a safe income stock? Many thanks.

Harv
Read Answer Asked by Harvey on July 12, 2019
Q: I bought FSZ in early May looking for a lower risk financial company to add to my portfolio of BAM, TD, BNS, SLF, GSY.
FSZ is now down 10% since purchase and still slowly dropping. Would you suggest I sell and move on and add to one of my other financials or add something else, or hold on to FSZ. If another financial, what would you suggest.
I am still looking for a lower risk financial equity holding.
Read Answer Asked by David on July 09, 2019
Q: How much growth (price + dividend growth) are you expecting individually from these dividend stocks in the next 3-5 years? Please arrange these stocks with the most growth to the least growth.
Read Answer Asked by Dev on May 28, 2019
Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.
Read Answer Asked by Larry on May 23, 2019
Q: Thanks for your prompt answer on FSZ this morning, agree overall results and the transaction are a net positive. As a followup, I see that Mr. Desjardins (DJM Capital) has sold close to $30 mill. of FSZ shares as part of the transaction. Any concerns regarding this divestiture?
Also, "A favourable decision was obtained from the Autorité des marchés financiers to exempt Fiera from the issuer bid requirements of securities laws applicable to the Share Repurchase" please explain.
Thanks again,
Rob
Read Answer Asked by Robert on May 10, 2019
Q: I am a bit light on Financial companies; 12% of my portfolio I want to go up to 15%. I own TD, BNS, SLF and GSY in about equal amounts. Do you have any suggestions to add another financial company. I am retired and do not want to add a high risk company.
Read Answer Asked by David on April 30, 2019
Q: Relatively balanced portfolio....Analytics shows heavy Canadian financial and need to add US communication and Industrials. Have
BAM 6.25% AD 2.82% FSZ 2.2% GSY 1.9% BNS 1.5% SLF 1.4% ZBK 1.4% ECN .87%
VB .8%. Which would you trim/eliminate and which US communication and industrial would you add. 5 years to retirement.
Thanks
Read Answer Asked by Craig on April 16, 2019
Q: Hi 5i and team
Thanks for your sound advice during this last market correction. It made me finally understand why it's important to concentrate on limiting losses rather than going strictly for gains. I need to eliminate two Financials from portfolio. It is in a RRSP account. I do prefer a combination of income and Growth. Thanks for your help.
Gilles
Read Answer Asked by Gilles on April 12, 2019
Q: Which one of these 3 companies would you choose to buy and hold? Are there any other ones in this industry that you would prefer over them? Thanks!
Read Answer Asked by Keith on April 10, 2019
Q: According to the Asset Allocator, I am considerably underweight in the financial sector. I hold the above stocks, and they are about 3% of my portfolio [balanced income]. I hold a lot of cash at the moment. What would you recommend that I add, to increase my weighting in this sector to the recommended 17%. I am 72 with pensions, and do not need the income.
Kind regards, and thank you for all you do.
Ellen
Read Answer Asked by Ellen on April 08, 2019
Q: Have held onto BNS for a couple of years. Down 10% and considering a switch to FSZ. Would appreciate your view on which company likely will generate the best total returns (dividend + growth) over the next three years. Thank you.
Read Answer Asked by Maureen on March 29, 2019
Q: Hi there 5i. With a pending takeover; I am wondering if there is an opportune time to sell my shares in GS or if I should hang onto them in the event there is an increase in value or a trade off in shares of the buyer, or are there other options? I am currently down approx. 13%. Thank You so much for your excellent service. Glynn
Read Answer Asked by Glynn on March 28, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!