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: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
Read Answer Asked by Danny-boy on January 30, 2017
Q: Not to question your decision on ADW but my situation is as follows. If I sell ADW the capital gains would be such that an old boy like me would get totally clawed back on CPP not to mention the tax burden. I understand you had a good run with ADW and if the share price dropped in the next few months it would not be good for the Income Portfolio. You mentioned that for an Income Portfolio the dividend didn't justify the holding yet you bought ADW into the portfolio several months ago for the same dividend. Perhaps it should have gone into another portfolio. At any rate the question is this: Is there a different approach based on age and capital value when it comes to planning. Should I sell and take the CPP hit regardless or should I look at this in a different light? Thanks again for your valuable service. Perhaps you should include an "old boy section" for guys like me (LOL) Cheers
Read Answer Asked by roland on January 30, 2017
Q: so the vp and head of rbc investing finally returned my call. he said there were 474 expressions of interest for freshii, rbc investing received a very small number of shares for freshii and as he explained only the first 10 expressions of interest got some fill, i was 47.53,64,65,abd 74. my next question was why they did not close the freshii ipo right away, he said they discussed this forever in meetings, and decided to leave it open, my reply is giving false hope is disgusting, he agreed and indicated they will not do it anymore.
i agree with peter paying more than 13.50 is probably a dumb move, personally i am a big health nut so my emotion better not get the better of me.
on another note i often trade long dated options 1 and 2 years out, example facebook trading at 130. 2 years out the 130 are at 20 bucks, a number easier to deal with, the fees from rbc are astronomical on each trade. i spoke to the vp about this and he agreed but they have no facility to offset something like this for large traders.
for my stock trades i pay 6.95, i know there are far less expensive sites but with 15 accounts and my banking at rbc the hassle to change is huge.he offered me a small consolation which i accepted. dave
Read Answer Asked by david on January 30, 2017
Q: Following your balanced equity portfolio. I have read some questions you answered recently. Besides SIS, Premium Brands and KXS which other 2 or 3 equities do you expect higher returns in the next couple years. Thank you as always for your advice. Steve
Read Answer Asked by Stephen on January 29, 2017
Q: With reference to Antoine's question.
I am a real estate developer and can assure you that Altus is primarily a real estate services company. I have used them for many years and know them well.
I will leave it to 5i to analyze the stock but I might add also that the company, in Canada at least, is well run and well regarded. As a developer there are many studies required to get gov't approvals and Altus is a go-to name for many big players. Their fortunes will surely rise and fall with the real estate market (specifically develoment) generally.
Hope that is helpful

John
Read Answer Asked by john on January 27, 2017
Q: Hello 5i team. My question is in regards to taxation. I have an investment account at a CDN discount brokerage in US dollars. If I was to buy a cdn company say TD bank that trades on the US market and buy it in US dollars how would the dividends be treated? Would the dividends be paid in US dollars or paid in CDN dollars then converted back to US dollars? If they are paid in US dollars then are they subject to the 10-15% US withholding tax? I am trying to find investments that I can buy with US dollars but not be subject to the US withholding tax. Thanks
Read Answer Asked by pietro on January 27, 2017
Q: I have owned cigi AND FSV through the split. Would you move into aif.No tax worries.
Read Answer Asked by andrew on January 27, 2017
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!