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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: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there
Read Answer Asked by simon on May 14, 2021
Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim
Read Answer Asked by Jim on May 04, 2021
Q: Hi 5i

I have a 4% position in ABST and 4% position in SYZ. Looking for both income and growth. I'm considering selling all my ABST and buying more SYZ. (Dividend is higher for the latter) Is there any reason to continue to hold ABST or would the above trade make sense?

Thanks guys
Ken
Read Answer Asked by Kenneth on April 19, 2021
Q: Hi 5i Team, I have RAY.A and SYZ in my TFSA for some time now. Both pay a decent dividend of 4+ percent but growth has been underwhelming.. Outside the March crash RAY.A for last 2 years ranges up to 8+ then typically quickly drops down to 6 or lower 7 dollar range. SYZ follows similar pattern ranging over 12 but drop back below it again. Are these stocks you would support to continue holding in a TFSA or can you suggest 5 stocks in order of priority in the similar sectors for replacement. Looking at Canadian Options at this time.

Thanks for you help..
Read Answer Asked by RALPH on March 17, 2021
Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks
Read Answer Asked on March 15, 2021
Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
Read Answer Asked by Jeff on February 25, 2021
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