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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: Hello 5i - If we have fewer interest rate hikes going forward, or as some expect, 2019 may bring a recession, what could be the effect on bond fund ETFs such as ZAG, VAB or HAB for example? If investors have reduced equity exposure (to reduce risk) and increased "bond investments", are they in for an unpleasant surprise? Thanks, Ron
Read Answer Asked by RON on December 18, 2018
Q: Hello team

Can you name your 3 favorite companies in Financial, Industries and Technology sector. For both Canada and the US.

Thank you
Read Answer Asked by Danny on December 18, 2018
Q: Is this tax loss selling of stocks new? I don't recollect this being talked so much in the previous years. Please help me understand what has changed.
Read Answer Asked by serge on December 18, 2018
Q: In August, 5I issued a positive report on TFII rating it B+. The stock price was $48.30. It was subsequently added to the portfolio. Today the price is $36.70. Do you have any explanation why the drop of 24%? Markets are terrible but TFII is being punished more than the average. Is there some underlying fact that may be affecting things?
Read Answer Asked on December 18, 2018
Q: Hello Team,
Could you please analyse this company for me? What is the payout ratio, safety of dividend, quality of company etc.
Kind Regards,
Barry
Read Answer Asked by Barry on December 18, 2018
Q: Hello Peter
15% of my total portfolio are HQU shares. 18% of them are in non registered acct. and rest 82% are in TFSA & RRIF's accts. I am down on them 27%.
My question is: because most of my HQU shares are in registered accts. there is no tax losses on them, what would you do in this situation ,sell all and wait 30 days for repurchase if they go down or hold on to them for next couple of years.
thanks Andrew
Read Answer Asked by Andrzej on December 18, 2018
Q: Could you please give me your opinion of this fund? My son has a lot of cash in this fund on the advice of his financial advisor.
Read Answer Asked by Elaine or Gerry on December 18, 2018
Q: Thinking of selling CPD and averaging down on ECN.PR.A My reasoning indicates that the reset return on CPD portfolio will continue to fall as the yield flattens or inverts.
In the case of ECN.PR..A if 5 year yield is at 1.06 or lower the yield is still 6.25%. Basically I’m saying there is a floor under ECN.PR.A but not CPD. What is your opinion ?
Read Answer Asked by Roy on December 18, 2018
Q: After the severe decline in energy and tax loss selling coming to an end what would be your top 5 picks in the sector with a longer term view
Thanks Terry
Read Answer Asked by Terry on December 18, 2018
Q: Can I get your three top Canadian dividend picks, with regard to dividend safety, dividend growth and value. I am looking to add these names to my TFSA in Jan.
Read Answer Asked by Joe on December 18, 2018
Q: Hi Guys.
You like ENB, what is your opinion on ET. I have a fairly
diversify portfolios including ENB . Im looking for USA
income, but have never dealt LP before, should a OLD
MAN you think stay away [ probably hold for 3 years]
Read Answer Asked by bob on December 18, 2018
Q: Looking to add to my RRSP account - your opinion please, AQN or BEP.UN. I was going to add AQN but they just issued 12.5 million shares at $13.76 which is below current market value. Should this sway me towards BEP.UN ?
Read Answer Asked by JOHN on December 18, 2018
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