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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: Im over weight energy. And with recent run up and knowing you cant time tops and bottoms was thinking selling whitecap in a registered account to improve my balance. Im under weight us and international exposure and underweight (in order of percentage underweighted, most -least) consumer def, consumer cyclical , healthcare, industrials and tech . Was thinking of adding to topicus but like both growth and dividends. Not looking to fix all deficiencies but any suggestions of 1 stock that i can add to begin to improve my mix? Thx as always for great service.
Todd
Read Answer Asked by Todd on February 16, 2022
Q: You recently answered a question about investing in US companies and being taxed if your holdings are above $100,000. Do the investments held in a RIF count towards the $100,000?

Ron
Read Answer Asked by Ron on February 16, 2022
Q: I have owned MCR for quite some time and wanted to get out of it but I was down about 40% for the longest time, Now there's news its going private at 4 bucks a share and the price has skyrocketed. At the 3.92 its currently trading at I'm only down 5%, so would this be a good time to exit? When would I receive the cash of 4$ a share if I continue to hold?
Read Answer Asked by Carla on February 16, 2022
Q: Would you please suggest 5 Canadian companies and 3 US companies that have dividend yields of at least 3.25% annually that have a high probability of capital preservation over a five year time frame? Thanks for your great advice,
Read Answer Asked by Bryan on February 16, 2022
Q: Good day 5i Team,

I'm wondering if I can get your opinion on AAV, I own this in a basket of oil and gas stocks including MEG, BTE, CPG, TVE, WCP, NVA, TVE, CJ, HWX however this one has been noticably underperforming over the past few months and I'm not cernian why. Any thoughts? Would you dump it in favor of another or add the proceeds to the existing list?

Thanks as always.

Dave
Read Answer Asked by David on February 16, 2022
Q: Management is considering a spin off. Ranges of values are provided. If they do this what would you expect the spin off to trade at and what would the trading value of BAM be after spin off. What % would the sum of the parts be above the current trading value of BAM pre spin off.
Read Answer Asked by Doug on February 16, 2022
Q: My wife has $75,000 to invest in her TFSA, in which she is also holding 100 shares of TD Bank along with 100 shares of TD in an RSP. She is retiring in a month has a defined pension plan, CPP, OAS. But she is still looking for dividend income either monthly or quarterly to supplement her income.
We are looking at going with "Beating the TSX Portfolio 2022" but also looking at ZWU and ZWC which look like they could bring in more income but higher fees. What are your thoughts? Thank you.
Brian
Read Answer Asked by Brian on February 16, 2022
Q: Greetings,

Trying to reduce REIT holdings and would appreciate your advice: I don't mind keeping both but if one was sold and all the proceeds used to buy the other, then which one would you prefer to keep adding to? Both classified as "retail" . Which one has more potential to keep growing?

Many thanks!

Read Answer Asked by Arzoo on February 15, 2022
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