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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: Hi Peter/Ryan, I've never held an American company in my accounts and was thinking of adding either BA or LMT in either my TFSA or RRSP account. Which company would you suggest and which account would be better for it, oh and is there a good reason not to hold an American company in either of these account. Thanks for all you guys do.
Read Answer Asked by Nick on May 04, 2021
Q: Hi,

What do you think of US energy stocks for the next two years? Is it too late to get in?

If not, which would you recommend?
Read Answer Asked by Graeme on May 04, 2021
Q: In a growth portfolio, which two of the above would you add to today?
Thanks for your opinion.
Read Answer Asked by Curtis on May 04, 2021
Q: A few questions about the blog article "The Bigger Short" by The Intercept. Do you concur with the thesis that there could be a crisis in U.S. commercial real estate due to the overstatement of the retail borrowers ability to repay loans and mortgages and the repackaging of such loans into trusts (similar to residential mortgages before 2008)? If I read it right U.S. banks and other lenders could be in jeopardy. Would there be a similar situation in Canada and would companies such as BAM.A be susceptible. No rush on answering and take as many credits as necessary. Thanks.
Read Answer Asked by J on May 04, 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: I have some USD within my business account from US client payments. Rather than holding as cash at the current exchange rate, I'm thinking of investing it into something that would produce some yield. It's within my Canadian Corporation, not sure the implications around US Dividends within a Corp?

I see more upside in the individual tickers mentioned, but buying the index is an easier means of setting and forgetting. Any insight or other names that would be of interest? I'd say I'm less open to significant risk with this capital coming from the Corp.
Read Answer Asked by Don on May 04, 2021
Q: struck out on IPO for Magnetic Forensic Magt/t @ $17 with Scotia...but took 1/2 position at $23.12....will fill out the other half pretty soon.....More a comment on what a great heads up to members...and subsequent great report on the IPO of Magnetic..& why U at 5i like it....long time member and couldn't be happier..or more satisfied..with the Services provided by 5i Research...a great team starts with leadership (Peter & Ryan)...but the other members on the team are top notch....merci beaucoup....jb Piedmont, QC
Read Answer Asked by John on May 04, 2021
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