Investment Q&A

Q: There is only cash available in a LIRA, aka no cash in a non-registered account or TFSA.
At the same time, I would like to invest in three new positions - MG, TFII and WSP for a balanced portfolio. I have read in the past 5iR thought it preferable to hold MG in a non-registered account because of the cyclicality of the business but that if held in a registered account, then might want to trade around the cycles. I would like your take of holding these three companies in a LIRA that will start to be drawn down in about 2 years but will span, hopefully with good ageing, many years.....Thanks....Tom

Q: Looking to exit this name and add a better suited financial name for the next 5 years. What is your top choices in order of preference? (3+ year time frame)

Q: If you had to choose between Visa and Mastercard as an investment which would it be inside an RRSP?

Q: Which 5 stocks from each of the balanced and growth portfolios would you recommend applying new money today. 20+ year horizon in TFSA.

Q: If you had to replace AEM with another gold company which one would you select?

Thanks

KC

Q: Is BEP.UN, bought on the Canadian market, eligible for the Canadian Dividend tax credit? I buy US dividend stocks in my RRSP and Canadian DRIPS in my non registered account. Where would you recommend this stock sit as the dividends are paid in USD (I would like to get the Canadian dividend tax credit but would like to avoid the bank currency exchange costs everytime the dividend is used to but back stock? Thanks, Anne

Thanks. Anne

Q: SIS has a surprised 5% pop today against a sea of red. Are you aware of any upcoming news? Usually (of course I'm just guessing here) that is a sign of a potential buyout, but I could be reading too much into this unusual one day move. Please enlighten me. Thanks.

Q: Q1: I am a big fan of 5i, so I ask what is going-on with the above-noted solidly-recommended-by-5i company, the share price of which company has collapsed since July 19 (at $50) to below $34 today (and currently down more than 8% from just the last trading day (Fri Aug 31) and down a whopping 32% from July 19)?
Q2: I purchased large into The Stars Group on June 29 at $44.50. Any thoughts/comments/suggestions on a going-forward basis with the stock price now being below $34?

Q: With CBL now trading well below book value, do you consider the company at risk of insolvency? Its covenant breaches have previously been waived but it is not clear if this will continue. On the other hand, their non-related party debt (non-Catalyst) seems manageable given their gross loans receivable.

Q: I have a question about TSGI I did read what you told Bob earlier but I am wanting to know if you think we should hold on to it I am way under like I bought at 44 a share? Did that report have that much influence?

Q: I thought gold went down when inflation was going up? Why is it hitting new lows? What am I missing? And under what conditions should it recover?

Q: What are your thoughts on ELD.
Is there a chance of recovery or is it dead money?
or is Goldcorp a better option?

Q: Peter recently reminded members to look at the Forum section more. I just finished reviewing in more detail and see that it can be a very, very valuable tool. I urge all members to pay more attention.

Paul

Q: Hi, Could you please post street estimates for the quarter for Transcontinental Inc. Thanks

Q: reports tmw I think . Do you know what the market estimates are? Thx

Q: Should a NAFTA like agreement not be reached and worse case scenario, the Trump administration hits Canadian autos with a 25% tariff, how big a hit will this be to the Canadian economy and what do you see as a likely outcome?

Q: Do you think recent pullback in ETF price is an opportunity for income investor? Thanks. Peter

Q: Can I please get your opinion of Seagate Technology. Is it a buy at this time ? Thanks !!

Dave

Q: Good morning 5i

We are retired and have invested conservatively. By this I mean generally large cap dividend paying companies such as BCE, Telus, Loblaws, Proctor and Gamble (that one didn’t work out too well) and similar stocks.
Since signing on with 5i we have ventured more into the smaller growth type companies that are your forte’. We now own a fair amount of these kinds of stocks including NFI, Toy, Sis, Csu, Gud, pbh,tcl and dol. Thanks to you we have made a lot of money on most of these and faster than we would have with the larger cap companies.
We know that your own portfolios are comprised of these stocks, so we know that you trust them. But, when we look at our stage in life there seems to be a certain safety in the big, slow growers. And we are a little nervous about the smaller ones.
So, if you see 5% as a full compliment for a stock, in a situation like this, what would be a good percentage for these smaller cap stocks? If you say 5%, we can accept that, as we are not completely risk adverse.
Thanks again

Q: Just an observation.Traders returned from vacation and are adjusting portfolios.Historical data shows that Sept is a month of decline,on average 0.5% to 0.7% for SP,NQ & DJ.On the other hand,only 5 times since 1980 has SP been higher for each month for April to August.In those years the final 4 months were higher every time with some really strong returns