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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: I own the following stocks and ETFs in a non-registered account:
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...

I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!

Read Answer Asked by Andrew on January 03, 2018
Q: I am an income investor seeking capital preservation over capital appreciation. I am thinking of purchasing some or all of these ETFs. Do they meet my requirements? How would a downward market correction affect these ETFs?
Thanks for your assistance
Read Answer Asked by Glen on January 03, 2018
Q: Is this a good time to buy CSU or should I wait?
And CXI, I am down 25% and waiting! Should I sell?
What is your opinion of HBF?
Happy New Year and thanks,
Connie
Read Answer Asked by Constance on January 02, 2018
Q: Currently I deal with several brokerage firms. National, TD, Scotia, Royal and MD Management. This has been an evolution but dealing with so many accounts is a bit cumbersome. I am looking at consolidating into one House. I.e. MD Management. Can you give me your thoughts on dealing with only one firm and any insight you may have on MD Management? Very difficult to get a handle on MD since they are the financial arm of the Canadian Medical Association and as such are private. I enjoy dealing with them therefore the reason for favoring them. Thank You
Read Answer Asked by roland on January 02, 2018
Q: My materials and precious metals exposure is limited to the above two stocks, and both are very small positions. With recent talk about positive prospects for materials going forward, what etf would you recommend if I decided to put some more money into this sector?
Read Answer Asked by Donald on January 02, 2018
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