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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: Would you buy any Cdn REITs at this point...and if yes, what 3 (and in what order) would you buy at current prices.? Thank you as always for your great insight.

Read Answer Asked by Douglas on January 26, 2023

Q: I have 20 Thousand US Cash in My US RRIF acc't. I am looking at deploying it into 5 stocks for income. I don't have any oil sector stocks or ETF, Reits or banks.Looking for idea's which could bring dividends and growth over time.Tks 5i take as many credits as required. 79 year old.Do not need any money to pay my RRIF monthly payment as I have Can account with ample cash for 18 months

Read Answer Asked by Guy on January 12, 2023

Q: I must progressively restructurate a non-registrated portfolio, recovered in early 2022 for self-managing... Here are the percentage of each stock vs all portfolio, and also indications (+/-) if they are at a profit or at a loss on paper. stocks at profit are: BIP.UN (8% of portfolio), CM 5%, DIR. UN 3%, BIPC 1%, BCE 5%, ENB 2%, SGR.UN 1,5%. Stocks at a loss are: BN.PF.D (5% pf portfolio), TRP 1.5%, VET 1.2%.
My objectives are in order: stability, dividends, and some growth if possible.
Some stocks represent a probably too high percentage of the portfolio, I would not sell them “only to rebalance the portfolio” if they are still safe (to avoid non necessary capital gain tax), but I shall sell if they represent a risk. On the other hand, I would not sell stocks with a loss if they respond to my objectives.
I have already balanced a good part of this portfolio with ETF and a selection of stable dividend stocks. Those are the remaining stocks from the original portfolio..
Please give me suggestions for each stock according to objectives as : keep, sell, or sell partly. All of your comments are always greatly appreciated.

Read Answer Asked by Jean-Yves on January 10, 2023

Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.

Read Answer Asked by John on January 10, 2023

Q: Gentlemen,
I would like to add to the above to increase my weight in these position.
What is your opinion. Should I wait on one or on all of them?
Appreciate your help. Thank you!

Read Answer Asked by Albert on January 06, 2023

Q: What are some REITS that aren't in the heavily leveraged area ?

Read Answer Asked by terrance on January 04, 2023

Q: Any co. specific reasons for sharp drops on these companies besides tax loss selling. Pltr - 7.92% with $6.35 new low, Eglx 8.2%, Dir.un 2.9%, Stc 6.9%. When does tax loss selling finishes & will the bulk be done by friday this week? Txs for U usual great services & views

Read Answer Asked by Peter on December 20, 2022

Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You

Read Answer Asked by Andrew on December 19, 2022

Q: What are your recommendation's for my RIFF off 125,00.00 age 83 income or balanced portfolio

Read Answer Asked by Eric on December 16, 2022

Q: These 4 are currently losers in Registered Accounts.
Time to sell and move on or continue holding?

Read Answer Asked by Richard on December 16, 2022

Q: Is it a good time to start buying REITS or should I wait until 1/2 way through next year when we know more about this recession that everyone is predicting?

Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?

Read Answer Asked by Graeme on December 12, 2022

Q: I like theses 3 reits. Is there 1 you would you would prefer to hold in a non registered account for more tax efficient distributions
Thanks Terry

Read Answer Asked by Terry on December 07, 2022

Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James

Read Answer Asked by JAMES on November 28, 2022

Q: Looking for an industrial stock to pair with WSP. CNR has lower volatility, but a higher p/e compared to TFII. I am older looking for total return close to 10%. Would welcome other suggestions. Thank you

Read Answer Asked by Richard on November 24, 2022