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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: Looking to do an “in kind” transfer to my TFSA in Jan - which one would you choose and why?
Much appreciated. ram
Read Answer Asked by Ray on December 21, 2022
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: which companies would you invert for 3 year term:
wsp,stn,ecn,dir.un
thanks
Read Answer Asked by gabriel on December 15, 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
Q: On the recent report card for this REIT some numbers given at the top do not agree with those at the bottom under key stats eg 5 yr. revenue growth, current ratio, insider ownership etc. Which to believe?

Also I very much miss the Peer Relative Valuation section we used to see at the bottom instead of key stats that surely should be a duplicate of those above. Any chance of reviving this informative area?
Read Answer Asked by Jeff on November 14, 2022
Q: Hi 5i, looking for help taming the RIETs part of my portfolio as i own all of the above. Can you help me with selling some REITs (anything I've doubled up on or is not the best choice). I am planning on redistributing the funds to the remaining REITs. As usual your help is appreciated, if you could rank them also that would be great.
Read Answer Asked by Mark on November 10, 2022
Q: I own grt, smu and dir. I notice that dir and grt are up very strongly today (so far) coinciding with the take-out of smu (announced today). I know you don't give personal advise, however, in principle, do you think it might be time to sell dir and especially grt while their share prices are inflated because of this take out? Perhaps buy them back later when their prices come back down?
Read Answer Asked by arnold on November 07, 2022
Q: Just read that SUMMIT is being taken over. Fortunate enough to own both Summit & Dream Industrial in my TFSA along with HOM-UN-T and TCN along with Interent, Killam . Thinking ahead what would you suggest I replace SMU with in the Cdn Reit space?
Thanks David
Read Answer Asked by David on November 07, 2022
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