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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, I have USD cash, and have decided to balance out some US holdings with US cash with gold exposure. Can you give me a few options to participate in gold. Perhaps your favorite small to mid cap gold plays and a gold bullion etf exposure? Looking for any help here. Thanks.
Read Answer Asked by Jordan on July 05, 2019
Q: Hello 5i Team

I very much appreciated the excel spreadsheet of monthly dividend payers.

Is there an easy way to obtain the months with which the quarterly dividend payments are made (i.e. Jan/Apr/Jul/Oct; Feb/May/Aug/Nov; Mar/Jun/Sep/Dec) for the TSX60, TSX300, and/or US listed stocks other than going to the individual websites?

Having this list I could then analyse which companies to buy in order to provide essentially equal monthly dividend payments based on the quarterly payments.

Might be interesting project for a student research assistant, if such a person exists at 5i Research.

Thanks in advance.
Read Answer Asked by Stephen on July 05, 2019
Q: Hi 5i team,
Thank you for your answer on Eidos Therapeutic on 21st, June. I own this stock and has gone up 30% + thanks to your positive comment ( at least the ceo has bought 28m in shares), I usually hold on to my winner and let it runs, but I do not understand why it gone up so fast within a short period of time with no news.

As stated in your answer, the company has no revenue and is still losing money. Do you see further upside for this stock ? Should I continue to hold ?

Thank you for your excellent service and helpful advice as always.

Read Answer Asked by Pui on July 05, 2019
Q: I know you have stated that "growth" stocks are best to be held in your TFSA.
I just turned 70 - I had put Dollarama and Savaria in this account and Dollarama is recovering but Savaria is not, to date, although I know you still like it.
The problem is that when you have it in this account and things don't work out, you can't sell and claim a loss vs putting it into your Non-RRSP account.

Shouldn't your age and time horizon come in effect when deciding on what goes into each account.
Thank you
Margaret
Read Answer Asked by Margaret on July 05, 2019
Q: This is a follow up question regarding where to place XEF for tax efficiency. You Stated "These points could be argued, and could be variable based on one's exact situation and tax rate. But we would generally agree with this assessment."

Just wondering which points in my argument could be questioned. Also, if my corp is taxed just under 15% (small business) and my personal tax is low, does the reasoning fit better?

Thanks again,

Fed
Read Answer Asked by Federico on July 05, 2019
Q: There are a huge number of presentations at the money show in September. Are all or any of these taped and made available at a later date for viewing?
Thank you
Paul
Read Answer Asked by paul on July 05, 2019
Q: The Portfolio Analytics has HPR.CA showing as 100% Materials which is far from correct. The ETF provider's sector breakdown is roughly 55% Financials, 24% Energy, 11% Utilitlies and so on, but no Materials. Can this be corrected so that the results being received from the service are accurate? This would certainly make a great tool a lot more useful to me (as in ditch the spreadsheet).
Read Answer Asked by Lisa on July 05, 2019
Q: I am wondering if any of the following do not hold all their international stocks directly (ie if they are an ETF of ETFs). I am pretty sure that XEF, IEFA, and IEMG do own all stocks directly, and I think VEE does not, but please correct me if I am wrong. I cannot seem to find information about the rest.

IEMG XEF VEE XEC IEFA VGK SPDW VWO

Thanks again,

Fed
Read Answer Asked by Federico on July 05, 2019
Q: Hello everyone,

For the webinar, which I will not be able to view live, do I have to sign up in order to watch it at a later date? or will it be available to all 5i members regardless if they signed up or not.

Thanks
Read Answer Asked by Rino on July 05, 2019
Q: In my registered accounts I have a full position in VGG. Doing very well.
In my US account I hold WMT. Gone from $98 to $112 over a relatively short period of time.Thinking of cashing in and buying VIG.
Ignore sector allocation. Purely for performance ,dividend growth and a little more diversification .WMT seems to have done well in its competition with Amazon. Has it run out of steam.
Read Answer Asked by Roy on July 05, 2019
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