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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: 5i has had a bit of criticism recently regarding the income portfolio performance. Obviously 5i does not need me to “rebut” this. However it is worth pointing out that 2 other respected advisors (John Heinzl and Gordon Pape) have outlined their own concerns recently with the performance of their income portfolios and have made some adjustments.

I also have a couple of cynics sceptical of my “wisdom” in sticking with an “income” focus. I wish to educate them by sharing some long term data with them regarding share prices and dividend growth. Companies like Enbridge .... a signifcant casualty in my portfolio comes to mind. Where can I go to find historical data on stocks - ideally going back as far as 1990?

Thanks for your help. Good luck and keep up the great service you provide for your customers.
Read Answer Asked by Donald on June 18, 2018
Q: Hi,

I have held BTE and CPG for many years now and they are both down over 80%. Do you see any chance in a recovery to 2011 levels or would you cut your losses and sell? I have positions in each of my rrsp and non -registered accounts.

thanks
Read Answer Asked by Darrin on June 18, 2018
Q: Hello. Could you please explain why ZCL has issued a special dividend of 0.40, as throughout 2017, the regular dividend had been 0.12. Looking at the progressive stock price decline -- since a high of ~$15 in Apr 2017 -- it hasn't been a particularly rewarding year for the company -- having dropped ~60% in stock price. Thanks!
Read Answer Asked by RANDALL on June 18, 2018
Q: I have about 7 years before i will need to withdraw and money from my RSP's. With $100K to invest how much would you recommend to put in each of the above managed ETF's. Just want to invest and not look at them until the 7 years are up. I am open to other suggestions?
Read Answer Asked by Brian on June 15, 2018
Q: I have a question about 1833 Could you give an update on AT, please? They have had some upward movement in the last few days. Thanks!
Read Answer Asked by patricia on June 15, 2018
Q: I'm looking for a reasonable dividend yield plus growth potential and looking at above three stocks to invest for long run.
1) If I need to pick two of them which one would you recommend ? If you can share the reasons it would be great.
2) If you were to pick only one which one would you go with
3) Out of these three which one is more shareholder friendly or oriented towards building shareholder value.
4) How you will rank them based on quality of management? Do you see any issues w.r. to management quality or style of functioning in any of these.
Thank you for answering my recent questions on PLC and KBL - it was very helpful.
Read Answer Asked by Sridhar on June 15, 2018
Q: Hi 5i, my portfolio is marching along nicely thanks to your advice. I am questioning holding onto NFI. I am on par and have owned it for about 8 months. Because of exposure to tariffs, I'm wondering if it will stagnate and if a switch to PBH, one of your stock recommendations that I do not yet hold, might have more growth possibility in the coming year(s). Your thoughts are appreciated. Thanks!
Read Answer Asked by Kim on June 15, 2018
Q: What is CRA's position on short term trading of a security in a TFSA while it is also being held in a non- registered cash account or a corporate holdco account?
For example if I have a long term position in ENB.to in my core dividend growth portfolio am I allowed to swing trade ENB.to in my TFSA account? Additionally, would it make a difference if the long term position was in the black or red?
Thanks,
Read Answer Asked by Randy on June 15, 2018
Q: I’m thinking of selling one or two of these holdings, all currently in a RRIF, and re-buying them in a TFSA. I’m thinking that the best ones to transfer would be the most “growthy”. What would you advise? Could you list them in order of expected growth?
As always, thanks for this great service!!
Read Answer Asked by Jim on June 15, 2018
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