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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: For many years I had held individual perpetual preferred shares, which I gradually sold and replaced with ZPR about 3 years ago. It had a similar yield, was of course more diversified, and could be easily traded if need be. This seemed like a good move, but after some decent gains it is recently moving back towards my purchase price (not counting dividends). I am contemplating selling ZPR and replacing with individual rate-reset preferreds with a floor. My thinking is that the rate-reset feature should help hold up the price when interest rate are increasing, and the floor should do the same if rates are falling. Could you comment on this strategy, and list some the the pros and cons of the rate-resets with a floor. My preferred share holdings make up about 7-8% of my total portfolio, and I am an income oriented investor.
Thank-you
Read Answer Asked by grant on May 21, 2019
Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?
Read Answer Asked by victor on May 21, 2019
Q: Where would you recommend I place $30k in a TFSA today (5 year hold). Only other holdings in this TFSA are $12k in iShares MSCI ETF (XAW) and $3k in Kelt Exploration (KEL).
Where would you recommend I place $60 in an RSP today (5 year hold).
Only other holdings in this RSP are $40k BMO Dividend ETF (ZDV), $10K NorthWest Co (NWC), and $15k Richards Packaging (RPI.UN).
Given the size of the portfolios, probably one or several ETF's, instead of more individual stocks? And probably better non-Canadian exposure? Anything else to be sold here before repositioning?
I guess that's 3 or more questions, please charge accordingly. Thanks.
Read Answer Asked by Lotar on May 21, 2019
Q: I plan to reduce my Financial Services exposure. I would like your opinion on whether I should sell BNS or TD or half of each (all things being equal, my preference would be to reduce the number of holdings by one).
Read Answer Asked by Ross on May 21, 2019
Q: I have shares in these two companies in my TFSA. I have sold another position and would like to add the proceeds to one of these two. Which one do you believe has the greatest growth potential over a 5 year period? Thanks
Read Answer Asked by Dennis on May 21, 2019
Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Read Answer Asked by Lai Kuen on May 21, 2019
Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald
Read Answer Asked by Ronald on May 21, 2019
Q: I bought qcom just after the settlement. @80.
How badly affected will it be with the huawai
Affair. Would u buy on this dip or perhaps consider selling. I am not sure how badly the revenue and earnings will be affected. Do u think this will disappear if trump & China come to an agreement or is 5G and the players going to be ongoing even with tariff wars stop..thank u for your insight.

Read Answer Asked by Maureen on May 21, 2019
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