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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: My RRSP portfolio is comprised mostly of individual stocks and I am considering moving to an ETF portfolio. I would like some US exposure and I am looking at the BMO suite of ETF options for this. Are there selections that should be avoided for withholding tax reasons? I understand that a withholding tax may apply even inside an RRSP for US holdings that pay dividends.
Read Answer Asked by Bradley on July 04, 2017
Q: Hi, I am thinking about taking some profits from PKI and adding to my position in AD. This will lower my average cost,and increase the dividend I receive, but mainly I would hope to catch some of the upside momentum the stock has shown lately.
So really the question is, do you see the positive upside movement to continue. Many thanks
Read Answer Asked by george on July 04, 2017
Q: The US is apparently going to be spending large amounts of $ on infrastructure. Can you recommend particular companies that could
benefit? I currently own WSP which I believe has a large US division. Thanks
Read Answer Asked by James on July 03, 2017
Q: Michaels question on June 30 regarding portfolio watching.I think most subscribers watch these/their portfolios on a daily basis (I know I do) but if a person feels they are becoming obsessed with stock watching I think looking at the Portfolio Performance (monthly) reports that you send out. These results (1,2,3 years) speak volumes for themselves. A 10 or 16 % return on a portfolio is beyond expectations and hopefully leads to confidence in 5i's direction ...if we listen.
Read Answer Asked by Alan on July 03, 2017
Q: I realize that the companies mentioned are not equal size but how would you rank them in terms of growth profile for the next 5 years from 1 to 10. 1 is lowest and 10 highest. Thanks

Kenn
Read Answer Asked by Kenneth on July 03, 2017
Q: Could you please provide the names of a couple of small cap and mid cap Canadian heavy oil producers which show good growth potential and are relatively strong financially.
Thanks, Rick
Read Answer Asked by Richard on July 03, 2017
Q: What would be your top 3 value Canadian value stocks? Minimum market cap of $500M. Thanks.
Read Answer Asked by Tyler on July 03, 2017
Q: I apologies; I mis-phrased my question. The DRIP investments would be in addition to the TFSA and RSP investments (in different securities). As I understand things, a DRIP with a company sponsored plan such as TRP thru Computershare cannot be held inside a registered account. Is this correct? If so the $5k position in the non-registered (DRIP) account would not amount to a $25k per stock concentration and I believe the dividend tax credit would be useful since the account is non-registered. Thank you for your suggestions and service. I like your suggestions but a little surprised that a utility such as FTS was not recommended. Is there a reason you would not suggest a utility DRIP for a long term hold? Jim.
Read Answer Asked by Jim on June 30, 2017
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