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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: I invested in QSR and TRI which to the best my know is with out a deposit receipt but that something for another day). I hold these in a balance portfolio. Now I see QSR is in the 5IR Income Portfolio. With that, would 5IR hold TRI in a balance or income portfolio?.
The reason I ask this as the weighting of these positions would be different in a balance portfolio than in the income one.
........curious me....Tom
Read Answer Asked by Tom on July 07, 2020
Q: Good day guys:
I’m up about 40 percent with lightspeed and is now my highest weighing .. should I take abit off the table and buy more of well which is my second highest weight.. I am planning on holding these 2 for the long term and realize the volatility involved ..
thank u for expertise
Mark
Read Answer Asked by Mark on July 07, 2020
Q: The price of Stantec has improved significantly recently, finally moving above the high of ~ $37 hit way back in October of 2017.

What do you feel has changed? Also, do you think their prospects look better than 6 months ago? 'The markets' seem to like something!

I see their 3 year strategic plan is here:
https://www.stantec.com/en/news/2019/stantec-announces-three-year-strategic-plan

Thanks!
Read Answer Asked by Robert on July 07, 2020
Q: I am ashamed to ask a question about this company but i only just realized Bilzerian's company is public.

Do you have any knowledge on the stock?
Cheers.
Read Answer Asked by Jacob on July 07, 2020
Q: Do you think that the majority of the dividend cuts are in now? If not, do you think the cuts will be sector specific (e.g. REITs, banks, etc.)? Could you summarise the sectors as you see them for probability of dividend safety / cuts?
Read Answer Asked by Elizabeth on July 07, 2020
Q: Peter; NVU.UN is ,all things being equal, being taken over by Starlight,aka Mr.Drimmer. At the same time there is an IPO backed by Starlight, called the Northview High Yield Residential Fund .class A shares, to yield 10.5%. Which, if qualifies for the dividend tax credit , would be attractive. Have you heard of this IPO and how is it connected to the takeover? Thanks. Rod
Read Answer Asked by Rodney on July 07, 2020
Q: Hello Peter,
Here is my list of stox that I chose from 5i Model portfolios and purchased back on March 6 & 9, 2020, with the exception of HMMJ that did not cut the mustard for you to put it in a portfolio. FYI, I was not stoned at the time I placed the order!
These stox are 25% of my portfolio in my TFSA account. Currently, I have another 25% sitting in cash in my wife's TFSA account. The other 50% is in ETF's with CIBC. My goal is to proceed with caution and get all the investments into Questrade.
A little background info for you. I am a retired, cranky, 66 year olde white hair. No debt, live within our means and 3 grandsons that come to our home to visit. We prefer the way that 5i and Keystone go about their business with your buy and hold quality philosophy. Your results over time have been stellar. My question is about tweaking the holdings I have. What are keepers? Which ones can be sold to improve the portfolio? I would like to have this done in September? Sell in May/June and go away?
Thank you for what you do.
Read Answer Asked by Randy on July 07, 2020
Q: Hi guys!

I’m here holding knight at an average cost of $7.20. It hasn’t done much and from reading your responses on their earnings, you seem less than impressed. I’m pissed at myself because I went value instead of growth (at least I hold constellation). I’m wondering with all else being equal (taxes, asset allocation, etc.) would you simply sell knight and jump onto the fast moving momentum Canadian tech names or would you stick with knight?

Read Answer Asked by James on July 07, 2020
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