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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: Having sold my AAR.UN on the buyout news, I have been sitting on some cash and looking at either DIR.UN or NWH.UN to replace AAR. Do you have a preference between these two, and your reasons. Note that I am more interested in income stability than growth, and already hold a small position in NWH.UN.
Thank-you
Read Answer Asked by grant on March 02, 2018
Q: I am looking for a reliable on line brokerage outside the banks. Are there one or two you could recommend?
Read Answer Asked by Brenda on March 02, 2018
Q: How do you recommend holding various investments? I am self employed with my own incorporated company, I am 32 so also have a long timeline. With my accountant we have structured my income to be very low for personal income tax. Do you recommended first filling tfsa then rrsp (since I don’t really need the write off) then moving to non registered for whatever’s left? Or do you recommend a continual mix or possibly omitting the rrsp to save on tax later in life? How do you generally decide what to hold in which account? I know lots of this would be specific to the individual but some general advice/opinion would be appreciated.
Read Answer Asked by david on March 02, 2018
Q: Could you tell me when the date of the Berkshire Hathaway’s annual meeting is in Nebraska. Is it may 5, 2018? Do you have any experience with their meetings. I would like to go while Warren is still active. Are there other events surrounding the actual meeting. Mike
Read Answer Asked by Mike on March 02, 2018
Q: Hi 5i,
I have checked your Q & A on these three and since your comments are from awhile ago, I wonder about your current views. How would you rank them? Long term view. Thanks Paul
Read Answer Asked by Paul on March 02, 2018
Q: I've followed this stock from $15 through $35 and back to $20. It seems like it's in the right industry, holds cash, has low debt, has been increasing both revenue and earnings (from what I can tell) but just can't get itself together.

Despite its 'widow maker' status, when is it just to cheap to pass up? When does it get bought out?

Cam.
Read Answer Asked by Cameron on March 02, 2018
Q: Are there any utility companies with low debt levels? Canadian or American.

My thoughts are that with increased adoption of electric vehicles, electricity demand will continue to grow in a substantial way. I would like to invest in an electric utility for the long term based on this expected trend. However with the potential for rising rates, a company with large debt loads may not see as much benefit from increased demand as a company with lower leverage.

Your thoughts please.
Read Answer Asked by Marco on March 02, 2018
Q: Hi Peter and 5i:
In my grandkids (ages 3 and 2) RESP I currently have as core ETF's:
XIU - $14,000
XAW - $11,000
I have this years contribution of $6,000 to invest.
My plan is:
1. Start doing some individual stocks.
2. Reduce XIU by $7,500 and buy TD.
3. PHO - Invest $3,500 (or might you suggest ZQQ)
4. XAW - Invest $2,500
Does the above portfolio approach look reasonable to you? Look forward to your suggestions and always valuable feedback.
Thanks so much.
Read Answer Asked by Dennis on March 02, 2018
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