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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: Hi Peter& 5i team,
These are the stocks I have in my TFSA currently. I have 15 % cash and am looking for a couple of stocks with good dividends and growth potential. Could you please give me some suggestions.
Thanks for your opinions .

Read Answer Asked by john on January 13, 2022
Q: I have owned this Mawer fund for quite some time and have been very happy with its performance long term. Can you please explain the large drop in December in a little more detail? I know you said they “paid a distribution” I just don’t know what you mean by this and why it seemingly cost me a chunk of money. Thanks for walking me through this!
Read Answer Asked by Peter on January 13, 2022
Q: In your response to a question on GOOG CDR this morning you stated: "Trading on NEO, CDRs participate pro-rate in dividends and are considered foreign content for tax purposes". Given that GOOG does not pay a dividend, did you mean that if GOOG CDR (or any other CDR) paid a dividend it would be considered foreign content for tax purposes?
Read Answer Asked by Dennis on January 13, 2022
Q: You stated CDR's would be considered as foreign content. Then if you owned over $100,000 in an American company listed through CIBC you would have to fill out a T1135 even though it is bought through a Canadian exchange? This was why I liked them so I could increase my foreign content without having to do the T1135.
Read Answer Asked by lynn on January 13, 2022
Q: Good Morning 5i and Happy New Year,
You answered a question earlier this morning and I am not totally clear on the answer. You mentionned that at a certain point in one's portfolio it would be wise to diversify into real estate, commodities etc.

I was confused because normally a portfolio would contain a certain percentage of commodities , reits, etc. That makes me think you are referring to something else. if so, what is it you would be referring to? Here is the post from earlier:
Above $4 or $5M, or even before, we would also consider alternative investments, such as real estate, hedge funds, or non-correlated assets (commodities, etc). We would not necessarily include these in the count of securities, assuming they are indeed not closely correlated to the rest of the portfolio. '
thanks
Read Answer Asked by joseph on January 13, 2022
Q: It's time that I trim my above portfolio of 13 oil & gas stocks to sector weighting. Which 6 stocks do you think should be first to be trimmed? Please list the stocks in order from the first to be sold to the sixth. This is for medium risk profile. Also could you list a short reason why you think it should go for each of the six stocks.

Thanks
Read Answer Asked by Steven on January 13, 2022
Q: It now looks like the takeover by sundial is going ahead. I have no interest in owning sundial, but cliq is trading about $0.50 less then the offer from sundial.
What do you think of the acquisition and what owners of cliq stock should do? When is the last date cliq can be sold, before the takeover?
Thanks.
Read Answer Asked by Peter on January 13, 2022
Q: ATD was listed as consumer defensive before on the TSX as well as Balanced portfolio. It has since changed to consumer cyclical. Not a major concern, but I try to balance things out in line with Portfolio Analytics.

Should I be considering ATD as a cyclical and add some consumer Defensive?
I have PBH already, so I am not sure what would be best to add in this sector.

Lastly, have you thought about allowing Sector Allocations and International Sectors to be adjustable with Analytics.

Thanks.
Read Answer Asked by Colin on January 13, 2022
Q: Which company do you believe has greater up-side in 2022: SLF or LWRK?

I currently hold both LULU (down 12%, TFSA) and ATZ (up 40%, cash account). Am contemplating:
* continuing to hold LULU
* selling LULU and buying more ATZ (thus raising my ATZ holding to 4.35%)
* selling LULU and purchasing AMZN. Your advice would be most welcome.

Thank you,

Maureen
Read Answer Asked by Maureen on January 13, 2022
Q: I'm entering retirement and won't be adding much more new capital to savings and so capital preservation is paramount as I look at drawing down phase in the next 6 months. Right now I am still heavily exposed to the markets with about 85% equity exposure. I want to increase the amount of safety but am concerned with the loss of purchasing power and feel the old 60/40 rule isn't adequate anymore. The big dilemma in today's environment is that there really aren't a lot of alternatives to stocks for keeping up with inflation, but this involves capital risk. What balance do you think is more appropriate in this environment? I'm thinking around 75/25 while trying to keep around 12-18 months of expenses in high interest savings so one doesn't have to sell into a down market.

Are you aware of products offered in the market that may provide returns of 5-8% while being "fairly" safe for the capital invested?

Any suggestions on perhaps bond funds that offer returns that will at least keep pace with inflation after fees without undue manageable risk for capital safety?

Looking for any ideas..preferred shares ETF's? (know there is still some capital risk here). Thank you for your help and input.
Read Answer Asked by Andrew on January 13, 2022
Q: Despite the significant increase in Energy stocks, I am looking to add some exposure. Do you see more upside in 2022 and beyond? Please rank the companies above for a 2-5 year hold.
Read Answer Asked by Don on January 13, 2022
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