Q: I took on a flyer bet with USMJ. Evolve has announced the will be closing it down. If I can sell now I have to pay sell fees. What do you recommend on the best approach to wind down this investment?
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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: WILL YOU BE ADDING SOMETHING NEW TO REPLACE TOY. WHICH HAS MORE GROWTH POTENTIAL CAE OR WSP.
Q: I've happily held CJT for years and trimmed when it gets close to 5% which it is now nearing again. The chart is looking a bit scary, but with the Amazon deal , would you let it ride higher than 5% as part of the 'growth' portion of a balanced portfolio ?
Thanks, as always, for your opinon.
Thanks, as always, for your opinon.
Q: At 1.00$ and a 10 % yield it seems incredibly cheap but SGY was a top pick on BNN.Could you comment seems inherent with risk
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Roxgold Inc. (ROXG)
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Kirkland Lake Gold Ltd. (KL)
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Wesdome Gold Mines Ltd. (WDO)
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Wallbridge Mining Company Limited (WM)
Q: Hi there, I currently have a full position in KL and have been extremely happy with your recommendation! I'm looking to add a few smaller names that might have potential to be the next KL. What are your top 5 names in ranking order from best to last, with potential that I could use to build a good basket of smaller cap gold names than KL? Thank you!
Q: I am looking for suggestions for 5 or more US stocks with reasonable momentum in consumer discretion and consumer defensive sectors. Would you please arrange best to last. Many thanks.
Q: Hello
Could you comment on recent earnings of Diagio and Mondelez?
Also could you comment if you believe these are good "consumer staple" names to own or if you think there are much better names out there ?
Thank you
Stephane
Could you comment on recent earnings of Diagio and Mondelez?
Also could you comment if you believe these are good "consumer staple" names to own or if you think there are much better names out there ?
Thank you
Stephane
Q: Hi,
Having held some cash aside, waiting for a pullback - I am now wondering which companies I should focus on purchasing first during the downturn? Obviously I am looking for those that are good, solid companies with growth potential. Dividends is nice feature, but not a requirement if the future prospects for the company are strong and debt is low or non existent. I do not currently have any REITs and only AQN in utilities, ENB in energy as I lean towards growth more than income and usually overweight in stronger sectors and industries. Please provide some suggestions, US or Cdn, that have caught your interest recently, as I always value your suggestions.
Thank you,
Dawn
Having held some cash aside, waiting for a pullback - I am now wondering which companies I should focus on purchasing first during the downturn? Obviously I am looking for those that are good, solid companies with growth potential. Dividends is nice feature, but not a requirement if the future prospects for the company are strong and debt is low or non existent. I do not currently have any REITs and only AQN in utilities, ENB in energy as I lean towards growth more than income and usually overweight in stronger sectors and industries. Please provide some suggestions, US or Cdn, that have caught your interest recently, as I always value your suggestions.
Thank you,
Dawn
Q: Good afternoon, I have these stocks in my TFSA. BCI has been flat over the last few years and PHO is down 18%. Is it time to let either of these go and replace them with something else? Suggestions?
Thanks for your thoughts.
Thanks for your thoughts.
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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BMO Covered Call Canadian Banks ETF (ZWB)
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CI Canadian Banks Covered Call Income Class ETF (CIC)
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CI U.S. & Canada Lifeco Covered Call ETF (FLI)
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iShares U.S. Insurance ETF (IAK)
Q: Have owned these for a very long time.Haven't done too bad just looking to maybe change things up.What's your opinion on these ones?Also can you offer a couple of ideas to replace these two.
Q: Can I get your views on EQIX? I am considering this one in my portfolio.
Q: Good morning :
Thoughts on this name ?
Thx
Mark
Thoughts on this name ?
Thx
Mark
Q: Why is United Rentals down so much since the release of Q4 results? The results looked good.
Q: Hello all,
My portfolio is largely based on your balanced portfolio with some stocks from your growth portfolio. I'm reviewing asset allocation in my portfolio and recognize that some stocks represent too much of my portfolio e.g., GSY which is currently almost 22% and is now a 4 bagger for me. I've always let winners run, but I recognize that this increases my risk. I've seen, in the past, that you typically do sell stocks to reduce allocation to a certain level. Is this a strict rule you follow or do you ever let a stock go until there's a concrete reason to sell it? Thank you as always for your great service.
My portfolio is largely based on your balanced portfolio with some stocks from your growth portfolio. I'm reviewing asset allocation in my portfolio and recognize that some stocks represent too much of my portfolio e.g., GSY which is currently almost 22% and is now a 4 bagger for me. I've always let winners run, but I recognize that this increases my risk. I've seen, in the past, that you typically do sell stocks to reduce allocation to a certain level. Is this a strict rule you follow or do you ever let a stock go until there's a concrete reason to sell it? Thank you as always for your great service.
Q: Would you provide a list of companies covered by 5i that fall under the Environmental, Social, Governance theme? Thank you.
Q: CTS just released excellent Q4 and YE preliminary results. As before, I would appreciate your analysis and is the company now beginning to display the attributes that might cause it to at least be placed on the 5iResearch watch list?
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iShares International Select Dividend ETF (IDV)
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Vanguard FTSE Developed Markets ETF (VEA)
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Vanguard International High Dividend Yield ETF (VYMI)
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY)
Q: Hello,
I recently asked a question regarding a substitution for vea. You mentionned that a high dividend might be a good approach currently, and you suggested vidy.ca. I was wnting to do this in US dollars, however, and i cannot seem to find the US vanguard equivalent of this etf? Is there one?
Thanks
I recently asked a question regarding a substitution for vea. You mentionned that a high dividend might be a good approach currently, and you suggested vidy.ca. I was wnting to do this in US dollars, however, and i cannot seem to find the US vanguard equivalent of this etf? Is there one?
Thanks
Q: Jim Cramer added Tyson to his trust portfolio around $90USD arguing that the pork market in China was going to be undersupplied due to swine virus' etc. It has now pulled back to $84-85 and I am wondering what your take on it would be as a low volatility option with upside?
Perhaps compare and contrast with MFI in Canada and indicate a preference if buying only 1 and your reasons why?
Thanks!
Perhaps compare and contrast with MFI in Canada and indicate a preference if buying only 1 and your reasons why?
Thanks!
Q: Hello 5I Team
TD Waterhouse stopped coverage on GSY only because their analyst quit. Are you aware of any other issues other than coronavirus that might affect the stock and account for the recent decline in share price.
Thank You
Clarence
TD Waterhouse stopped coverage on GSY only because their analyst quit. Are you aware of any other issues other than coronavirus that might affect the stock and account for the recent decline in share price.
Thank You
Clarence
Q: As concerns withholding tax on foreign-but-non-US dividends in registered accounts: the member's concerns are certainly valid, but it bears mention that a great number of ADRs also give holders the option of receiving dividends either as shares, or as shares converted immediately (by the issuer) to cash, neither of which option involves withholding taxes.
To be sure, this exposes you to risk as concerns the share price at the time shares are sold, but for corporations with liquid shares, this is unlikely to cause significant losses, and, certainly, should not cause losses anywhere near the tax hit.
The complication in this arrangement is that not all ADRs offer the most-tax-efficient option by default, i.e., for such ADRs you would need to give instructions to your broker prior to some cut-off date. This sort of information falls under the general heading of 'Corporate actions', i.e.: supposing you trade online, you would need to check your inbox for a corporate action notice re: the ADR in question.
To be sure, this exposes you to risk as concerns the share price at the time shares are sold, but for corporations with liquid shares, this is unlikely to cause significant losses, and, certainly, should not cause losses anywhere near the tax hit.
The complication in this arrangement is that not all ADRs offer the most-tax-efficient option by default, i.e., for such ADRs you would need to give instructions to your broker prior to some cut-off date. This sort of information falls under the general heading of 'Corporate actions', i.e.: supposing you trade online, you would need to check your inbox for a corporate action notice re: the ADR in question.