skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Read Answer Asked by Gordon on January 27, 2019
Q: I have held 200 shs of Encana for years. I don't know if the encana/newfield merger has any success in it, to merit continuing to hold for an eventual recovery. In your opinion should I best let it go and buy something else? I have 50K cash on hand to cover new transactions.
Read Answer Asked by Ron on January 27, 2019
Q: With more electric cars coming out I want to invest , but not with the car makers but what supports them. My questions are what companies I can invest in that make the charging stations, batteries , cameras and because these cars do not run on free energy what electrical produces will benefit from the higher demand in power to charge these vehicles.
Read Answer Asked by Tim on January 27, 2019
Q: I have targeted general [not sector-specific] funds/ ETFs at up to 14% of total portfolio because of fund/ ETF attributes or performance. Please advise on selection and additions/ deletions of current and Watchlist or other.
Currently the allocation is XMU 8%, Edgepoint Gbl Port - 33% [4.5% total portfolio] + CYB - 3.5%, Mawer Gbl Eq and FID Gbl Innovators and AARK all at 11%, TD US Mid-Cap Growth - 9%. My watchlist includes DGRO [value - dividend growth], MAN Gbl Small Cap [previously sold] and TD US Blue Chip.
Read Answer Asked by sam on January 27, 2019
Q: After 7 years of being a member of 5i I just want to say thank you. With your assistance my wife and I are in a position that we can retire and live off our dividends. We have reached a level that our retirement income will surpass our working income, without touching the principle. We have always saved but 5i, let us put it all together.
To think we started off 40 years ago with just $40.00.
Great Service
Sincerely

Mike




Read Answer Asked by Mike on January 25, 2019
Q: Hello 5i
I’d be interested in your comments on this years January “bounce”. Do you feel it is just a bounce due to tax loss selling or are we likely to move higher after January. I realize this is a market call which is a guess at best but I stil value your opinion and insight.
Thank you
Dave
Read Answer Asked by Dave on January 25, 2019
Q: I still own 400 shares of Maxar, down 77%.

It has clearly been a major disappointment, but surely, the business still has some value. My understanding was the business they do has a significant moat, which, to my way of thinking, should make it appealing to someone doing M&A but not at the prices I paid for it!

My question is, would it be a reasonable bet to dollar cost average down in the hopes of putting my shares in play for a potential take over, or do I just walk away.

If I continue to hold for the dividend, is there a reasonable chance of an eventual recovery?

Thanks,

DON
Read Answer Asked by Donald on January 25, 2019
Q: I'm wondering if (part of) my investment philosophy is wrong? I have some income stocks & ETFs in my RSP (and about to RIF), not because I necessarily need or needed the income on a current basis, but on the basis that the dividends get reinvested in a DRIP for an eventual payoff. Yet even after 5+ years, these two "safe" (?) stocks in particular are down 15 - 20% even after all reinvested dividends?! I'd hate to calculate how much they'd be down if I had taken the dividends and spent them. While they didn't suffer as much in 2018Q4 as some others, they have been a disappointment. Do I need a rethink of my philosophy? Should I continue to hold these two/three? Thanks.
Read Answer Asked by Lotar on January 25, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!