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 in the process of trying to compare my historical investment performance to that of the indexes (total return statistics, including dividends). I am finding it difficult to obtain statistical data (not charts) of the total return performance for various indexes. Can you suggest a reliable source please.

Thank you again for all of your excellent advice over 2018! Best wishes for a very Happy New Year!
Read Answer Asked by Dale on January 02, 2019
Q: I'm looking for suggests on where to invest about $18K that I have in cash that's in two RRSP's and my TFSA, from stock sales and cash deposits in 2018.
My total portfolio is about $53K, with $22K already in RBC, BNS and BAC, also $3.5K in Goeasy and $1.5K in Orca Gold, I'm still up on all of these even with 2018. I have a further $7K in various oil, gas and a driller, these I'm under water over 50%, but like to keep them for now and try to recoup some of those loses as I think they are very oversold.
Can you give me some ideas for investing my cash, I'm looking for longer term investments not just trades, I would prefer dividend paying stocks but would also be interested in non-dividend payers as well. I want to stick to Canadian companies for now as the dollars is down some much against the US.
Also should I look at trimming the banks stocks I currently have, I'm quite overweight on them, but I'm not worried at this point with the amount I have tied up in them.
Read Answer Asked by Don on January 02, 2019
Q: Sold Cliq and Ygr today at a loss. Bought MAXR at $ 15.60. Yield of 9% ???. Would it be a good idea or sell into the strength.? In spite of their problems in the past current fundamentals don’t look all that bad. How big a problem is their debt. New arrangements with their bankers. I’m mainly a dividend / growth investor. This is my only tech stock. 3% of portfolio.
Read Answer Asked by Roy on January 02, 2019
Q: Assume for the moment that I believe that the current market has just experienced a pull back as opposed to being at the start of a longer downward trend (bear market, recession, ...).

I have about 25% of my portfolio in income generating, relatively diverse, ETFs (xhy, xpf, xtr, ...) but I don't currently need the cash flow. These fell more or less in line with the TSX - in some cases less.

I feel like now would be a good time to move these ETF holdings to solid individual companies that have done worse this year (BNS -20%, TD -18%, ctc.a -23%, etc.) and in a recovery period should do better than the ETFs.

Your thoughts on this strategy?
Read Answer Asked by Gordon on January 02, 2019
Q: Hi,
Happy Holidays. Please deduct as many credits as needed. I mainly follow your balanced portfolio, some of your other two portfolios and some US stocks etc. I just transferred my pension to a LIRA and have 30% cash to invest. With this pull back the timing might work out well. Retirement is 12 years away and my husband has pension for the fixed income portion of retirement. I plan gradually start to deploy 20% of the cash (still hold 10% cash for now) and add to all my current half positions and increase my holdings back to full positions that been beaten down such as TCL.A, DOO, NFI etc. I am not sure about adding to the following and wonder if they are a show me story or a good opportunity. Their portfolio weights have dropped to roughly the 1% range all in registered accounts with no tax loss advantage. Would you add to the following or just wait:
FB
Photon
COV
DOL
ENB
BOX
Any other stocks in your Balanced portfolio that that you would not add to at this time? Does this plan sound ok? Any other suggestions/advice
Thanks,
Kerri
Read Answer Asked by KERRI on January 02, 2019
Q: With tax loss selling at the end would appreciate your pick of approx. 5 mid cap and 5 large cap stocks that you feel could do well in 2019 and beyond. I feel oil stocks are due for a bit of a rebound and the trade tensions will ease. Your thoughts. Thanks for the great service and Happy New Year everyone at 5i. Leaning toward stocks that pay dividend with some growth.
Read Answer Asked by kenneth on January 02, 2019
Q: After some frantic selling to beat the tax loss deadline I'm now in position to re-acquire the stocks sold.

The three I intend to re-acquire are: NFI, GSY and TFII, and what order should I re-acquire them? Certainly the order of the buy back should be based on the timeline of the foreseeable share price recovery, if at all. Thanks.
Read Answer Asked by Victor on January 02, 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!