Q: Suggestion for a late start to a TFSA. 72 yrs old, looking to put $20k from RIF withdrawal into a TFSA. No immediate need for the funds so wondering what makes sense... Balanced or income...ETF or individual stocks.
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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: Greetings 5i,
As a generally conservative investor with a long time horizon (I am 36), I am very partial to "less exciting" blue chip stocks with a high potential for long-term stability. And while I am in no rush to add any single positions at this time, I would like to ask your opinion of two large cap names to augment my research. Please feel free to deduct as many credits as you deem appropriate.
Could I please have your opinion on UPS and MMM as potential "buy and hold" names for a long-term time frame?
Thank you.
As a generally conservative investor with a long time horizon (I am 36), I am very partial to "less exciting" blue chip stocks with a high potential for long-term stability. And while I am in no rush to add any single positions at this time, I would like to ask your opinion of two large cap names to augment my research. Please feel free to deduct as many credits as you deem appropriate.
Could I please have your opinion on UPS and MMM as potential "buy and hold" names for a long-term time frame?
Thank you.
Q: My wife and I are in our 70's with RIFs mainly focused on income producing stocks.
Our annual withdrawals equate to approximately 10% of our investments, so currently, we expect to be able to live our lives out without running out of funds.
As part of my financial sector, I have a 3% position in PWF, which has been underwater for quite a while, but currently pays a 5.31% dividend. I know you tend to favour SLF, and I wonder if it is worth switching into SLF, even though it only pays a 3.44% dividend.
Your thoughts and comparisons between the two over the next five years please.
Our annual withdrawals equate to approximately 10% of our investments, so currently, we expect to be able to live our lives out without running out of funds.
As part of my financial sector, I have a 3% position in PWF, which has been underwater for quite a while, but currently pays a 5.31% dividend. I know you tend to favour SLF, and I wonder if it is worth switching into SLF, even though it only pays a 3.44% dividend.
Your thoughts and comparisons between the two over the next five years please.
Q: Hi,
Any reason for the recent pressure on its stock price?
Thank you.
Any reason for the recent pressure on its stock price?
Thank you.
Q: My 25 year old son has some money to invest (equivalent of a full position) in a self directed RRSP and I am looking for some advice on this as well as a little TFSA portfolio maintenance.
His TFSA has 10% in Cnd banks, 10% in EQB from previous employment, full positions (5% each) in CSU, ECN, KXS, MRE, PHO and SHOP and 1/2 positions in SIS, TOY, TECHY, BYL, CHE.UN (keep???), and CXI.
I am thinking he should sell his EQB as his Cnd Banks are likely a safer way to play the Cnd mortgage market at this point in the cycle - do you agree? Should he move on from CHE.UN as well?
This would leave him with the equivalent of 20%+ to reinvest - 10% in his TFSA and 10% in his self directed RRSP. Should he top up current positions (if so, which ones) or add a couple new ones (if so which ones). Your advice for investing these funds is most welcome!
Many Thanks
Scott
His TFSA has 10% in Cnd banks, 10% in EQB from previous employment, full positions (5% each) in CSU, ECN, KXS, MRE, PHO and SHOP and 1/2 positions in SIS, TOY, TECHY, BYL, CHE.UN (keep???), and CXI.
I am thinking he should sell his EQB as his Cnd Banks are likely a safer way to play the Cnd mortgage market at this point in the cycle - do you agree? Should he move on from CHE.UN as well?
This would leave him with the equivalent of 20%+ to reinvest - 10% in his TFSA and 10% in his self directed RRSP. Should he top up current positions (if so, which ones) or add a couple new ones (if so which ones). Your advice for investing these funds is most welcome!
Many Thanks
Scott
Q: What is happening with this company. It's in free fall
Q: What do you think about the planned dual listing for this company on the Hong Kong Stock Exchange in 2018? Word on the street is they are looking to raise $20M CAD through GF Capital. I have heard that it is looking for $2 CAD/share @ a 20 P/E. If it got to the $200M cap range, would we see more volume & interest?
Q: What do you think about Hamilton Thorne after their latest earnings report?
Best,
Linda
Best,
Linda
Q: Hello,
In the banking sector, I presently own a full position in TD. I wanted to add another bank and was looking at CM. I like the yield and appears to be trading at a better PE and PB given the weakness recently in the share price.
Do you have any compelling reasons for not owning this bank?
Thanks,
Dan
In the banking sector, I presently own a full position in TD. I wanted to add another bank and was looking at CM. I like the yield and appears to be trading at a better PE and PB given the weakness recently in the share price.
Do you have any compelling reasons for not owning this bank?
Thanks,
Dan
Q: I am under water with SSRM. Worth selling and buying TV? If not TV, any suggestions?
Q: Hi Peter and Staff
Do we buy TCL.A or TCL.B - are dividends same?
Thanks and have a great day
Dennis
Do we buy TCL.A or TCL.B - are dividends same?
Thanks and have a great day
Dennis
Q: Fannie Mae infamously crashed in 2008. Even now, it is listed on the Pink Sheets. Given my hesitance to wade through the various 10(k) reports, etc. I thought I would ask for your opinion. That is, is this suitable for bottom-feeder interest or should it be "written-off" as a potential speculative buy? FNMA
Q: I would like to purchase BSV for my non-registered, US-dollar denominated account. Will there be foreign tax withholding on the distributed interest? Multiple sources give conflicting answers, but most suggest that there would be no withholding tax. Thanks in advance.
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Turquoise Hill Resources Ltd. (TRQ)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Lundin Mining Corporation (LUN)
Q: Could you please list your favorite 3 names in Copper and the investment thesis for these companies? Please also share your take on Copper in the next 12 months?
FJ
FJ
Q: With the proposal of ENB to take out ENF at 29$ ( deal timeline for end of Q4) what are the risk associated with an arbitrage position by collecting dividends at around 8% and buying ENF at under 29$ and waiting for the stock equity swap date to happen. Two option are offered , having the optionality to A) sell ENF at 29$ while collecting the income ( would drip still be in place during that waiting time ) or
B) to swap ENF shares to ENB shares and at what ratio $ value per $ value or share for share fixed ratio at date of announcement ?
What impact will of a rising interest rate will have on ENF shares during that waiting time as ENB shares would probably fall further during those coming months
Thank you
Jean
B) to swap ENF shares to ENB shares and at what ratio $ value per $ value or share for share fixed ratio at date of announcement ?
What impact will of a rising interest rate will have on ENF shares during that waiting time as ENB shares would probably fall further during those coming months
Thank you
Jean
Q: What is your view at this time of Canadian bond proxy stocks versus Cdn dividend growth stocks, and their valuations relative to interest rates?
If you are of the view that dividend growers are more appropriate at this time, can you provide three growers that you recommend, and 3 bond proxy stocks that you would suggest to stay away from, to better understand the types of stocks that fall into this category. Thanks.
If you are of the view that dividend growers are more appropriate at this time, can you provide three growers that you recommend, and 3 bond proxy stocks that you would suggest to stay away from, to better understand the types of stocks that fall into this category. Thanks.
Q: The gaming space seems to be very hot One Company that has caught my interest is QIC
Could you please explain how the corporate structure works for this company
They mention LuckyBucks as a indirect Company which they control, It mentions that all the equity is held by the parent company Does
management have any investment in the Company
What is your opionion on a long term purchase Is this an investible company
When are they due to report there next quarter
Thank you for great service
Paul W
Could you please explain how the corporate structure works for this company
They mention LuckyBucks as a indirect Company which they control, It mentions that all the equity is held by the parent company Does
management have any investment in the Company
What is your opionion on a long term purchase Is this an investible company
When are they due to report there next quarter
Thank you for great service
Paul W
Q: Hi Everyone at 5i! Pond is a TSX venture stock. It certainly is interesting as to what it does. I was wondering if you have heard of it and if you think taking a small position in it to be Ok. Cheers, Tamara
Q: Hi I know 5i thoughts of this ranges from not great to ok for income I have some for income and the drip they recently amended and changed some policy concerning the drip and optional buying more shares could you please look at what they have done and break it down to English for me and give me your thoughts on the changes thanks
Q: This company has just had a 1 : 9.5 reverse stock split and is now listed on the Nasdaq. Do you feel that this has any impact on the companies/share price? Thanks, Leah