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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: I have some cash to deploy in an income account (riff) and would like your opinion on where there maybe value given the recent pullback. I am also mindful of not chasing yield and risking capital unduly. I have a 3 percent position in Bgi that I could increase or start a new position in Dr if you think the dividend is fairly safe and given time the stock will rebound. I am fairly diversified and open to other suggestions of income bargains out there.
Thanks for your insight.
Maggie
Read Answer Asked by Maggie on June 15, 2017
Q: Hi 5i,
My understanding is that if I buy units in a flow-through shares partnership, I can’t sell them until they are rolled over into a mutual fund, 1-2 years after the partnership is established. My question is: if I were to buy the flow-through shares themselves, direct from the issuing company, would there be any similar minimum holding period, during which the shares would not be tradeable, or at least not without transferring away the flow-through tax benefit? Thanks!
Read Answer Asked by Lance on June 15, 2017
Q: My wife and I are in the process of building our retirement income portfolios in each of our RRSP’s by following your Income Portfolio.
My question is would it be advisable for my wife to have a different mixture of equities than I have in my portfolio? We want to keep it a simple as possible but want to limit risk at the same time.
The same question pertains to RRSP VS TFSA. Should my RRSP hold a different mixture of stocks than my TFSA.
To begin accumulating my portfolios, I plan on using the same assets allocation in each account. 50% Equity 50% fixed income
Please answer this question as it pertains to diversification as I know there are many tax reasons why I might hold one equity vs another in these different accounts.
Read Answer Asked by Stephen on June 15, 2017
Q: Good Morning: I have been raising my cash holdings somewhat in light of a prolonged bull market with high equity valuations and increasing geopolitical risk. I have some of this cash in HISA's with an average yield of about 1.7% or so. However, I am considering putting some of it into a bond etf since I don't feel I have the know how to successfully put together a ladder of actual bonds. What I would like your opinion on is what would be the best 2 or 3 options in Cdn. bond etfs for preservation of capital combined with optimal yield (recognizing that the two are almost always working in opposite directions.) Of course, if you have another option for parking cash, that would also be appreciated. (I do have some preferred share holdings but past experience has taught me that they are not immune to market corrections.) Many thanks.
Read Answer Asked by Donald on June 15, 2017
Q: Since beginning of June EIF has been buying back shares as well as insiders buying according to TD website. Does 5i sources verify this.I would like to increase my position to 5% as being from MB I am familar with the company. I bought HCG when the company did the Dutch Auction but when the CEO was selling around the same time this should have been a red flag for me.
Read Answer Asked by blake on June 15, 2017
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