Investment Q&A

Q: I am donating some of my CSU shares (20% of holding) and am considering whether or not these should be replaced in my portfolio. Currently, CSU is 3% of my investment portfolio and 6% of my equity portfolio (before the donation). When you speak to 5% as a ceiling for exposure, is that in the total portfolio or the equity portion of the portfolio?

Q: To follow up on my previous question regarding holdings best suited for TFSAs, I had forgotten CSU from the holdings list. Would you consider a good holding for a TFSA ? Thanks in advance.

Q: Hello, would there be any issues on buying a ATS bond that goes out about 3 years. Thank you.

Q: Thinking about Martin’s question ( March 19) and your response, specifically on ROC. I own UMAX in a RRIF. I Look at its 14% yield as more than enough to cover the approximately 6% ( and rising) mandatory withdrawal, thus not negatively affecting my cash flow. I also see the ROC as lowering my unit price and thus the mandatory withdrawal amount. Is my thinking right on this ? Thanks. Derek.

Q: What is your evaluation of Power Corp (POW:CA) latest quarterly? What portion of its business is in Europe and to what extent does it make it more attractive?

André

Q: Any idea what’s going on with enterprise today ? I don’t see any news

Q: Greetings 5i,

I'm looking to decrease some of my US investments and want to sell XUS (I also own VFV). I'm looking at either VIU or XEF as a replacement for XUS. Does this make sense and if so do you have a preference for either of these ETFs or would you recommend something else as a replacement?

Thank you.
John.

Q: Pls comment on North American Construction Group qrty earning and this company going forward.

Q: hi
do you see any data/signs of money flows out of US markets. I am wondering if there is the start of loss of confidence in the US markets for foreign investors (and domestic) vis a vis the current government?
Further, where do you see money flowing into right now or shortly ( China, Europe/Germany, Canada )?
cheers, Chris

Q: First of all, thank you 5I for all these companies.

These are my only holdings in tech at the moment.

I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.

Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.

Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.

I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.

Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )

Q: Hello,

Why the significant drop today? At what price would you recommend buying?

Thanks.

Q: What am I missing here? This is a bond fund with an almost 12% payout? Is this something you can put $100k in and get $12k paid out every year forever? I get that it does covered calls but it just seems too easy. It completely trashes the TSX yearly returns with far less risk?

Q: With interest rates predicted to trend lower do you foresee more upside for utility stocks barring any Trump whims of the day ?

Q: Hello 5i Team
If I own shares of BRK CDR of greater then $100,000 in my RRIF account do I need to fill the T1135 form?
Thanks

Q: A bit of an earnings miss, but the future is looking promising. Your opinion going forward please.

Q: Can I have your view on lassond industry please. Thx

Q: The factsheet of these ETF’s says that they have 2 and 4 million dollars of assets under management. How will these ETF’s gain popularity over the coming years and will that push the price up?

Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Q: Hello 5i
I wonder if you would enlighten me on another aspect of your option selling. I know the object is to create premiums. But, psychologically I feel that I have lost if I buy back a stock which has risen and been called away. For instance, last month I sold a call on shop US for $94. Now, it is $100. Would you let it go, buy it back at the new price and sell a new option; buy back the call and sell another option or let it go and buy another stock that may be better priced to sell an option on. The answer is probably obvious for you. But, I am a bit muddled on this
Thanks as always

Q: What are your top 5 small and mid-cap US stocks currently for growth prospects? Please could you rank in order of preference. Thank you!