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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: Hi
I am a new subscriber and really appreciate your service! I am building up an RSP portfolio, and have Brookfield Asset Mgmt, Stantec and BNS so far, and would like to add other stocks appropriate for such a registered account. Can you please recommend up to 10 additional stocks I should consider. Thanks!
Read Answer Asked by Lois on October 24, 2014
Q: Regarding the 'Model Portfolio' and the 'Income Portfolio'.

Do you Post any "changes" made to the Holdings within these two Portfolios?
Thank you for the Great Service.
D Mc
Read Answer Asked by Dennis on October 24, 2014
Q: If I hold ZUH in an investment account(non-RRSP or RIF) am I correct in assuming that the U.S.withholding, tax which is minimal on a $0.11 dividend,is the only detriment in holding the above ETF outside a registered account? Thank you. Don.
Read Answer Asked by Donald on October 24, 2014
Q: Greetings: Do the Canadian banks buy "blocks" of stocks and bonds for a later sale (at a profit, of course)to clients with managed accounts? If a bank's wealth division offers to manage an account for 1% what other "hidden" costs are there? Thank You
Read Answer Asked by Ronald on October 24, 2014
Q: I have a fairly large holding of O&G stocks and the recent sell off in the O&G sector have been devastating to my portfolio. However, I know (at least I think I know) which ones are resilient and can bounce back over time, except for one - DEE.

Right now I'm down over 40% on this name while all others have shown various degrees of recovery already, especially today. In fact DEE is the only O&G stock I own that is in the red for today.

Is DEE a lost cause and should be my first tax loss selling for 2014? Or should I at least wait for the Q3 results and the accompanying forward guidance to see if there is still a chance for a turn around.

Thanks.
Read Answer Asked by Victor on October 24, 2014
Q: Hello 5i
The recent stock price decline has left me with a few positions underwater due to buy timing. In the context of a well diversified portfolio and holding all three names, would you please comment on adding to ET(Evertz) at this time as it has not really bounced back from the recent decline. Is there something to the lack of bounce? In comparison, would you consider adding to SYZ(Sylogist)or FSZ(Fiera Cap) ahead of ET?
Thanks for the informative service
Dave
Read Answer Asked by David on October 24, 2014
Q: I asked an earlier question about Corus (CJR.B) because I was considering selling my Cargojet (CJT) to buy Corus. Cargojet has had a good run in the past two years but seems to be consolidating while its dividend (2.6%)remains flat. Do you think I am better to exchange my CJT for the slow growth but better dividend (4.4%)of Corus or hold on to the CJT in the hope of further price growth even without dividend growth? There are no tax implications. Thank you as always.
Read Answer Asked by richard on October 24, 2014
Q: My question is about portfolio diversification. Is there a dollar value of a portfolio in which you might invest more than one company per sector to reduce company risk while maintaining diversification? Thanks!
Read Answer Asked by Linda on October 24, 2014
Q: Hi,Peter
Could you please common on YELP's earnings today, is it a sell or hold? Also on AMZN.us earnings sell or hold? thanks a lot.

selina
Read Answer Asked by selina on October 24, 2014
Q: Hi Team: could I get your analysis on IRG. The "strategic review" seems to have been a bust and the stock price has been on a steady slide. The current price seems dirt cheap to me unless the earnings turnout ugly. Some speculation about a dividend being started? your thoughts- thanks
Read Answer Asked by Scott on October 24, 2014
Q: Hi 5i team, your answer is very very helpful to lead us to become an investor. In the past, you have trimmed AYA as it gained quite a bit. Is there any rule , when and how much, behind such trimming process?
Read Answer Asked by victor on October 24, 2014
Q: What are you thoughts on eBay? How how much do you think can be unlocked by the split of eBay and PayPal?
Read Answer Asked by Eugene on October 24, 2014
Q: I'm looking at ETFs for a "couch potato" approach to my RRSP acount so I can focus on my much larger non-registered trading account. I tend to follow the latter and forget about the RRSP account so it always underperforms. I want to have exposure to the S&P500 mainly for diversification and I'm looking at Vanguards ETF VFV. Do you think this a good fit or should I be looking at a different product(s)?
Read Answer Asked by SHANE on October 24, 2014
Q: Hi Team,
Can you give me 3 to 5 names (or more) to watch that you would consider buying after tax loss selling in December? Or is it too early to narrow down at this time?

Thanks, Shane
Read Answer Asked by SHANE on October 24, 2014
Q: Good Morning, Peter,

How will the planned changes in June 2015 by the TSX affect a typical Canadian investor with a portfolio of less than $1 million who trades equities about 10 to 20 times a month?

Reuters reported that the TMX "...wants to introduce a "long life" order type on both its main Toronto Stock Exchange and its sister venture exchange which will be executed ahead of other orders at the same price..."

Thank you in advance for helping clarify the impact, if any, that these changes will have on the average 5i member.

Gail
Read Answer Asked by Gail on October 24, 2014
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