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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: Today, Finland announced the introduction of a financial literacy strategy aimed at educating its population. This move is a direct result of increasing consumer credit defaults, a dangerous statistic for economic health.

The new program will rely on help from industry experts like bankers and insurance companies to create a curriculum. Social media influencers and TV personalities will help spread knowledge, too.

Finland seems to understand that you never really stop learning.

Thank you 5i for advancing Canada's financial literacy.

Glen
Read Answer Asked by glen on January 29, 2021
Q: I am concerned that I don’t have enough cash in my RRSP portfolio.
I have these stocks in my Canadian RRSP:
Canopy, Crescent, Kinross, Suncor, Well Health and Whitecap.
US RRSP
Amazon, Apple, Costco, Kroger Microsoft, Starbucks and Verizon
Which ones would you recommend I sell?
Read Answer Asked by Diane on January 28, 2021
Q: Am setting up my TFSA ( 3% of total cash and RRSP portfolios ) along the lines of your growth portfolio. Which would be your 4 initial stocks, in order of preference? Thanks Derek
Read Answer Asked by Derek on January 28, 2021
Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.
Read Answer Asked by Patrick on January 28, 2021
Q: Whatever happened to Automodular? When they were last in the news, they were trying to pivot from auto parts (had just lost the Ford contract) to wind turbine manufacturing. I seem to remember they were left with a sizeable cash pool? With the growing emphasis on wind power, supported by new leadership in the US, are they likely to resurface? The management seemed to be very shareholder-focused.
Read Answer Asked by Lotar on January 28, 2021
Q: Hi 5i
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim
Read Answer Asked by jim on January 28, 2021
Q: Hi,
Please rank BIP.UN, WSP, STN, PIF.

Thank you.
Read Answer Asked by Thomas on January 28, 2021
Q: Can you comment on MITK earnings today. Do you like it moving forward?

I currently hold a 3% position in REAL (currently down 25+% since purchase in TFSA). Would a switch to MITK make sense? Which of the two do you prefer today? Or is there other names you would recommend suggest switching to today?

Thanks so much!
Read Answer Asked by Justin on January 28, 2021
Q: My broker's website crashed again this morning. You would need to book off a full day to try to get hold of them on the phone. Hmmm, doesn't this sound a lot like 2008/9? We know how that ended.
Read Answer Asked by Edward on January 28, 2021
Q: Am I wrong in thinking the Telus International IPO is going to do well after it debuts? It seems to have all the elements of recent hot ipos: artificial intelligence, big-name contracts with Google and Uber, a doubling of revenue in just two years between 2017 and 2019. In fact, it is generating earnings unlike other rapidly growing digital companies like Lightspeed, Dye and Durham, Docebo. Is it a buy in your opinion?
Read Answer Asked by Michael on January 28, 2021
Q: Can you provide me a recommendation for both a growth and conservative (income with a little upside) etf that gets me some international exposure (Non CAD / US markets). I am overweight in CAD and balanced in US. I appreciate that most large companies are ‘global’ regardless of where they are listed so take that into consideration. I am ok owning ETF’s where the holdings seem like US based but in fact they are global CO’s.

Consideration to the MER also please. I hate paying fees!
Read Answer Asked by Patrick on January 28, 2021
Q: I have transferred my RRIF account from a broker and I plan to self-mange that account. The cash balance as of today is $290,000. I'm 88 years old so I need strong cash flow and/or capital gains to meet the required annual distribution. Please provide a list of stocks and ETFs that 5i would recommend for that purpose. Thanks for your valued assistance.
Read Answer Asked by George on January 28, 2021
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