Investment Q&A

Q: I hold the above 7 stocks in my RRIF. I have to sell part of one of them soon.
Ignoring sector balance; I am concerned with maximizing long term growth whether it be capital gains, dividends or interest. So I would like to sell the one with the poorest prospects for gains over the next 2-3 years.
I should also note that my largest holding,NVDA, is over 7% of my entire investment holdings. This is a level where I would normally start to trim a bit but it has been on such a tear that I have been reluctant to trim it. And I note that you are still keen on it as a growth stock.
So I am comfortable to leave it alone if you agree.
Which would you suggest be sold?
Thank you

Q: Hi 5i Gang
I have a substantial amount of new cash to invest. It will represent approximately 38% of my portfolio once all invested. I only have room in my non registered accounts now as I have a RRIF and my TFSA (canadian and Us) are maxed out (except for the 6000 that we can add in January). I would like to use about half of this new money to start a US non registered account. I already have a 40% weight in US stocks (which will be a lot less once I add the new CASH.) I am in a low tax bracket presently as I am semi retired and have many write offs. WHAT DO I NEED TO BE AWARE OF with US stocks held in a US non registered account.? Or can you lead me some good articles please.
Thank you as always for keeping me on track.

Q: Hi,
I own both VEEV and WELL. Apart from one being in the USA and the latter in Canada, and the size (market cap) of the companies being very different, is the business model of these 2 companies similar in any way?

Thanks,

Q: Hi 5I,
For the auto sector, which of the above would you buy today?
Thanks.

Desiree

Q: Good evening to you all - Thanks to 5i, I loaded up on BPEC eighteen months ago and now have a utility bulge in my portfolio that needs trimming. I am only underweight in "energy" and herein lies my problem. Energy in Canada seems to mean non renewables like our wonderful SU, Canadian Natural Resources and TOU. Is not BEPC an energy company as well as a utility? If say half it's valuation is in production, then could that be construed as energy sector allocation for my purposes and I don't have to sell, just mentally reallocate? Or, is this just mental gymnastics on my part and I should just sell to reduce, pay my taxes ( i'm out of losses, hopefully forever), and invest the proceeds in a normal energy company to satisfy my portfolio analytics?
Many thanks

al

Q: What do you think of the company's update today and the analyst's revisions. The stock was nailed. Do you think this is a good time to add to a small position or wait till the dust settles. Do you still believe in Lundin mining as a safe basic material play?

Thanks

Yves

Q: I have most of my u.s. in these 2 etf. Given that there might be a shift to value investing,which might indicate $ moving out of information tech,would you change or moderate any thing with regards to this set up? Zuq has a lot of tech holdings and could be a concern. Thanx.

Q: Hello team, Shortly I will have $100K CDN and $100K U,S, to deploy for a long term hold ( 10+ years).
Could you recommend a few high quality, value & growth stocks? And what % would you buy now? I am not trying to time the market, but are you anticipating a correction during tax loss? Also, how many stocks (CDN & U.S) would you suggest?
Thanks
Carlo

Q: is there a share consolidation of 10for1 on this co.?

Q: Do you prefer Loblaws or the holding company George Weston? Why?

Q: For the average retiree what would be a recommended or realistic portfolio dividend yield to aim for?
Thank you

Q: BIPC trading today was about 7x the average daily amount . Was this in anticipation of the Federal budget?
Thanks

Q: First of all - you are very helpful and I appreciate it!
Re TFSA U.S. account - apparently if the security in this account has a dividend, it would be subject to 15% withholding tax if you sell. In Canada, the withholding tax is applied against your income tax when you do it up, but how does this withholding tax work in the U.S. if you are not doing U.S. income tax?
Thank you!
Margaret

Q: 23 year-old slowly building out his TFSA. GSY (23%), KXS (19%) and LSPD (29%) now dominate weightings with PHO, PBH, REAL, BAM.A and CNR being between 5%-7% each. Going to trim GSY/KXS/LSPD back to 10% each and use the funds to purchase four new positions. Given this is a long-term hold could you suggest your favourite 5 or 6 (Canadian or US) growth stocks or those with potential to be the next SHOP in order of preference and why? Many thanks for your always astute insights.

Q: Good day. I have been holding BPY.UN for 2 years but see it going nowhere aside from having a nice dividend. I now stand -15% and a 3.2% position in my RSP. I am overweight Real Estate and need to increase weight in Technology/Consumer Non-Cycl. and Cycl. Can you suggest a few of your portfolio favourites that I could start positions with or should I hold on for awhile to see where BPY.UN goes. Please note that I use dividends as reinvestment/diversification tool and therefore although not necessary for growth they are quite useful.
Thank you

Q: Hi 5iR,

Can you provide your assessment on the future of this new IPO. Was initiated on 27th with 45% surge on 1st day.

Q: Thoughts on XEC and another recommendation in this investment area? Thanks...

Q: I just asked a question about having a U.S. account vs just buying U.S. securities in your Canadian account. I still don't quite understand.
I have some U.S. securities in my canadian cash account. Are you saying that that I will be paying some kind of "fee" on this even though they are just sitting there?
thank you for clarifying
Margaret

Q: I would appreciate your outlook for CHKP. I thought that the last qtr was decent with revenue, EPS, and earnings up somewhat. Nevertheless the share price seems stagnant since July. The P/E is quite low for this industry which suggests that the market is not expecting much growth. I was expecting that the "working from home" and "virtual learning" phenomena would be tailwinds. Since the company doesn't pay a dividend, if the price isn't going to grow, I should move on.
I look forward to your thoughts.
Thanks
Ian

Q: Hello 5i Could you provide your thoughts and assessment of this company for a longer term investment and would it be better to put it in a TFSA if acquired.