skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, All Canadian banks have bounced back nicely over past few weeks. Canadian Western Bank, however has outperformed the big banks by a wide margin. Analysts have also been busy raising price targets, citing higher NIM and stronger growth in loan portfolio. Recent stabilization of oil prices and rebound in Alberta economy may also have a role to play. What is your opinion of this bank as long term hold? I own CM,TD and RY and recently took a starter position 1.5% in CWB. Is it worth adding at current prices ? Thanks
Read Answer Asked by rajeev on October 04, 2017
Q: Does the recent announcement by Riocan to sell off properties in secondary
markets offer an opportunity for smaller Reits to buy some real estate
in smaller centres or is it a sign of dwindling profitability in retail
real estate in those centres? Are there any Reits that might buy these properties from Riocan ? Thanks, Joe
Read Answer Asked by Joseph on October 04, 2017
Q: Good morning...current thoughts on these today please...
Read Answer Asked by Lucinda on October 04, 2017
Q: Hello 5i :

I current own Wellsfargo shares and they are not doing much. Do you think I should sell them and buy Banc shares instead? Please compare the two and provide your expert advice regarding the future earnings, cash flow, dividend growth, debt and multiple expansion in the next few years!

Thank you as always,
Read Answer Asked by Rossana on October 04, 2017
Q: I have a question about IWO. ( GROWTH PORTFOLIO). How Would you compare it to Mawer Global small cap. Which one Would you prefer ( considering taxes, fees, performance, expected return). I would like to know this in context of growth portfolio. thanks
Read Answer Asked by RUPINDER on October 04, 2017
Q: i bought BCE almost 10 years ago after the flaherty income trust debacle. i have not added to the position and it now makes up a small percentage of my portfolio (less than 2%). going forward i struggle to see where BCE will get growth from. I was thinking of selling BCE and buying more BEP.UN. It would bring BEP.UN up to a full 5% weight. To me BEP.UN would provide a little more capital growth along with a higher dividend. These are both held in a registered account. Thoughts?
Read Answer Asked by Richard on October 04, 2017
Q: Hi Peter and Staff
I have a very small weighting in oil and gas and would like to increase it slightly with 1 more name. The two that I own so far are PEY and VET . If I will own 3 for a long term hold ,total return, dividends and capital gains, are those two fine to be 2 of the 3.
If so, please recommend one of the following with your reasoning to add. If you would drop PEY or VET in order to have 2 of the ones listed below, please advise

CNQ,FUR,RRX,SU,TOG or WCP

Thanks for all you do
Dennis

Read Answer Asked by Dennis on October 04, 2017
Q: There is a lot of noise about how expensive stock markets are and that we are overdue for a significant correction, particularly in the US. But if I look at my US stock, P/E's are very reasonable (see AAPL), and less than ten in some cases (see GILD).
What gives?

Read Answer Asked by Rick on October 04, 2017
Q: I am a relatively new investor and want to understand how the tax loss function works. I have a few questions.

What is the standard taxation rate for capital gains?

How is the tax loss calculated? Is it based on the average cost of purchases or the last purchase or some other formula

I am assuming that you can buy back any stock that you have sold for a tax loss after 30 days. Am I right?

I look forward to your answers
Read Answer Asked by Bob on October 04, 2017
Q: My son is returning to studies and investing what he earned as buy and hold for 4-5 years. He put two-thirds in balanced mutual funds with Canada, US and International exposure and now wants to invest the remaining one-third in individual Canadian stocks. He has enough for 4-5 names and already invested in Enbridge. What would you suggest as solid names for the remaining four given his time frame? Thanks.
Read Answer Asked by Christian on October 04, 2017
Q: Hi, CCMP Capital Advisors, the major shareholder and the initial private equity investor group is divesting its full shareholding (13 mln shares +15% over allotment, if exercised ) through a secondary offering for $18.50 a share. Does this move reflect on the future prospects of Jamieson? Are there any the major shareholders/insiders, after this sale? What is your current opinion on this company ? After watching the share price do well, since the initial offering in July, I bought a position yesterday at the open. Thanks for your insight.
Read Answer Asked by rajeev on October 04, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!