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: What, if any, impact to Primo do you see from Nestle's announced explorations into getting out of the water business in N America? During the Cott-to-Primo business transition, Primo's financial statements are rather more difficult to digest, but at the very least, Primo doesn't seem to have the capability to buy much of the Nestle water business. What other companies might benefit from Nestle's divestiture, and how might that affect Primo?
Deduct credits as required for multiple questions. Thanks.
Read Answer Asked by Lotar on June 15, 2020
Q: Good day team, question re Covered Call ETF vs non. I've set up my daughters TFSA with CDZ & ZWH as a starting base. In an earlier question you mentioned covered call (ZWH) may reduce upside. Acknowledging this; does covered call also offer additional protection though (from large downward swings for eg). If so, I'm ok forgoing additional upside.
Read Answer Asked by Harry on June 15, 2020
Q: Re Fred’s question about longterm gains on RY
canadastockchannel.com has this info
If bought on Jan4, 2000, $1 worth of RY would be worth $12.46
assuming dividends are re-invested on a tax free basis (ex. RRSP)
If dividends are not re-invested, on a total return basis (including dividends, but still no tax paid) your $1 is worth $8.75.
You can enter different dates to get exactly what you want.
I personally find this type of analysis instructive but I know not everyone is a fan.



Read Answer Asked by john on June 15, 2020
Q: hello hello...I have a full position in DOL, like held for long-term grow for a Cdn stock. If DOL is a good buy now, how about Dollar General?......me, pondering if DG would be good addition to the my US dollar portfolio which also includes the long held Costco in that same sector but without going sector overweight.......Keen to e-hear your take.......Thanks and enjoy the upcoming week-end.........Tom
Read Answer Asked by Tom on June 15, 2020
Q: We’ve moved 60% of our cash position back into stocks which either had at least a B+ from you, or which you spoke highly of. After the selloff on 11 June we’re down overall about 1%. Not too bad but we’re wondering about how solid this portfolio is for more bumps to come. All are for holds of at least 2 years before taking some gains. Question - do you see any red flags before we invest more in these positions? Would you consider reducing any sectors and increasing others? If so, what would you drop and what replacement options would you consider? Presently, no sector exceeds 25% and most positions could be topped up. Previously, we had more dividend income. We are mid-sixties and the pension covers about half of our expenses. Many thanks in advance for your trusted views.
Cash - 40.2%
Telcoms (4.3%) - BCE 2.3%, T 2.0%
Cons Def - COST 2.6%
Energy – ENB 2.7%
Fin Svcs (21.9%) - BNS 3.3%, BAM.A 4.5%, GSY 0.8%, RY 0.8%, SLF 3.0%, V 3.4%, JPM 3.0%, MCO 3.1%
Health - MDT 2.8%
Ind (4%) – CNR 0.9%, RTX 3.1%
Tech (15.1%) - KXS 1.8%, SHOP 1.7%, CRWD 2.2%, DOCU 3.4%, MSFT 3.4%, CRM 2.6%
Util (6.5%) – AQN 1.6%, BEP.UN 2.2%, CU 2.7%
Read Answer Asked by TOM on June 15, 2020
Q: Hi General investing question. I have both ETF and actual stocks that are in the ETF. Less than 5 years away from retirement so still looking to build my portfolio. What's your opinion on holding ETF to accumulate income or buy the actual dividend stock and get both income and (hopefully!) growth? Thanks guys
Read Answer Asked by Kenneth on June 15, 2020
Q: I owned shares in Enercare which was taken over by Brookfield. I still hold the units that were exchanged for the shares. BROOKFIELD INFRASTRUCTURE PARTNERS EXCHANGE LP EXCHNGBLE LP UNITS.
If I exchange it will trigger a capital gain. In the meantime, the dividends are still being paid.
Is there any downside to keeping these units and not exchanging them?
Read Answer Asked by Ron on June 15, 2020
Q: Hello 5i Team, - Thank you for all you do!

Could you weigh-in on these US$ cloud focussed ETF's for the long-term? Could you also suggest any alternatives hedged to CAD$ with a similar cloud focus?
Read Answer Asked by Sriram on June 15, 2020
Q: If I had put $100,000 into RY 20 years ago with all dividends reinvested, can you tell me what it would be worth today?

This is not a rhetorical question. I recently came to realize that a close friend put $100,000 RRSP into RY in 1989 as he has now retired from there. As he is an unsophisticated investor, he just left it there. But as there have been withdrawals over the years, it is difficult to determine the actual growth. It is now worth a tidy little sum. This is, in my estimation, a significant argument for a buy and hold strategy although most would also argue for more diversification.


Read Answer Asked by Fred on June 15, 2020
Q: I am looking at making another investment in the 5g space. I currently own Qualcomm and have done very well partly due to your disposition to this company. Thank you.
I am now trying to choose between Nokia and Ericcson.
What would be your preference between the two and why.
Thanks
Read Answer Asked by Thomas on June 15, 2020
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!