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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 guys. First, thank you for the great advice and it is a pleasure to belong to 5i Research. Based on percentage, how much US or foreign stock/ETFs can I have in my TFSA without having tax implications when I sell? Or, are there no tax implications because the investments are in a TFSA? Thanks.
Mike
Read Answer Asked by Mike on February 26, 2021
Q: I have a fairly well balanced portfolio - Cdn and US Stocks and ETF's with about 10% in 3 Brookfield companies, BAM, BEP & BIP.UN. Is that amount too high and what % should I have in BAM ...
Read Answer Asked by William on February 26, 2021
Q: Looking to increase my US div. Yield with these picks, would now be a good time to enter or wait, and would you consider better choices and please rate best to worse, thanks.
Read Answer Asked by Peter on February 26, 2021
Q: I hold 500 shares of a preferred stock in a RRIF but am confused about the best course of action. The MANULIFE FIN 4.2%-1 S3 PF were purchased at average cost of $24.10 but have not traded above $20 since January 2015, and have been under $15 since December 2018, but recently are trending up. Every 5 years (coming in June 2021) MFC could redeem at $25 or provide option to convert to another series. With income of about $272 annually on shares now worth only about $7,775 that works out to a return of about 3.5%. So if I sold at current prices I'd need to replace with something with same yield. Your thoughts?
Read Answer Asked by Michael on February 26, 2021
Q: When news comes out about a company, like it has for Workhorse yesterday, "The investigation focuses on whether the Company and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices." and the stock seems to be reacting to this, what are your recommendations and what other things should be considered? Thanks,
Read Answer Asked by Juanita on February 26, 2021
Q: I have held TFII for a short period of time about 2 1/2 years, last year I trimmed when I got over 6 %. With the recent runup I left it to run to 7% and did nothing as I am unsure of the valuation with such a large aquistion of UPS and maybe it would come back some which it did. I wanted to see a quarter or two after the aquistion before I trimmed or not. On the 22nd you made a comment about TFII being cheap could you add some color to that comment as I am struggling with a valuation post UPS takeover. Thanks
Read Answer Asked by Jerome on February 26, 2021
Q: What 2-3 stocks would you add to this portfolio for more diversification and some growth?

Thanks
Read Answer Asked by Robert on February 26, 2021
Q: What would be your top pick with regard to relative low risk in each of the 11 industry mentioned in your asset allocator? Growth is not a concern. Dividend not a concern. Just want to match cost of living index
Read Answer Asked by Allan on February 26, 2021
Q: Hello, I own above ETF's, and with rising bond yields, is it time to bail out ? If so, which one(s) to let go and which one(s) to keep.
Thanks
Carlo
Read Answer Asked by Carlo on February 26, 2021
Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
Read Answer Asked by Jeff on February 25, 2021
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