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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: Own 500 units of this as well as CPD, XPF and XTR in TFSA. Income is okay but volume is thin. Preferred space is out of favour today, worst bond alternative ever it has been said, I get that.

So what to do? Consider them stranded assets and notionally eliminate from portfolio allocation and hang on until better times arrive? Problem is they take up brain time thinking about alternative use of funds now invested in them. But with interest rates declining and rate-set preferreds having further room to fall is the best one can do is hope and collect the distributions? Taking losses in a TFSA is emotionally hard to do.
Read Answer Asked by William Ross on July 12, 2019
Q: What would be the value today of the initial Balanced Equity Portfolio if you invested $100,000 and bought and hold? Thanks.
Read Answer Asked by John on July 12, 2019
Q: You mention you like companies that don't issue lots of shares, therefore not leading to share dilution. Examples would be Constellation Software and Alimentation Couche-Tard. Are there other companies on the Canadian exchange that you favour that are also not serial stock issuers?
Read Answer Asked by Dennis on July 12, 2019
Q: What is 5i thoughts of Caldwell Partners' all-time record-breaking quarterly results. It seems that they have recovered nicely from a slow start to this fiscal-year. They also suggest in their outlook that fiscal Q4 could be just as strong (or stronger) than Q3 which could lead to a record-breaking year for the Company. If anything the results and outlook is great bell-weather indicator of the strength of US economy for which a large portion Caldwell's revenues are generated from.
Read Answer Asked by Charles on July 12, 2019
Q: Hi Have my TFSA in these tickers. Doing very well (THANK YOU), I'm thinking I would like to park it, small growth, dividends, capital preservation comes to mind.
Would you please make some suggestions (stock, etf, etc) to help me accomplish this.
Thank you 5i!
Read Answer Asked by Fernando on July 12, 2019
Q: Hello Team,
I am considering selling the laggards in my US rrsp account. ATVI is down -23%, BOX -29%, CELG -7%, SKWS -23% and UTX up +2%. The plan is to add to my winners. Do you have any thoughts about whether I should keep any of these? Many thanks.
Read Answer Asked by Mary on July 12, 2019
Q: I have some cash set aside for an emergency fund (about 50k) currently sitting in a Tangerine account, earning only about 1%/year. I am considering moving this over to a high interest ETF such as CSAV. What is your opinion on this move? Opinion on CSAV or suggest some alternatives for both USD and CAD accounts. Thanks.
Read Answer Asked by David on July 12, 2019