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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: Very disappointed in yet another 5i pick in the income portfolio down substantially until a final sell recommendation is released.
You state: "With declining equity markets, lower assets under management and increasing competitiveness in the Canadian financial industry, we have decided to sell Gluskin Sheff"
My question is, why did you recommend it in the first place? All the items applied when you decided to add it to the income portfolio. Seems another stock where you were simply chasing yield without dying proper DD.
Read Answer Asked by Curtis on January 21, 2019
Q: HI 5I.
PLEASE RATE YOUR TOP 5 US DIV. INCOME STOCKS BEST TO WORST FROM MY LIST.
ING, AMC, NHI, DWX, VZ, CCL, UN, PFE, PG.
OR YOUR OWN PICKS BASED ON CORE HOLDINGS. THANKS
Read Answer Asked by Peter on January 21, 2019
Q: What Canadian listed ETFs that are invested more so in growth stocks would be suitable for a TFSA with a mid to long term horizon? I wish to have geographic diversification through one or more ETFs and one or more ETFs investing in small to mid-cap stocks. If there are mutual funds that have better performance, after fees, please list as well.
Read Answer Asked by perry on January 21, 2019
Q: Could you please comment on the proposed merger with FDC. I am tempted to buy if it were not for the mountain of debt. Nigel
Read Answer Asked by Nigel on January 21, 2019
Q: Hi 5i

What are your views on these 7 holdings in 2019?
Hold, Sell?
Appreciate it
Read Answer Asked by Matt on January 21, 2019
Q: RRSP: SPY, XAW.TO, VXUS
RESP: CDZ.TO, VGG.TO
TFSA: VAB.TO, VXC.TO

Sorry I didn’t quite understand your response to my earlier question. XAW.TO is in my RRSP, which you said was the appropriate place to house ETFs with US dividends to avoid withholding taxes. Why then would removing this from my RRSP result in “tax efficiency”?
Read Answer Asked by Eric on January 21, 2019
Q: could you please rate these stocks in order of preference and why. thank-you.
Read Answer Asked by Jim on January 21, 2019
Q: I loaded these three ETFs into a dummy Globe & Mail Portfolio with a mock purchase date of January 2, 2018. The output returns to date are CLF (4.5%), ZAG (4.5%) and HYGH (10%). Why did HYGH do so well or is the Globe utility having issues?

Thanks so much!
Read Answer Asked by Danny-boy on January 21, 2019
Q: I read this article in the Globe today that appeals to me because of it's simplicity, low cost (few commissions, no MER's) etc and it's relative performance as measured by the author.

I know it a very simple approach and mirrors the Buffet "Here's what you should do when I die" with my money.

Would be very interested on your take of this and if you think it would be a good idea or not and why.

Thanks

Sheldon
Read Answer Asked by Sheldon on January 21, 2019
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