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: In the portfolio analytics in the section of portfolio industry allocation do the listed sectors waitings include portion of particular sectors/industries included in diversified ETFs which constitute a significant portion of my portfolio?
Thank you
Read Answer Asked by Miroslaw on March 10, 2021
Q: Hi 5i,
Current shareholder of BMY for last 4 years and it simply has not done very much however pays small dividend of 3.2 %
I'm looking to sell and replace with something in same sector/space with better share price growth potential. Medium risk with 2- 3 year horizon. Dividend would be nice but not absolutely necessary.
Thx
Jim
Read Answer Asked by jim on March 10, 2021
Q: As a follow up to my earlier question, where in you mentioned "if the focus is on bonds....", last line. I am looking for opportunities in fixed income investments. So where should the focus be, other than fixed deposits . Thanks for the excellent advice you have consistently provided over the years.
Read Answer Asked by Vinod on March 10, 2021
Q: Given the state of the markets, what would some of your current favorite names be to add to a new RESP account for my son? I've set aside $10k to take a few stock positions early on (anticipated long term hold as he's a newborn) and then am thinking going forward I'll devote annual contributions to a more passive approach (boarder market ETFs, etc.).

With a smaller account like this diversification decisions seem a little more difficult. Any general suggestions on RESP considerations would also be appreciated.

Thanks for the great service!
Read Answer Asked by Jordan on March 10, 2021
Q: I am a long-term investor. I am looking for 5i's favourite REIT etfs (cost/liquidity, etc.). Please provide one or two GROWTH REITS (lower monthly yield) and one or two HIGH-INCOME REITS (highest monthly yield with growth as a secondary focus). This would be for both a non-registered account and a TFSA in $CAD currency (replication is fine). US/CAN or Global REITS. Whatever the preference.

Please also comment on IDR.TO (Middlefield Indexplus Reit), and whether this fits in some manner to the above categories.

Much appreciated!
Read Answer Asked by Stefano on March 10, 2021
Q: what can you tell me about this company.
i ask for 3 reasons;
cathie wood of ark keeps buying shares -what does she know that we do not.
also lloyd segals wife clarissa desjardins-he is ceo of repare sold her previous biotech for over 1 billion.
i know lightning never hits same spot twice.
also bristol myers seems to be heavily involved.
its cdn.-mtl based.
would you buy it.
dave
Read Answer Asked by david on March 10, 2021
Q: Hello astute mentor. Do you know much of ideanomics and would you buy or wait for a pullback ? Thanks so much
Read Answer Asked by Alan on March 10, 2021
Q: I know you are not tax experts, so please disregard this question if it falls too far outside your field. I only venture it because you are so generous in answering all sorts of questions.

My wife and I each have a margin account. We are retired and take money from a rif each year. Dividends, capital gains and pensions are split at tax time.

The question is whether we are able to shift money back and forth between our accounts without tax consequences? Also, would it be possible to combine the two accounts into a joint margin account without tax consequences
Thanks as always for the great service
Read Answer Asked by joseph on March 10, 2021
Q: Good afternoon,

I am looking to investing into a bank for a long term hold. Which would be your favorite for long term growth

Thanks
Read Answer Asked by Rodney on March 10, 2021
Q: Hi Peter/Ryan, I have XOM TRP ENB stocks in my TFSA, RSP Accounts. I was thinking of selling XOM and add some dividend stock .
pls give me some suggestions for long term hold . Thanks
Jacky
Read Answer Asked by liang on March 10, 2021
Q: I am thinking of selling my long term holding in KXS (held in RRSP) in favour of NOW. I acknowledge the obvious difference in size and risk. I would like to continue to position in a consistent performer with visible earnings growth in the cloud-based enterprise SAAS space. The recent poor subscription guidance, significantly lower margin expectations and the “cockroach theory” has made me contemplate the change out of KXS. NOW would appear to be an emerging platform company with a much larger TAM than KXS. Would you be ok with this considering my objective of consistency or would this be an over-reaction on my part as KXS has been good to me (thanks to 5i)?
Read Answer Asked by Stefan on March 10, 2021
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!