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: Hi Team,

I have the following Allocation:
08% Growth Portfolio
17% Balanced (Model Portfolio)
45% Income Portfolio

This makes a current 70% in Canadian Companies and 30% in cash. The Stocks are held in RRSP portfolio, and I would like to put the remaining 30% into Non_Canadian Dividend/Growth Income area. Can you recommend which ETF's might be able to round out the remaining 30% for me?
Read Answer Asked by Ben on January 23, 2017
Q: I owned this company a couple of years ago and after a long period of non-performance, I sold it. Last July it took off but now again seems to have gone into neutral - perhaps for another 3 years? This company would appear to have a bright future - global reach, new pilots that require training on new planes and to replace the aging (retiring) pilots and some growth in their medical division. Is this one of those companies that just will never be a great grower or do you think that maybe its time has come? I am already invested in the aeronautics space with a US company (Heico) and EIF so I don't need to buy it but was wondering if you thought there is a compelling case to buy.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 23, 2017
Q: good morning:
altagas sure seems to be making a lot of news so far this year ]with more news this morning. Do you think they will have to dilute shares to do some of these these deals and would you think since they pay a nice dividend now this could be in jeopardy.
Read Answer Asked by hans on January 23, 2017
Q: fyi, i use rbc investing and rbc capital markets is lead underwriter for freshii ipo, i placed expression of interest for 10,000 shares, price quoted is 10.00-11.50, i also called head of rbc investing who i know to see if i can get some, will keep you posted.the point is freshii ipo still says open, i expect tomorrow it will say closed.
last time i did all this was for shopify and i got nada, bought it on the open market, still a huge shareholder.
i am a big believer in freshii , have never eaten at one i live in mont tremblant , closest is in montreal where i never go , but i think these guys have got it right. dave
Read Answer Asked by david on January 23, 2017
Q: Background: I owned HOT.UN in my TFSA for the dividend in USD. but then my bank converted the dollars to Cdn (no choice there unless I held it in a USD account apparently) and then there was about 30% tax removed from the dividend as well.
Question: Is this normally what happens? Very confused as American Hotels is Canadian or so I thought.
Read Answer Asked by Stephen on January 23, 2017
Q: I have 2 transportation stocks CP and AC, up 30% and 48% respectively in a very short time. Now they represent 5% each of my diversified portfolio.
Both were an opportunistic purchase since I had no transportation stocks. Do you think I should sell them or there is more upside potential? Industry consolidation in case of CP and AC increasing its cash flow, lowering debt, perhaps paying a dividend (don't sell your winners philosophy)?
Read Answer Asked by JR on January 23, 2017
Q: Cott continue to go go down as I am wondering if there is a better stock that I should invest in or should I continue to hold on or sell it and invest in PBH as I do currently own L but only at 2% weight.

Thanks
Read Answer Asked on January 23, 2017
Q: Your thoughts on WSP and Stantec please... they seem to be on a continuous slide the last couple of months...is there anything behind the scenes that your average retail investor is not seeing?
Read Answer Asked by George on January 23, 2017
Q: In an otherwise well balanced portfolio,and knowing that they are in different sectors, which of the two stocks do you feel has the better
possibility for growth over the next eighteen months to two years. Dividends are not an issue.Their Market Cap, P/E ratio, REO, and price appreciation over the last one year appear to be similar. Thank you for your opinion. Ian
Read Answer Asked by Ian on January 23, 2017
Q: I read with interest a recent answer that split the 5iR balance portfolio into 3 ‘buckets”. My wife has a RRSP and a regular account….and both of these “buckets” hold 5iR income portfolio positions...and will be adding to it. From risk and diversification reasons, I would be interested in your take on what a two way split of the 5iR income portfolio would be…….Thanks…….Tom
Read Answer Asked by Tom on January 23, 2017
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!