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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: Out of the techs mentioned above, which would you sell first to free up some cash in case of a downturn.
Read Answer Asked by Gigi on April 03, 2019
Q: Hi 5i,

I understand Uber and Airbnb are due to IPO in the near future, do you know when? Do you have an initial opinion on them?

Thanks!
Read Answer Asked by David on April 03, 2019
Q: Analytics tells me I need to transfer about $200000 from Can. to US. What are your 4 best picks at the moment non-tech but with growth and maybe a dividend from 4 different sectors. As you know you have already provided ETFS but I still prefer individual stocks. Thanks
Read Answer Asked by michael on April 03, 2019
Q: I have accounts with Wood Gundy and Investors Edge, so consequently had a mishmash of preferred share holdings. In an effort to build a better yielding, laddered, preferred share portion of my portfolio, I sold all current preferred positions and am planning a ladder with the above noted shares in a non-registered account. These will constitute about 20% of my total portfolio. Do you have any concerns with the choices, or rate resets in general ? I rate resets have not performed well, but the yields are quite attractive.
Read Answer Asked by Mark on April 03, 2019
Q: With an cost base of around $15.00 I have a large tax bill if I sell my position in this company. However PBH seems to have lost momentum and has a low dividend now, so I would like to sell and move to something else. The tax bite means of course I have less to re-invest. To sell or not? Any advice ? Investor paralysis I guess. Thanks, Ron
Read Answer Asked by RON on April 03, 2019
Q: Good Morning: I asked this question a couple of days ago but perhaps it got lost somehow. I hold two different PPL preferred shares and rec'd a few days ago an invitation re both of these to vote on whether or not I am in favour of the decision to sell more shares in each. I have to assume the purpose is to raise more capital even though the original no. of shares was probably capped. I confess that I have no idea whether as a current holder this is a positive, negative or neutral prospect. I'm hoping you can shed some light on what's at stake here for me and how I should therefore vote. The prefs in question are ppl. pr. c and ppl. pr.e. Thanks, Don
Read Answer Asked by Donald on April 03, 2019
Q: ZHY: high yield bond fund. Sitting on a fair bit of cash in RIF & RRSP from accumulated dividends. Don't want to deploy into buying more shares (dividend growers) as I think there may be a buying opportunity in the near future: uncertain economy and interest rate policy. Mild recession - rates the same or may go down, and if no recession rates may go up again at some point. Each scenario will have an opposite effect of the price of this ETF. Best case please.
Read Answer Asked by James on April 03, 2019
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