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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: You recently commented that 18% of a portfolio in utilities is fairly high, especially in a time of rising interest rates and might reduce across the board here.
Can you recommend your top 3 stock picks with dividends that you feel will benefit the most in this time of rising interest rates? Not including the big banks.
Read Answer Asked by Curtis on October 24, 2017
Q: Thanks for your great service.

I would like to know if I can extend for more than 2 years at old price or do you offer a lifetime membership.

I dont need more for next 15 years.

Please advise where is the best place to hold dividend-paying stocks ie Register or non-registered.

Is this a correct approach to hold growth stocks in TFSA and Registered. Dividend in Non-registered.

Thanks again
Read Answer Asked by Hector on October 24, 2017
Q: Gentlemen,
Can you please suggest 1 or 2 ETF with well Sectors balanced or equal sectors for each market Can, US, int'l, & emerging (in Ca$ and/or US$) ?
Thank You
Best regards.
Read Answer Asked by Djamel on October 24, 2017
Q: My TFSA is worth about 26000. I do not need the money and have a long time horizon - say twenty years. I intend to maximize the annual contribution limit. Currently I have roughly equal positions in ZLU, VMO, VVL, and VGG. Plus a smaller position in CBL, which has tanked, but pays a dividend.
What do you recommend for a TFSA makeover, if any, in this case?
Read Answer Asked by Alfred on October 24, 2017
Q: I would like to buy some etfs but am concerned about liquidity. I would prefer to buy US Europe and emerging markets in US currency. Can you recommend the best etfs in canada US europe and EM thar have a large nuber of shares traded daily?
Read Answer Asked by hal on October 24, 2017
Q: My wife's long term port, TFSA-CCL.b, GUD, KXS, NFI, PBH. RRSP-BNS, CAE, SHOP, SJ, TOY, WSP, 1/2 HWD. 26% Industrials, 18% Materials, 16% Tech. Just added enough cash for 2 more full positions(1 in each account) Can you recommend 2-3 stocks that would be a good fit. Looking for diversified growth.
Thank you!
Read Answer Asked by Derek on October 24, 2017
Q: Hi,

I had initiated a half position in Surge awhile back, which represented only 2% of my overall portfolio. I am down 48% to date and I am debating if I should get in my full position. I understand the sector is out of favor big time, but isn't that the best time to buy? or should I just sell, cut my loses and look elsewhere, if so which company would you suggest. I have a long term outlook of 5 to 10 years.

Thanks
Read Answer Asked by Rino on October 24, 2017
Q: Many of your subscribers discuss their weightings on individual investments.
If I have 5 accounts and a total invested capital of 2,000,000 and if I want to have a minimum of 5% weighting on each stock,ETF or mutual fund would you suggest that 20 holdings averaging 100,000 each would be appropriate?
Or, in the case of some of your smaller capitalized companies like sis and aar.un, would a smaller percentage allocation be more appropriate?
I am 71 and have been in the market for over 40years.
Read Answer Asked by Dave on October 24, 2017
Q: 5i Team - Altagas (ALA) is has a scheduled ex-dividend date of of 10/24/2017 for a sweet payout of $0.175 per unit, payable on 11/15/2017.

Is is safe to assume that on the ex-dividend date, the ALA stock price will decline by the percentage associated to the dividend payment? If not, is this the best time to buy this stock and take advantage of the payout?

Secondly, If I purchased the stock on 10/24/2017 and sold it the next day 10/25/2017, will I still be paid the monthly dividend on 11/15/2017? Is it a good strategy to purchase all dividend stocks on the ex-dividend date so as to maximize dividend returns?

Thank You - LG
Read Answer Asked by Luigi on October 24, 2017
Q: Can you please provide 5 us stocks that you consider as good candidates for shorting? I would like to short them with options for hedging purposes. Thank you.
Read Answer Asked by Ron on October 24, 2017
Q: I just read the Dividend article you sent to subscribers. Thank you. I'm one of those investors that doesn't want to spend a lot of time researching companies....which is why I'm a subscriber! But I'm also an investor that loves dividends. The question.... Have you thought about keeping a list of 'Top Canadian Dividend Stocks' that subscribers can refer to at any time if they want to add to their portfolio?? I know you have the 'Income porfolio' that may be close. 5i gets a lot of questions asking you for top dividend stocks....this could be an ongoing list that may change slightly from month and?? Just a thought.
Read Answer Asked by Graham on October 23, 2017
Q: Regarding Grant's question earlier today on tracking gains and losses, I also use TD WebBroker. While there is no field in the Order Entry screen, the data is there. In Account Detail, there is a Tab for Performance, which shows your ROR Yr to date (and other intervals) and a Tab for Gain & Loss which shows the total $ Gain and Loss for the year and individual $ Gain and Loss by security. TD cautions that it should not be relied upon for tax purposes.
dave
Read Answer Asked by Dave on October 23, 2017
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