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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: Hi 5i, I own a LOT of Tesla. I believe in the company a LOT for it's future potential for many reasons I think not yet understood by many of the analysts and the general public. The recent increase in Tesla, including +850 today, has been quite nice to be a part of, but is I believe is driven by "some" hype and is very unhealthy for things to move that quickly. Slow progressive growth being more stable and sustainable. Peter, can you weigh in with some comments on any similiar dramatic price action you have seen in your career and whatever advice you might like to offer. Thanks Peter.
Read Answer Asked by Jim on February 06, 2020
Q: Hi Gentlemen,
If I make a donation in stocks with loss to my adult children, can I claim the loss ?
Thanks Best regards.
Read Answer Asked by Djamel on February 06, 2020
Q: I bought Roku a few months ago in my rrsp and resp and have lost money since. Do you still like this name? I don’t know whether to sell it now and take the loss or see how it goes when it report, although I’m worried about a big pullback of expectations are not met. I only want to own stocks that are going up and if they aren’t going up anymore, I get a strong feeling not to own them. Thanks.
Read Answer Asked by Jason on February 06, 2020
Q: I acquired shares of HR.UN twice in 2013 and then in 2018 such that I now have 500 shares at a cost basis of $21.28 per share. So I have a capital gain of only 3.6% now, but of course have harvested dividends on a monthly basis all that time. Obviously I am a 'buy and hold' type of investor predominantly.
I am retired and this holding is in my RIF so the dividend income is very relevant to me.
Is it time to switch into another REIT for the next 7 y or so or should I just stay where I am, in your opinion. If I was to sell, what would be your top 3 REITs to consider with no regard to type of property holdings?
With thanks, gary
Read Answer Asked by Gary on February 06, 2020
Q: I realize you prefer AW over PZA. I have owned PZA for some time now down about 20%....I can't make a strong enough case to replace PZA with AW to more closely match your portfolio. With the drop it is below a full position so technically needs to be topped up as I free up some cash. Can you make a case for selling PZA or do I just continue to hold it as a surrogate for AW in my portfolio. I am leaning towards topping up PZA to a full position and getting 8.9% yield off the div....

Tom

Read Answer Asked by Tom on February 06, 2020
Q: Greetings,

I just sold some mutual funds(finally) in my wife's RRSP account. We are fairly diversified at individual level, majority of our holdings are from your Balanced and some from growth and income portfolios. All our funds are in Canadian and would like to diversify.

Please advise, if this is right time to diversify in to US/World markets. if it is a right time, can you suggest few EFT's for 5+ year hold.
Read Answer Asked by Atchuta on February 06, 2020
Q: I currently have positions in these two companies. (thanks to your guidance) I'm thinking of adding to both positions. Are you aware of any reasons why I shouldn't proceed with the purchases at this time? If you had to pick one investment over the other, which would you choose. Finally, is there another company that pays attention to the environment could have more short term upside? Thanks so much for your respected opinions.
Read Answer Asked by Les on February 06, 2020
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