Investment Q&A

Q: Good Afternoon,
Is there a suggested rule of thumb of when not to buy a mutual fund in a taxable account as we approach year end? I don't want to buy a large chunk of a mutual fund and then be hit with the year end distribution in mid to late December. If I buy it now I only get the benefit of a few months ownership but could be hit with a full year distribution. I'm just wondering once we hit this time of year and beyond is it best to hold off until the New Year?
thank-you

Q: Have recently disposed of BTB reit. Which of these 2 securities would you prefer or any other suggestions. Tax is no consideration as held in my RRSP.
Richard

Q: TMD is down 1/3 today on the announcement to sell units, any idea what the impact of this will have going forward? Is this a market over/under reaction?

Q: I see CP has broken through technical support at $300. Can't find any news. Can you?

Thanks

Sheldon

Q: Hi Team,

Just wondering what you thought of BB's earnings ? Do you think the market reaction is overdone? I'm long the stock.

Thanks

Q: Hello 5i,

I currently hold these stocks in an unregistered account. I have journaled over the five companies into a US account for the dividend. I would like to add possibly two more companies that pay their dividend in US funds. I have the rest of the balanced fund and some growth in my TFSA. Any suggestions to add here, and if it results in duplication, what would you remove from the list. I am well balanced and would likely have to sell at least one current stock and could just add the other if you can give me two. Was looking at Nutrien or AQN. Didn’t pull the trigger on AQN last year at 12.5.

Thanks for the assist.

Q: Reading Tom's question on Sept 23rd and your response to read the cost of waiting versus lump sum investing article was quite informative. I try to follow your income portfolio and notice a double digit cash position for well over a year as I also have. I assume your reasons have to do with the frothy market and bear market mentality. As a retired couple living on dividends we are very tempted to not keep waiting for the BIG downfall and put our 12% cash in a reasonable safe etf with low volatility as outlined in the article. Your 5i bal may be too risky, but more like VCIP or XHD or please give us safer alternatives. Even XBB, CBD. would improve on loosing cash to inflation.
Thanks in advance.

Q: Hello Peter,

It looks like GH is caught in a down draft related to market rotation out of high growth stocks. Given the latest correction, how does the valuation look relative to the growth prospects longer term? What is your latest investment outlook on GH?

Great job at the Money Show!
Angelo

Q: Hi,
This is a follow up to another member question/answer from July 26, 2019. "But we would still prefer building one's own ETF with 10 to 15 stocks. Yes, there will be some that decline. But this will ensure proper diversification, eliminate fees, and (likely) get you higher income and overall returns. Owning 15 or so stocks across 11 sectors is not that difficult, but there is a trade off between effort (and perhaps inexperience) and costs. But this would also be the easiest way to balance out the account with no concentration risk, over time." is the portion I'd like more information on. I currently hold XIC:CA for the bulk of my Canadian exposure. If i were looking to "replicate" the XIC ETF with 15 stocks over 11 sectors, would you recommend equal weighting across all sectors and do you have any stand out stock picks to represent each sector in this scenario. Thanks!

Q: Could I have your comments on Stelco? It seems to have taken quite a hit this year. I'm wondering if it's worth holding onto at these prices. I'm down about 50%.

Q: Grateful if you could update your 2016 views on this stocks. How does it compare to Alteryx (ayx) , Five9 (fivn) and other cyber security stocks. How would you rank them for a purchase now . ?
Gratefully,
Jacques

Q: Could you please tell me how the fundamentals are calculated in divided class share structured companies? Could the answer could include A,B,Preferred shares? How would rules apply to Market cap/ P/Eratios, or anything else? Would it be total market cap of both a and b shares or per class when I view them on a company profile? Is every company required to report this the same way? How about general calculations of the company. What is the best method for me to look at when I wish to do research on a company. I use ATD.A,B as an example but any example you wish will be fine.
Thank you
Jeremy

Q: What are your thoughts on Leagold? How would you rank it compared to Victoria Gold and Roxgold?
Thanks

Q: Hello,

Can you recommend 3 small cap energy and gold stocks that has good balance sheets?

Thank you!

Q: Why is Aritzia off 3% today

Q: I have noticed that volumes were high on most of the stocks on Sept 20 and price went up to. Do you have any idea why? Below are a few examples

Example; RY, TD, Dir.un, SMU.un

Thanks for your great service
Hector

Q: Is this the right time to buy any of the above ETF's or will they continue to slide down?

Q: I am retired and hold the above ETFs in my RIF, TFSA accounts. Please advise which ETFs you would hold in this environment and which are duplicated. I am looking for stability and safe dividends. Thanks for your input.

Q: I HAVE BEEN IN THIS ETF FOR QUITE A WHILE AT A COST OF $23.00. IT IS NOW UNDER $13.00. I'M OK TO HOLD IF THERE CONTINUES TO BE SOME GROWTH HERE. AT ABOUT 2% OF MY PORTFOLIO, WOULD YOU RECOMMEND TOPPING UP AT TODAYS PRICE OR DO YOU EXPECT MORE DOWNWARD PRESSURE?
GUY

Q: I have about 150k in an RESP account for my 2 kids ( grade 9 and 12) so next year kid 1 will start withdrawing funds and kid 2 in 4 years. I've maxed out the match up grants so no new contributions. I hold mostly global growth mutual funds and am thinking I should shift to a more conservative dividend aristocrat type of holding. This would maintain equity and start generating some income vs more global growth focus I have used to get to this point. Do you have a suggestion for 1-3 low cost mutual funds or ETFs to generate some income and be good holdings for the drawdown period over the next 8 years.