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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: Hello 5i,

I have a unique and complex situation as I worked in the US for half my career and have investment portfolios in both countries with tax deferred, taxable cash and growth free accounts. In addition I carry some significant capital losses. I am 2 to 3 years away from retirement and although I should not be exploiting growth, the lure of using the capital losses is very compelling. I hold SHOP at a full position, KNX & DOL at half a position each, and GUD at a 1/4. My health care sector is also low.

I have a full position to buy with - GUD appears to be the only under performing choice at this time.

What else would you recommend I look at beyond the 4 candidates I have in my current scope.

Thank you

Steve
Read Answer Asked by Stephen on January 23, 2018
Q: Greetings to the 5i team:
Would you please provide your analysis, including growth outlook and potential risks, for Great Canadian Gaming (GC) vs People (PEO) for a 5 year plus hold in a TFSA? I love the following comment by Martin Braun in Market Masters and I wonder if it applies to either? "There's a lot of cheap optionality embedded in stocks. In other words, you're not paying for this happening, and you're not paying for that happening; you're paying maybe a teeny little bit for a third thing and maybe a little bit more for a fourth thing happening to the stock. If any of those four things were to happen you'd make good money because the market's not really paying for them."

Thanks,
Read Answer Asked by Stephen R. on January 23, 2018
Q: I've held Stantec for about 4 years. I'm up about 5% plus the rather low dividend payout. I've held on because not losing money is important, and I appreciate the portfolio diversification it provides. However, I'm feeling increasingly impatient and have been contemplating switching it for Brookfield Asset Management. Is it worth sticking with Stantec? Also, is Brookfield tax efficient in a cash account? I know some of the Brookfield companies have complicated structures.

Thanks for all your help!
Read Answer Asked by Bill on January 23, 2018
Q: Hi 5i: Just a comment regarding Steve's question about the availability of insider trading reports by INK Research. I use discount brokerage platforms of a couple of the big banks and often find that diversity to be an advantage over a just a single brokerage approach. The platforms are not all identical and the ones I use have different strengths and weaknesses. One of the advantages of the TD Waterhouse site is that it does make INK insider activity reports available to users of the system, at no extra charge. It might not be enough to make it worth opening up a TDW trading account just for that purpose but if you are interested in broadening your exposure to what is available it is a nice feature to pick up along the way. Hope that may be helpful!
Read Answer Asked by Lance on January 23, 2018
Q: Hi All at 5i! I would like to invest in a broad ETF ( in Canadian dollars) Which covers the US market, and one that covers emerging markets. Could you give me your choices and why. Thank you for all you do especially your hand holding when I am feeling a little unsure of what I am doing. You make my learning curve in the world of investing a little smoother!! Cheers, Tamara
Read Answer Asked by Tamara on January 23, 2018
Q: I am retired living off dividend income. I currently own a 1/2 position and just read your summary on hot.un: "Minimal earnings growth is expected in 2018, as most cash flow is paid out as distributions. We would consider it OK as a mid cap income stock."

I was considering filling out my position for income, but based on your lukewarm response, I will hold off. Can you recommend a couple stocks that you are more positive about for a midcap income stock (other than SIS)?
Thanks
Read Answer Asked by Curtis on January 23, 2018
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