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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: This question has to do with tax loss selling on Enbridge. Currently I have a loss of 7 per cent or three thousand dollars. I am considering selling Enbridge to recuperate this loss and buy an equivalent. I was thinking,though, that Enbridge is so beaten up that no equivalent would rise as much as it if and when the tide turns. So, the question is whether it is worth it to make the switch? And if yes, what would be a good alternative?
thanks once again for great service
Read Answer Asked by joseph on February 27, 2018
Q: Hi,
I have a large amount of cash to park for 6 weeks. Do you have any exchange traded products for this time frame with decent yield? I am an RBC client and their savings offerings are obviously not great.

Thanks
Read Answer Asked by S F on February 27, 2018
Q: I realize you do not cover US stocks but to the best of your knowledge, how similar would you consider Unilselect to be to Genuine Parts? I'd prefer to buy Canadian in this case.

I think Amazon could be a bit of a threat to these companies, but I would also think there would be enough loyalty from auto service shops (mainly because of immediate parts delivery) to maintain most of their ground. Would you agree?

Thanks .

Jim
Read Answer Asked by James on February 27, 2018
Q: How is Loblaws performing compared to its peers? And what percentage of Loblaws sales/profits come from the Shoppers division? I have held Loblaws for a few years and while not happy with its performance, at least as it pertains to its share price, I hang on for portfolio reasons. However, I would have thought that Shoppers would enable Loblaws to outperform its sector, especially given the most recent results where Shoppers same-store sales were up over 3%.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 27, 2018
Q: I follow your balanced equity portfolio. Do not own RHT, WEF, Teck.b and CAE. Please rank in order of how I should purchase.
T as always STEPHEN
Read Answer Asked by Stephen on February 27, 2018
Q: Hi 5i Team

I’m using the 5i model portfolios for the 35% portion of my overall portfolio allocated to Canadian Equites. I’ve been investing in companies from both, the balanced and income portfolios, mostly because I’m having a hard time choosing which model portfolio is right for me. I like the dividends and income provided by one but also like the growth potential the balanced portfolio provides. I’m 50 years old and plan to retire in the next 3-5 years and would like to know if there is any criteria or guidance on what model portfolio to choose?

Thank you
Read Answer Asked by Luis on February 27, 2018
Q: I have a small position in Fts and am looking at switching to Npi. Could you please check the debt ratios for each,growth prospects and payout ratios for the dividend? Would you recommend this move for a 2 to 3 year hold in a tfsa? Thanx.
Read Answer Asked by Steve on February 26, 2018
Q: Please provide your top 3 large cap US industrial stocks and your top 3 mid cap US industrial stocks.

Best,
Don
Read Answer Asked by DONALD on February 26, 2018
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