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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, I have 2% position of SHOP in my TFSA while my XBC (down 60%) and WELL (down 6%) are 1% positions. I've been waiting on XBC and WELL but am also tempted to sell both and up my position in SHOP. How would you rank the three in terms of growth potential? Unless XBC and WELL are potential home runs then it seems wise to consolidate...
thanks,
Mark
Read Answer Asked by Mark on August 26, 2021
Q: I am going into retirement and below are the weightings of stocks held in my portfolio. Although the portfolio performed okay over the years, I wonder if there is too much concentration and would appreciate your ideas on diversification given the economic times we live in. My portfolio is about $2M with an investment loan of $150K for which I use the dividends to repay. Thanks. BNS 37%, TD 18%, CM 14%, BMO 14%, BCE 6%, SRN.UN 6%, RY 4%, POW 1%
Read Answer Asked by David on August 26, 2021
Q: Hello 5i. Can you please tell me the simplest way to get earnings dates for all my stocks, in one place. Thank you.
Read Answer Asked by Donna on August 26, 2021
Q: Hi Guys / Gals,

A couple of quick questions.

1/ SGY.CA - bought 5,000 at $0.73. Does it have further upside potential in near term or should I just bail.

2/ CSH.UN.CA - buy, sell or hold for income?

Thanks so much as usual.
Read Answer Asked by Dave on August 26, 2021
Q: I read your article about the correlation between stocks and bonds and it made me wonder whether this was a good or not so good time to purchase them? I read a little more in another article and it said that in the same historical instances, bonds have tended to do well after. Would you agree with this?
I only have room in my margin account so would CVD, CPD, and HAB be giving me interest as apposed to Dividends so there are tax implications?
Thanks!
Read Answer Asked by Pat on August 26, 2021
Q: I hold the Canadian banks in my dividend portfolio and they have served me well over the years as a core hold.
Should I reconsider these holdings in light of new taxation rules being suggested?
Read Answer Asked by Denis on August 26, 2021
Q: Greetings 5i,

I like VET. I think there is value here for the patient.

Can you please explain Vermilion's current HEDGE obligations. With oil prices recently higher than the current did they manage to get locked in to reasonable prices?

Secondly, on the company website it mentions a Sustanability transition and a geothermal project coming to fruition this fall. Will VET no longer be a O&G producer in the future? What are your thoughts on this.

Cheers!
Read Answer Asked by Duane on August 25, 2021
Q: Hello 5i,
Today (Aug. 25) Ross Healy mentioned that GSY is rapidly approaching both a Fundamental and a Technical inflection point at somewhere around $205.00 +/-.
As a conservative, dividend -oriented investor, GSY is almost at a 5.50% Portfolio Weighting as per P/A. I would like to reduce to around 4.0% but was thinking of holding off until it reaches the 6.0% threshold which would mean holding out for around $225.00+/-. So, my question is: in your considered opinion should I just proceed and re-balance now, or try and hold out for 6.0%?
This is in my TFSA and there are no tax implications nor are there any compelling time-frame issues so waiting is not really an issue other than opportunity cost regarding the re-deployment of the proceeds.
Many thanks for any insight you can provide.
Cheers,
Mike

Read Answer Asked by Mike on August 25, 2021
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