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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,

I am interested in using a small portion of my holdings for short term trading (ie swing trading, day trading). There are so many technical indicators to monitor, would you have any suggestions for paid services that recommend buy and sell signals for stocks in the short term? I have considered vector vest, Investor's Business Daily which follows the CAN SLIM methodology (unfortunately only covers US stocks), others offering AI software. There are so many options out there, even TD tracks multiple indicators but a little overwhelming and self serve..just looking for something more automated to recommend trades. If you have any suggestions it would be appreciated vs signing up and testing each service.

Thanks,
Neeraj
Read Answer Asked by Neeraj on March 29, 2019
Q: Hi 5i,
How economically sensitive are CHE.UN's business streams? I know they don't appear to have done a great job running the business. There doesn't appear to have been material growth and there hasn't been any dividend growth for a long time. The dividend now looks like it should probably be halved and that cash saving repurposed, probably to debt reduction. But what I'm more interested in is whether you think that a recession would be likely to put their enterprise at substantial risk. Or whether you would not expect their arc through an economic downturn to put them in significant danger of failing. Thanks.
Read Answer Asked by Lance on March 29, 2019
Q: REIT Strategy

REITS have had a good run recently, I recently purchased IIP and CAR.UN. Is there anything that I need to watch for in terms of what could possibly turn things negative? Outside of rising interest rates, what else could affect the REIT Sector. I have heard that new builds will not have rent control in Ontario, and there may be more competitive threats in the near future.

Thanks,
Raj
Read Answer Asked by Neeraj on March 29, 2019
Q: This is not a question but a comment on your Portfolio Tracking and Analysis.
For individuals who do not have the time , investment knowledge, experience and time I would highly recommend it.
Going to a financial planner who cost a lot more without the specific investment recommendations.
I know that you are not in the business of giving investment advice but I have a couple of suggestions on this and other items. Not a criticism.
1. Provide a link to latest news releases on pertinent securities.
2. Provide link tosecurity upgrades and downgrades by reputable analysts.
3. When client is providing info on holdings, put in date and price of purchase, this should include commissions and/fees.
The important point being that this will give a true yield and whether these is a capital loss or gain, realized or unrealized. The client will be able to see how his/her portfolio is performing.
This could show up either on a daily , yearly or to date.
Thank you for your service. I find it valuable as part of my overall research into managing by portfolio.
Read Answer Asked by Roy on March 29, 2019
Q: Hi gang, If my portfolio is set up 50/50 with 50% in equities and 25% in bonds and 25% in cash, and if I take the 25% cash and invest in a inverse mutual fund or short the index would my split go to 25/75? Looking at ways to ease the pain during the next bear which we can start to see in the rearview mirror, whether its this year or next. Just don't like giving money back.

Thanks
Anthony
Read Answer Asked by Anthony on March 29, 2019
Q: Are the fees for the Portfolio Analytics membership tax deductable?
Not a question, but sharing information. You mentioned fees could be claimed as Carrying Charges. Previously, someone mentioned claiming the fees as Investment Counsel. So far, this has been successful for me. I figure, instead of paying my previous (useless) Advisor about $10K/year, I now receive my advice from 5iResearch.
Read Answer Asked by Helen on March 29, 2019
Q: I currently own Shopify in a non-registered account, with significant gains. Thank you for this recommendation. Do you think it is going to continue with its gains and if so, would it make sense to move it to my TFSA? I will eventually have to take the tax hit on the gains, regardless. I have room in my TFSA to buy it back with the gains that I have made. Thanks
Read Answer Asked by Dave on March 29, 2019
Q: Hello 5i,
Great job on the P.A.!! I found it extremely quick and easy to enter my data and will go through the resulting report soon.
One question I have, however, is: can I (or how do I) add our investment in our daughter-in-law's company? It is a private company and it represents slightly over 3% of our total PF. The easiest would be to add the cash value, but then I wouldn't want it categorized as Cash. One of your previous answers alluded to being able to add holdings that fall outside the box, but there were no specifics.
Also, I can't remember if you have a FAQ on the P.A. page or not, but it if not, it might help a bit.
Again, congratulations on a great job!!! Everyone at 5i should feel very proud indeed!!
Cheers,
Mike
Read Answer Asked by Mike on March 28, 2019
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