skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

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,
My question relates to asset allocation (between fixed income and equities) etc.
There are a variety of suggested formulas for determining how this allocation
should be made, most based on factors like age, health, income etc.
Examples include (100 - age = % to allocate to stocks) or
(age x decimal of age = % to allocate to fixed income). There are many others too.
My questions are :
1. Is there a formula that you would recommend
2. In a situation where a couple have non-registered Joint CA$ and Joint US$ accounts,
as well as separate RRSP accounts, should this allocation be applied to each of these accounts,
(or only at the total of all accounts level).
And for the non-reg. Joint accounts, how would you handle an age difference of > 6 years ?
Thanks very much, your advice is greatly appreciated.
Read Answer Asked by Terrance on January 21, 2014
Q: Argonaut Gold (AR)

Could I have your outlook on Argonaut Gold. Thanks
Read Answer Asked by Bruce on January 21, 2014
Q: I was thinking of putting some new money in RMP energy, any current thoughts in favour or against? Thanks.
Read Answer Asked by Curtis on January 21, 2014
Q: re. Baylin Technologies (BAY-T)

Do you have and more recent thoughts or insights about this co.? The stock price has settled into a tight range a bit below the IPO. I see that there are two recent analyst reports: Raymond James has an Outperform rating with a price target of $9.00 and Paradigm Capital has a Buy rating with a target of $13.00. How much credence do you give to these reports? Do these firms have some vested interests?

Thanks for your input and advise.
Read Answer Asked by Owen on January 21, 2014
Q: how would you rate CF -FSZ - FC for a medium term hold?
Read Answer Asked by don on January 21, 2014
Q: Right now I have Rogers and TD Bank for my TFSA. Trying to figure out high safe paying yields of good companies. Any suggestions. Plus where can I see a list of these types of yields. Is there a website with a list of them. Thanks so much for helping me figure out my TFSA challenge.
Read Answer Asked by Barry on January 21, 2014
Q: Any update on A&W (AW.UN)? Still a good choice for income? Any growth on the horizon?
Read Answer Asked by Greg on January 21, 2014
Q: Hello 5i team. I need a simple to understand explaination for the following. When a company announces the grant of an aggregate of a number of options to aquire common shares at a price of ?/per common shares to certain officers, directors etc.
How does this impact the company share price and finance? or is it just news to attract attention?
Read Answer Asked by Dario on January 21, 2014
Q: Good morning. Re: OSK Osisko.
OSK at a $9 cost basis is my only gold stock.. It now appears likely that no other bidders will emerge - would you agree with selling OSK at current bid price and buying Goldcorp? (I hate gold stocks)
Read Answer Asked by richard on January 21, 2014
Q: Hi Peter and Team!
As a new member, I have a couple of general questions. Often your members comment on how well they've done thanks to your recommendations. I'm not sure if your actual recommendations are limited to the A and B rated stocks in the model portfolio and the 5i reports. Or, when you comment favourably upon stocks that members have asked about, can these also be considered recommendations?
Also, people refer to "full positions", or "half positions". Could you explain?
And lastly, for sector classification, would you say TRP and IPL are energy or utilities?
Thanks so much!
Read Answer Asked by chris on January 21, 2014
Q: Regarding the question about Fiera Capital's recent share price weakness, the 4-month hold came off yesterday from September's private placement financing which was done at $10.75. Possibly some investors taking gains off the table.
Read Answer Asked by Zach on January 20, 2014
Q: Trimel Pharmaceuticals Corporation (TRL) Do you have an opinion on this stock.
Read Answer Asked by Darryl on January 20, 2014
Q: Hi 5i Team. I will be opening a family RESP account for my 3 small children and am looking for 5 or so companies with a good dividend that is likely secure with a bit of a market downturn. The yield is important because we are a 1 income household. We currently do not have any other equity investments.
All the best,
Tom
Read Answer Asked by Tom on January 20, 2014
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!