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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
How would you rank the listed companies?
I would like to add NVIE. ,but also need to either sell one of the listed companies or reduce all equally.
The companies are equally owned.
Your opinion is appreciated.
Thanks
Cal
Read Answer Asked by cal on July 02, 2021
Q: I have received a few shares of BAMR in my Canadian TFSA and RRSP accounts. What do you recommend I do? I would prefer to convert them to BAM.A at minimum cost. Do I need to call my broker (TD Direct Investing) to accomplish this?
Read Answer Asked by Curt on July 02, 2021
Q: I currently own BEP.un as the only stock for Utilities and would like to buy either H or FTS to add to this sector. Which one would be the better choice with BEP.UN ?

Thanks
Read Answer Asked on July 02, 2021
Q: Just a comment on having Canadian stocks that pay dividends in U S dollars transferred to a US account. I had done this using RBC Direct with some of the Brookfield companies and found they actually converted the US to Canadian and then back to US (ie two conversions). Needless to say I had to undue the transfer and get the ACB corrected as well as they used the US rate as at the date of transfer to adjust the ACB.
Read Answer Asked by Lynda on July 02, 2021
Q: Good Evening
My broker, when recommending a stock, makes the following declaration at the end, in disclosing possible conflict of interest:

"X Broker and/or an affiliated company is a market maker, or is associated with the specialist that makes a market, in the securities of the subject company".

Can you please explain what the term "market maker" means ?

Thanks
Read Answer Asked by Terry on July 02, 2021
Q: If you where buying ONE company for safety and some income what would it be.?
Read Answer Asked by jim on July 02, 2021
Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?
Read Answer Asked by Brenda on July 02, 2021
Q: This is a list of the ETF's in my portfolio, (I have omitted the fixed income ETF's that comprise of about 20%).

Do you see any issues with the selection? Any overlap? Perhaps there are better alternatives than the ones chosen.

Thanks for the great service.
Read Answer Asked by Robert on June 30, 2021
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