Q: Hello 5i, My financial advisor for my RRSP is with Scotia Wealth Management and I'm not happy with him. If I want to take control of my account do you know what the procedure is? Also are there certain types of investments that can't be in a self directed account?
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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: I thought I was reasonably patient and comfortable with a reasonable amount of volatility . . . but it is still disconcerting to see a 12% drop in both KXS & SIS in the first two months after adding them to my TFSA! And KXS looks to be even more in free-fall this morning.
They are each only 2.3% of our (my/spouse's) total portfolios, but a significant % of my TFSA.
Please tell to whether to hang in there or what might be at play here?
They are each only 2.3% of our (my/spouse's) total portfolios, but a significant % of my TFSA.
Please tell to whether to hang in there or what might be at play here?
Q: Funny how this company makes elevators and its address is on Walker Dr.
Q: I will appreciate your comments on IPL. The price keeps dropping although according to my broker's records there is no insider selling. Would you reccomend holding, selling or buying at these prices. Is the dividend sustainable?
Thanks
Thanks
Q: Wondering if I can get your assessment of their earnings? Looks positive
Thanks
Sal
Thanks
Sal
Q: I am going through my portfolio and finally looked at my balances per sector. Overall it isn't terrible, but I do have to make some changes. I have some Tech positions that I can lighten up and get down to 20% and I have some cash I can add. I have quite a few questions, so please take the credits needed.
Sector Percentage
Consumer Disc 11.75
Consumer Stap 6.41
Energy 7.28
Financial 16.16
Healthcare 5.12
Industrial 7.74
Tech 24.16
Materials 6.3
Telecom 3.69
Utilities 4.54
ETF's/Cash ~7
Should I consider Enbridge a Utility or Energy? Below i have it as a Utility. My other utility is BEP.UN. Should I add to one of these or add another position. They are ~2% each so I could go up on both, or add a third.
I see Magna and CCL are Consumer Disc, but can they also be considered Industrials?
For Industrial I have SIS, WSP, and QST. I was thinking of New Flyer and something else to get my industrial weighting closer to 15 %. Maybe ZCL or is that considered Energy? Or a US industrial?
Do you consider Chartwell Healthcare?(it is above)
Which sector should I focus on first and do you see anything that should be addressed right away. I know tech is heavy and the money should go to other sectors, but which area is lacking the most, Industrial, Utilities or International?
I have approx. 22% in US stocks, but I only have 1.75% IN TDB911 and about 5% in a few US ADR's for international exposure.
What ETFs should I look at to get international and emerging markets exposure?
How much of ones portfolio should go towards stocks Outside of of North America?
A lot of the companies I do own have international exposure such as CSU,MG,TOY,CCL,MX ect;
I am 39 and have fairly high risk tolerance if that makes a difference.
Thanks again for your great service and advice.
Sector Percentage
Consumer Disc 11.75
Consumer Stap 6.41
Energy 7.28
Financial 16.16
Healthcare 5.12
Industrial 7.74
Tech 24.16
Materials 6.3
Telecom 3.69
Utilities 4.54
ETF's/Cash ~7
Should I consider Enbridge a Utility or Energy? Below i have it as a Utility. My other utility is BEP.UN. Should I add to one of these or add another position. They are ~2% each so I could go up on both, or add a third.
I see Magna and CCL are Consumer Disc, but can they also be considered Industrials?
For Industrial I have SIS, WSP, and QST. I was thinking of New Flyer and something else to get my industrial weighting closer to 15 %. Maybe ZCL or is that considered Energy? Or a US industrial?
Do you consider Chartwell Healthcare?(it is above)
Which sector should I focus on first and do you see anything that should be addressed right away. I know tech is heavy and the money should go to other sectors, but which area is lacking the most, Industrial, Utilities or International?
I have approx. 22% in US stocks, but I only have 1.75% IN TDB911 and about 5% in a few US ADR's for international exposure.
What ETFs should I look at to get international and emerging markets exposure?
How much of ones portfolio should go towards stocks Outside of of North America?
A lot of the companies I do own have international exposure such as CSU,MG,TOY,CCL,MX ect;
I am 39 and have fairly high risk tolerance if that makes a difference.
Thanks again for your great service and advice.
Q: Pleaase coment on the quarter?
Thx
Thx
Q: Hi Peter, Ryan & 5i Team
Re: Income Tax
When writing Covered Call Options; what is the tax rate on the money received? Income, Capital Gains, or It Depends?
Re: Income Tax
When writing Covered Call Options; what is the tax rate on the money received? Income, Capital Gains, or It Depends?
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Photon Control Inc. (PHO $3.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.80)
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Savaria Corporation (SIS $21.22)
Q: What stock or stocks would you recommend for a long term hold in a TFSA? Thanks for your input
Q: I currently have 3% weight on SPB and down 11% so I was thinking of adding more to make it 4% weight,what are your thoughts are this?
Thanks
Thanks
Q: After holding this stock for the last 4 years I am thinking of taking what is left of my CRH holdings and replacing them with NFI, this will bring it to a full position.
What do you think?
What do you think?
Q: I'vd owned McEwen for a whle because of the management. I'm down to half a position since the trend changed months ago. Just wondering what your thoughts are on McEwen at this point.
Q: Hi 5i team, not a question, but some additional information regarding the question asked by Jonathan on tuesday : I think there was some confirmation regarding "New rules could add Shopify, Brookfield to Canadian index" https://beta.theglobeandmail.com/report-on-business/streetwise/new-rules-could-add-shopify-brookfield-to-canadian-index/article35081169/?ref=https://www.theglobeandmail.com&
Q: Hi 5i team, could you comment on Q2 results? Do you interpret management's comments as signs BOS is turning the corner? Thank you, Eric
Q: Could you please comment on CCL Industries earnings. Thanks
Q: Kinaxis has just reported. What do you think of the results ? Thanks!
Q: There is 9.86% cash in the Income Portfolio. I know you are a big believer in not having large amounts of cash sitting idle. When do you expect to put this cash to work? Thanks for the great work! Steve
Q: Can you please comment on the results of SVI. Thanks
Q: Hi Team,
Please, what can you tell me about this company? Looking at it as a direct hold or through an ETF.
Many thanks !
Please, what can you tell me about this company? Looking at it as a direct hold or through an ETF.
Many thanks !
Q: I would appreciate your opinion on this company for the future.
Thanks
Jon
Thanks
Jon