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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 am thinking of selling off my profit in those companies. What do you suggest that are safer for the next year.
margita
Read Answer Asked by Margita Elisabet on September 07, 2018
Q: Good evening,
Read your answer on Boston pizza where it should find a bottom soon PZA is at a 6 year low dividend 8.9%. Been waiting for it to find the bottom but it drifted again today on high volumes. Altough I can use the tax loss against ECI . Hate to sell with 36% loss What is your take on it ? Should i wait for a bounce and sell or ? Come tax season this one is going to get destroyed !
Thanks for your keen insights ( checked the definition means sharp and/or penetrating I'm sure many readers will agree)
Denis
Read Answer Asked by Denis on September 07, 2018
Q: Hello Peter, Comparing TC to Engh, Kxs, Otex, which would you prefer for new money. how would you rank these for future potential.
Thanks
Read Answer Asked by RUPINDER on September 07, 2018
Q: Dear 5i
I know this question may not be in your area of expertise but I'm sure you have a good idea of the answer .
I have an RRSP , my wife has an RRSP , and my wife has a spousal RRSP .
She has an income (employment ) as do i so you might argue that both of us have contributed to her spousal RRSP .
The question is , at the time of retirement when we are drawing income , who claims the income coming out of the spousal RRSP .
Knowing the answer to this determines at least to some degree what investments are in what account . The aim of course is for each of us to draw out the same income so as to be tax efficient .
Appreciate your input .
Thanks once again .
Bill C
Read Answer Asked by Bill on September 07, 2018
Q: Helio 5i
My wife and i are setting up our RRSP`s largely in fixed income , ETF`s and large dividend paying stocks in preparation for retirement so as to have steady income when the time comes .Assume that all RRSP accts are balanced appropriately.
We also have a fairly large sum of money in both of our TFSA accts (maxed out) and in a margin acct.
The question is , if we are set up appropriately in our RRSP`s in terms of balanced portfolios , how should we approach the monies in the TFSA`s and the margin acct ? Should be mainly go with higher quality equity stocks or should we balance those two accts similar the the RRSP accts ie stocks, fixed income etc ? ( note the margin acct is not borrowed money). Are ETF`s appropriate for TFSA accts ?
Thanks
Bill C
Read Answer Asked by Bill on September 07, 2018
Q: Add comments on earlier Qs SIS--Tech Analysis on Aug 23 provided by 5i show a break out(B.O.) at $17.50.Globe & Mail has some positive comments & on the positive B.O. list the last few days. DOL---this morning Industrial Alliance Securities upgraded to a BUY & a TP of $54.50 GC---Many months ago,the manager of VIP sector was let go & reportedly the gov't tightened the check up on money laundry.The gov't gets huge revenue from casinos
Read Answer Asked by Peter on September 07, 2018
Q: Hi Group thanks for your guidance - I continue to get nervous about the performance of Financials (both in Canada and US) Pypl + Sq + V.are off 3-4% this am - what happening there?. Banks in both Canada and US are struggling I would have expected(with all the good earnings / Good growth overall especially in the US that Financials would lead the market higher but something else at work here what's you take on the poor performance of the sector in general PS do you recommend taking profits in the Financial sector in general.$- thanks for you guidance on this
Read Answer Asked by Terence on September 06, 2018
Q: The stock price of Boston Pizza has been declining steadily over the past year. Is there anything within their business model you can see that will enable them to stem this tide? Their menu prices are already quite high, and I don't see the company expanding store count to a great degree. For a Conservative investor, is the close to 8% yield worth putting any new money in?
Read Answer Asked by Mike on September 06, 2018
Q: Dear 5i;
I am planning on retiring within a year and would appreciate your opinion on my proposed portfolio.
1-40% bond etf`s -CLF,CBO,CPD and XHY.
2-15% in large cap high dividend paying stocks.
3-25% in combination of US and CD stocks.
4-15% inUS ETF`s VFV , VGG ,and ZWH.
5-5% in Asian and European ETF`s -ZDM , VEE .
Do you see anything glaringly wrong with this setup and are there any percentage changes you would recommend ?
I realize a portfolio is a very personal thing but would appreciate your input .Income is important but I'm having a tough time deciding between percentages of fixed income assets versus equity . I`d say that I'm a moderately conservative investor so not opposed to some degree of risk .
Thanks so much for what you folks do . You provide very valuable information to investors like myself and and I'm sure are highly depended upon by many similar to myself . Please deduct several points for this .
Thank you
Bill C
Read Answer Asked by Bill on September 06, 2018
Q: I came across this company while running a few screens over the weekend. Growth is impressive, and they're in a rapidly growing niche. It is acquisitive and reminds me somewhat of the DOCKs here in Canada. I know it's on the small side and that US stocks aren't your specialty, but can you give it a quick look and let me know if you agree with my findings? If you approve, I'll likely make it a 3-4% weighting.
Read Answer Asked by Michael on September 06, 2018
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