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: I am wondering about my cash position. Given so many things affecting investor confidence how long do you expect to maintain the cash levels in each of the three model portfolios? What might cause you to make changes?

Thank you,

Mike
Read Answer Asked by Michael on December 12, 2022
Q: I am considering selling a few stocks to raise cash. MFI, FCR and ADEN (formerly HDI)
are on my list.

Any reason to hold on to any of these?
Read Answer Asked by Valerie on December 12, 2022
Q: Looking to sell either SYZ or AQN for a tax loss (will still retain SYZ and AQN in registered accounts). SYZ in an unknown, so I am thinking it may be the better one to get sell. AQN will still pay some kind of dividend and is more likely to improve with time. Would appreciate your comments.
Read Answer Asked by Grant on December 12, 2022
Q: Hello 5i Team

Further to Larry's previous question on preferred shares.

Farstad Portfolio Management (Scotia Wealth Management) publishes every week as news the Scotia Wealth Management Daily Preferred Share Analysis which lists the reset date amongst other preferred share information.

https://farstadretirement.com/#news

Otherwise one is forced to download the prospectus for each individual preferred share issue to determine the reset dates (for all approximately 325 preferred shares issues on the TSX not including split shares).

Thanks

Read Answer Asked by Stephen on December 12, 2022
Q: Hi Folks,
I've held BNS in my RRSP account for a couple of years now. I also hold TD. I am breaking even with BNS, would this be a good time to switch to RY. I realize there is a difference in the dividend but I am looking 5-10 years down the road.
Thanks
Read Answer Asked by JOHN on December 12, 2022
Q: Hi,
Just wondering what would be the best type of an investment vehicle for money I will want back in possibly a years time? GIC's are giving over 5% but would a bond fund supply a better overall return and if so what bond fund duration would be best for this time frame? Appreciate any suggestions.
Thank you.
Read Answer Asked by Harry on December 12, 2022
Q: Hi, holding these three as my staples holdings. Current weights:

ATD - 2.44%
COST - 2.37%
PBH - 1.30%

Thinking of selling the laggard PBH and adding to ATD/COST or just maybe COST. What do you think about this? Is PBH a buy, sell, or hold? Can you compare the three in terms of valuation and which would be best going forward for growth.

Thanks!
Read Answer Asked by Keith on December 12, 2022
Q: I am intending to take a small position in one of these 2 companies. Security of capital and long term growth are the mainstays of my investing objectives. Current distributions or dividends are of no particular importance, except to the extent they contribute to the objectives. Which company would you choose, and why? Thank you for your excellent service.
Read Answer Asked by Leonard on December 12, 2022
Q: Looking forward, I would like to increase my Industrial sector holdings, especially in the US. Other than for aerospace, what are 5iR's suggestions for my consideration, for growth and good value at this time???......and me, leaning more to larger cap ones.......Thanks for the directional pointers........Tom
Read Answer Asked by Tom on December 12, 2022
Q: "US proposes green steel-maling club". Please advise from this list
1. what are the pros and cons/ risks for each
2. rank based on safety and growth, with a suggested buy target price
3. your thoughts on AA as a metals diversifer in this group
Read Answer Asked by sam on December 12, 2022
Q: Is it a good time to start buying REITS or should I wait until 1/2 way through next year when we know more about this recession that everyone is predicting?

Can you recommend 1 or 2 CDN and 1 or 2 US for a long term hold?
Read Answer Asked by Graeme on December 12, 2022
Q: I am thinking about purchasing shares in some companies where the shares may be depressed currently due to year end tax selling. do you have any suggestions?
Read Answer Asked by Barry on December 12, 2022
Q: Hi Group is it true that Blackrock has put restrictions on withdrawal of funds (cash) from investments. For a company of this size and magnitude to restrict withdrawals is extremely worrisome. Can you please comment assuming this info is correct (I heard it on BNN last week) Hopefully if true we will not start to see a run on banks and other financial intuitions. When people start withdrawing cash and putting under their pillows causing panic i would be more that a little concerned? Your thought are much appreciated
Read Answer Asked by Terence on December 12, 2022
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!