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 very conservative with a target asset allocation of 20% equity. I have a substantial cash position and would like to make some equity investments. My core investment is VCIP and I want to make some satellite investments. Please give me some ETF and individual stock ideas. Our defined benefit pensions cover our living expenses. Protection of capital is important to me. Thank you.
Read Answer Asked by Richard on November 04, 2019
Q: There were a couple of questions recently about dividends/distributions being 'return of capital' (ROC) which made me wonder how a company raises money to pay ROC? Does it sell shares ahead of the dividend date?
Read Answer Asked by richard on November 04, 2019
Q: Hi from the West coast.
My question is what are your recommendations for a company that is increasing revenues, showing a good history of dividend increases, and is a "value" play ?
Im concerned about buying now with evaluations so high.
Thanks Rick
Read Answer Asked by Richard on November 04, 2019
Q: Hello 5i,
I moved an asset from a sheltered account to a non sheltered account. I sold the same asset at a loss 10 days later. Is this a superficial loss?

Tia.
Read Answer Asked by Kat on November 04, 2019
Q: I have been monitoring the above list of stocks. I have some cash to deploy in the names. Can you please list the above names in your preferred order to purchase them. Which ones you like the best? Should I wait for tax loss selling season to see more pressure on the names. Thank you for your opinion.
Read Answer Asked by Marcela on November 04, 2019
Q: Had tax-loss sold LGO in September, full intending to buy back around now. But the falling price of vanadium is giving me pause. It has dropped a lot in the last week, and if it stays at this level and see Y/Y earnings taking a hit. Thank goodness they got rid of their prior sales agreement, however do you see price revovery for LGO over the next year? Based on vanadium pricing it seems more pain to come unless this is already baked into the valuation.
Read Answer Asked by Kel on November 04, 2019
Q: In response to my last question you suggested adding ESGD and ESGE to the portfolio with CRBN and ZLB. Would VSGX effectively do the same thing? I would want to keep the number of etfs to manage to a minimum.

Weights:
25% ZLB
60%CRBN
15% VSGX

Thanks.
Read Answer Asked by Dennis on November 04, 2019
Q: In years past, I attended 3 of Larry Berman's travelling roadshows held in major cities across Canada. I like him and find him very personable. Also, he's a polished seminar presenter. However, what I took away from each of those events was "impending recession" and "lower for longer". Eventually I stopped attending. Since then, when a local roadshow would be planned, I'd be e-mailed (maybe 2x). This past month, I was e-mail 'bombed' with no fewer than eight (8) reminder emails from Larry (over a two week period) inviting me to register for his seminar. What do you think that might mean ;-)
Read Answer Asked by RANDALL on November 04, 2019
Q: I wont to buy one of above mentioned stocks.
Which one would you recommend for growth.
thanks Andrew.
Read Answer Asked by Andrzej on November 04, 2019
Q: Would you recommend getting in on the GFL IPO?
Read Answer Asked by John on November 04, 2019
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!