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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: Hi Peter & Ryan,
Would appreciate your opinion on simplifying my mother's portfolio. The portfolio is worth 600K and I currently hold the following ETF's. VCN, VFV, XSP, VBAL, VGRO, VVL, XIN, VEE, XWD. I definately have duplication and believe I can downsize to 3 ETF's VBAL, VGRO and I like XWD for their global allocation and sector weighting.
Thoughts? And would you put 200K in each one?
Thanks,
Steve
Read Answer Asked by Steve on February 12, 2019
Q: Hi,
I have a spousal RRSP and a Non-spousal RRSP account. The spousal account has not received contributions for over 10 years and will not be used in the future. I was thinking to combine the spousal RRSP and the non-spousal RRSP accounts. After the combination of the two accounts, the account would be a 'spousal RRSP'. Would there be any tax implications or any other reason I need to take into consideration prior to combining my two accounts? thanks,
Read Answer Asked by Donna on February 12, 2019
Q: Please rank DSG, OTEX, CSU, KXS, GIB.A, ENGH, CLS, ABT, SHOP, PHO, COV best to worst based on management, growth and risk factors (3-5 year horizon). Thanks
Read Answer Asked by Dev on February 12, 2019
Q: HI,
Are there any tax consequences keeping these in TFSA account.

Thanks,
Milan


Read Answer Asked by Milan on February 12, 2019
Q: Hello,

As a follow up to Norman's question of Feb. 8 re high yielding investments with a sustainable dividend, how would rate the above from least to highest risk.

Thank you.
Read Answer Asked by Larry on February 12, 2019
Q: Hi 5i team,
Following my reading of your updated SYZ report. About the strategic partnership with Microsoft that has an end date set in August 2019: when can we expect SYZ to make an announcement if renewed, or renewed with modifications or not renewed (different date?)? What could be the impact of a « no renewal » on revenue, earnings and stock price?
Thank you for your collaboration,
Eric
Read Answer Asked by Eric on February 12, 2019
Q: I have a pretty nice gain on WCN in my TFSA. I am thinking about selling it and buying CP. My main reasoning is that WCN is nearly trading at twice the valuation of CP. WCN is probably less volatile but CP, I think, is forecasted to have greater eps growth in 2019.

What do you think ?

Thanks.

John
Read Answer Asked by john on February 12, 2019
Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.
Read Answer Asked by Dev on February 12, 2019
Q: On February 7th, you answered a question from Adam about what to look for in /stock filters. A very important consideration. I'm wondering, though, how specific industries would influence a search. For example, it seems to me a bank might have very different metrics from a railroad or a lumber company.
Read Answer Asked by Fred on February 12, 2019
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