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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 would like to start accumulating the stocks in your Balanced Equity Portfolio. I own BNS and SLF in DRIPs as well as TSGI and RHT in my RRSP. I am overweight in financials with DRIPs for NA and BMO. I have small investments in Telus, TRP, SU, and BCE. These are all also DRIPs.
I am quite torn as to where to start. I don't like many of the valuations including that of CSU. If the valuations were lower, I would not be posing this question. I have lots of cash in my TFSA, RRSP, and spousal RRSP. I realize this is not great as the money is not being put to good use. Any suggestion would help.
Read Answer Asked by Lynn on July 20, 2018
Q: Would you support buying CU for income at this time? Is the price likely to decline further? As of today, the stock price is close to it's 52 week low of $30.80. I'm attracted to the 4.73% yield and the 10% dividend increases. If not CU, what else looks like an attractive buy for a longterm dividend income portfolio. (No banks please. I have plenty of bank stocks.)
Read Answer Asked by Helen on July 20, 2018
Q: Hi Peter, Ryan, and Team,

In your answer to Michael, you said: "We think XTR is a good option in either account, considering its income focus and very low fees."

According to the Blackrock website, XTR has a M.E.R. of 0.62%. Because it's an ETF of other ETFs, is 0.62% considered to be "very low fees"?

Thanks in advance. I'm continuing to learn so much from 5i.
Read Answer Asked by Jerry on July 20, 2018
Q: hi, what is your opinion of MSCI?
It has a very enviable ROE (90+%) and the Profitability Ratios (all taken from your site) look very respectable.
PE might be a little high.
The ROE is generally the starting point for me to be interested in a stock (right or wrong :)).
Would you consider them the leaders in their respective space/sector? It seems like it might be a stock for good times and bad times.
(I stumbled upon this from a recent BNN suggestion/recommendation).

Cheers,
Steve
Read Answer Asked by Stephen on July 20, 2018
Q: Hi 5i,

Could you provide 3 stocks the you both like and would stand to benefit from lower metal prices?

Thank you!
Dave
Read Answer Asked by David on July 20, 2018
Q: With Scott Pruitt gone from the EPA but Trump praising his work/destruction of this agency what are the prospects for the sector now? I have referenced Questor and each state's ability (and intention?) to work around the deteriorating EPA umbrella as it affects this co of course relevant, but it would also be nice if you could take a broader view as well in your reply.
Read Answer Asked by Mike on July 20, 2018
Q: Hi, I have a double postion in AAR.UN. I would like to sell and split the proceeds into 2 REIT positions.
What 2 REITS look most attractive based on current valuation and future growth potential, to purchase at this time?
Thanks
Read Answer Asked by Curtis on July 20, 2018
Q: Along the same vein as Jeremy's question of July 18th, when it comes to the positions held in the 5iR Growth Portfolio, what would you suggest, or rank a most likely fine or some combination to achieve diversification to be held in a TFSA?......Thanks to 5iR for your outstanding service, like it's so real life educational about equity investing.....also to Jeremy's for his question, too......Tom
Read Answer Asked by Tom on July 20, 2018
Q: Hi thinking of adding to either ax.un ,kwh.un , DR or hot.un which of these do you think the div is the safest and has some upside potential thanks
Read Answer Asked by Dale on July 20, 2018
Q: Hi team
I have some money in XTR and FIE, both etf for income in my RRSP
which I am happy about

in my non registered account
I am looking for an income/dividend fund Canadian
and an international income/ dividend fund

would you recommend anything in the Royal Bank family of mutual funds for the
above ?
or an equivalent ETF
I have VIG already

many thanks

Michael
Read Answer Asked by Michael on July 20, 2018
Q: Your recommended etf list has xwd. It has a higher mer than xaw and is somewhat smaller. The return of xwd is better. What would you consider the more conservative etf?

I will pair one of the above with xic for my total equity exposure. I want to keep things simple. Can you buy into this strategy?
Read Answer Asked by Richard on July 20, 2018
Q: I'm now 70 (but spry) and reviewing my options for RRIFs. I have managed my RRSP portfolio and done well over the past since 2009; I remain 90% invested in US/CAN stocks. I also have larger non-RRSP stock portfolios. Going forward, I want to consider other less hands on options. Do you have any feedback/recommendations on Bank wealth management performances. Any experiences from other members would also be appreciated. References to other documents or trusted web-sites would be good.
Greg
Read Answer Asked by Greg on July 20, 2018
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