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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: WTO is under $50 US and were in tax loss season. Now that blood is in the streets I'd like to add some energy names to a non- registered income portfolio. I'm looking for names that have SECURE dividends above 5% and liquidity as well as some growth prospects. Can you provide me with your 3 top picks in this space?. I should mention I already own ENB.
Thank You.
Read Answer Asked by nicholas on December 24, 2018
Q: I have been told that the max. contribution to a TFSA has been increased to $6000.00
Can you confirm that? H.
Read Answer Asked by Harry on December 24, 2018
Q: Hi 5i team,
All these four stocks have come down in value to different degrees. Based on projected earning growth, balance sheets, and value, which two of the four above should have the strongest rebound next year? Which two will be your preference for a 2 year hold? Would now be a good time to pick up these stocks? Thanks.
Read Answer Asked by Willie on December 24, 2018
Q: Hi Team,
I hold KP tissue at a loss and thinking to replaced it with RPI.UN Richard's Packing, so that I am still in the sector and get the "tax loss"'
Your expert commend PLEASE !
Thanks as always, have a good Christmas every one !!
Tak
Read Answer Asked by Tak on December 24, 2018
Q: Hi Team,
I hold these 6 lossers and like to trade as the follow to crystallized the "tax loss".
sell ALA buy PXT,
sell BNS buy TD,
sell MFG.PR.G buy MFC.PR.C
sell SOX buy WSP
sell KPT buy PRI.un
I understand my queston have too many companies in one question, please deduct as many as it needed and I sincerely thank you for all these years of your team's best service and help my retirement investment portfolio.
Merry Christmas and Happy New Year to you ALL.
Tak
Read Answer Asked by Tak on December 24, 2018
Q: Can you please provide analysis on TD, RY, and CM in the current economic /political environment, and your recommendation of which Canadian Bank would be best to purchase at this time based on price, dividend and opportunity?
Read Answer Asked by Linda on December 24, 2018
Q: Dear 5i,
As a member since 2012, I am happy to tell you that you're still my #1 trusted source of investment insights, in good markets and bad. Thank you for your dedicated service and conflict-free opinions. I have made a lot of money applying your sage knowledge and experience that would not have been possible without you. All the best for the holidays and for 2019.
Regards, Michael
Read Answer Asked by Michael on December 21, 2018
Q: In an earlier answer you suggested that ryt might be more interesting than qqq, as it was an equal weight fund. I do notice, though that the top five holdings are quite different. But, that is beside the point--which is whether there would be n equal weight offering corresponding to voo? I searched but couldn't find any. Although i did come across the interestng information that Vanguard has switched its own employees pension funds ti vig, from voo.
Thanks and may you have the assorted blessings of the season
Read Answer Asked by joseph on December 21, 2018
Q: We are opening a TFSA for our 20-year old daughter. She is in the middle of her post-secondary education and she will graduate without student loans, thanks to her RESP. We will transfer in-kind these two DRIP stocks that we have held in-trust for her: BMO and ENB.
Portfolio question: what should her next holdings be? Long-term growth stocks like TSGI, CSU, SIS, or rather an ETF to get some quick diversity, like VUN and XQQ.
Tax question: I assume I am having a 'deemed disposition' with CRA on the in-kind contribution, and it will be taxed in my hands, as the owner in-trust.
Thanks,
Rob. (2 credits).
Read Answer Asked by Robert on December 21, 2018
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