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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: $IDV: iShares International Select Dividend ETF. I'm wondering your thoughts on this ETF - would you recommend holding this as a way to diversify dividend income outside of North American equity, as we don't follow much for international equities. Morningstar mentioned that it outpaced the category average by 80 basis points annualized, but with greater volatility, so its risk-adjusted performance was slightly below average. Are there any alternatives you would recommend instead?
Read Answer Asked by Robert on April 25, 2017
Q: Do all four of these have dividends that are taxed differently and therefore shouldn't be in a non-registered? Does this apply to a TFSA as well, as foreign income I believe is taxed in a TFSA?

Where should I hold each of these? in an RRSP, TFSA or non-registered?
Read Answer Asked by Carla on April 25, 2017
Q: Hi,

Knight has been flat for months while Enercare has been growing. I have a slightly overweight position in Knight and underweight in enercare. Thinking of shifting some money from Gud to Eci? What do you think?
Read Answer Asked by Graeme on April 25, 2017
Q: Hi 5iResearch Team,

Just wondering if you can comment on why RCL's stock price has been lagging behind CCL's over the last 1 1/2 --- 2 years. I currently own both and just wondering if I should should sell RCL and put the proceeds in CCL. Thanks,

Harry

Harris
Read Answer Asked by Harry on April 25, 2017
Q: I am thinking about selling my AQN shares and buying CCL shares for a couple of reasons, more growth and to get into the stock pre-split. Do you think this move is okay?
Read Answer Asked by Paul on April 25, 2017
Q: Mainly for entertainment purposes, I listen to Jim Cramer. Something he said stuck with me. He said that one of his greatest mistakes was to not invest during the last oil downturn. That he missed the 50% plus recovery. Historically, isn't the time to buy the energy sector when the price of WTI is cut in half from its high? I'm thinking of buying SurgeEnergy, which has increased the dividend twice recently, so that for once, I'm not one of the last to buy an energy stock, which was the case in 2014! Can you punch a hole in my line of thought?
Read Answer Asked by Matt on April 25, 2017
Q: Hi
I have some new money to put to work. Which three names in the growth portfolio would you suggest buying at current levels?
Thanks,
Curtis
Read Answer Asked by Curtis on April 25, 2017
Q: Dear 5i
I am two years away from retirement and currently switching over my portfolio to a self directed acct at Questrade .
I want to be fairly conservative in my portfolio and feel that a 30% Equity 70% Fixed income would be appropriate .
I will be using 5i for stock selection . I`m just uncertain if 70% Fixed income is too much or not considering possible interest rate hikes down the road . Are there other fixed income investments other than Bond ETF`s , GIC`s cash etc . Also with bond etf`s are both interest and yield paid or is it one or the other only ?
Thanks
Bill C.
Read Answer Asked by Bill on April 25, 2017
Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.
Read Answer Asked by Scott on April 25, 2017
Q: I know you longer have CGX in your portfolio but if one want to keep this stock and is 7% of the portfolio should I sell to make it a 3% holding? It is in my daughter TFSA and do wonder if she should sell all and replace with one of technology stock as she has only PHO.V as her technology holding and has many years hopefully before needing the money.

Thanks
Dolores
Read Answer Asked on April 25, 2017
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