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 want to buy BAM, but i keep nipping at stocks at their highs lately with less than cheerful results ( think SQ at it's high, though i still hold it and feel it will make it's way above it's previous high) . I recognize BAM is a very different kettle of fish. As the market is currently shy about moving upwards, do i wait for BAM to pull back?
Also I am planning to take the funds from BNS. Do I wait for it to a show a more positive move, or go now?
I look forward to any direction or guidance you can provide.

Appreciatively,
Mark
Read Answer Asked by Mark on March 06, 2019
Q: Hi guys
As you know Elderly Care is expensive..roughly 6 grand a month. Sold the house 5 years ago (big mistake) put the money in a split between GICs & BNS430 . 60% GICS 40% BNS430. This isn't enough Income to stop the Capital Drain. Myself, Im not impressed with the MER or the returns from the Scotia Innova Income Portfolio Series T. Was thinking of switching out of GIC or BNS430 to the MAW105. Would you have any other ideas?. Im a little scared of the Dividend ETFs, BMO dividend ETF got Hammered 30% in 2008....Yikes
thanks Gord ( take a many credits as you like)
Read Answer Asked by Gordon on March 06, 2019
Q: Follow up to my previous question re---- pre-arranged market close orders. This seems to happen very often and in very large amounts. Can you explain why they do this? IE--- how does this action affect their performance? Is it managed personally or by a computer model? What is the average size per trade?
Read Answer Asked by joe on March 06, 2019
Q: Hi folks at 5i,
My current holdings are as follows in three different accounts, (tsfa, rrsp, lira)
VTI 14.52%
VEU 8.73%,
VCE 5.85%
SHOP 5.54%,
CSU 5.11%
CYBR.B 4.73%,
OTEX 4.50%
XEG 4.47%
SIS 4.03%
SPOT 3.72%
FLT 3.71%
T 3.66%
GUD 3.46%
KXS 3.24%
DOL 2.97%
BCI 2.51%
PHO 1.78%
Fixed Income:
VSB 4.73%
XCB 4.50%
XHY 4.33%
Cash 3.58

1- I am planning on selling FLT (per your recommendation) from a previous question. Which stock would you purchase from the growth portfolio to put the cash right back at work?
2- Thinking of also selling T and adding some to VCE and the rest to buy another name from the growth portfolio. Would you be comfortable with this? Seeing that the bulk of my portfolio are in large blended ETF's. If so, which name would you buy?
3- Debating if I should keep SPOT. Initial bought it for a 5 year hold. What are your thoughts on selling and adding to VTI or maybe buy a low volatility US ETF? Or any other thoughts?
Please deduct as many credits needed. I have plenty to spare :)

Thank you
Read Answer Asked by Rino on March 06, 2019
Q: Hi 5I team.

Other than XUS (15%) I really do not have much exposure to US Stocks. Would you please recommend a few US stocks or Sector based ETFs to invest about 10% of new cash. I have a few options based on Mad Money and Market Call. Any preferences of the stocks I've listed or other ETF suggestions would be helpful. My horizon is for 5+ years.

Thanks


Read Answer Asked by Abhishek on March 06, 2019
Q: Into which sector(s) or product types(s) besides cash, might you look to add weight if the economy moves negative? Bonds, utilities, staples, preferreds, etc? Don’t always feel like the old guidelines apply anymore.
Read Answer Asked by Anthony on March 06, 2019
Q: I have about 100k to invest and looking for something a little on the safer side so I was thinking of bank preferred shares. Can tell me which reset bank preferred shares you like the best.
Read Answer Asked by Leigh on March 05, 2019
Q: Hi, i’am down approximately 30%, and 50%+ on wcp. At 30% I take a look to see if it is worth holding on or just switching.
My question is would you sell any of these 4 stocks or just hang-on? Also could you give 1 or 2 alternative replacement for each ?
Thanks
Read Answer Asked by Brad on March 05, 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!