Investment Q&A

Q: Helio 5i
My wife and i are setting up our RRSP`s largely in fixed income , ETF`s and large dividend paying stocks in preparation for retirement so as to have steady income when the time comes .Assume that all RRSP accts are balanced appropriately.
We also have a fairly large sum of money in both of our TFSA accts (maxed out) and in a margin acct.
The question is , if we are set up appropriately in our RRSP`s in terms of balanced portfolios , how should we approach the monies in the TFSA`s and the margin acct ? Should be mainly go with higher quality equity stocks or should we balance those two accts similar the the RRSP accts ie stocks, fixed income etc ? ( note the margin acct is not borrowed money). Are ETF`s appropriate for TFSA accts ?
Thanks
Bill C

Q: Hello Peter, Even after recent decline Materials still represent 17% of balanced portfolio. do you suggest a high weight to this sector. do you still like it it / comfortable for it to show better performance ahead (relative to discr or fin).thanks

Q: Hi Team, I can't find any news explaining WSP's 7.3% pop on Sept. 6. Have you picked up anything? Thank you. Michael

Q: Shop has taken quite a hit over the last few days. Are you aware of any reasons to account for this.Thanks John

Q: What do you think about the future prospects of ATD.B? The past 2 plus years it has gone up to the high $60s, then fell back to the $50s. It can't seem to get over the $68 level. With the past two quarters showing good results, do you think it will get out of this trading range and finally get over $70.00?

Q: Add comments on earlier Qs SIS--Tech Analysis on Aug 23 provided by 5i show a break out(B.O.) at $17.50.Globe & Mail has some positive comments & on the positive B.O. list the last few days. DOL---this morning Industrial Alliance Securities upgraded to a BUY & a TP of $54.50 GC---Many months ago,the manager of VIP sector was let go & reportedly the gov't tightened the check up on money laundry.The gov't gets huge revenue from casinos

Q: Hi Group thanks for your guidance - I continue to get nervous about the performance of Financials (both in Canada and US) Pypl + Sq + V.are off 3-4% this am - what happening there?. Banks in both Canada and US are struggling I would have expected(with all the good earnings / Good growth overall especially in the US that Financials would lead the market higher but something else at work here what's you take on the poor performance of the sector in general PS do you recommend taking profits in the Financial sector in general.$- thanks for you guidance on this

Q: The stock price of Boston Pizza has been declining steadily over the past year. Is there anything within their business model you can see that will enable them to stem this tide? Their menu prices are already quite high, and I don't see the company expanding store count to a great degree. For a Conservative investor, is the close to 8% yield worth putting any new money in?

Q: can you tell me a company with global healthcare software

Q: Dear 5i;
I am planning on retiring within a year and would appreciate your opinion on my proposed portfolio.
1-40% bond etf`s -CLF,CBO,CPD and XHY.
2-15% in large cap high dividend paying stocks.
3-25% in combination of US and CD stocks.
4-15% inUS ETF`s VFV , VGG ,and ZWH.
5-5% in Asian and European ETF`s -ZDM , VEE .
Do you see anything glaringly wrong with this setup and are there any percentage changes you would recommend ?
I realize a portfolio is a very personal thing but would appreciate your input .Income is important but I'm having a tough time deciding between percentages of fixed income assets versus equity . I`d say that I'm a moderately conservative investor so not opposed to some degree of risk .
Thanks so much for what you folks do . You provide very valuable information to investors like myself and and I'm sure are highly depended upon by many similar to myself . Please deduct several points for this .
Thank you
Bill C

Q: could you give me your comment on NVCR

Q: I came across this company while running a few screens over the weekend. Growth is impressive, and they're in a rapidly growing niche. It is acquisitive and reminds me somewhat of the DOCKs here in Canada. I know it's on the small side and that US stocks aren't your specialty, but can you give it a quick look and let me know if you agree with my findings? If you approve, I'll likely make it a 3-4% weighting.

Q: Hi All at 5i! Could you please refer me to a good source that explains the use of puts and calls to create income. What would be the best stocks to use for,puts and calls. I am not 100% clear on this whole topic. Cheers, Tamara

Q: Hello, hope everybody had a great rest over the WE.
S&P reclassification
before IT 26.5% after 20.4
before telecom 2% after 0
before communication services 0 after 10.06%
What do you know as an ETF representing the ''new'' asset class, if there is one already
AND,
when would you buy it
2questions 2 points, no problem
TKS,
CDJ

Q: Can you comment on zs earning thx Kim

Q: Hi, I only have a small ( insignificant) portion of my portfolio in energy..Having not much success in this sector in the past. Is this a good time to start a full position in ENB and PKI? Thanks.

Shyam

Q: I have held CNR and ALC for my transportation exposure for the last several years. I am not impressed with ALC's performance. Is TFII a good switch for ALC? TFII has had a good run and I am underwater on ALC.

Q: I don't think CPG's debt at 2.2 times cash flow is that big of an issue - VET and CNQ, for example, are at 1.7, so it seems to me to be manageable. They also hedge a fair amount of their production. I know management is in the penalty box, but it's trading at 2.1 times 2019 cash flow, which is ridiculous. This seems to be a "screaming" buying opportunity for patient investors. Thoughts?

Q: Wondering what your thoughts are on this fast growing stock.

Q: Do you have an estimate of SIS earnings per share for say 2019 with their Swiss acquisition and any observations on issues associated with the integration of the new co; also is your price target of 21 based on the combined earnings and for which year?

Thanks