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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: Hello 5i Team,

I have done really well with CGI and am thinking of swapping it for KXS. This move is purely for growth, I am comfortable with risk and have a long time frame (3 to 5 years).
Conversely, I am significantly down on both MAXR and HCG, and am thinking of selling one to add to the other. Which one would you recommend keeping and why?
Please deduct credits as you see fit.

Thank you for spreading the wisdom.

BK




Read Answer Asked by Bekaye on December 12, 2018
Q: This is a comment more than a question. I often go to their stores. I noticed that they have dropped prices on certain items lately ( eg chocolate bars) and if this is the trend then their margins have to be getting compressed. As well, their stores do not seem as busy as usual. In contrast, I also frequent Walmart and they seem just as busy. I think Walmart may be eating into DOL's business. I don't see any turnaround in DOL's share price anytime soon, although I think if it drops even more than it may get bought out or taken private. They seem have the dollar store market to themselves, just as Shoppers Drug Mart had in their category ( and they were bought out).
Read Answer Asked by Murray on December 12, 2018
Q: Do you think there is any value for this free Semi letter?
I'm thinking it may help for timing names like PHO. Sell when things are booming & buy when there are no new orders?
http://www1.semi.org/en/worldwide-semiconductor-equipment-billings-drop-158-billion-third-quarter-2018-semi-reports
https://blog.semi.org/business-markets/critical-subsystems-orders-fall-off-a-cliff
Read Answer Asked by Joseph on December 12, 2018
Q: Good morning

Do you think the possible blacklisting of Huawei from many western countries is a significant event wrt the 5g rollout? If so, which non-China competitors do you think stand to benefit most.

Thanks
Peter
Read Answer Asked by Peter on December 12, 2018
Q: Hi Peter and Team,

The Info Tech component of equities in all our accounts is 16.2%. The following stocks and ETFs are held, followed by their weightings:

CSU 7.1%
ENGH 1.4%
KXS 2.2%
OTEX 2.3%
SYZ 1.0 %
TXF 1.9%
XIT 0.3% (used to put small amounts of cash since there's no commission with iTrade)

Would it be prudent to trim CSU, and if so, to what level?
What is your opinion of the other holdings, and are their weightings appropriate?
Are the Info Tech holdings too high a percentage of the overall portfolio?

Thanks in advance for your valuable guidance. Please deduct as many credits as you deem necessary.
Read Answer Asked by Jerry on December 12, 2018
Q: I AM FED UP WITH BONDS. DURING THE LAST 5 YEARS I HAVE LOST IN ALL OF THEM .I DO NOT UNDERSTAND WHY ALL ADVISER SUGGEST BOND FUNDS AS A PART OF INVESTMENT. ONE HAS BEEN LOOSING MONEY .I APPRECIATE YOUR COMMENT AND ADVISE RE ABOVE STOCKS.EBRAHIM
Read Answer Asked by ebrahim on December 12, 2018
Q: Thanks so much for your reply to my earlier question. You suggested the following ETFs and I was wondering what a good portfolio allocation would be for each (I was thinking 50% allocated toward your BE portfolio however if a lesser/more percentage makes sense then please advise):

XWD (global expoure), VFV (S&P 500), VGG (US dividend growth), HXQ (US technology), XSU (US small-cap)

Thanks!
Read Answer Asked by Michael on December 12, 2018
Q: On 7 December 2018 Rick asked for your list of top 20 dividend paying Canadian Companies. Would you have a similar list for top 20 growing/dividend paying companies in 1) USA and 2) International (ex-Canada and USA ) at the present time? These would be for a non-registered account held by a retiree with a holding period of up to 5 years.
Read Answer Asked by William Ross on December 12, 2018
Q: 5 Cos for an entire TFSA
Read Answer Asked by j stuart on December 12, 2018
Q: Hello, I do need some help what to do I received a letter from my TD Direct investing broker about the brookfield INF stating :that
Exch LP became non-qualified TSFA investments in OCT 2018
"CRA will require you to pay a one time penalty of 50 % based on the FMV of any investment that is acquired or becomes non-qualified in a TSFA"

Value of non qualified assest were $2695. $

My exchange date for the shares was in Nov. 2018
I did get the BIP for the Enercare shares and try to find out what went wrong,

Greatly appreciate some explanation for this.

Margit
Read Answer Asked by margit on December 12, 2018
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