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: LB just got whacked over its results but increased its dividend. What, specifically, do are the risks to this bank? Will it go bankrupt, be taken over or recover from a bad spell? Having just increased its dividend it seems unlikely it will cut it in the foreseable future. Why would it not be a "boring" income stock?
Thanks for your insight.




Read Answer Asked by David on December 07, 2018
Q: May I please have your thoughts on US financials at this time and Visa, Morgan Stanley and JP Morgan in particular? Thank you,

Jason
Read Answer Asked by Jason on December 07, 2018
Q: thoughts of this lower volatility, more defensive us holdings?
Read Answer Asked by mary on December 07, 2018
Q: I have many shares of ALA and am significantly underwater about 50% I cannot sell for tax-loss, shares are in a RRSP account. New CEO reporting on Dec 13, expect dividend to be cut at that time? Would you recommend holding or selling to buy ENB.
Thanks as always.
Read Answer Asked by Donna on December 07, 2018
Q: Good afternoon 5i,
As usual, thank you for your level-headed advice, especially during this time in the market. It is time to decide on a candidate for tfsa. We will be taking stocks out of our rif in kind to margin and then transferred into tfsa in Jan. I am debating which would be the best strategy regarding two stocks that I am considering, and wondering the best criteria to decide. I would really appreciate your take on the situation.

the two stocks are Toy and Goog. Neither of them has a dividend to worry about, so no withholding tax for the US stock, and no lost dividend tax advantage for the Canadian.

I have about a 40 percent profit in Google and Toy I just bought recently and have about a 5 percent profit (so far). I like the idea of growing them in the rif because of the tax advantage and ten putting them in the tfsa.
I am not sure but I imagine the decision comes down to growth. Which one will grow the fastest. Relative safety could also play a role, but the stocks have already been bought. Wondering what your suggestion would be on this?
thanks
Read Answer Asked by joseph on December 07, 2018
Q: hi, using above as an example, could you explain why this is trading at $20. the reset date is jan 1 2019. can this preferred share be called back?? is the market thinking rates are going to get lower again??? Brookfield Properties Preferred T
Read Answer Asked by chris on December 07, 2018
Q: One would think that if there won't be NEW pipelines built for the foreseeable future (thanks Trudeau!), then one could conclude that existing pipeline companies would be more valuable...the old supply vs demand argument => positive for the existing pipeline companies. Then one would muse about where would their future growth come from=> negative. However, I seem to remember that TRP has BILLIONs of approved projects in the cue => positive for TRP. Your thoughts on the pipeline companies in general and specifically on TRP. I have a 2/3 position and am considering topping it up. Thanks...Steve
Read Answer Asked by Stephen on December 07, 2018
Q: Hi,
I purchased some cdn dividend paying stocks on Oct14 and sold them Nov16 - Can I buy them back now (Dec7) without being concerned about the Superficial Tax Loss rule affecting me?
THX
Read Answer Asked by RALPH on December 07, 2018
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!