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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: I have held CWL for a few years. The dividend has been nice but the share price has remained relatively static. Other than for income, do you see much reason to continue to hold this stock or is it time to move on to something with more upside potential? Do you foresee any catalysts that might warrant continuing to hang on to the stock?
Read Answer Asked by Richard on January 13, 2020
Q: Further to Dennis’ question about historical total returns, I’ve found this spreadsheet useful: https://libra-investments.com/Total-returns.xls

Read Answer Asked by Alan on January 13, 2020
Q: I have recently decided to invest in us securities and am concerned about us withholding tax and how it is applied to canadian investors as I saw a comment re the treatment in tfsa accounts .What tax implications apply to me as a Canadian investor when buying us stocks?
cheers, Doug
Read Answer Asked by Doug on January 13, 2020
Q: What is 5i's opinion about Caldwell Partners fiscal Q1 results and outlook. The Company continues to grow its revenues and is posting profits. Would it be realistic that this Company could fetch 1X revenues on a takeover, merge or going private transaction which would imply big upside from the current stock price?
Read Answer Asked by Charles on January 13, 2020
Q: Hello again, 5i team. Thinking about initiating a small postion (1.5% of overall portfolio) in this stock, likely for my TFSA. Stock is up 378% in the last 30 days (!), but I'm having trouble determing whether or not the jump is based on anything substantive. I would greatly appreciate your views on the company itself and the stock in the next 6 - 12 months. Thanks for all the great insights. - Asher
Read Answer Asked by Asher on January 13, 2020
Q: Hi Peter, Ryan, and Team,

I manage my son's TFSA, and it's quite well diversified, except for zero exposure in energy. For this year's contribution, I'm considering one of ENB, IPL, TRP, or PKI. I realize that PKI is in a different sub-sector, but am leaning towards it, and would appreciate your insight. We favour dividend payers, even if it's a small dividend. Thanks as always.
Read Answer Asked by Jerry on January 13, 2020
Q: Can you share with us what your top 10 companies would be for 2020?
Also where can I find your list of top 10 companies to hold for 10 years?
We really value your opinions, Thank You.
Shirley
Read Answer Asked by Shirley on January 13, 2020
Q: Hi 5i Group,
What do you feel the maximum percentage of one's portfolio should be in any one stock and the max in any one sector?
Thanks,
Ken
Read Answer Asked by kenneth on January 13, 2020
Q: Hello 5i,
I am now putting growth stocks in my TFSA after putting in my GIC's over the years. I am holding IWO and LNF in an unregistered account. To complete my TFSA contribution should I include IWO or LNF?
Thank you
Stanley
Read Answer Asked by STANLEY on January 12, 2020
Q: for Derek on transferring money to the US. We use VBCE here in Vancouver and they have a great little app that allows you to transfer from our Cdn Account at CIBC to our Wells Fargo account in the US with no fees and a significantly better exchange rate. We have kids in school in the US so transfers occur quite frequently and they give a better rate depending on your forecasted amount for the year.
Cheers
Read Answer Asked by kelly on January 12, 2020
Q: Please suggest a fairly conservative 5 stock portfolio for the next 5 years
Read Answer Asked by j stuart on January 12, 2020
Q: Below is the longer term performance of HQU for 1,3,6month and 1,3,5,10 year periods, along with the Fund Quartile rating. With this longer term return, why wouldn't I just use this fund as my only proxy for NASDAQ listed stocks? The same with SSO for SPY listed stocks? Seems like an easy was to outperform (and under) the markets.

Your thoughts please, pros and cons.

+7.70% +25.81% +26.31% +79.22% +39.24% +27.01% +30.14%

Fund Quartile 1st 1st 1st 1st 1st 1st 1st

Sheldon
Read Answer Asked by Sheldon on January 12, 2020
Q: There is a lot of negative news out on Boeing and some companies ,GE for one hurting because of the falling investors are showing. Exchange (EIF) is also in the aeronautics business and do you think it could follow suit with a lets say sympathy drop??
Read Answer Asked by Alan on January 12, 2020
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