Q: I am wondering what price do you use as the sold price to calculate performance when you take a company out of of your portfolio. For example CLS was recently taken out. May I know which price would you use for performance calculations ? Thanks
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 currently hold toy in an unregistered account and am down slightly. I would like to move it into my TFSA. What would you recommend?
1. Buy in the TFSA first and wait 30 days
2. Sell in the unregistered account and wait 30 days to buy in the TFSA
3. Or transfer into the TFSA and forego the tax loss
4. Wait for Toy to reach cost and then transfer into TFSA
Thx,
Kc
1. Buy in the TFSA first and wait 30 days
2. Sell in the unregistered account and wait 30 days to buy in the TFSA
3. Or transfer into the TFSA and forego the tax loss
4. Wait for Toy to reach cost and then transfer into TFSA
Thx,
Kc
Q: I'm considering starting a position in SIA or CSH.un for a long term hold (5+ yrs) based on aging demographics etc. On a total return basis which do you think is the better play in a cash account?
Q: I am looking to recession-proof my TFSA with stable companies like Chartwell Retirement Residences and Park Lawn Corp. But my stock chart shows Chartwell collapsing from $14 to $4 in 2008/9, taking until 2016 to recover. Park Lawn doesn't seem to be listed that far back (but I note your report describes it as "recession-proof." Would you recommend Chartwell despite the 08/9 numbers and does your assessment of PLC mean that it would be relatively unaffected by a similar market meltdown?
-
Global X S&P/TSX 60 Index Corporate Class ETF (HXT $72.45)
-
iShares Core S&P/TSX Capped Composite Index ETF (XIC $44.02)
-
iShares S&P/TSX 60 Index ETF (XIU $41.50)
-
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.00)
Q: my wife currently has unregistered money invested in this mutal fund and continues to put money in it every month. I would like to know if there are etfs that are just as good or better with much lower fees. Thanks for your help.
-
iShares Core MSCI All Country World ex Canada Index ETF (XAW $47.15)
-
Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $68.09)
Q: Hi,
I am trying to choose between these 2 ETFs for global coverage ex-Canada. They seem pretty similar but XAW invests in US ETFs while VXC invests directly in companies. Is there a fiscal disadvantage in XAW (to be held in cash account)?
Thanks
I am trying to choose between these 2 ETFs for global coverage ex-Canada. They seem pretty similar but XAW invests in US ETFs while VXC invests directly in companies. Is there a fiscal disadvantage in XAW (to be held in cash account)?
Thanks
Q: Hi,
Can I get your opinion on Kraken Robotics?
Thanks
Can I get your opinion on Kraken Robotics?
Thanks
-
iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $38.00)
-
iShares Core Dividend Growth ETF (DGRO $64.72)
Q: I am close to retirement and am interested in purchasing a conservative, safer, ETF to be held for the forseeable future in an investment (not registered) account. I am looking for a non-Canadian equity investment, and do not necessarily seek high dividends. What is your opinion of the "dividend aristocrats" investment strategy and of the DGRO-N ETF? Is there a better ETF which suits my investment goals which you would recommend?
Thank you for all of the excellent advice which your service offers!
Thank you for all of the excellent advice which your service offers!
Q: Hi 5i,
I know that US stocks are not the main focus but I have been watching Resmed for awhile and saw that it tanked 20% the other day on an off earnings report. This looks to have been a fairly strong stock over the last few years. Any comments you can make on them? Would they fit in your US growth stock list?
Thank you
I know that US stocks are not the main focus but I have been watching Resmed for awhile and saw that it tanked 20% the other day on an off earnings report. This looks to have been a fairly strong stock over the last few years. Any comments you can make on them? Would they fit in your US growth stock list?
Thank you
Q: Hello,
Could you please comments on MKSI Q4 results and outlook. Do you think if it is worth hold? If not, could you please recommend two US stocks in semi sector.
Thanks
Victor
Could you please comments on MKSI Q4 results and outlook. Do you think if it is worth hold? If not, could you please recommend two US stocks in semi sector.
Thanks
Victor
Q: Recent results were disappointing, and your previous comments about the company are not good, yet the stock is seeing a nice bump up. Is there any information on the company to justify this rise.
Q: Can I have your opinion on BTI. It has always made a comeback in the past.
I think the dividend is reasonably safe. Good time to buy?
Thanks Gord
I think the dividend is reasonably safe. Good time to buy?
Thanks Gord
-
Pure Multi-Family REIT LP (RUF.UN $10.10)
-
BSR Real Estate Investment Trust Trust Units (HOM.U $12.56)
Q: What would your preference be between RUF.UN and HOM.U ? Thanks , Joe
Q: Algoma Central issue regarding cancelled order for ships has been resolved inter favour. Please comment on ALC going forward.
Q: hello 5i:
No questions on this stock since 2017, so doesn't look like much investor interest. Yet, it seems to hold a lot of promise. Can you bring me up to date on your opinion on MOZ?
thanks
Paul L
No questions on this stock since 2017, so doesn't look like much investor interest. Yet, it seems to hold a lot of promise. Can you bring me up to date on your opinion on MOZ?
thanks
Paul L
Q: Can you give me your present opinion on Jamieson?
Thanks,Peter
Thanks,Peter
Q: Hi,
In the year ended Oct-2018, revenue was up more than 30%, but earnings did not increase that much. Does this signals that the last acquisition is not as successful as the company expected or there are some onetime charges which has brought the net earnings down. If I want to add some money at this price, should I buy CCL.b or put money in TCL.A?
Thanks
Piyush
In the year ended Oct-2018, revenue was up more than 30%, but earnings did not increase that much. Does this signals that the last acquisition is not as successful as the company expected or there are some onetime charges which has brought the net earnings down. If I want to add some money at this price, should I buy CCL.b or put money in TCL.A?
Thanks
Piyush
Q: Buy sell or hold
Q: Interested in investing in hemp companies producing CBD. Recommendations?
Q: I have had PIF on my watch list for utility's and would appreciate your sage advice as to the investment risk. Generating from geothermal seems like a pretty solid revenue base and it pays a 7% dividend and in south america away from team T N T (rump) (rudeau)
Thanks in advance
Bob
Thanks in advance
Bob