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: Good afternoon 5i,
I recently sold AW.UN in my RRIF as I am trying to limit the non-portfolio holdings. Could you recommend a replacement from the income portfolio or should I just buy it back? Already hold most of the Income Portfolio holdings but willing to sell in other accounts to insert in RRIF.Thanks for the always helpful advice.

Ted
Read Answer Asked by Ted on June 15, 2017
Q: Please rank ENB, TRP, PPL, IPL & Key as to their dividend rate, safety of the dividend and the volatility of the share price from best to last. I want to add one of these companies to a RIF. Thanks
Read Answer Asked by Richard on June 15, 2017
Q: i am down 10 % or more om tog and hwo . both pay reasonable dividends.if contrary to what may wishful thinking energy doesnt get any better how long can they pay dividends ?should i sell them now.
cbl i purchased a month or so ago at $14 after watching a BNN market call where the host was convincing that due to major sharholder arrangement th stock will close around $18 by end june. it pay an attractive div.
did i understand this correctly.? anycase should i continue to hold cbl
Read Answer Asked by thambirajah on June 15, 2017
Q: Hi Peter, Is there a co-relation between growth factors and share price. MY screener shows some stocks with great growth ratios Like EPS, SALES AND INCOME growth in double digits but very poor performance ( LIF). Also, some with 2/3 negative growth ratios have stellar performance (BLX).
Am I missing something or the correlation is not straightforward? Which is the more reliable indicator? What is your favorite screening things. Thanks.
Read Answer Asked by RUPINDER on June 14, 2017
Q: To add some diversity to my Canadian holdings, over the last 5 years I've held VUS, VFV and VEF. VEF is about 11% of the portfolio. The 2 US ETFs have outperformed VEF almost 2 to 1.
My question is do you think it's necessary to have EAFE exposure? I'm thinking of selling VEF to raise cash so I'm ready for the next dip in north American markets. Thanks for all of your great advice over the years. cheers
Read Answer Asked by Andrew on June 14, 2017
Q: I am putting together a portfolio for my daughter who is somewhat risk averse. The portfolio will include a TFSA, RRSP and open account. A recurring question I know but does the drop in STN make it a more compelling long-term buy now than WSP or does WSP's momentum win out? Since the stock could go in any of the accounts, I am wondering if WSP's dividend in the open account is just enough to win the day? Income is not the prime pre-requisite here but it wouldn't hurt either.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on June 14, 2017
Q: Can you confirm that either LOGIQ or JC Clark institutional Investors have said that they will back Point North nominees to liquor stores board. Do you Think Point North nominees will act independently. Do you think a quick buyer can be found for this business. I have received 3 phone calls from Point North soliciting representative. Regards
Read Answer Asked by Harold on June 14, 2017
Q: Hello 5i
With talk of capital flow rotation, Pundits claiming dooms day freely in the media, some stocks and sectors seeing chart patterns rounding out in topping formation........and all the other market topping signs,

what are the portfolio review activities an investor should be conducting today?

As you can imagine, some of my longtime winners are giving back gains and other stock prices have stalled. It will be disappointing to me if I just sit and watch as my gains evaporate.

Short of telling me you are not market timers, do you have thoughts on what an investor is to do in the current environment to hold onto profits, while managing behaviours and emotions?

Portfolio is widely diversified including pension split between CAD, US and EAFE. There is very little fixed income utilized given expected low and negative bond returns.

Thanks
Dave
Read Answer Asked by David on June 14, 2017
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!