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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: Hi,

I'm looking for another lo volatility, long term dividend payer with some growth like AQN, which I own. I also own TD and RY. Can you pick two choices for me from the above list? (as there are so many different offerings from BEP and BIP, I hope these are the correct ones? If not please suggest the better choice.)
Read Answer Asked by Graeme on September 19, 2019
Q: Hi All at 5i! Tracy Britt Cool is one of Warren Buffett right hand people. She is leaving Berkshire to start her own investment company , similar to Berkshire, but handling smaller cap stocks. Do you know if this investment company has been established yet? I have been looking but can’t seem to find any information. Your assistance would be appreciated. Cheers, Tamara
Read Answer Asked by Tamara on September 19, 2019
Q: We already own MSI - over 10 years now. PEO would be a competitor and maybe a potential acquisition for MSI - what do you think? It would not make sense to own both, I do not think; especially since, PEO might be more speculative and MSI established and pays a nice dividend. Thoughts??
Read Answer Asked by James on September 19, 2019
Q: Hi team
despite the low interest rate which is negative to the life Co; SLF has reached 52 weeks high, very strong technical

what would you think is the fundamental reasons for the 52 weeks high (outside technical) ? is it prudent to take some profits
in case there is a pull back ?

many thanks

Michael
Read Answer Asked by Michael on September 19, 2019
Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.
Read Answer Asked by Gordon on September 19, 2019
Q: Would appreciate your view on this etf as a long term hold for some relative safety and income using US dollars. Secondly what would you suggest as a Canadian dollar version of this etf holding a similar array of US large caps with a similar yield and low mer - would you recommend these for purchase or another pair instead - finally would you suggest averaging in for a fairly aggressive portfolio percentage (as high as 20%) or just buy and hold given the holdings -all the best - Ken
Read Answer Asked by Ken on September 19, 2019
Q: It is my understanding that ZST.L does not pay out any interest or dividends but rather reinvests them. If that is the case, when one eventually sells their holdings would the gain in share price be treated as a capital gain instead of interest or dividends?
Looking at both PSA and ZST.L, apart from the face one pays out regularly and the other does not, does one stand out as a better place to park some cash to you?
Read Answer Asked by Joe on September 19, 2019
Q: Hi Peter & 5i,
I have these US ETF's in an RRSP, is there any duplication here, if so, could you suggest an alternative. As always
I do appreciate your input.
Thanks
Ivan
Read Answer Asked by Ivan on September 19, 2019
Q: Good morning gang
I am thinking of tax loss but also that that these may? fall more with tax loss season approaching. I am down on VET - 50%, SYZ - 14%, PBH - 15%, and SIS 17% in on of my non Registered accounts. (as of today Sep 18). Which, if not all would you sell and which would you buy back in 30 plus days ( or more depending on tax loss time and the depth of selling)
Thanks for all you do to keep me on track
Read Answer Asked by El-ann on September 19, 2019
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