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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: Can you please provide analysis on TD, RY, and CM in the current economic /political environment, and your recommendation of which Canadian Bank would be best to purchase at this time based on price, dividend and opportunity?
Read Answer Asked by Linda on December 24, 2018
Q: Dear 5i,
As a member since 2012, I am happy to tell you that you're still my #1 trusted source of investment insights, in good markets and bad. Thank you for your dedicated service and conflict-free opinions. I have made a lot of money applying your sage knowledge and experience that would not have been possible without you. All the best for the holidays and for 2019.
Regards, Michael
Read Answer Asked by Michael on December 21, 2018
Q: In an earlier answer you suggested that ryt might be more interesting than qqq, as it was an equal weight fund. I do notice, though that the top five holdings are quite different. But, that is beside the point--which is whether there would be n equal weight offering corresponding to voo? I searched but couldn't find any. Although i did come across the interestng information that Vanguard has switched its own employees pension funds ti vig, from voo.
Thanks and may you have the assorted blessings of the season
Read Answer Asked by joseph on December 21, 2018
Q: We are opening a TFSA for our 20-year old daughter. She is in the middle of her post-secondary education and she will graduate without student loans, thanks to her RESP. We will transfer in-kind these two DRIP stocks that we have held in-trust for her: BMO and ENB.
Portfolio question: what should her next holdings be? Long-term growth stocks like TSGI, CSU, SIS, or rather an ETF to get some quick diversity, like VUN and XQQ.
Tax question: I assume I am having a 'deemed disposition' with CRA on the in-kind contribution, and it will be taxed in my hands, as the owner in-trust.
Thanks,
Rob. (2 credits).
Read Answer Asked by Robert on December 21, 2018
Q: Hi team, can you tell me if there is any benefit to owning Preferred shares of a company or a bank as apposed to owning the regular shares. Is one better than the other, if so how and when would you recommend one over the other. Could you possibly recommend some based on your answer. Thanks, Nick
Read Answer Asked by Nick on December 21, 2018
Q: I am a conservative,retired income investor looking to invest when (hopefully) this s###-show has settled down. What would you suggest for Canadian companies? I've been watching the banks but they seem to be continually weak.?
Your thoughts would be appreciated.
Bob
Read Answer Asked by Robert on December 21, 2018
Q: I have these shares down 50 to 60 percent they are offering 1.10 per shar should I take it or hold on Thanks
Read Answer Asked by Jo-Anne on December 21, 2018
Q: I own all these company in a non-registered account. At the present I am losing money on all of them. These are all strong companies with good to excellent balance sheets. I know that 5i do not want to sell companies that are strong and that have reported a bad quarter. I could sell these a get a tax loss and receive approximately a bit less than a $1000 in tax refund and buy them back in a month or buy other company in the same sector? What should I do?
Read Answer Asked by Paul on December 21, 2018
Q: On the losing end of these 3 - V down 12%, SQ down 35% and TEAM down 6% - thinking of selling before year end to capture the tax losses and then re-purchasing after the 30 days - question - is this a good idea ? OR should I just cut my losses on these 3 and look for something else that might be more in line with a possible "recession" on the horizon.
thanks
Read Answer Asked by JOHN on December 21, 2018
Q: I am still spooked out about the markets and sold all my stock positions yesterday. I now have a significant amount of cash and would like to deploy it the Bond Market which I think is a safer place at this time. Would appreciate any recommendations you might have as to how to invest the money. With thanks, Bill
Read Answer Asked by William J on December 21, 2018
Q: Is it due to close to tax loss deadline and very low volume stocks are turning down fast.My assumption is as I put a sell order for some stocks I am getting note that there are no enough purchase order
and will cause volatility,Is my assumption correct?
Read Answer Asked by Nizar on December 21, 2018
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