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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: Full position in forestry sector to invest which would you select SJ or WEF. Both have had good years and seem to be pulling back. I know you guys tend to avoid market timing but I need to ask if you have a good entry point price for each. I loosely follow your balanced growth portfolio ( lean towards SJ) but am not against a bit more growth with WEF. Balanced equity transitioning from a more growth portfolio 3-5 year outlook, high risk tolerance.

Read Answer Asked by Tom on March 06, 2018
Q: What would your choice be for medium term growth between these two sets? Would you swap out SJ for WEF?
Thanks
Read Answer Asked by JEFF on March 05, 2018
Q: I plan on buying a half position in each of the companies in question (WSP, OTEX, SLF, CCL.B & SJ) Could you tell if they should be in my taxable account or TFSA?
Thank You, Jim
Read Answer Asked by William on February 15, 2018
Q: For 2018 TFSA contribution money, which of these three companies would you buy this week or would you pass on all them right now?
Read Answer Asked by Darby on February 05, 2018
Q: My 20year old son has at least 2years of school left and has enough summer income and RESP to cover those years. He has been slowly building a portfolio that mirrors your balanced portfolio. With the take over of AVO his tech weightings are now 33% ( youth seems more comfortable with tech!). I am encouraging him to rebalance. Which do you think has the best 2+ year outlook. ATD.B, SLF, WSP or SJ on the recent pullback. Thank you for all your suggestions, this is a fun kind of “problem” to have!
Read Answer Asked by Paul on February 05, 2018
Q: I'm about to transfer stocks from RRIFs to TFSAs, and am wondering which of each pair below has the best growth possibilities:
1: PKI vs CCL.B
2: SJ vs MX
Thanks for your great service!
Read Answer Asked by Jim on January 09, 2018
Q: I own the above companies in my RIF account and want to make an “In Kind” trancfer to my TFSA as well as to my unregistered account. Which one or two do you see as having the best growth possibilities for the TFSA and which one or two would be most appropriate for my unregistered account?
Your advice is always appreciated - RAM
Read Answer Asked by Ray on January 05, 2018
Q: I would like to add one of the above companies to my TFSA . Could you please rank them for me. Thanks. Ernie
Read Answer Asked by Ernie on December 22, 2017
Q: Hello Peter, Ryan and company!

First off, congratulations on the Balanced Portfolio once again beating the TSX Index! Not an easy feat, since typically most paid money managers cannot.

Looking at 2018, with the U.S. tax reform Bill likely becoming a law today, what stocks covered by 5i benefit from a lower U.S. corporate tax rate and immediate expensing of capital purchases?

Happy Holidays to you and your family,
Angelo
Read Answer Asked by Angelo on December 21, 2017
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