Q: As being 75 plus I am looking at safety, growth, income. would you recommend efn--tcn or other I also need 2 Tech. and 2 Industrial stocks or etf's I only have WSP and Xit which I need to replace. Many thanks for your advice.
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: Re form 1135. Are US ETF holdings exempt when held in RRIF and TFSA accounts when calculating amounts?
Q: Had a very satisfactory 2016 with a combined increase in both cash & RIF accounts of 9.3%. However, TFSA has been a disaster. Initially in 2009 bought CPH & stupidly watched it run up & then way down before I dumped it for a large loss. Bought AD (second time) at around 23 - watched it climb to 31 & then crash. Sold it at $18+. I know - it's now climbing back nicely but I want to start a-fresh. Don't need the income - just lots of growth. Looking at SHOP & other similar opportunistic potentials. Your suggestions please. Thank you
Q: Just wondering if you could repost the link to mr Hodson' s latest conference talk on how to choose a stock.
Thx
KR
Thx
KR
Q: Good morning. My son has $17K to invest in his rrsp. Can you suggest 5 firms or etf's for him, for a 24 to 36 month hold. Thank you.
David
David
Q: In my son's RESP we hold AW.UN , ATD.B , BEP.UN , BNS , L , and PBH and all have done well ( thank you 5i ) . We were thinking of cashing out Alimentation to pay this year's tuition fees , but we are not sure if that would be the best move .
Which baby should we sacrifice ?
Which baby should we sacrifice ?
Q: What would your Top 3 dividend companies with growth be. Keep in mind I plan to initiate a full position in each company. I have a diverse portfolio so sectors do not matter. I also have a moderate appetite for risk.
Q: Hi 5i, I’m trying to understand the price setting dynamics when expressions of interest are sought for an IPO and a price range is indicated instead of a fixed price. E.g. the current Freshii offering indicates a price in the range of $8.50-10.00. What determines the actual price? Why wouldn’t the company and the bankers just pick the top end every time if that is in their best interest? Thanks!
Q: Just curious. There is an alzheimer drug that has been found to repair and rebuild teeth is called "Tideglusib" and it is mfg by a pharma co. called "Zeltia Group" but, they are on the Spanish Madrid exchange symbol "ZEL" with a quote of 4.045 ?.
The question is; how does one buy and sell on these smaller exchanges, how does the currency aspects work and what are the tax implications etc?
Thank you
The question is; how does one buy and sell on these smaller exchanges, how does the currency aspects work and what are the tax implications etc?
Thank you
Q: Hello 5i team,
From all the Q's & A's, we seem to agree that the sectors with the highest potential in the foreseeable future are Consumer cyclicals, Industrials, Tech, Health and Materials
My holdings are
Consumer (20% weight) ATD,BYD,CCL,CGX,DHX,DOL,LNR and MG
Industrials (11%) BIP,CNR,MDA,MSI,NFI,PBH,SIS,STN and WSP
Technology (17%) CSU,DSG,ENGH,GIB,KXS,OTC + think to add SHOP
Materials (4%) CHE,MX,SJ + think to add ZMT
Health (4% CRH,GUD,PLI + think to add ZMT,ZJG
Please comment,
Antoine
From all the Q's & A's, we seem to agree that the sectors with the highest potential in the foreseeable future are Consumer cyclicals, Industrials, Tech, Health and Materials
My holdings are
Consumer (20% weight) ATD,BYD,CCL,CGX,DHX,DOL,LNR and MG
Industrials (11%) BIP,CNR,MDA,MSI,NFI,PBH,SIS,STN and WSP
Technology (17%) CSU,DSG,ENGH,GIB,KXS,OTC + think to add SHOP
Materials (4%) CHE,MX,SJ + think to add ZMT
Health (4% CRH,GUD,PLI + think to add ZMT,ZJG
Please comment,
Antoine
Q: I saw a report today that the Republican GOP is planning to introduce a bill to reform (lower) US corporate taxes that includes a so called "border tax" on all imports. Some talking heads have commented that if it becomes law as currently written the US dollar will see a big increase (as much as 25%). Have you heard about this and do you have any comments? Is it time to overweight US holdings to hedge against a currency increase?
Q: If one wanted to shift 10% of one's portfolio exposure from Canada to the U.S. is it better to convert cash from CAD to USD and then purchase stocks on an American Exchange or alternatively use CAD to purchase American Stocks (that also list on the TSX) or ETF's (holding US Stock) that list on the TSX?
Q: I'm in borderline Top 1% Tax Bracket, so I'm looking for a Flow Thro Fund. The Sprott 2016 Short Duration closed early, run by Eric Nutall. Can you recommend another? And, since I'm maxed out in my RRSP & TFSA, is it ok in a Margin/Cash a/c?
Many Thank
Many Thank
Q: Please mention sectors you feel should be over weight in Canadian and US markets. Intuitively, in expanding economy I would pick Consumer Discretionary, Industrial and Technology. You may have different answer for Canada and US.
What proportion of portfolio should be in US stocks.
Thing you
What proportion of portfolio should be in US stocks.
Thing you
Q: Hi, What would be your top three REITS to purchase at this time in order of preference please. I plan to hold for 10-12 years. Thanks
Q: Greetings, Peter, Ryan & co.
While dividends are nice to have I do not require them from my portfolio. Reasonable safety is important to me. With that in mind would you please give me your top two or three picks (US or Canada) in each of the following: Healthcare/Pharma/Biotech, Technology, Energy, Precious Metals.
Please feel free to debit my account with as many questions as you deem appropriate.
With appreciation,
Ed
While dividends are nice to have I do not require them from my portfolio. Reasonable safety is important to me. With that in mind would you please give me your top two or three picks (US or Canada) in each of the following: Healthcare/Pharma/Biotech, Technology, Energy, Precious Metals.
Please feel free to debit my account with as many questions as you deem appropriate.
With appreciation,
Ed
Q: Thoughts on this preferred that we have a 1+% position in as I am thinking of adding to it a % or 2. Any others as a better bet?
Thanks,
Ted
Thanks,
Ted
Q: I wonder if you can give your 5 best recommendations at this time for investment in TFSA or RESP for long term hold, irrespective of sector or balance. I have greatly benefited from being a 5Iresearch subscriber for the last few years. Thank you for the great service.
Q: Hi Peter
I am reviewing my so called balanced portfolio.as we head into 2017
Right now this is where its at.
NON STAPLES 10%--STAPLES 9%--FINANCIALS 18%--HEALTH 9%--ENERGY 9%
INDUSTRIALS 11%--TECHNOLOGY 10%--MATERIALS 14%--UTILITIES 4%
TELECOMMUNICATIONS 2%--
AS YOU SEE IT IS OUT OF WHACK--COULD I PLEASE HAVE YOUR COMMENTS ON ANY
SECTOR YOU THINK I SHOULD REDUCE EXPOSURE AND ALSO ANY I SHOULD ADD TO-
IF YOU WANT ME TO ADD ANY STOCKS TO SAY UTILITIES OR TELCOM--WHAT WOULD YOU SUGGEST---I CURRENTLY HAVE AQN-BEP.UN-FTS AND T--I GUESS I COULD ALSO TOP THESE UP----IN THE OTHER SEGMENTS I HAVE AT LEAST 4 OR 5 STOCKS.
THANKS --HAVE A GOOD 2017
PETER
I am reviewing my so called balanced portfolio.as we head into 2017
Right now this is where its at.
NON STAPLES 10%--STAPLES 9%--FINANCIALS 18%--HEALTH 9%--ENERGY 9%
INDUSTRIALS 11%--TECHNOLOGY 10%--MATERIALS 14%--UTILITIES 4%
TELECOMMUNICATIONS 2%--
AS YOU SEE IT IS OUT OF WHACK--COULD I PLEASE HAVE YOUR COMMENTS ON ANY
SECTOR YOU THINK I SHOULD REDUCE EXPOSURE AND ALSO ANY I SHOULD ADD TO-
IF YOU WANT ME TO ADD ANY STOCKS TO SAY UTILITIES OR TELCOM--WHAT WOULD YOU SUGGEST---I CURRENTLY HAVE AQN-BEP.UN-FTS AND T--I GUESS I COULD ALSO TOP THESE UP----IN THE OTHER SEGMENTS I HAVE AT LEAST 4 OR 5 STOCKS.
THANKS --HAVE A GOOD 2017
PETER
Q: Hi Peter
Iam in a situation that i have about 300k divided amonst 2 tfsa and 2 rrsp account. I would like to invest these funds for income and safety. I also have about another 200k in these accounts divided between pwf bns and gwo. Could you recommend maybe 3 to 5 stocks to achieve my goals. I think it would be too much to try to replicate the income portfolio. i was was thinking equal weights of wsp T Bip cu fts or enb.
Thanks
Mike
Iam in a situation that i have about 300k divided amonst 2 tfsa and 2 rrsp account. I would like to invest these funds for income and safety. I also have about another 200k in these accounts divided between pwf bns and gwo. Could you recommend maybe 3 to 5 stocks to achieve my goals. I think it would be too much to try to replicate the income portfolio. i was was thinking equal weights of wsp T Bip cu fts or enb.
Thanks
Mike