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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 5i team,
I notice a couple of questions on gaining access to the Canadian Financial Summit. I attended that, typically not live, but over the following day or so. Thanks very much for the free ticket. Some great presentations.
I may be mistaken on this and, if so, please disregard this note. Each day’s presentations were available for 48 hours after that particular day, then locked down. That was the free ticket. On Sunday night, all days were locked down. To view the presentations today, you have to buy the All Access Pass for $197 (which was on sale over the weekend). The All Access Pass also gives you some bonus documents in the Lifetime Access Library, I understand.
Dave
Read Answer Asked by Dave on October 19, 2020
Q: I intend crystallizing a loss on CNQ and was trying to decide on buying a company in roughly the same business so that I stay in the market segment. SU might be the obvious choice but have some already. Can you suggest some alternatives from the those noted or others, preferably with a divided.
Btw I find the dividend updates very useful.
Thanks
Read Answer Asked by angus on October 19, 2020
Q: Hi 5i
In a recent question re adding to a well balanced TFSA you had offered 12 securities from your income / balanced portfolios that are relatively lower risk and longer holds. I was delighted to see that my RRIF currently has 8 of those full positions.(also well balanced)
I have accumulated a larger cash position due to dividends in my RRIF and wonder what 5 securities for long term (forever) you might consider to add at this time. Thanks for the advice. Peter
Read Answer Asked by Linda on October 19, 2020
Q: I own long term positions in CSU, KXS, DSG, ENGH and GIB.A in taxable accounts. And several smaller positions in other US and Canadian tech stocks. GIB.A performs ok but not great, especially when compared to the other positions. Is it worth keeping as a major position or would you suggest selling it and allocating the funds into the other major tech holdings?

Thanks.
Read Answer Asked by Joel on October 19, 2020
Q: Taking into account AD as an income trust, I presume distribution would be taxed as income and would be best in RRSP whereas TCL dividend would receive dividend tax credit and best in nonregistered accounts. To me that seems at highest marginal rate that these would provide similar incomes in above situations. Is this correct?
Secondly, do you recommend one above the other?
Income, safety of dividend and capital are the most important considerations. I prefer a long term hold and can tolerate a moderate amount of volatility.
Thank you for this great service.
Read Answer Asked by Tulio on October 19, 2020
Q: Thank you for your great advise. I currently have a good positive portfolio thanks in large part to your suggestions. I need to increase my consumer defensive by about 1.5%. I currently own the above companies at different weights. ATD 3.5% PBH and L at 2% and DOL at 1%. Where would you add or would you suggest another company. Please rank in terms of preference.

Thanks, Yves
Read Answer Asked by Yves on October 19, 2020
Q: Regarding etfs, are there actively managed etfs? Etfs initially tracked a particular index and thus were passive and required no judgment hence their low fees. But are there now etfs with someone at the steering wheel. For example, if you have an etf investing only in tech stocks, is that etf necessarily just tracking the tech sector of a particular index, or is there actual stock selection going on? If it is actively managed, how is that etf different from a mutual fund and if the answer is just lower fees how can the etf sufficiently pay its manager compared to a mutual fund manager?
Read Answer Asked by William on October 19, 2020
Q: About 3 months ago you provided a report on IPP.UN. By all accounts things looked favourable and it appealed to me thinking it was defensive but since then it has decreased about 15%. I recall a comment from you since then, suggesting the Gov't bringing in rent controls had a negative impact. Where do you see things going for IPP.Un from here?
I also have BIP.UN. Do you see it as defensive?
If I want to raise some cash, which would be better to keep? Thank you for your excellent service.
Read Answer Asked by Leonard on October 19, 2020
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