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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: Is it best to withdraw the minimum amount from a RRIF and draw it down over time. The downside is if there is a significant balance when you die you pay tax at the highest marginal tax rate. What is the significance in leaving the proceeds to charity. Do I avoid the tax?
Read Answer Asked by Donald on August 20, 2019
Q: Could you confirm or clarify the following metrics on the 5i Company Profile pages:
Dividend Growth 3 Yr
Dividend Growth 5 Yr

I'm assuming these are annual or compound rates for the given time periods.

Thanks.
Read Answer Asked by Robert on August 20, 2019
Q: I would like to start a position in both Googl and Amzn, but I wondering if I should wait for a better entry point. I realize its impossible to pick the perfect entry point, but I wondering what your thoughts would be on just taking the plunge now, and not worrying to much about what price I get in at, since this is a longer term hold min. 5 years, or should I stay on sidelines until all of this Trade Business settles down?
Read Answer Asked by John on August 20, 2019
Q: I have 5-8% (20%total) positions on these utility type stocks; if we enter a melt-up type scenario in the markets? Would it be prudent to reduce my utility type exposure by selling 1/2 positions and invest in growth type names like Vtv, vfv, etc.? Or would it be in my best interest to hold steady and ride the curve and collect dividends, I'm approaching 70 years of age? Thank you!
Read Answer Asked by Pat on August 20, 2019
Q: Can I have your thoughts on LII AMZN ICLR NFLX MSFT i am thinking about buying these company for 2 to 3 years hold and please rank them
Thank You Claude
Read Answer Asked by Claude on August 20, 2019
Q: I would appreciate your opinion as to why you think interest rates are falling around the world and what is the implication of the underlying issues for equity investors? What would be the best/worst sectors to be invested in this environment?
I appreciate the high quality work you do at 5i.

Thanks
Read Answer Asked by Hans on August 20, 2019
Q: Good day,
Taking a beating on the following companies and was wondering if they have any potential for a recovery in the next 3-5 years? Can you please provide a small explanation as why one would hold or sell? Thx
Read Answer Asked by Marco on August 20, 2019