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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: good morning 5i and all the best of the season to you.

in a question asked earlier this morning someone asked about some core holdings in a tfsa. you gave a handful of stocks which look good. i am always trying to allocate stocks in the best account. one of the points i look at is dividend yield. i try to gwt higher yielding Canadian stocks into my non registered account in order to get the dividend tax credit. of course you lose this in a tfsa. i noticed that a couple of the stocks which you mentioned as core holdings in a tfsa had dividends. MG for instance has over a 2 % yield. i was wondering what considerations do you take into account when looking at putting a dividend paying stock into a tfsa?
thanks
Read Answer Asked by joseph on December 23, 2019
Q: Hi,
Just trying to clean up the portfolio a bit. I'm holding sector ETF's ZUH and ZBK, but I also hold JPM and GILD, for example. I see that JPM is 5% holding within ZBK, but GILD is not even a holding within ZUH. Is there any point holding both the sector ETF's and any/some individual stocks in that sector. Thoughts on this?

Thanks!
Read Answer Asked by Keith on December 23, 2019
Q: Hi there, I recently read an article in FP regarding Eric Sprott's induction into Canada’s Investment Industry Hall of Fame. He states:

“I still have a lot of money in Kirkland and it’s a great company, but it’s not a tenbagger from here,” he said. “And I like tenbaggers as opposed to 100 per cent. It’s just my nature.”

Based on a 5i recommendation, I purchased KL around $8ish several years ago. I know you still like the name, but if one was interested in a name that has good potential to be another multi bagger as per Eric's quote, what would be a couple good promising names? My thought would be to split up my gold position into 3% KL and 3% into a new name, or 2% across three positions. Thoughts?

Thank you!
Read Answer Asked by Michael on December 23, 2019
Q: Thank you for your email yesterday on the potential investment opportunity in Real Matters. I think I’m missing something concerning the company’s supposed added value. In most instances, people who are seeking to buy a property, whether residential or commercial, will contact a loan officer at a local lending institution who would then assign local professionals (brokers, notaries, appraisers, attorneys, etc.) with whom they’ve done business satisfactorily in the past. Each professional would perform his or her services as required by the lender and the mortgage would then be granted.
In situations like the above, which I presume is what occurs most often, what added value would Real Matters bring to the process? Even in a case where a buyer is looking to purchase a property at a distant location, wouldn’t it be to her advantage to seek out a mortgage from a local lender who has a close working relationship with local professionals who have an intimate knowledge of the territory? In what way would the lender benefit from searching for professionals via the Real Matters platform?
Read Answer Asked by Robert on December 20, 2019
Q: I asked a couple weeks ago, but I was too early at that point. My question is on short positions on the Canadian banks: have they moved up measurably since they reported, both on the Canadian and U.S. sides? I'm wondering if the shorts will be out in full force in January again this year, and possibly they're building up positions before they announce.
Read Answer Asked by Warren on December 20, 2019
Q: Hi there,
I know this is a bit out of your wheelhouse but i will ask anyways. I currently own Duke Realty which i have done well with. However, i am thinking of switching from Duke to Digital Realty given the recent correction in Digital. I know it will take some time to absorb their recent acquisition but i like their future growth given their expertise in Digital Data centres and the trend in Cloud computing. Your thoughts on the switch. I am looking for a bit of growth along with a nice divi.
I pay no trading fees so that is not a consideration!

(Sorry if this is a duplicate question - my computer died while i was submitting so not sure it went through)
Read Answer Asked by kelly on December 20, 2019
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