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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 Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

Read Answer Asked by Yiwen on July 29, 2019
Q: ROC— my question is about return of capital.
If I had two companies with no capital gains for three years, one with roc at say 90% with a 5% yield and one company with a straight 5% dividend.
At the end of three years which would be the the best investment? Or is it awash because of taxes.
Thanks, hope this makes sense
Read Answer Asked by Brad on July 29, 2019
Q: Hi Peter, Ryan and Team,

In my TFSA, I have FTS, KXS, PBH, PHO, SIS and WPK. Currently I am down on PHO (30 %) and SIS (20%) and the others are doing ok. Do you think the mix is right for a long term outlook? If not, could you recommend what to swap out and replace?

Thanks again for all your great work.

Marvin
Read Answer Asked by Marvin on July 29, 2019
Q: CLIQ up 0.37(6.17%) to $6.37 on 157k shares(exceeding 108k average).Any news?.It has done very well since low in Dec/18 & looks like to be breaking out.Despite recent carnage in the weed sector mainly due to TRST's non compliance,Reporting on Aug 9.What is the street expectation,& more importantly,your view. Reportedly it cut price to wipe out the competition & then bought the competition twice,eg Solo Txs for u usual great views & services
Read Answer Asked by Peter on July 29, 2019
Q: Hi 5i,
Where do I find the Q&A section? Thank you.
Read Answer Asked by Cole on July 29, 2019
Q: A friend and I were comparing our TFSA results. He is a passive index type and I am a stock picker. His balance is 107K and mine is 101K. At the moment it looks like he is winning. We have both contributed the max 63,500. But our book cost or cost basis raised a question. His cost shows as 77,500 and mine at 66,092. It looks like we have both over contributed but I know I haven't and he says he hasn't ...there must be something about cost basis that I don't understand. Can you explain?
Read Answer Asked by David on July 29, 2019
Q: Came across ZFC - BMO SIA Focused Canadian Equity Fund ETF Series in doing ETF research. Holdings are 100% Canadian ... Top 10 holdings account for about 67% of the fund (AC, QBR.B, CAE, WCN, BAD, GIB.A, CSU, CAR.UN, EFN). MER is on the high side .75 What is the 5i opinion on this for a more aggressive ETF for Canadian holdings ? Thanks as always for your advice, Steve.
Read Answer Asked by STEVEN on July 29, 2019
Q: Hi Everyone at 5i! I am in the process of reducing the number of holdings in my US portfolio . I own several related to healthcare. I just recently sold off my JNJ at a profit. I am under water on CAH and WBA. I propose to sell CAH and WBA at a capital loss to offset my gain on JNJ. I intend to keep MDT. Does this seem reasonable to you?. Cheers, Tamara
Read Answer Asked by Tamara on July 29, 2019
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