Investment Q&A

Q: I've never bought a REIT but Im looking for a 2-5 year hold. CAR looks good but I'm worried that apartment REITs are overvalued?
Can you give me two recommendations for the Canadian market and one for the US market?

Q: My question relates to asset balance. I have recently retired and am in the process of de-risking my portfolio. That said, I'm also mindful of the dangers of investing too conservatively and outliving my investments. Given I am 60 with a good defined benefit pension, roughly what percentage of my portfolio would you suggest be skewed toward blue chip growth stocks (eg. GOOG, AMZN) vs. income stocks with limited growth potential (eg. AQN, PPL, FSZ)? Thank you.

Q: Have held onto BNS for a couple of years. Down 10% and considering a switch to FSZ. Would appreciate your view on which company likely will generate the best total returns (dividend + growth) over the next three years. Thank you.

Q: It looks like Methanex was buying back shares consistently up to early December and not since. Do you think they will restart this in the near term or do you think they are preserving $ for their capex program? Thanks.

Q: Thank you.Why is dropping down last few days
Ebrahim

Q: Hello,

I am interested in using a small portion of my holdings for short term trading (ie swing trading, day trading). There are so many technical indicators to monitor, would you have any suggestions for paid services that recommend buy and sell signals for stocks in the short term? I have considered vector vest, Investor's Business Daily which follows the CAN SLIM methodology (unfortunately only covers US stocks), others offering AI software. There are so many options out there, even TD tracks multiple indicators but a little overwhelming and self serve..just looking for something more automated to recommend trades. If you have any suggestions it would be appreciated vs signing up and testing each service.

Thanks,
Neeraj

Q: I am not familiar with warrants. I received 300 warrants of WRX (95942C 10 4). How and at what conditions do I exercise the warrants and what is the threshold at which is it profitable?

Thank you and keep up the good work

Q: Hi 5i,
How economically sensitive are CHE.UN's business streams? I know they don't appear to have done a great job running the business. There doesn't appear to have been material growth and there hasn't been any dividend growth for a long time. The dividend now looks like it should probably be halved and that cash saving repurposed, probably to debt reduction. But what I'm more interested in is whether you think that a recession would be likely to put their enterprise at substantial risk. Or whether you would not expect their arc through an economic downturn to put them in significant danger of failing. Thanks.

Q: REIT Strategy

REITS have had a good run recently, I recently purchased IIP and CAR.UN. Is there anything that I need to watch for in terms of what could possibly turn things negative? Outside of rising interest rates, what else could affect the REIT Sector. I have heard that new builds will not have rent control in Ontario, and there may be more competitive threats in the near future.

Thanks,
Raj

Q: This stock is trading at very low levels. It has an attractive dividend. Was thinking of taking a small position. What are your thoughts?

Q: Hi there,

Can you add some insight as to how bad the results were? It had quite a run up into earnings and investors obviously hated the results. What are the main issues that investors reacted to?

Q: This is not a question but a comment on your Portfolio Tracking and Analysis.
For individuals who do not have the time , investment knowledge, experience and time I would highly recommend it.
Going to a financial planner who cost a lot more without the specific investment recommendations.
I know that you are not in the business of giving investment advice but I have a couple of suggestions on this and other items. Not a criticism.
1. Provide a link to latest news releases on pertinent securities.
2. Provide link tosecurity upgrades and downgrades by reputable analysts.
3. When client is providing info on holdings, put in date and price of purchase, this should include commissions and/fees.
The important point being that this will give a true yield and whether these is a capital loss or gain, realized or unrealized. The client will be able to see how his/her portfolio is performing.
This could show up either on a daily , yearly or to date.
Thank you for your service. I find it valuable as part of my overall research into managing by portfolio.

Q: With Veritas coming out with a sell on all Canadian Banks what is the 5i position
Should I sell and buy back at a lower price point or just hold
No tax consequences if I sell
GUY

Q: Hi gang, If my portfolio is set up 50/50 with 50% in equities and 25% in bonds and 25% in cash, and if I take the 25% cash and invest in a inverse mutual fund or short the index would my split go to 25/75? Looking at ways to ease the pain during the next bear which we can start to see in the rearview mirror, whether its this year or next. Just don't like giving money back.

Thanks
Anthony

Q: Are the fees for the Portfolio Analytics membership tax deductable?
Not a question, but sharing information. You mentioned fees could be claimed as Carrying Charges. Previously, someone mentioned claiming the fees as Investment Counsel. So far, this has been successful for me. I figure, instead of paying my previous (useless) Advisor about $10K/year, I now receive my advice from 5iResearch.

Q: I currently own Shopify in a non-registered account, with significant gains. Thank you for this recommendation. Do you think it is going to continue with its gains and if so, would it make sense to move it to my TFSA? I will eventually have to take the tax hit on the gains, regardless. I have room in my TFSA to buy it back with the gains that I have made. Thanks

Q: Enghouse wants to buy esp for $1.57 a share. Today the stock price of esp goes to $1.58. Can you explain why please? Thanks.

Q: Is Husky a buy at this price, 52 week long time low. Would also like to know why 5i likes Suncor so much, seems you always mention it when questions are asked about the integrated's. Seems to me Suncor just follows the price of oil.

Q: Hello, wondering what the impact may be to Shop shares in regards to the new stock option taxation change? Thoughts? Thanks

Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.