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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: Please advise on methodology for new members entering into 5I research model portfolios. Do you ease in with multiple steps based on 5I recommendations of new positions or jump into the entire portfolio? Presently the TSX is in a downtrend and I would probably wait for 10 period exponential crossover of a 50 period simple moving average prior to entry.
Thank You,
George
Read Answer Asked by George on September 18, 2017
Q: Trading in BEP.UN and BIP.UN Friday from 3:30 to 4:00 was frenzied with big price swings which I presume was connected to indexers acquiring BIP and dumping BEP, though I don't understand the thesis, any insight? Since we knew that BIP was going into the TSX 60 well in advance is there an opportunity that we could have taken advantage of, knowing that ETFs would have to be buying shares by a deadline? Thanks, J.
Read Answer Asked by Jeff on September 18, 2017
Q: I am holding Mosaic at a loss, and it represents well less than 1% of my portfolio. That being said, the business of agriculture is here to stay, and farmers need companies like Mosaic to provide them what they need to grow food. Is this company worth hanging on to, or is it time to move on? Should I sell, my first plan to reallocate this capital would be to increase my position in VLKAY: it is a small position that I would not mind increasing, as it would help my portfolio allocation. Thanks for reading, and I look forward to your response.
Read Answer Asked by Domenic on September 18, 2017
Q: I'm looking to add a healthcare stock. I sold CRH to lock in the loss and have watched it climb daily while I cannot buy it due to the 30 day CRA loss rule. I have have another 3 weeks before I could buy it. Should I look at other stocks in this sector that are better or wait and buy CRH? I have an 8% weighting in healthcare.
Read Answer Asked by Terry on September 18, 2017
Q: Could AMZN prior to buying Whole Foods short stocks like Kroger, Costco, Target and Wal Mart and use the money made on the short to buy Whole Foods for the win?
Most companies use cash to buy equities. Or would this be totally offside?
Read Answer Asked by Terry on September 15, 2017
Q: I am thinking of putting a fairly large sum of unregistered money into Altagas just to get the dividend. I am not overly concerned about the share price unless something catastrophic happened to the company. I realize that sometimes the strongest of companies can go out of business so before committing I am wondering about the chances of something really bad happening to this company. Perhaps I am safer with a covered call etf strategy (but getting less of a dividend)? Your thoughts?
Read Answer Asked by Bradley on September 15, 2017
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