skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good day 5i team, I am thinking of starting a position in North West Co. Have been waiting for a dip for entry but may just get on with it and fill my consumer non cyclical space. Question: I don't see it in the income or balanced portfolio, any compelling reasons for not including it in an income portfolio with some capital gain long term? This will be a longer term hold inside a registered portfolio
Read Answer Asked by Harry on August 01, 2017
Q: Further to Eddie's question, would any US based companies have issues getting into the marijuana industry (even outside of the US) if the industry wasn't legal at a Federal level in the US? I have heard of US individuals avoiding investments in this area just to be cautious.
Read Answer Asked by Christopher on August 01, 2017
Q: Hi 5i,

I'm thinking on adding ZWH 5%-10% to my RRSP to cover my US exposure. This is for a income portfolio.
My portfolio now consist of 50% GIC's and
5% in each of the following stock.. BNS,EMA,ECI,ENB,SRU.UN,BCE.
10% in CDV.
Can you suggest another ETF that would fit better then ZWH? Or would you consider ZWU a better position. I see 5i income portfolio doesn't have any US equity holdings.
Would the US dividend be tax excempt within the ETF?

I look foreward to your answers.
Thank for all the excellent info!!
Read Answer Asked by Stephen on August 01, 2017
Q: I am attempting to cut down on the number of stocks that I hold. In each sector I am spread thinly between numerous stocks. I am looking for growth stocks and small amount of dividends. My holding is for the medium /long term and assuming that I am fine with asset allocation. In the utility sector how many of these should I keep and which ones?

AQN, ALA, ENB, ENF, IPL, PKI, PPL TRP, HWO.

Thanks for the great service.
Read Answer Asked by Saad on August 01, 2017
Q: your thought on DR:
- is it worth buying at $13.00
- is the divined reasonable covered
- are there major problems in the company and/or business to explain the steep share price drop
- should I sell the small position and move on even if I would stay for the divined and hope for better days

as usual many thanks to all the 5I people
yossi
Read Answer Asked by JOSEPH on July 31, 2017
Q: Hello, I have just read "Why It’s Almost Impossible to be a Passive Investor in Canada" by Ryan, very informative article. I realize that my portfolio is underweight in the industrials sector. Could you suggest 3 or 4 names in Canada and in the US respectively? I am looking for good mid or big cap companies with growing dividend if possible. This is for long term investment. Regards, Gervais
Read Answer Asked by Gervais on July 31, 2017
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!