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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: I am a 67 year old male pensioner with a limited income stream from CPP/Old Age and non-reg. and RSP funds(about 20 equity positions and a 27 % cash position).

At present I am very under invested in my TFSA and am about to transfer available non-reg. cash funds into my TFSA in order to maximize my contribution room. What would be your top ideas be in 'risk' and non-risk/safer equity positions?

Thanks so much,
Read Answer Asked by Dean on June 28, 2018
Q: Greetings 5i,

Can you help me understand the recent news from Aurora regarding Australis and shares or warrents that will be offered to shareholders or Aurora and residency etc.

I have 450 shares of Aurora, I reside in Canada, and I hold shares in both RRSP as well as TFSA. Will I need to declare residency?

What is your recomended course of action or actions?

Cheers and thanks for the advice!
Read Answer Asked by Duane on June 20, 2018
Q: It's getting a little scary to see such huge profits in my portfolio (Cash, TFSA, RRIF). I know you are flexible about percentages, so I'd like your opinion on whether to reduce the following equities and by how much?

SIS 7% ; BABA 6% ; NVDA 9%; SHOP 8% ; ALGN 6% ; DOL 9% ; PBH 9%.
Many thanks for all your thoughtful advice.
Read Answer Asked by Elaine or Gerry on June 19, 2018
Q: Trimming the herd to pay off the mortgage. Any compelling reason not to sell the above names. I have a few others on the maybe trim list if you make a compelling case to keep any of the above. Balanced growth follower.

I am heavy financial ( thus ditching rbc and mfc), wjx is one of my dogs ( offsets some of my gain on financials) and rus- tpk -wpm have gone sideways so no gain-loss on them. Gets me out pretty cap gain neutral and cleans out a bit of dead weight not in your balanced portfolio
Read Answer Asked by Tom on June 18, 2018
Q: I'm looking for a reasonable dividend yield plus growth potential and looking at above three stocks to invest for long run.
1) If I need to pick two of them which one would you recommend ? If you can share the reasons it would be great.
2) If you were to pick only one which one would you go with
3) Out of these three which one is more shareholder friendly or oriented towards building shareholder value.
4) How you will rank them based on quality of management? Do you see any issues w.r. to management quality or style of functioning in any of these.
Thank you for answering my recent questions on PLC and KBL - it was very helpful.
Read Answer Asked by Sridhar on June 15, 2018
Q: These company shares were strong yesterday GC, TSGI, TOY and GOOS. I own all four. Do you like them all for Long Term. What others would you buy ? RAK
Read Answer Asked by bob on June 13, 2018
Q: Hi guys, love the service thanks!
Looking at a long term hold of 15-20 years , growth and dividend , but not really risky. I suspect all 3 are good, do you have a particular favourite? Or perhaps a better recomendation?
Thanks again!
Read Answer Asked by Lee on June 08, 2018
Q: I am transferring funds to a TFSA and an unregistered account.I have picked the above to be put in my TFSA and would like another 10 picks for my unregistered account as well as your opinion on the 10 for TFSA please.Both accounts have 100k to invest with a 10 year time line to retirement.
Read Answer Asked by Brad on June 07, 2018
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