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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 would like to setup a spreadsheet to track our stocks. I would like it to be easy to update and be able to track my sector weighting’s and gains and losses. I use the Royal Bank Direct Investing to keep track of our holdings.
Are there any templates for setting this up?
We have separate accounts for 2 TFSAs, one RIF and one Cash account. Some equities are in several accounts. Should they be consolidated into one account when setting up a spreadsheet so that I can determine our sector allocations?

Your direction and suggestions would be greatly appreciated. I realized that this is more than one question. Thanks.

John
Read Answer Asked by John on February 08, 2018
Q: Hi All,
I have been receiving a pending approval status on my Investorline account, most recently on a buy order for BYL this morning. For the 5i team what is happening and should I have to wait for approval on a do it yourself platform. For 5i readers have you experienced this as well. Given the quick price movements such as this morning it is difficult to buy at the lows when this happens, can anyone recommend a platform where this does not happen.

Thank you,
Mike
Read Answer Asked by Michael on February 07, 2018
Q: I'm interested in taking a position in the forestry sector as this high flying sector is seemingly under the radar. Of the following main stocks in forestry: WEF, CFP, CAS, IFP WFT, OSB, kindly rank them in the order of which ones should have the highest growth potential in the next year or so. Thanks.
Read Answer Asked by Victor on February 05, 2018
Q: I currently hold hold the 3 stocks and would like to combine them into one. Which one of the three has the best outlook longer term (4-5 years).
Read Answer Asked by Scott on February 05, 2018
Q: Just a comment about the site www.dividendhistory.org, members should probably be reminded that any 3rd party source providing information about a particular company should be taken with a a grain of salt and verified against other sources (such as the company's website itself). For instance I noticed that the referenced site showed a whopping dividend decrease for Savaria in 2017 and knew that wasn't right so when I checked further I note that although they supposedly adjust for splits, their system apparently didn't handled the switch to monthly versus quarterly dividends very well!
Read Answer Asked by Stephen R. on January 31, 2018
Q: Hello Peter and 5i team
Would you please explain the pros and cons of converting Cdn dollars to US dollars. I recently had two bonds called and am undecided where to put it. I believe the US dollar will strengthen form here and would just sit on the cash.
Thanks for your help. New site features are great.
Read Answer Asked by Gary on January 30, 2018
Q: Hi 5 I team
I presently have BPY.UN and thinking of selling it for its poorer performance and
replacing it with BIP.UN or WSP Global. Could I get your opinion on these two or others that you might suggest. Thanks Maurice
Read Answer Asked by Maurice on January 30, 2018
Q: Hi 5i Team

I'm interested in reviewing the dividend history of Canadian pipelines, utilities, reits and other income stocks over the long run, namely through recessions and interest rate movements (the tagged companies are representative). I'm trying to determine if the dividends remain fairly stable or tend to fall under these circumstances.
Can you suggest a source that would help by showing dividends for a company over the long run? Ideally, overlaying short/long term interest rates to save time.

Any help greatly appreciated.
Peter
Read Answer Asked by Peter on January 30, 2018
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