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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'm not sure if this has been previously asked.I have 4 accounts with Scotia itrade. In their acct. summaries they don't have a field for current allocation percentages. I'd like to set up a similar format to your Balanced,Income and Growth portfolios reports.I assume your program is propitiatory.Are you aware of other similar programs available to avoid doing it manually?.
Read Answer Asked by Henry on February 16, 2017
Q: My question is regarding the effect of (1) an increase in capital gains tax (2) an increase in taxes on dividends, by our new government. If the first happens, wouldn't money leave higher growth TSX stocks? I am not suggesting that an "exodus" would happen, but certainly a percentage of the holders would reconsider the validity of putting their cash at risk if the government retains (let's say) 25% more tax for the capital gains no? Now, if the second happens, wouldn't 3-4% dividend stocks attract less buyers? Why own a dividend stock with little growth if the government taxes it almost the same as income (for higher income brackets it would be the case)? Other members who are friends of mine have the same question. A blog about this would be awesome. Thank you!
Read Answer Asked by Matt on February 15, 2017
Q: Good Morning
Firstly, thank you for guiding me towards TNC. Although the premium offered is disappointing I will still book a 50% profit in my TFSA on a company that was nowhere on my radar without 5i. I've narrowed down my replacement to either OTEK or PHO. do you prefer one over the other?
Thank you for your continued guidance
Read Answer Asked by Marty on February 15, 2017
Q: Could you comment on this morning's press release from Callidus. Is there anything material, or is it just an update that things are progressing as expected. Would you still expect a privatization to occur at $20+. The press release says that "Catalyst Capital Group...remains committed to completing a transaction on terms that will ensure the continued protection of the interests of its public shareholders."
Read Answer Asked by David on February 14, 2017
Q: Hi 5i

Have you noticed a '5i Effect'? As an example AIF was at 29.77 Janary 25 and you announced addition to BE portfolio Jan 26. Since then it has gained 9%. I noticed similar reaction on TOY.
Is your subscriber base large enough that we move stocks when you recommend them? Or is it just good timing on your part?

Thanks again
Read Answer Asked by Greg on February 14, 2017
Q: Hi 5i Team,

I am looking to do some portfolio rebalancing. I am currently overweight in the following sectors and, therefore, I am looking to reduce my exposure. Which one stock from each sector would you recommend selling. Note that I am 32 years of age and have a medium to high risk profile.

Consumer discretionary: BYD, ATD, CCL, NFI, MG, TOY
Technology: CSU, SHOP, ENGH, KXS, OTEX, SYZ

Thanks in advance!

Regards,

Jon
Read Answer Asked by Jonathan on February 14, 2017
Q: Over the last 20 years CNR and KSU have been outstanding performers. CNR up about 2000% and KSU up 7500%!! Both have been better than Birkshire Hathaway. Which would pick for a long hold? Have the metrics of these RRs changed? In particular, does KSU still have the advantage that propelled it 20 years ago? It has lagged of late.
Read Answer Asked by Greg on February 13, 2017
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