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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: Happy New year Peter & Ryan!

Very happy with the Growth portfolio performance last year. Quick question on the US ETF exposure. What is the argument for taking the growth 'style' IWO over IWM or the value based IWN?

I know the performance has been better for Growth in the last 10 years, but most of the perhaps 'dated' literature I've read suggests value biased ETF's tend to do better over the long haul and would be curious to get your opinion.
eg) https://tandfonline.com/doi/abs/10.2469/faj.v55.n5.2300)

Thanks!

Read Answer Asked by Elliott on January 15, 2020
Q: I would like to replicate your growth portfolio in one of my investment accounts. I'm using wealth simple trade so there are no commission fees for transactions. How much of each do I buy? I'm a little confused as to how to get in on the portfolio right now if I don't currently hold any of the stocks.
Read Answer Asked by Danielle on January 15, 2020
Q: Currently hold Dollarama in my RRIF and underwater. I am considering moving it to my TSFA as part of my yearly contribution $6000.00. If and when a downturn occurs I am thinking this stock should be a decent holding, or should I just sell and take my loss
Your thoughts and thank you
Rick
Read Answer Asked by Rick on January 14, 2020
Q: Hi All at 5i! There have been several questions about the various Brookfield stocks. I read an excellent article explaining all of them, their dividends and interconnections yesterday ( Jan 13) on seeking alpha. The article was by Alexander Steinberg and was entitled “ Not All of Brookfield’s Subsidiaries are Created Equal.” Cheers, Tamara
Read Answer Asked by Tamara on January 14, 2020
Q: Hello 5i, I have ~ 20% position in LSPD with an average cost of $ 39.15.. @ current level I am finally up... I plan to hold it for 1-2 years.. What are your thoughts on the company in terms of cash flow ? if they are not cash flow +ve, when has management stated that they will be? And do you have a target price?
Thanks
Carlo
Read Answer Asked by Carlo on January 13, 2020
Q: Hi 5i team,
I've a 2% holding in PHO in a loss position now in my TFSA. I'm thinking of increasing the holding to 4% for a 2-3 years hold. With the current stock price, the general economy, and the semi-conductor business in particular, is this a prudent move or should I wait for a better price or a sign of recovery of the semi conductor business? Thanks.
Read Answer Asked by Willie on January 13, 2020
Q: Hi Peter, Ryan, and Team,

I manage my son's TFSA, and it's quite well diversified, except for zero exposure in energy. For this year's contribution, I'm considering one of ENB, IPL, TRP, or PKI. I realize that PKI is in a different sub-sector, but am leaning towards it, and would appreciate your insight. We favour dividend payers, even if it's a small dividend. Thanks as always.
Read Answer Asked by Jerry on January 13, 2020
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