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: I purchased a half position of OTEX in my TFSA with the intention of holding for the long term. I found out afterward that it pays dividends in US dollars. I don't have a US account and the present price is roughly around what I paid for it. I'm wondering if I should sell and buy a full position in my RRSP account. The cost for 3 transactions would be approx. 30$. Do you think this is a reasonable plan, or should I just stay in the TFSA? Thanks, Paul
Read Answer Asked by Paul on February 27, 2017
Q: "A Share Change for Enbridge Inc. (ENB) in S&P/TSX Indices

TORONTO, Feb. 23, 2017 /CNW/ - S&P Dow Jones Indices Canadian Index Services will make the following changes in the S&P/TSX Canadian Indices:

Enbridge Inc. (TSX:ENB) has completed the acquisition of Spectra Energy Corp. (NYSE:SE). To reflect the issuance of common shares as part of the transaction, the relative weight of Enbridge will increase in the S&P/TSX Composite and Capped Composite, the S&P/TSX 60, 60 Capped and 60 ESG, the S&P/TSX Composite Dividend, the S&P/TSX Composite High Dividend, the S&P/TSX 60 Carbon Efficient, the S&P/TSX 60 Carbon Efficient Select, the S&P/TSX 60 Fossil Fuel Free, the S&P/TSX 60 Fossil Fuel Free Carbon Efficient, the S&P/TSX 60 Fossil Fuel Free Carbon Efficient Select and the S&P/TSX High Income Energy Indices at the open of trading on Tuesday, February 28, 2017."

Do you think that the increased weight for ENB shares in the S&P indices will result a buying pressure on the stock price, on Feb 27&28 ? Should it be material ? What are your views on ENB now, once Spectra merger has closed ? Thanks

Read Answer Asked by rajeev on February 24, 2017
Q: Just joined and will be slowly adopting your balanced equity model portfolio.

I am heavily overweight in financial ( 25%) and energy ( 19%) and have very low exposure to tech ( 2%). Which 1 or 2 of the tech stocks currently in your portfolio/research would be best to add at this point in time. I will probably drop each by about 5% to get 10% into the tech stocks you suggest as a first move.

Read Answer Asked by Tom on February 23, 2017
Q: How do you decide when a stock is over-priced? SHOP is trading at some dizzying heights and I am wondering how one decides when it may be fully valued. In the past, for example, you have noted that you have a hard time deciding if Amazon is a worthwhile investment or not due to its stock price.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 23, 2017
Q: Based on other responses you prefer OTEX over DSG when forced to choose. I understand one reason may be valuation, but please expand on your other reasons for that preference. For example, does OTEX have a better growth outlook. If one owned DSG currently but not OTEX would you sell DSG and buy OTEX. My preference is to own one or the other and trading commissions and taxes are not an issue. Thanks for your reply.
Read Answer Asked by Christopher on February 23, 2017
Q: good day to all the team and thanks for your continuous super guidance and advice
If you had to pick one which would be your best choice and which would be the second
thanks in advance
georges
Read Answer Asked by georges on February 22, 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!