Q: Hey guys, thanks in advance! I'm wondering how I should allocate stocks across my TFSA and 2 different RESPs. I've been sticking to the balanced portfolio and I'm wondering if 12 stocks in my TFSA and 4 in each RESP is a good idea, or if the RESP's should be more diversified. Any advice would be great. There are 20 stocks total, all equal weight. Thanks.
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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: Good morning.
My questions in pertaining these 2 high risk and volatile stocks that I currently hold: Photon Control--pho (4% position) and Synergy Pharmaceutical--sgyp (7% position). Both have come down and I was wondering if you would add to each. I have somewhat of high risk, high potential reward tolerance and 1 to 2 yr wait and see timeline. Thx
My questions in pertaining these 2 high risk and volatile stocks that I currently hold: Photon Control--pho (4% position) and Synergy Pharmaceutical--sgyp (7% position). Both have come down and I was wondering if you would add to each. I have somewhat of high risk, high potential reward tolerance and 1 to 2 yr wait and see timeline. Thx
Q: Re: Your response of March 8, 2017
What tweet from the President are you referring to ?
What tweet from the President are you referring to ?
Q: Just a quick question on Sylogist. With a good amount of cash, no debt and a nice dividend, at what point - or more appropriately, at what price does one load up on shares? Even if they have a flat year or modest growth as they 'change', they seem very well positioned afterwards.
Thanks in advance,
J.
Thanks in advance,
J.
Q: What companies do you think may be potential acquirers of Sylogist?
Q: Would appreciate your review of recent results and and longer term opinion of this company.
Thanks
John
Thanks
John
Q: Could I please have your comments on the MONANTIK announcement and its affect if any on the stock.
Thank You.
Thank You.
Q: My percentage market allocation presently in Altus, Kinaxis, and Open Text are 4.41%, 7.38%, and 3.85% respectively. Perhaps I'm top heavy in Tech stocks, though I plan to boost OTEX to a full position down the road. Would it make sense to sell AIF and replace it with either GUD or CRH since I hold no medical stocks at this time? You have helped my analytical skills tremendously, though I'm not good as digesting financial statements.
Thanks for this and keep up the good work.
Thanks for this and keep up the good work.
Q: I would like to make a substantial new investment based on your balanced portfolio with funds transferred recently into my LIRA account from another institution. Instead of buying everything now would you be able to group them into "acquire now" and "can wait" or similar buckets? You can also suggest new names.
Thank you for your most valuable service that I just renewed. Peter
Thank you for your most valuable service that I just renewed. Peter
Q: Hello, 5i team!
I wondered why MX has collapsed? Is this company a sell or hold or a buy?
Thank You
I wondered why MX has collapsed? Is this company a sell or hold or a buy?
Thank You
Q: Zcl has increased sharply after good Q.Note the record date on the special dividend is 3/17,so is 3/15 the ex dividend date?Also Please advise if this is an entry point.
Q: Hello 5i just wondering when GUD earning are coming out, appreciate all your help
Q: Hi
Results have some positive values but company seems to have continued in building mode for q4.
Nice to see adjusted profit and mgt positive sense for 2018.
What is it in the numbers that should be used as this companies performance gage?
what are your thoughts in review of the mgt presentation?
Feel free to wait until nail after 10 am conference call before responding.
Thanks
Dave
Results have some positive values but company seems to have continued in building mode for q4.
Nice to see adjusted profit and mgt positive sense for 2018.
What is it in the numbers that should be used as this companies performance gage?
what are your thoughts in review of the mgt presentation?
Feel free to wait until nail after 10 am conference call before responding.
Thanks
Dave
Q: Given the recent pullback in ITC, do you see this as a little overdone and a good entry point ?
Thanks
Dave
Thanks
Dave
Q: please comment on the result of PUR
Q: It looks like a solid quarter with a dividend increase..
Thinking of buying and averaging my cost now that earnings look good. Looking for your sage advice.
Thinking of buying and averaging my cost now that earnings look good. Looking for your sage advice.
Q: It appears that ENGH has very positive results--both eps & rev beat esimates plus increase of div.by 14%.Will this be a catalyst?.please comment.Appreciate u normal great services & views
Q: Just joined your service and am looking to reproduce your balanced portfolio. The only insurance company I currently hold is IFC. Would you recommend switching out to a life insurance company (SLF) especially with the predicted direction of interest rates?
Q: I would like to know which Growth Portfolio companies would qualify for the Balanced Equity portfolio and also any that may qualify for the Income Portfolio assuming there was room in each.
Many thanks.
Many thanks.
Q: If you had to choose, which one would you choose and why?