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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 have to reduce my C. Disc. sector; which one of the above would you let go? Great service! Thanks, Stephen
Read Answer Asked by stephen on October 07, 2016
Q: Hi 5i team,

Now that shareholders have approved the plan with Loblaws what happens next. The current price is $3.09 with little volume. Documentation I received mentions that shareholders would receive money for the shares next year at 3.10 per share. From a tax perspective it would be better to receive the money this year. Does one typically sell at market 3.09 in this situation or wait tying up the money which could be reallocated.

Thanks Mike
Read Answer Asked by Michael on October 06, 2016
Q: If you were asked to create a Canadian dividend Aristocrat ETF what holdings would you include? Would you equal weight the holdings? Would you diversify it across sectors? How would you base your selections against payout ratios or higher dividend payers? How often would you review the selections and how many names would you hold. Why might you want to do this type of ETF over another example such as growth, small cap index, value , GARP, etc.? Also please compare your Model portfolio to such an ETF. What makes the model portfolio different from this approach? Sorry for the longer question. To sum it up I am hoping to get a feeling of your strategies from the answer. Thank You Jeremy
Read Answer Asked by Jeremy on October 03, 2016