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’ve had this company for several years it’s return has been adequate, however I am wondering if my money might be better invested in something with more pzaas!

Also have AUDC the Israeli company which has only been borderline successful, would u suggest a better option please
Read Answer Asked by Maureen on September 13, 2021
Q: Square
freehold royalies
i downsized an over leveraged and buy only "safe " and if i do i sell an offset.
Today Kim Boulton featured Square as a star. ii ownPaypal and my sense they were similar prospect.
Shoul i sell Paypal to buySquare.
Also please comment on Freehold as a incomestock
Read Answer Asked by thambirajah on September 13, 2021
Q: Hello 5i Team

I own Chevron and ExxonMobil in my US$ denominated RRSP. These are the only US$ oil and gas stocks in my RRSP account.

My US$ RRSP is structured as a large cap dividend aristocrat account.

My cost basis per share for CVX is US$115.00 and for XOM is US$80.00. Current yield on CVX is 5.6 % and on XOM is 6.4 %

As I cannot harvest capital losses in a RRSP account, is there any benefit in consolidating these two holdings into one stock? Which company has the better potential for growth long term (5 year or greater). Or should I do nothing and continue to receive dividends until the stocks return to their former highs?

Thanks
Read Answer Asked by Stephen on September 13, 2021
Q: We are often reminded that one should not try to time the market, and that it is time in the market that counts. But would you be in favour of an investor re-weighting to more defensive positions if one is worried there is a "correction" on the horizon, for example if the Delta variant explodes Covid numbers, there is a gov't policy or interest rate change, an external shock with China, etc, ? If one was going to make that change, can you pls provide 10 names that currently would be more defensive? Thank you for your very excellent service.
Read Answer Asked by Leonard on September 10, 2021
Q: I have some new funds to add 2 positions. I wish to do so in some USA companies. Even though the US is not your primary focus here, and you are not aware of the make up of my portfolio, can you pls provide your view on which 2 of these 4 names you would consider best and why? Looking for a long term hold, with dividends being less important. Thank you for your very excellent service.
Read Answer Asked by Leonard on September 10, 2021