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: Thank you so much for what you do. 5i benefits people of modest means as well as the wealthy. (A rising market doesn't hurt)!

A reader mentioned grocers earlier today. We went to COSTCO yesterday and the place was packed. They don't have the distribution of the local grocery stores but in a way they don't need to as customers are willing to drive to them. COSTCO is still more of a wholeseller compared to a company like Loblaws and they don't carry all the small products but no doubt they are one reason why grocery stores are finding it difficult to stay profitable.
Read Answer Asked by James on January 25, 2017
Q: I have about 110,000 dollar that I will be investing in your balanced portfolio and the etf ViG. About 45,000 dollars will be in a non registered account and 65,000 in TFSA. I am avoiding RRSP because I have a good pension. My tax person said that I would save tax by putting the non dividend equities to the non=registered account. I plan to leave the investments in for 7-8 year As well will vig be taxed at a higher rate because it is non-Canadian if it is in the non-registered?
Read Answer Asked by Stephen on January 25, 2017
Q: With the kerfuffle over QCOM I noticed there is talk about the buyout of NXPI not going through. Further some analysts are bringing NXPI's price target down. One part of me likes the arbitrage between the two. So 2 questions. What does NXPI look like to you on a stand alone basis and what do you think of trading out of NXPI into QCOM over a period of time?
Read Answer Asked by Gerald on January 24, 2017
Q: I have a disproportionately large position in Apple. Now that it has recovered to the $120 level, I'm considering selling a portion of it to bring it back to a more reasonable percentage of my portfolio. Can you give me your view on this stock, and provide your insight into the influence all their cash will have on the stock price if corporate income taxes are reduced
Read Answer Asked by Marco on January 23, 2017
Q: The potential for an increased US protectionist stance has me thinking about the possible impact on Canadian companies (non-manufacturing) doing business in the US. Some of the big Canadian banks like TD have significant US exposure, as do some utilities like FTS or AQN. These companies are Canadian, but have US offices and presumably employ thousands of Americans. They do not really export any product into the US. Do you see any reason for concern for Canadian companies like these that have US offices and employees that provide a service (as opposed to selling a Canadian-made manufactured product into the US)?

Are Canadian banks, utilities or similar companies covered under any NAFTA provisions that could be re-negotiated? Do the profits on their US operations all come back to Canada?

Perhaps it is a little premature for these questions, but I hope 5i will be proactive in keeping its clients advised of any developments respecting Canadian companies operating in the US.

Thank-you
Read Answer Asked by grant on January 23, 2017
Q: Hello 5i team,
I am a value investor looking for dividend income. I would like to know if I should sell JNJ $3000 profit, M M M $4000 profit, T $5000 profit and others with $1000-$3000 profit. I do not need the money. I like to hold and sell only if there is a problem such as dividends disappearing.
If you write "sell" what do you think of "Old Republic", and "BB&T"? If you suggest "sell all with profits $1000-$4000" could you suggest replacements for dividends with a 10 year outlook?

thank you
Stanley
Read Answer Asked by STANLEY on January 23, 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!