Investment Q&A

• iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
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Q: Good afternoon 5I.

When I bought CPD I thought it would hold its value better then it has. I did feel better when I looked at your income portfolio I see its down 20% and you still hold it.
What will it take to make CPD change direction?
Do you still feel like its a good position to have in a income account?

Thanks

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Read Answer Asked by Stephen on March 28, 2019

Q: In response to your answer to my question. A capital gain cost on an interest vehicle removes any benefit of investing in the mutual fund (TDB8152), when the Canadian dollar is falling, as it surely is. It would be better to leave the money in cash. Is there a better alternative?

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Read Answer Asked by Mark on March 28, 2019

• Noranda Income Fund (NIF.UN)
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• Profound Medical Corp. (PRN)
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Q: With the new agreement with Glencore how do you feel about the future of NIF.UN? What has to happen to restart the dividend?
I would appreciate your thoughts on PRN also.
Thank you,
Bob

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Read Answer Asked by Bob on March 28, 2019

• CareRx Corp Com (CHH)
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Q: May I have your opinion on the latest results? Thank you.

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Read Answer Asked by Manoj on March 28, 2019

Q: Hi There,
This new tool sounds interesting but, the pricing is confusing.
My current 5i subscription expires Jan. 30, 2021.
How much does it cost to add Analytics so it expires Jan. 30, 2020?
How much does it cost to add Analytics so it expires Jan. 30, 2021?
This sounds like this advisory service may qualify for a tax deduction. Can you confirm this?
Is there a limit to the number of TFSA, RRSP/RRIF, NonReg accounts that can be supported?

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Read Answer Asked by Ian on March 28, 2019

• Agree Realty Corporation (ADC)
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Q: Bot in Oct. 2018 = currently up 22%. What is your opinion of this company/stock ? , a hold or a sell ?

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Read Answer Asked by Gerald on March 28, 2019

• Savaria Corporation (SIS)
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Q: Please comment on results and going forward.EPS missed estimates again Thanks for u usual great services & views

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Read Answer Asked by Peter on March 28, 2019

• Royal Bank of Canada (RY)
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• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Bank of Montreal (BMO)
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• Canadian Imperial Bank Of Commerce (CM)
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• National Bank of Canada (NA)
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Q: Have any of the big 6 Canadian banks ever cut their dividends and if yes can you please provide specifics as to when, by what magnitude.
Many thanks for your service,
Stevr

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Read Answer Asked by Steve on March 28, 2019

• Tanger Inc. (SKT)
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Q: Your opinion please - down 10%

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Read Answer Asked by Gerald on March 28, 2019

• Miscellaneous (MISC)
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Q: A follow-up question to your new service:

Can I down load my spreadsheet or a pdf file of my portfolio into your Portfolio Analytics or do I have to fill the information manualy,

Thanks

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Read Answer Asked by Saad on March 27, 2019

• Miscellaneous (MISC)
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Q: Hi,
Two questions about your portfolio analysis service. Will I be able to analyze more then one portfolio as we also manage our kids RESP? Does the program also allow for investments related to defined benefit pension plans when it analyzes?
Thanks,
Kerri

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Read Answer Asked by KERRI on March 27, 2019

• Miscellaneous (MISC)
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Q: Hi 5i,

A quick question about the new Portfolio Analytics service: Does it cover non-Canadian equities and fixed income too?

TIA!

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Read Answer Asked by Wayne on March 27, 2019

• Miscellaneous (MISC)
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Q: I am also interested in your portfolio analysis program and would like to re-ask a question asked by someone prior to me, but was not addressed in your answer: in what format would we supply our information regarding our entire household financial resources? Email is not secure, and I would not want to send that information via my email carrier.

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Read Answer Asked by Pat on March 27, 2019

Q: Hello, Just wondering about your new portfolio analysis service. I see a fee of $390 for the full service, what if I still have time remaining on my existing 5i service? As well, curious about how we share information about my accounts and holdings, email, pdf?
How often do you review my portfolio, annually, as needed? Thanks, Lavern

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Read Answer Asked by Lavern on March 27, 2019

Q: Hi,
I would like to subscribe to the Portfolio Analytics but I have already paid for the subscription till Feb 2020. How do I make partial payment

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Read Answer Asked by manish on March 27, 2019

• Bank of Nova Scotia (The) (BNS)
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Q: I see BNS goes EX Dividend on April 1. Do I need to buy today or tomorrow to get the dividend?
Thanks

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Read Answer Asked by Greg on March 27, 2019

• Visa Inc. (V)
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Q: May I please have your comments on how Apple's decision to enter the credit card business impact on Visa's operations.
Cheers,

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Read Answer Asked by Harry on March 27, 2019

• Alcoa Corporation (AA)
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Q: Hi Team,
May I please have your thoughts your AA for a half to a full position? Thanks.
Harry

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Read Answer Asked by Harry on March 27, 2019

• iShares Russell 2000 Growth ETF (IWO)
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• iShares Core MSCI EAFE IMI Index ETF (XEF)
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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• Vanguard U.S. Total Market Index ETF (VUN)
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Q: Hi - looking for recommendation for ETF recommendations within my TFSA. 40% of TFSA will be for this ETF mix and 60% is in your Balanced Equity model. Long term investment horizon for me as in mid 30s. Any recommendations?

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Read Answer Asked by Chris on March 27, 2019

• EnWave Corporation (ENW)
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Q: Could you please comment on Enwave’s potential following the announcement of the sale of the three large scale machines they sold to the Green Organic Dutchman on Tuesday. Has this improved your outlook of the company and it’s prospects going forward.

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Read Answer Asked by Philip on March 27, 2019