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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: as a follow up to a previous question and answer: The ETF XTR might be a good substitute for FAP....I'm heading into retirement. what account would be best to add this to. tfsa? or a taxable act? my tfsa holds su, t and cgi. my trading act. is a mixture which i am trying to organize.
Read Answer Asked by Karen on July 03, 2018
Q: Hell 5i Team,
I am planning to cash out mutual fund and invest it in stocks in my wife's RRSP account (75K) which will be around 1/3 od my existing portfolio (150K). I have my TFSA and RRSP invested in stocks (mostly from Balanced Equity portfolio). I am considering these names, which I don't have in my existing portfolio. Do you see any concern with any name? Please suggest a couple of names for growth potential, but not too risky.
Thanks for the great service.
Kuldip
Read Answer Asked by Kuldip on June 29, 2018
Q: Hi Peter and Team,

I have a 3% position in Telus and a 5% position in Stella Jones and 5% in cash. I am looking to sell my positions in both. Can you suggest sector equivalents to those stocks, or do you recommend staying in those positions?

Thanks again for all your hard work.

Marvin



Read Answer Asked by Marvin on June 19, 2018
Q: My 21 year old son received a generous inheritance from his grandfather and uncle. His investments are long term, with the majority being "forever stocks". His telecom weighting is 10%, split equally between BCE and T. Do you think that allocation is too conservative? And if so, which telecom would you keep in the portfolio? Thanks!
Read Answer Asked by Linda on June 08, 2018
Q: It’s becoming increasingly clear Canada is facing challenges on many economic fronts from increasing regulatory burdens, inability to attract foerign capital and sub-national debt at the provincial level. Given that these, among many other, factors make Canada a questionable destination for investment, I’m wondering about your take on what this means going forward. Apart from an increased international focus, are there some Canadian companies doing business in Canada you feel can benefit from a potentially deteriorating economic scenario in Canada. I've recently taken a position in GSY and am considering DOL. Your thoughts on these and other suggestions would be greatly appreciated.
Read Answer Asked by Warren on June 07, 2018
Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?
Read Answer Asked by Terry on June 06, 2018
Q: What are your thoughts on utilities and Canadian telcos closer to the end of the interest rate cycle? Thinking of letting the insurance stocks I hold appreciate further in value and selling some to buy Canadian utilities and BCE and Telus since i own no shares in those three now and they will probably fall further. ???????
Read Answer Asked by STEVE on June 04, 2018
Q: Hi Everyone at 5i! Could please list for me 5 companies , of any type, with good valuation, that have a niche or moat and are worth investing in at this point in time. Thank you, Tamara
Read Answer Asked by Tamara on April 23, 2018
Q: Hello I have a couple of different portfolios each with a different objective so assume balance and diversification over all. But if a person wanted to construct a concentrated portfolio of 5-7 stocks total to cover different sectors mid risk with a mix of growth and dividend payers what would be your top picks today? Banking, telco, energy, consumer discretionary, utilities. As always thanks for the great service.
Read Answer Asked by Kolbi on April 23, 2018
Q: Good afternoon,

I manage 2 portfolios. One is growth (Non registered and tfsa) and the other one is income (RRSP). The income portfolio is long term investments. I have stocks in every sector at equal weight (approx. 5%) except telecommunications in which I have no investment at all. Since the telecommunication sector has been dropping because of increases interest rates would still invest in them and if so, please, recommend the which stock would you buy?

Thank you,

Paul
Read Answer Asked by Paul on March 29, 2018
Q: Re Jason question March 22 regarding metrics for downside support for telcos, utilities and reits. . What cos would you recommend which meet a sufficient number of the metrics? Thanks
Read Answer Asked by Tim on March 26, 2018
Q: Hello 5i, I purchased shares on the Telus IPO in 1990 and 1991 and am about to sell them but I need to find out what the adjusted cost base is.
In 1990 they were 12.00/share and 1991 they were 15.00/share.
Is there an easy way to find out what it would be or is there a website that you know of that could calculate this.
Thanks
Read Answer Asked by Michael on March 20, 2018
Q: My portfolio has gotten very International over the past several years and I was wondering if you could give me a number of non resource names that you would consider Canadian core holdings - stocks that everyone should own. I already own BAM.a, NTR, AQN, ATD.b, TRP, SHOP, BIP.un, DOL and CNR. Thank you
Read Answer Asked by Martin on March 15, 2018
Q: I have owned stocks in above companies for a while. I want to make additional investments in quality dividend stocks.
I also own stocks in KO, GE, MSFT and SYY. Total portfolio about Cnd $ 300K and US $ 120K
1st question, In your opinion, should I sell any of the above stocks, if so which ones.
Which additional stocks would you recommend for me to purchase
Thanks for your guidance. John
Read Answer Asked by John on March 15, 2018
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