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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: Can you please comment on the benefits, if any, of using a monthly income fund for generating a safe monthly income? What kind of return after fund expenses could I expect and are there capital risks? I have equities but am looking for something safer, bonds and GIC's don't seem worth the effort given the low returns. Perhaps what I want (a decent return with minimal risk) isn't available as things are currently. Thanks for the advice, Rob
Read Answer Asked by Robert on February 07, 2017
Q: I have a well balanced successful portfolio, thanks to 5i, with 10+ years to semi retirement.
50% balanced portfolio, 26%US$RRSP containing stocks and ETFs, plus Boyd, QSR and a few others. In my US$ RRSP, I have:
AAPL 2.8%
FB 2.1%
GOOG 3.9%
IBB 6.9%
ISRG 5.1%
IWO 8.6%
PCLN 3.8%
QCOM 7.5%
SPY 45%
VIG 7.4%
XLY 6.5%
What would you recommend for My US RRSP?
Read Answer Asked by William on February 07, 2017
Q: Hi there. I have very little weight in pharma/biotech sector and very little weight in commodities sector including zero weight in gold/silver. I'm overweight in financials and tech stocks and equal weight in industrials. I Have an addt 25k to invest. Looking for high potential growth over the next 12 months. Not concerned about short term volatility. Can you recommend 2 Cdn stocks and 2 U.S. stocks to consider? What sector do you see having the most potential upside in 2017? Thx for opinion.

Robert
Read Answer Asked by Robert on February 06, 2017
Q: Hi is it possible to explain how this occurs or if it does
A company does a financing at say $1.35 with a 1/2 warrant (each full warrant entitles holder to acquire a share at $2 fr 24 months) and the share price is $1.52 (using #s from EMH.v's recent financing as example)
So the share price drops as share holders sell to get in on the deal . My QUESTION is do they also short and use the $1.35 as insurance ?
Hope that makes sense ,
David
Read Answer Asked by David on February 06, 2017
Q: In a follow-up to my question in regards to the ex dividend date for a dividend payout I would like to thank Mike for clarifying the drip portion of the dividend payout. My question now is what do you mean by on the day of the ex dividend that the stock does not trade with the dividend. On that day does the stock have a lower or higher price? or if you sell it on that date you don't get the dividend. Thanks.
Read Answer Asked by steven on February 06, 2017
Q: Hi 5i. I have 18% of my entire well balanced PFS in US stocks. I'm thinking this may be a good time to use 2 or 3% of my Canadian cash which is 8.5% of my PFS to buy US dollars to eventually buy another US stock. Do you concur? I am thinking our dollar is going to fall in the next 6 to 12 months but I await your ideas.
Thanks guys. I'm up 30 % since I joined in April 2014...
Read Answer Asked by El-ann on February 02, 2017
Q: Hello 5i,
Just a further note to Steven's question about ex-dividend and dividend payout: Be careful if you sell a position that is in a DRIP since it is possible, if one is not careful, to end up with a small number of shares (1, 2, ??) resulting from the DRIP even though you completely sold out of a position. I know this is possible because I let it happen to me - once.
I hope this might help even just one person not make the same mistake!
Read Answer Asked by Mike on February 02, 2017
Q: Hi 5i,

My entire portfolio is currently in a TFSA. My holdings and %s are as followed:

Teleco: RCI.B (3.65%)
Material: SJ (1.40%)
Fin'l: BNS (5.37%) SLF (4.64%)
Cons Staple: MRU (1.73%) PBH (2.50%) ATD.B (3.68%)
Cons Cyclical: GSY (5.51%) TOY (3.60%) MG (3.24%)
Tech: SHOP (5.88%) OTC (6.96%) KXS (3.60%) CSU (4.31%)
Ind: CNR (3.98%)
Energy: RRX (3.46%) ENB (4.07%)
Health: GUD (3.66%) SIS (3.63%)
Utilities: FTS (3.68%) BEP.UN (3.52%)
Cash: 18%

Which companies would you suggest I add/buy currently that would make great additions? I am in my 20s and have a long (10+) horizon for investing.

Thank You
Chris
Read Answer Asked by Chris on February 02, 2017
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