Investment Q&A

Q: I have 1.5 million to invest. I need income of $70000 per year before tax for the next 10 years. I hesitate to put it in to a single type of investment.. please suggest a mix I could use to get me close to this goal. A slight growth would be a bonus . Thanks

Q: Just opened a new TFSA. Looking for advice on how to invest the 15K. I am retired and would like a yield of 7% or higher while at the same time protecting the capital (I do hold PSA in my RRSP account and it offers ~5% limited risk return ... so if I can't get at least 7% from something else then why bother). I'm thinking an ETF might be the best route for diversification. I want to avoid ETF's with high ROC,"higher" risk, etc. Not adverse to covered calls. Any words of wisdom for me ?

Q: good day to 5iR....my question is this - how would you rate these US stocks as income, balance or growth? the stocks are -
ABBV-N, BLK-N, BSX-N, TT-N, and XYL-N
thanks for your suggestions....Tom

Q: Stock had a good week - was this mainly as a result of the drop in interest rates? Going forward will growth be organic and or are there potential acquisitions (ex Propel) which could be made? Alternatively is the company itself a target for takeover and if so which companies could be potetial buyers? Thanks

Q: The stock has been trading quite low recently. Can you advise the reasons for this?

Thanks

Q: Any insight on why Deck has declined last couple days?

Q: This name is down significantly from its IPO of subordinated voting shares a few years ago. CEO (and founder?) Rob Laidlaw holds the multiple voting shares. What do we know about him and has he had any prior companies he's run/founded? Also what is your assessment of the management?

Q: Can you please provide you opinion on this REIT?

Q: Hi, CRWD will be added to S&P 500 effective June 24, markets open. Stock has already been in a strong momentum, post earnings and was up 5% to an All time High of $368, in after market trading, Friday, following the announcement.. We have already been considering adding to our small 1% position in this cyber-security name. Is it too late ?

Considering CRWD stock momentum and proposed weight in S&P 500 Index, based on your past experience with Index Addition situations, do you foresee an immediate rush of buyers pushing the price higher, but the price only settling down, as end of 2 weeks window approaches and trading lower thereafter ?

How would you approach it from a Portfolio Manager's perspective, if you wanted to increase your exposure to this security ? Will you add now or wait for the stock to settle, after the Index addition ? Or, split the purchases ?

Also, would there be a price level/range, you will look at, before pulling the trigger ?

Thank You

Q: I am going to increase my position in 2 of these 3 companies (3 to 5 year hold part of a well diversified portfolio)
Which 2 of these look most appealing?
Much appreciated as usual. ram

Q: I currently own cnq and cve in the energy sector of my portfolio. I am wondering about adding tou or perhaps replacing cve with tou. I am keeping cnq for its size but looking for advice on the other two names for thr best bet in growth over the next 5 years and would appreciate your thoughts...thank you.

Q: How is the $1.84US payment to ERF shareholders as part of the transaction treated with respect to taxes? Is this treated as a dividend? Do I calculate the cost base using the CHRD value on transaction day?

Q: Dear 5i team.

I would like to look at a small investment in defence/war munitions sector companys or ETF. Can you suggest 3-5 names that cater to "War" efforts that can be considered a DIY ETF? As well, which ETF(s) would you consider for this exercise. Ideally one with the lowest BA %.
Finally, are these Co's trading at resonable valuations, or has this ship sailed, so to speak?

Many thanks for your help.

Q: Looking back, I have had this in my RRSP for many years and it always seems to be in negative territory. I don't really understand what it is/does. Should I be rid of it. Thank you.

Q: Hello. I'm a bit concerned about the payout ratios of BCE and Telus. Telus has an even higher payout ratio than BCE, and I'm wondering what their prospects look like for the next few years. Will they be able to keep up these high dividends? Is there a chance they might cut their dividends? My question is, should we reduce our exposure to these telecom stocks and reinvest in other areas? Your insight would be really helpful. Thank you!

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: Hi there,

I’d like to add a US utility with some exposure to clean energy including Nuclear and decent dividend. I stumbled on SO. What do you think?

Thank you!

Q: When the clock strikes midnight,Cinderella turns back to herself,but the Prince got her slipper, found her and happiness therafter.Both Great darlings,Hps.a & Cls have recently retreated from their highs,Shameful that I do not have a postion,so please advise good entry points. If I can only have one,which do U prefer? Txs for U usual great advices & services

Q: I would like to add to one or both equities.
What is your preference? A short explanation regarding size, dividend safety and possible growth would be appreciated.
Thank you as always.
Albert

Q: ATD announced on Jun 6 that it will sell discounted food via smartphone app for half original price or less.Please comment and its impact on financials.In view of foregoing.is it timely to add given that u last good entry price is $74-75. Txs for u usual great services & views.