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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: In my unregistered account (focus on low-debt, low volatility, dividend payers, and about 1/3 of total portfolio) my only real estate exposure is CRT.UN (5% of account, 1.8% of total portfolio). I have similar level of investment in CTC.
Would it make sense to replace CRT.UN with BAM.A, realizing that BAM would have much more than real estate (I have quite a bit of other renewable power elsewhere) and I'd be giving up around 3% dividends in the move.
Or a different REIT?
Time horizon 5 - 7 years.
Thanks for all your advice & guidance.
Read Answer Asked by Lotar on April 05, 2021
Q: I have a 5% position in Visa and 2% position in Lightspeed. I am considering adding a position in PayPal or Square to my TFSA.Which would you prefer today? Or should I diversify into something like Shopify?
Could you rate the above stocks in terms of risk and also include Crowdstrike?I have a long time horizon.
Read Answer Asked by Allen on April 05, 2021
Q: Your recommendation on which option may be taken? Also, between the two proposed stocks, which one pays dividend similar to BPY? I cannot find stock symbols for both.

Brookfield Property shareholders can choose to take $18.17 per unit in cash, 0.3979 of a Brookfield Class A share or 0.7268 of a Brookfield Property Partners preferred unit
Read Answer Asked by Mark on April 05, 2021
Q: At one time I owned CSU (bought at $110 and sold at $600) and regretted the decision ever since. The money was needed for a real estate purchase in Toronto. I purchased SHOP at $40 and I have not sold any shares. I was considering selling 50% of my SHOP and buying CSU for a long term hold.
Many thanks for your comments.
Clayton
Read Answer Asked by Clayton on April 05, 2021
Q: my wife and I both have rif accounts in the high six figures which I manage. what would you consider to be the maximum number of equities we should have in our combined accounts with no overlaps.
Read Answer Asked by Ross on April 05, 2021
Q: I am I retiree with a cash account, a TFSA account and a RRSP account and have a defined benefit pension. If I think of all my accounts as one what would you suggest my sector allocations be for an income account. Also, what do you suggest that my sector allocations be as to Canadian, United States and Global holdings

Dave


spand have a defined benefit pensio
Read Answer Asked by David on April 05, 2021
Q: Happy Easter everyone, I wanted to get your thoughts on the recent earnings for LULU if you would be a buyer at the $300 level . Additionally with the reopening in view what are your thoughts on Nike and Under armer as well? I feel that with the nicer weather and lifting of restrictions people might start thinking about getting back into shape before everything reopens.

Looking forward to your insights,

Read Answer Asked by Norman on April 05, 2021
Q: Hi 5i,

I currently own AC, AQN, AT, ATZ, BAM, BYD, CARR, CELH, CRWD, DOO, ENB, GSY, KRR, KXS, LSPD, LUN, MG, MITK, MMED, NUMI, NVDA, NVEI, PBH, PHO, PLTR, QCOM, QST, REAL, SCR, STC, T, TEC, U, WELL, WSP, XBC in my TFSA.

I haven’t made any changes to my portfolio since February. Has your view changed on any of these companies? Which should I sell and any new suggestions? I’m ok with high risk. Thanks for your awesome picks!
Read Answer Asked by Harman on April 05, 2021
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