skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have a fairly well balanced portfolio - Cdn and US Stocks and ETF's with about 10% in 3 Brookfield companies, BAM, BEP & BIP.UN. Is that amount too high and what % should I have in BAM ...
Read Answer Asked by William on February 26, 2021
Q: Looking to increase my US div. Yield with these picks, would now be a good time to enter or wait, and would you consider better choices and please rate best to worse, thanks.
Read Answer Asked by Peter on February 26, 2021
Q: I hold 500 shares of a preferred stock in a RRIF but am confused about the best course of action. The MANULIFE FIN 4.2%-1 S3 PF were purchased at average cost of $24.10 but have not traded above $20 since January 2015, and have been under $15 since December 2018, but recently are trending up. Every 5 years (coming in June 2021) MFC could redeem at $25 or provide option to convert to another series. With income of about $272 annually on shares now worth only about $7,775 that works out to a return of about 3.5%. So if I sold at current prices I'd need to replace with something with same yield. Your thoughts?
Read Answer Asked by Michael on February 26, 2021
Q: When news comes out about a company, like it has for Workhorse yesterday, "The investigation focuses on whether the Company and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices." and the stock seems to be reacting to this, what are your recommendations and what other things should be considered? Thanks,
Read Answer Asked by Juanita on February 26, 2021
Q: I have held TFII for a short period of time about 2 1/2 years, last year I trimmed when I got over 6 %. With the recent runup I left it to run to 7% and did nothing as I am unsure of the valuation with such a large aquistion of UPS and maybe it would come back some which it did. I wanted to see a quarter or two after the aquistion before I trimmed or not. On the 22nd you made a comment about TFII being cheap could you add some color to that comment as I am struggling with a valuation post UPS takeover. Thanks
Read Answer Asked by Jerome on February 26, 2021
Q: What 2-3 stocks would you add to this portfolio for more diversification and some growth?

Thanks
Read Answer Asked by Robert on February 26, 2021
Q: What would be your top pick with regard to relative low risk in each of the 11 industry mentioned in your asset allocator? Growth is not a concern. Dividend not a concern. Just want to match cost of living index
Read Answer Asked by Allan on February 26, 2021
Q: Hello, I own above ETF's, and with rising bond yields, is it time to bail out ? If so, which one(s) to let go and which one(s) to keep.
Thanks
Carlo
Read Answer Asked by Carlo on February 26, 2021
Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
Read Answer Asked by Jeff on February 25, 2021
Q: I was hoping to hear your thoughts on VERY. I sent in a question about this company a few days ago, and elected to re-send the question in the event the message was not received. If you received the earlier message and have been working on a response, please accept my apologies for asking twice. In any event, as always, I look forward to your insight. Have great day!
Read Answer Asked by Domenic on February 25, 2021
Q: Hi 5i
Can you provide me with one or two Stocks or ETFs. for the following sectors: real estate, financials, materials, industrial
I'm retiring in a year. To be held in RRSP.
Thanks
Read Answer Asked by Fernando on February 25, 2021
Q: Hi group watching these high growth/high valuation stocks going down..down....down. Is it time to cash out and lock in what profits I have left usually do nothing is the best strategy but i am struggling to make any sense of that as the present environment feels different - your thought on sell or hold would be appreciated
Read Answer Asked by Terence on February 25, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!