Investment Q&A

Q: I'm looking to add some REITs to my portfolio. Could you comment on the following REITs? Would you suggest holding all 4 as they have different holdings? If not, could you provide a ranking of your selections?

Q: Hello 5i, Currently managing a cash/dividend investment account for 90 year old mother. Dividends and capital gains from this account are used to supplement OAS, CPP and RIF income. Also trying to manage overall personal income for her so as not to exceed OAS clawback net income of $79,054 for 2020. Question - can I use a net capital loss in the year against taxable capital gains to ensure I stay below the 2020 clawback amount ? Many thanks, Steve

Q: Is the delisting of Chinese companies on US stock exchanges a real possibility or more noise. How might Alibaba be impacted. Should investors sell and watch or ride it out. The senate bill would require that foreign companies let the Public Companies Accounting Oversight Board oversee the auditing of their financial records. Does Alibaba currently use American accounting methods - GAAP?

Q: Hi,

Is it a good time to buy MX?
Considering the debt level. Is the dividend covered and is there good growth potential for revenue?

Q: Hi Gentleman,
I'm looking to simplify my portfolio on both the Canadian and US side.
Looking for your suggestions on your top 1-4 ETF's that trade on the TSX that would provide diversification by sector and globally as well as a dividend that would be safe? The same question for your top 1-4 ETF's on the US side. Long term holds 10-15 years. portfolio size is $500,000.
Thanks,
SF

Q: I have not seen any questions in the last 1.5 years. May i have your current outlook for this company please. thanks

Q: Can I have your thoughts on MOBL? Thank-you.

Q: This seems like a great buy at the moment , pays a 4.4% dividend, ex dividend the 12th of June, how safe is the dividend? Sports hopefully will be back at one point, can they survive and prosper?

Jean

Q: Good Day 5I Team,
Is it possible to convert my TSG in FLTR traded in LSE ?
I found it difficult to understand the procedure.
My broker told me the only option I have is to get PDYPF
Can you please help
Thanks Best Regards

Q: Hello 5i,
Could I have you assessment of this US company please?
Thank you
Dave

Q: Hi 5i, With CHINA-US trade war scalating, what are the chances of apple-manufacturing returning back to the USA, and is it a good time to switch from apple to one of : TESLA, GOOGL
Thanks

Q: Can I have your opinion on 3 quite safe and high paying dividend stocks. I have 30k in a savings account at 2 % being taxed and I have room in my TFSA, but I really feel better with quality dividends rather than risk at this time.
Thanks, J

Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks

Q: If ENGH is expensive as your previous comment then KXS and SHOP must be super expensive. Comments please.

Q: With no position in the energy sector, what are some suggestions i can add to my portfolio that are high growth/high risk. four year timeline.

Thank you very much.

Q: Hi,
Which of the two pipeline company with a good balance sheet and a growth opportunity?

Thank you

Q: hi there,

I own a basket of chip companies including AVGO, Nvidia, Microchip in my US 401K and am looking to add Intel based on research that they have the best AI chips out there and will set them up for new technology going forward. Your thoughts. It would bring my total position to 5% of my portfolio.

Q: Thank you for your answer to my question of May 28th, about forecast equity returns by geographic region/ country. You provided a link to Star Capital's site, which forecasts the US to have amongst the lowest equity returns globally over the next 15 years.

I would appreciate you advice about this forecast. Do you agree with this forecast? Which regions/countries of the world do you see best to invest in over the next 5-10 years? In Portfolio Analytics, what rates of return are you using for each geographic region/country to forecast the long-term expected return for a portfolio?

The CPPIB is now invested 90% outside of Canada. What are your views for an individual investor? Should individual investors be taking a similar position, and having most of their portfolio invested globally?

Thank you again for your excellent advice, and this wonderful service.

Q: I have recently purchased three Canadiangrowth stocks and want to purchase another three. The stocks I purchased were LSPD, REAL and WELL. Please recommend three stocks ranked by order to purchase

Q: I own stocks with a broker in my TFSA. I also hold both Canadian and USA registered stocks. Can I put registered stocks in my TFSA? If so what is the process?