Investment Q&A

Q: Good Morning,

What do you think of ERE.UN for a TFSA or an RESP for a long term hold? About 10 years maybe?

Thanks

Q: REITs and REIT ETFs: You do not recommend REITs in unregistered accounts nor in RRSP, is it OK to have REIT ETF instead of REIT in unregistered account in order to do easier calculations if selling ,concerning income tax declaration : I use only the T3 or T5 provided by the bank, is it OK then ? 2) Concerning RRSP the tax rate is usually not high when we are retired since salary is lower so s it OK to have some REITs or REIT ETF in my RRSP?

Q: Would it be worth doubling down on AFN. It's a 2% position and is worst performer in my margin account being down 46%. Still hanging on stubbornly.

Q: I'm relatively new to directly investing in stocks. With the help of the 5i resources and the community QA resource I am well on the way to building a portfolio. I am noticing that stocks seem to have outsized reactions to news or no news fairly regularly. I am hoping you may be able to recommend a book and other resources that will give me insight into the behavioural side to investing.

Q: What is a mixed shelf ?

Q: Your answered on Lspd that you will trim at 7.5%, what price range will be? Many thanks

Q: Hello 5i team:
This is a suggestion and a question!
Not at all hypothetical or a thought experiment.
In the main newspapers G&M, FP and magazines like Moneysense there is a real case history of people who submit their stories and ask for suggestions. Names and identities are of course masked.
It will be nice to see such a feature say once a month in your blogs!

Question: If you were to construct a portfolio(s) with ETFS spruced with some stocks that generates 80k per year, how much capital one would need? You may want to apply your approach of Income/Balanced/Growth portfolio.
Your growth portfolio has done exceptionally well thanks to some highflyers like SHOP. But one can't rely on such phenomenon all the time! Hence my ETFs based approach.

Q: Overall happy with my portfolio, shifted some riskier holdings to more largecap/div arristocrat ETFs to ride out the fun so far this year. Wondering if we are getting to good timing for shifting some assets to more aggresive/targeted holdings. I would like to sell some VIG and replace it with something else. Say 2X 2% positions. What 2 holdings would you buy right now in a registered account to replace VIG, or would you justt continue to hold VIG at this time. Only restriction is to not be canadian but could be CAD$ fund or ETF. Some options I am considering are rbf1067 or XEF for 1 position and the other a US or global/china play stock like baba. Looking for momentum upside as compared to VIG.

Q: All of the above companies have doing well recently and should continue given soon to be arrival of several covid 19 vaccines?

Q: Hello, I was reading about something out west and they mentioned a company by name of Greengate power...are you familiar with this company??

Q: Thanks for this great service. In your answer to Jeff on November 30 you indicate that "6 shares of CSU would probably be the best 'small' amount of shares, to get 11 Topicus shares" which I guess is true for a conversion of 1.8598 and no partial shares. Would it not be better to have 7 CSU and get an extra 2 Topicus? I calculate you would get the following: 6=11, 7=13, 14=26, 21=39 .etc. Sorry if I have missed something but I went away thinking of multiples of 6 but 7 may be better.

Q: Could you confirm/comment, on recent insider buying?

Q: Hello Peter,
I have to choose between PHO and XBC for starting a new position. Which one would you recommend for the TFSA?
Also what do you think about replacing OTEX with the 2nd choice from above?
Appreciate your opinion as always.
Regards

Q: If you were the CEO today of LSPD, what would be your plan for the 2021 and from 2022 to 2025?
Clayton

Q: Which three companies in the growth portfolio are you most bullish on today? Looking to add to existing positions.
Thanks

Q: Where to get information on daily trading volume of a stock for a particular date? also it is available to have a real time volume trading for a particular time, example from 9.30 AM - 11.30 AM?

thanks
Albertus SA

Q: should i think about dumping any of these companys i am down in.. cdz qst zbx crbk psh...... thaks in advance for your great sevice. regards cliff

Q: Hello 5i,
I notice that RTX jumps up to over $1000 a share once a year for the last few years. Would you suggest a limit sell order good until cancelled at that price?

Q: What can you comment about the impact on NFI of Lion Electric's latest news?
From my preliminary research, it appears Lion is not public and no details are available about it's financial position/results to date, although the move to New York via NGA Corp looks to position it as a ~$1.9 billion market cap (vs ~$1.2 billion for NFI).
It appears that Lion does not actually sell anything yet? (they're taking "pre-orders"), supposedly has capacity to build ~6,500 units per year (vs ~2,500 for NFI).
Any news or thoughts about their announced plans to build electric delivery vehicles for Amazon fit with Amazon's announced "plans" to purchase 100,000 electric delivery vehicles from Rivian/Ford?

Q: Hi. Am I right to think that the option of switching to the floating rate series 45 is not a good deal since with the current pref there is the minimum yield and the possibility of a higher yield if rates rise in 5 years? Is it likely to be forced to convert to series 45 in your opinion? Thank you.