Investment Q&A

Q: I realize that these guys are in a very difficult position, but, could you give me your thoughts on their 1/4, and do you think they are having to burn the furniture to keep warm?

Q: what has been moving stn up lately? Thx

Q: Hi,

Is there something similar to TLT in Canada?

Thanks

Q: Im 27 and Im looking to become financially independent VIA my investments by 35. I currently have $120,000 invested (90,000 in my TFSA, 20,000 in my RRSP, and $10,000 in cash) I also have $130,000 worth of equity in my rental property, which I intend to liquidate within the next few years to invest. I’ve got a mixture of investments including dividend stocks that’s are set up to DRIP, index funds, stocks that I researched, and some speculative plays. What do you recommend I focus on going forward? I’m looking at adding $2000/ month to my investment program. Thanks!

Q: The Globe and Mail had a big story on SHOP and primarily about its valuation. The gist of the story was it may be over-priced and it will be hard for future growth to justify its valuation. What is your take on the article?

Q: Hello Peter/5i Team
There has been mentioned that there is a shift from growth stock to value stock.
Please provide me three of you top picks that you would consider good value stocks.

Also are the banks stock a good place to be adding to ?

Thanks
Claudio

Q: Could I have your thoughts on this stock?

Q: Hello 5i,
I have just opened up a Family RESP (currently ages (-0) and 1.5 yrs) and have been going through the RESP questions as well other questions. I would like to contribute $2,500 this year for existing grandchild and $5,000 next year when #2 comes along.
I think you would agree that at this point it is probably best to start with an ETF? So, given that, could you please give me a couple of your top recommendations for this point in time/cycle/interest rate environment, etc.. Should you feel that some individual equities might work better solo or in combo, any suggestions would be welcome. Based on what I have read, I was leaning towards VGRO, but am not sure that would be your top recommendation, so a couple of ETF and/or equitiy suggestions would be much appreciated!!
Best to all - and, as always, Many Thanks!!!
Cheers,
Mike

Q: My only holding in the communication sector right now is a half position in Telus and I would like to increase my weighting in the sector. Would you recommend that I top it up to a full position or purchase something else in the sector. I am also underweight US equities right now so I would accept a Canadian and/or US recommendation.

Q: Wondering if you could provide an opinion on the above company. It appears that the share value is on an upswing and analysts ratings are positive with a substantial target price. I am now showing a positive gain and wondering if you would rate these as a buy, sell or hold.

Q: I read an article about company spinoffs in cdn moneysaver. Do you know of any ticker symbols for ETFs on CDN or US markets that cover these new companies? thank you. mike

Q: Can i get your quick thoughts on LPSN Third Quarter Results? Getting hit quite hard today.
Thanks

Q: I regretfully bought both of these stocks for the high dividend payouts. At this point Im sitting at a 50% loss on both stocks. They each represent a decent chunk of my total portfolio. Also they’re in my TFSA. Should I take the loss on these now or wait them out for a bit? Thanks!

Q: Appreciate your thoughts on these 2 silver stocks for capital gains

Q: Please comment on recent quarter. Is it worthwhile starting a small position?

Q: I'm beginning to take socially responsible investing more seriously. If possible, would you please suggest 5 Canadian and 5 American companies that you consider to be socially responsible, AND at the same time, economically investable.

Q: Hi,

What management need to do to bring the price higher! ECN as under perform compare to EFN. I am long since 2017 with an acb of 3.66%.

Thanks

Q: PZA has been on a steady decline since September and is yielding 9.2%
Is this a good entry point or would you speculate that further price erosion is in the cards? Thank you

Q: 1. I was considering buying FCR for a nonregistered account as it has a fully eligible dividend, but I see it is imminently converting to a REIT - is there any way of knowing how the distributions will be classified going forward (and therefore the taxation treatment)?
2. What do you recommend as tax efficient real estate holdings for a nonregistered account? Many thanks.

Q: CIBC Investor's Edge will allow you easily to journal Cdn stocks to your US side and collect the dividend in US dollars - no fees! 6.95/trade fyi