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: With the analytics package , one can not monitor his spouse’s portfolio separately . I find this frustrating as my wife’s age , income, and circumstances are different than mine... I use a different , safer strategy for her portfolio. I guess this is similar to the question by the person who didn’t want to include RESP in his analytics . Thanks , Tom
Read Answer Asked by Thomas on April 09, 2019
Q: Could you explain the differences between these two ETFs, if you can call CGOC an ETF. Specifically as to what they invest in, are they actively managed, and their level of risk compared to each other? Your preference of the two, for someone who has a high risk tolerance, who wishes to have some exposure to the industry?
Read Answer Asked by Edgar on April 09, 2019
Q: Using your portfolio analytics we find we are underweight in Financials and need to add to these stocks. The percentages from highest to lowest are SLF, BNS, TD, GSY, VB. Which ones would you add to first. These are held in a RRSP account with a 5 year timeframe.
Thank You
Read Answer Asked by Louise on April 09, 2019
Q: Can you give me a report on this company is it a good TSFA ?
Read Answer Asked by shirley on April 09, 2019
Q: Good Morning,
Can you please rank in order of preference.
Currently own CSH & BEP.

Thank you



Read Answer Asked by Larry on April 09, 2019
Q: Using DOO as an example, according to RBC, among 8 analysts the estimates for the Q1 range from .31 to .68 per share, thats a .37 variable. Roughly speaking, with over 97 million shares outstanding x .37 , that is over a $35M spread for only one quarter. Often stocks get rewarded or punished for missing estimates by pennies, I dont understand why so much emphasis, when in this case anyway it appears the analysts are throwing darts to come up with their numbers? Not much of a question, but I have lots.
Read Answer Asked by Charles on April 09, 2019
Q: I noticed you recommended VT instead of EDG100. On morningstar I see VT has a 10 year annualized return of 11.93% and EDG100 has a 10 year annualized return of 15.09% net of fees. I understand VT has lower fees, but why make this substitution when EDG100 is outperforming so dramatically net net of fees? Am I missing something? Also, it seems like EDG100 does much better on the downside.
Read Answer Asked by Manoj on April 09, 2019
Q: Maestros of 5i - do you think Apple keeps on with its relentless climb back to $230 by the end of the year - still just a 16 PE - secondly is there a US tech stock that you believe has less downside risk than Apple while still having some growth to go with that (Cisco, Intel, or Microsoft perhaps or another you'd suggest) - thirdly if you were making one buy recommendation today with those criteria (safest US tech play with growth prospects) what's your call - Appreciate your insights - Ken
Read Answer Asked by Ken on April 09, 2019
Q: Hiya, I’m wondering if you have considered running aTFSA contest similar to the one that MoneySense ran? Wealthiest accounts are announced along with some of their best performers. Cheers
Read Answer Asked by Alan on April 09, 2019
Q: Can you please tell me if employee options are currently, accurately reflected in US and Canadian financial statements? If not, how significant would this be to the balance sheets of companies, in particular tech stocks? After some research, I'm losing confidence in the auditing results of companies by the established accounting firms. Trump's appointment of Jay Clayton to the SEC concerns me even more as I'm thinking the system is already rigged against the small investor and we will see many more Sunbeam's , Enron's, Concordia's, etc. in the stock markets future. Please use as many credits as you feel necessary to give an in depth answer. Thank you



--
Read Answer Asked by Ian on April 09, 2019
Q: Good morning,
I have a US based Fidelity 401k but the Portfolio Tracking doesn’t seem to recognize any of the fund symbols. Any chance of getting them added to the database?
Thanks for the good service
Read Answer Asked by David on April 09, 2019
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!