Investment Q&A

Q: Three stocks, one question. I purchased MedX long ago for pennies and have watched it climb a nickle. Recently purcased Mogo Finance & People Corp. Would sincerely appreciate your review of these stocks and thoughts going forward.... Thanks!

Bruce

Q: Hi 5i Team,
I'd like to pick an energy name from pipelines, what would be your choice today from above listed or others? to balance some growth stock in a tsfa.
Thanks

Q: Would you buy TD or BNS in a TFSA today?

Q: Goodmorning

Would you place a company like Zoetis in a RRSP or TFSA and are you aware of any canadian companies in Canada that would be similar and if you could plse rate them?

Thks
Marcel

Q: Dear 5i
When i look over the summary page for an ETF at Yahoo finance and Morningstar i see many stats on the ETF including but not limited to 12 month yield and expense ratio .
Firstly is the stated yield on that summary page generally net or gross of the expense ratio ?
Secondly whether its Yahoo finance , Morningstar or the free version of Bloomberg the yields and expense ratio numbers largely vary . Whats your recommendation for which site to use to more accurately reflect the real numbers ?
Thanks
Bill C

Q: Hi Peter
I have a 5% Cash position in my RIF / RRSP not needed for a Year
As both companies had significant drops recently, would this be a good time to add to a half position in each??

Thanks, Peter

Q: This income fund was recently recommended as a play for its yield currently 10.65%. Do you view this as a safe and sustainable addition to an income investors portfolio ?

Thank you.

Q: At the present time I have a full position in Kinaxis, Constellation Software, and Shopify.
All 3 are in a non registered account. CSU and SHOP have done very well but KXS has been falling over the past year and I was wondering about selling it and buying one of the other 4 that I have listed. I am looking only at growth over the next one to two year time period. My risk tolerance is moderate to high. Which one would you suggest and why. Or would you just stay with Kinasix. Please deduct as many credits as you see fit. Thank you, Ian
Did

Q: ARKK / ARKW how are they different?

Q: What do you think of savarias latest acquisition.

Q: What are your thoughts on TrueLeaf and the CBD space in general? TrueLeaf had an impressive earnings announcement - third quarter in a row of spectacular growth.

Q: At the present I have a full position in SHOP and CSU. I would like to add another full position to my technology sector. Which to the above 5 stocks would you suggest for
growth only for a 1 to 2 year holding. My risk tolerance medium high. Could you please rank them from most growth to lowest growth and your reasons. Please deduct as many credits as you see fit.
Thank you Ian

Q: Are you of the same opinion of this stock that you held in 2017

Q: I have 3% of JPM, am down 400 USD, given the dim view of further FED increases, sh i leave banking , park the money in VGSH or go to divi with PFE or VZ as you earlier recommended. Last 3 mo JPM/PFE/VZ have similar charts but the potential of banking?? compared to VZ+PFE???
Art

Q: CJT: I have an unrealized gain of 996%, yes, 996%. I bought it at $7.70 and it's currently at $84.40. Most of your comments are positive about this company, except regarding the debt level. Do you see any issues or concerns to continue holding this stock for years to come? In a case like this massive gain, it is better to take at least some profits?

Q: When do you expect rpi.un to report earnings.

Q: I am slowly building up my TFSA each year by withdrawing funds from my RRSP.I am 68 and often make 1-3 trades per month,sometimes not trading for months.
In 2017 I had a return of 41%,then lost 17% in 2018.My balance today is about $72,000.Do you think the CRA would treat me as a trader and tax me accordingly.

Q: Hello Peter et al.

Furthermore to my question I asked on this company on Jan 31st after their plans to delist from the TSXV and be only listed on the LSE AIM to save costs I have some other enquires.

I have currently been employing a strategy to consolidate all of my shares into one account - my RRSP account prior to the delisting to limit the impact of the higher brokerage fee of $250 vs. $9.99 currently. I still believe in this company and believe in the long term hold of another 2 to 3 years and I will be rewarded.

However, I have been reading that the LSE AIM is not an exchange that is allowed to be used for RRSPs or TFSAs. Because of this if I hold this stock in my RRSP I will have to pay a monthly penalty of 1% of the capital value of the stock. Are you aware of this or can provide any advice?

I assume I can hold it in a regular stock account and pay no penalty.

Any advice will be appreciated. I plan to also ask my discount brokerage about this as well.

Regards,

Brendan

Q: What is your opinion of the preferred shares for retirement income, as part of a FI portfolio? Which regular and which reset do think are currently best? Thanks.

Q: May I please have your comments on their earnings release? Looks like it’s down after hours based on their forward looking guidance. I bought it today right before close hoping for a pop and am wondering whether to hold as it looks like it will be opening lower.