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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter & Ryan,
Is H&R REIT a buy here? The unit price erodes as the Trust restructures or whatever it is doing. I like the move into US residential, which is why I own it.
I have read elsewhere that the NBV is $25. Do you concur & is it a buy here?
I own a bit (at 20.25) for the income and was thinking of adding. Finally, do you think there is takeover potential here, as I am thinking? Thanks, I appreciate your opinion.
Terry
ps - thanks for your answers to PXT, which I waded into today.
Read Answer Asked by Terry on July 23, 2018
Q: Hi, AMZN and NFLX have always been hard to buy due to expensive valuations. I managed to accumulate AMZN shares, a few months ago when stock dipped due to Mr Trump's rhetoric. NFLX price has dropped after its recent results due to lower subscriber growth and softer guidance. How do you see the thereat of competition from Hulu, Disney and Amazon etc ? Do you think, it's an opportunity to buy/accumulate for a 5 years or longer hold ? Thanks
Read Answer Asked by rajeev on July 23, 2018
Q: Hi 5i, thank you for your service , the Q&A alone is worth every dollar.

I have big gains in (NFLX – 8%, NVDA – 8%, FB – 8%, GOOGL – 8%, AMZN – 7%) and I have already sold some of these companies previously but they keep rising! Some may say I have let these ride for too long already BUT… based on the Q&A I get a sense you think all of these “tech” stocks are market leaders and have lots of room for earnings growth, so part of me wants to keep them going as I can see them continuing to rise and rise until of course there is eventually a recession or market crash, but again I think a few years after that event they will still be dominant companies, but please give me a good reason to sell these stocks, because I am struggling to justify selling some of them again. I do not need this money for a min 20 years and do not shy from risk.

Also, I have cash available even if I don't sell anything, any recommendations for 2-3 stocks to finish the portfolio ? TD or BNS or both would be adequate? I don’t have an appetite for an energy/oil company, or mining at this time..
Here are the rest of my stocks (SHOP – 5%, BRK – 5%, XYL – 5%, GSY – 5%,TOY – 5%, SIS – 5%, PBH – 5%, PHO – 4%, KXS – 3%, TSGI – 2.5%, GC – 2.5%, SPOT – 2.5%, RHT – 3%, COV – 3%).

Thank you!
Mike
Read Answer Asked by Michael on July 23, 2018
Q: What is the most tax effective way to hold US stocks? I’m 32 with a good income, and have a full balanced tfsa holding Canadian stocks and etfs. I’m interested in building an account to hold US dividend aristocrats/Kings set up on auto deposit/drips as a set it and forget it style account. From everything I’ve read the dividend aristocrats generally have returned better than market average with good security and fairly stable growth, would you agree? I own my own companies so my income is structured to be very low tax, so I don’t need the break offered by the rrsps but I do have quite a bit of contribution room there. Would you recommend rrsp for US holdings for tax reduction, or is there a more efficient way?

Thanks
Read Answer Asked by david on July 23, 2018
Q: I have had some bad experiences with REITs and am concerned about dilution and management teams that are looking out for their interests before investors. With that said, what REITs would you recommend that have strong management who are loyal to shareholders? Thanks.
Read Answer Asked by Tyler on July 23, 2018
Q: Hi 5iR Team, I have been trying to compile a list of the top performing US ETF's. However, many people put various criteria in attempting to rank ETF's and in general others just disagree with one list vs another. So, could you give me the top 10 US ETF's based solely on 52 week change. What was the fund worth July 23/17 and what is it worth today. Thanks. Chris
Read Answer Asked by Chris on July 23, 2018
Q: I have a well diversified portfolio using a passive index strategy. I have the above stocks in my TFSA to boost the total portfolio return. Thanks to 5i that has worked well. My current TFSA holdings are listed and I am up at least 15% on the first 5 stocks listed and plus / minus 5% on the last 5 stocks listed. I am in my early 70's and feel I don't want to spend as much time on the TFSA investments. Can you give me up to 10 buy and forget growth names for the TFSA and if some of the listed stocks are included in your list then so much the better. Thanks
Read Answer Asked by Richard on July 23, 2018
Q: In the near future I will be making some TFSA investments. My understanding, from commentary I have heard, is that it is wise to not invest in US stocks as the US government withholds dividend payments inside such an investment vehicle.
However, my thinking is that this does not necessarily mean that buying US stocks inside a TFSA is an absolute no no as this negative should be balanced against the positives with a given US stock. If the company is a fast growing US tech stock, for example, that doesn't pay a dividend then the withholding of dividend income is a moot point. Please comment. Thanks very much.
Read Answer Asked by Murray on July 23, 2018
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