Investment Q&A

Q: As part of a diversified stock portfolio, I own all all of the stocks in the B E model with approx 2.5% position in each. I want to rebalance my fixed income to stock percentage. Because I have done well following your advice( thankyou, ) I have enough cash to either add 1 % to each stock in the B E model, or would you suggest a higher weighting in some favorite names in the B E model that you like at this time?

Q: What are your thoughts on CTL and the merger going through? Dividend is attractive. What is the payout ratio?

Q: I have held Shawcor for a while and am still a little water. Wondered what you thought of earnings and offer your opinion on where share price might be in a couple of years? Seems with pipelines being slowed or not built might hurt it going forward? Much thanks Stuart

Q: GEO reported his morning. Comments please. Will this get the stock moving again?

Q: Hi,
Can you please give me your take on ECN.TO-do you see much upside with this stock? It seems to be trading below NAV and I was wondering what are upcoming catalysts?

Thank you.

Q: Does the deal have implications for TOY?

Q: Kl is 52 week high, is it fully value at current price or more room to run, would you buy at this level? Thanks always.

Q: Talk of a dividend cut has been circulating for a while. Down $9 bucks a share on this behomoth! Is this what the street will be happy with--a dividend cut so that they can start growing? Would you hang on for an eventual turnaround or buy something (suggestion?) similar industry but growing. Thanks.

Q: Regarding the asset allocation of the income portfolio, what does N/A at 7.86% represent? In addition, generally speaking, where have you included CPD,CVD and XHY? If I excluded CPD, CVD and XHY and recalculated the remaining sector %'s, would the adjusted asset allocation work by substituting larger companies for some of the smaller cap names to decrease the volatility? Thanks

Q: What is your opinion on QYLD for US tech exposure. Management fee is a .60% with a 7.4% yield. I know I'm capping the upside with the covered calls but if there is such a thing as a " Sleep at night " stock in the " tech " sector. Would this be one ? Also for a one stop shop for the rest of the US would VIG be a good choice or do you have another preference ?

Q: please update growth potential on STEP. Thanks always.

Q: What would be the Pros and Cons to invest in a new ETF such as DGRC with a total asset of 1.3m?
Would you rather invest in VDY or CDZ?
Really enjoy the new website
Well done
Sylvain

Q: I am approaching mid 70's and realizing the need for perhaps a more conservative approach in my RRIF portfolio. What percentage of my total holdings would you suggest be put into fixed income? I am a healthy senior with a defined benefit pension. What are your thoughts on the Horizons Active High Yield Bond? Other suggestions?

Q: Can we get your current thoughts on this company, and potential buys at the present price?

Q: Hi,

I'm a medium risk investor who needs more world exposure.

1) Can you recommend two CDN and two US ETfs focusing on Europe for the next few years.
2)1) Can you recommend two CDN and two US ETfs focusing on Asia?China for the next few years.
3) If you had to bet on whether Europe or Asia has the advantage in growth and stability for the next few years, which would it be?

Q: Hi 5i Team.
Do you think Priceline and Shopify are buys at these levels?
Recently purchased Priceline and watched it fall, would like to buy more for five year hold.
Thanks for the service.

Q: What is a half position ? Why only a half and when do you add , when rising. Or falling price or rising moment

Q: What are your thoughts are the latest earning? With the debt should one continue to hold this stock. Would AGU be a better stock to own? I know that the yield is lower on AGU than AFN?
Thanks

Q: Can I get your input on this smaller AI company based in the USA. Read an article yesterday that mentioned Yext as a way to play AI. Thanks for your great service.

Q: Hello

I am considering investing with a robo advisor, Invisor.ca. They are certainly not WealthSimple in terms of size or AUM, but they offer portfolio choices that suit my needs.

My investments will be held at a third party custodian, Fidelity Clearing Canada and I am told that there is CIPF insurance in place.

My questions are as follows:

1) Is the CIPF insurance coverage upto $ 1 million?
2) Does the $1 million CIPF insurance cover all my accounts aggregated together i.e. RRSP,+TFSA+ non-registered etc. or is a it $1 million per each account?
3) Who is the investment dealer in this situation - Invisor or Fidelity?
4) In the event of investment dealer insolvency, how long would it typically take for my funds or holdings to be restored to me?
5) Would 100% of my investment be restored to me in the event of investment dealer insolvency, as long as I have up to $ 1 million with them?

Please deduct as many credits as appropriate

Thank you