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: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Read Answer Asked by victor on September 18, 2017
Q: Hi 5iResearch Team,

I have started a position on SHOP since this past January and have been adding to my position since. I am currently up by about 100% on my total holdings and now it accounts for about 5% of my total portfolio. I am debating if I should take some money off SHOP and put the proceed on something else (preferably with a dividend). May I please have your thoughts on this and if you can also recommend a company to buy with the proceed from the sale of SHOP should I decide to trim my holdings on SHOP>

Best Regards,
Read Answer Asked by Harry on September 18, 2017
Q: Hi there. I have accumulated about 4K in cash in my TFSA that I am looking to place in either 1 or 2 growth options. This is would represent about 15% of portfolio. I'm 35 so risk tolerance is fine.

Currently have GUD, AQN, KXs, LNR, VEE, and FIRE

Would US exposure be a good plan given the current exchange rate and diversification?

Thanks

Read Answer Asked by Ryan on September 18, 2017
Q: I am looking at purchasing an etf in the s&p500 and the nasdaq for my son. Is there a preference between the zqq or xqq and same question for the zsp or xsp. They seem to have the same mer but performance seems to be a bit better for the ishares product. Is there a seasonality aspect (time of year) to buy these or is just on dips?
Read Answer Asked by pietro on September 18, 2017
Q: Hello

I m looking for a etf or mutual fund of quality blue chip who can growth in bull market and minimize the the risk during a bear market for a long run minimum of 5 years.

Which product between VIG, ZGQ, MAwer global equity, edgepoint global, black creek global,do you suggest me?
If you have other suggestions let me know.

Thank you for your help

Have a nice week end
Read Answer Asked by Alexandre on September 18, 2017
Q: Downgraded to a target price of $20.00. I watched my holding start to firm up about $32.20. I had to leave house and put in a trailing stop and was stopped out at $33.60. Employees at your place (the pros) how would they have handled it? Since you guys are more long term would they still own it or would they have got out at a higher price than me? I get a weekly newsletter and have been told know what you can afford to lose e.g. $500.00 on a $5,000.00 stock and get out when you are down $500.00. Thanks. Dennis
Read Answer Asked by Dennis on September 18, 2017
Q: I am 70 years old, been retired for 14 years, and can't risk losing capital. Thus my portfolio is currently 100% in fixed income.... 65% in laddered 1-5 year GIC's, 10% in bond ETF's (CBO, CLF, XBB), 5% in preferred shares, and 20% in cash. In the preferred share category, I currently hold CPD, HPR, and ZPR equally. Given a steadily increasing interest rate environment, would you recommend selling CPD and adding to HPR and ZPR, due to their leanings towards rate re-sets? Is a 5% total weighting for preferreds appropriate for this fixed income portfolio? What do you recommend for the remaining cash, given my mandate for "safe" investments? Should I stick with additional GIC's or expand the bond allocation? Thanks!
Read Answer Asked by Paul W on September 18, 2017
Q: Hi Team,
Looking at the charts of these companies- 5, 10 & 20 years ago, they had a very high peak which diminished to today's prices (fraction of their high prices)
Since you are positive toward these companies today, how relevant is to look at their history? (Peter used the performance history of a company as a negative sign)
Thanks,
Moe
Morris
Read Answer Asked by Morris on September 18, 2017
Q: My first year of my 5 year GIC ladder is due.I have $20,000 /year in GIC's most at 2.75%.Oaken is still maintaining the renewal 5 yr. GIC rate at 2.75% I have a good pension, cash in the bank and debt free. I am 71 with a balanced value /income portfolio.
Should I continue the 5 year ladder within our TFSA ($9000) or add to my ENB, BCE, CSH and NWC?
Thanx
Stanley
Read Answer Asked by STANLEY on September 18, 2017
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!