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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: I am down 15% on this stock. I keep telling myself that there is less risk now with the price correction, but it keeps trending lower. I like the dividend, but what's the point when the loss of capital eliminates the dividend. I hold this stock in my RRIF. What do you see for this one 2 years out. If you suggest a sell here, what would you replace it with in the same sector. Thanks
Read Answer Asked by Richard on October 25, 2017
Q: I am approaching my TFSA contribution limit and have opened a cash account. I'd appreciate your advice on how I should allocate stocks between the two accounts.

Currently my account consists primarily of micro/small/mid cap growth stocks and high dividend stocks. I am planning on adding some high dividend etfs.
I'd like to separate high growth stocks from dividend stocks/etfs.

My initial thought is to use my TFSA as a tax free income generator with the dividend stocks/etfs. As these stocks produce somewhat guaranteed gains I will definitely be utilizing the tax free incentive of the account.

While having my riskier growth stocks in a cash account where I am more likely to incur loses and can take advantage of tax loss rules. Also, if Im lucky enough to have a multi bagged I hope I wouldn't be too upset paying a bit of tax on the gain.

Does that make sense? Would you suggest otherwise and if so why?

Thanks
Read Answer Asked by EVAN on October 25, 2017
Q: Hello,
I recall recently reading a reply you had given to someone who asked about a list of "forever" stocks that you had recommended in 2016. The stocks were: BNS, BCE, ENB, T, CSU, FTS, BEP, AQN, OPTEX, PBH. They asked if you would still recommend these and you said "yes" and that there were some additional names you would add.
Could you pls advise what these additional names would be.
Thank you
Margaret
Read Answer Asked by Margaret on October 24, 2017
Q: I have owned GSY for a few years now and I'm very happy with my returns but how can a company that is showing good growth, has a growing dividend, consistently beats earnings (with several blow out quarters), be trading at around 10x next years earnings. I realize people don't like the industry but it just makes no sense. What am I missing?
Read Answer Asked by justin on October 24, 2017
Q: I sold yesterday half our position which was in a rsp, now we have an amount equal in a cash account representing 1.5 % of our portfolio. I see the stock is up today another 3% on low volume, no news except this marijuana growing joint venture a couple month ago. Do you know if there is insider buying?
I am tempted to cash out. your advice is always precious.
Thank you.
Read Answer Asked by francois on October 24, 2017
Q: Greetings 5i team:

Can you please suggest 3 stocks on a valuation basis that still have a good balance sheet that you consider have the best potential over the long term. If you can draw them from the mid-cap or larger dividend paying universe so much the better, irrespective of sector. Finally, if you could highlight what you see as the biggest risk for each?

Thank-you,
Read Answer Asked by Stephen R. on October 24, 2017
Q: Please provide your comments about the recent appointment of James Henderson as COO and possible appointment to CEO next spring.

The stock has done well in the past few months but historically it seems that just as things are looking good bad news breaks. As I am typing this question, the stock has dropped by 5% with today’s news. Is this an over reaction?

I have held AVO for the past two years, in my TFSA and it represents only 2.4% of my total portfolio.

Should I continue to hold this stock?

Thank you

Stephen
Read Answer Asked by J Stephen on October 24, 2017
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