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: I would like to add to one or two of the above stocks with my gains from Shopify. In a well diversified portfolio I am looking for dividend income with some growth. I hold all of the above just slightly less than a 2% allocation in the portfolio.

Many thanks for your continued support, education, advice and suggestions. I have done well under 5i direction since 2013. Thank you.
Read Answer Asked by Martin on October 11, 2017
Q: The question of what to do when one is worried about the possibility of a sharp market correction often arises. In the past you have proposed increasing the portfolio allocation to cash. As a complement to that strategy, what about tilting the portfolio more toward low beta (less than 0.5, say) stocks? I’m thinking of stocks like L, ECI, CSH.UN, KBL, SJ, SLF. How much protection - qualitatively speaking -do you think that would provide against the possibility of a sharp correction of, say, 10-15%?
Read Answer Asked by Philip on October 11, 2017
Q: What are your thoughts on Outlook for Savaria, Grande West and Andrew Peller.
I see a Report from last year on Andrew Peller. Where do you see this Company going in the Long Run.
And How would you rate this Companies on Growth Potential.
Read Answer Asked by Barry on October 11, 2017
Q: Tourmaline has been in a bit of a freefall lately. Should i consider tax loss selling the stock? What companies should i consider in the switch? I have a very low % of oil and gas stocks in my portfolio no counting enbridge and transcanada.

Also a firm expressed that DAP-U is good value selling at a reasonable price; do you agree?
Read Answer Asked by Thomas on October 11, 2017
Q: Hello Team,

I have a regular CDN TFSA, with $43,000 invested, and i have a portion of cash allotted to a USD TFSA with $15000 invested. Between the two i need to generate safely with minimal risk $300 dollars per month? Can you suggest some income producing strategies that could help me obtain my goal? please include some equities.

Are the US and the CDN TFSA'S treated the same for tax purposes, when withdrawing investment income? charge me as a two part question!

Thanks,
Stephen

Read Answer Asked by Stephen on October 11, 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!