Q: Can you please tell me if ZWK is ok to hold in your TFSA, since it is US Companies? Thank you
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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.
- AirBoss of America Corp. (BOS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Decisive Dividend Corporation (DE)
Q: Which is the better growth stock: HPS.A, TVK, DE or BOS?
Thanks!
Jim
Thanks!
Jim
Q: I'm heavily weighted in the Qs.
Would you see a swap from ADBE or GOOG into LILY a good move?
Thanks
Would you see a swap from ADBE or GOOG into LILY a good move?
Thanks
- Gilead Sciences Inc. (GILD)
- American Tower Corporation (REIT) (AMT)
- McDonald's Corporation (MCD)
- Altria Group Inc. (MO)
- Merck & Company Inc. (MRK)
- Procter & Gamble Company (The) (PG)
- UnitedHealth Group Incorporated (DE) (UNH)
- Verizon Communications Inc. (VZ)
- Vodafone Group Plc (VOD)
- Orange (ORAN)
- Spok Holdings Inc. (SPOK)
- Telefonica SA (TEF)
Q: My long-term interest in VZ was partially founded on it's extremely low correlation with almost every other equity and fixed income category. I am "off" VZ due its recent issues and am curious as to whether you are aware of any similarly low correlation, reliably high income alternatives?
Q: Recently I see articles about “alternative” investments as a means of diversifying the portfolio. They are often written by fund managers suggesting their product.
1. What are considered alternative investments?
2. How does the individual investor access them directly?
3. Does adding them to a portfolio mix make a more diversified portfolio ie: add stability?
Thanks as usual.
1. What are considered alternative investments?
2. How does the individual investor access them directly?
3. Does adding them to a portfolio mix make a more diversified portfolio ie: add stability?
Thanks as usual.
Q: lana, i hate asking a dumb question but why is hammond getting hit so hard today, i checked everywhere, cant find a thing.dave
- Boardwalk Real Estate Investment Trust (BEI.UN)
- European Residential Real Estate Investment Trust (ERE.UN)
Q: I currently own both these 2 REITS. BEI appears to reach higher highs, and ERE seems to be reaching new lows. What are your thoughts on both REITS? Do you believe there is there more room to run for BEI, and would you buy ERE at these levels?
- Honeywell International Inc. (HON)
- Modine Manufacturing Company (MOD)
- Lennox International Inc. (LII)
- Trane Technologies plc (TT)
Q: With regards to the shift in consumer thinking related to moving away from using fossil fuels for home heating/cooling, are there any companies that would stand to benefit from the shift towards heat pumps?
Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.
Are there perhaps other companies? Or companies that supply the parts for the heat pumps?
Thanks!
Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.
Are there perhaps other companies? Or companies that supply the parts for the heat pumps?
Thanks!
Q: I am down on QTIP but liking the ~ 7% yield. What is it going to take to move the needle on this one (I own it for income but hate seeing the price down with no line of sight to recovery). What will make this bounce back to the $100-$105 range ??
- Tricon Residential Inc. (TCN)
- BMO Equal Weight REITs Index ETF (ZRE)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
Q: I am of the view that Canadian Real estate may be coming back. Are there any Canadian real estate etfs that include non- reits as well ( for example would include Tricon) .
- iShares Russell 2000 Growth ETF (IWO)
- iShares Russell 2000 Value ETF (IWN)
- Avantis U.S. Small Cap Value ETF (AVUV)
Q: Hello, I am thinking about selling my position in QQQ in favour of small cap etfs spread amongst value and growth. My feeling is that over the coming years they will have a better growth factor than the current large cap companies listed in QQQ. How do you feel about the ETFs described above, or perhaps some alternatives you favour ?
Q: What are your thoughts of Cintas right now. Would you mark it a buy or hold for a 5+ year horizon?
- 3M Company (MMM)
- iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Vanguard Conservative ETF Portfolio (VCNS)
Q: Hello 5i
First, thank you for your excellent service and guidance! I am retired, looking for income and growth. Following are my questions.
1) What do you think of VCNS? Could you suggest an alternative. I presently have a half position in VCNS.
2) At this time would you still recommend a 4.5% position in ATZ?
3)I am down about 30% with MMM. Is there a better place for these funds?
4) I am down 11% with CLF. What has to happen( with interest etc.) to recoup this loss?
Thank you, Bill
First, thank you for your excellent service and guidance! I am retired, looking for income and growth. Following are my questions.
1) What do you think of VCNS? Could you suggest an alternative. I presently have a half position in VCNS.
2) At this time would you still recommend a 4.5% position in ATZ?
3)I am down about 30% with MMM. Is there a better place for these funds?
4) I am down 11% with CLF. What has to happen( with interest etc.) to recoup this loss?
Thank you, Bill
Q: Hello 5i Team
From previous answers, you have stated portfolio / sector allocations are a personal decision.
Currently I have approximately 20 % of my Canadian Equity Dividend (i.e. TSX dividend stocks) portfolio in the financial sector.
The financial sector holdings are divided into the following sub-category (industries) with representative stocks in each sub-category:
Asset Management – (BAM / BN)
Banks – (BMO / BMO / CM / RBC / TD)
Insurance (Life) – (GWO / MFC / SLF)
Insurance (P&C) – (DFY / FFH / IFC)
Questions:
1 – What would be appropriate percentages for each subcategory? An example would be should Banks be 50 % of the financial sector holdings (or 10 % of total equity holdings)?
2 – Is there any other sub-sector of the financial sector that I should be looking at along with associated companies?
Thank you
From previous answers, you have stated portfolio / sector allocations are a personal decision.
Currently I have approximately 20 % of my Canadian Equity Dividend (i.e. TSX dividend stocks) portfolio in the financial sector.
The financial sector holdings are divided into the following sub-category (industries) with representative stocks in each sub-category:
Asset Management – (BAM / BN)
Banks – (BMO / BMO / CM / RBC / TD)
Insurance (Life) – (GWO / MFC / SLF)
Insurance (P&C) – (DFY / FFH / IFC)
Questions:
1 – What would be appropriate percentages for each subcategory? An example would be should Banks be 50 % of the financial sector holdings (or 10 % of total equity holdings)?
2 – Is there any other sub-sector of the financial sector that I should be looking at along with associated companies?
Thank you
Q: Are you aware of any public water-recycling companies that may be worth investing in?
Thank you.
Thank you.
Q: Why did NVEI go down 10% on July 20th? Is it worth investing in this company now?
Q: Any reason why gamehost gh is not trading
Q: In the next 2 to 3 quarterly reports, what do you wish to see for confirmation of your long view?
Thanks
Thanks
Q: the stock has gained some recent momentum. has a generous dividend i would appreciate your comments?
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Docebo Inc. (DCBO)
- Lumine Group Inc. (LMN)
Q: WELL ( even) , EIF (up), EGLX (ouch ), are my only TFSA holdings and are in equal amounts.
Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek
Would you give 3 of your best picks of Canadian small caps ( other than the above ) with reasons why. I can handle risk.
Thanks. Derek