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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: Hello 5I team: If someone retired with some room in RRSP which is in turn transferred to RRIF can they contribute with no employment income as long as they do not claim for a tax deduction?
Read Answer Asked by Larry on June 26, 2023
Q: Hello, I am down on these stocks and with the risk of a recession, would you preemptively sell any or all?
Thanks
CR
Read Answer Asked by Carlo on June 26, 2023
Q: For a retired conservative investor:

1. Please rank DOO, ATD, & BYD for safety first and total return second.

2. Please rank PBH & DOL for safety first and total return second.

Thank you
Read Answer Asked by Lyle on June 26, 2023
Q: Hi team, I am a retired, income with a bit of growth investor. I have 22 holdings in my portfolio. My general rule of thumb is that a single holding should not be over 5% and a sector no more than 20%. When it comes to ETF's my % are a bit higher. My question is, with the above ETF's in mind could you please tell me what the maximum % you would feel comfortable with holding in a portfolio. eg- I have ZWA at 10%, ZWE 9%, ZWU 9%, with cash at 15.5%. Thanks for your expertise, Bill
Read Answer Asked by William on June 24, 2023
Q: Hi Gang

Did you have a look at my last question onTop 15 Canadian companys that pay in US cash

Thanks Mike B
Read Answer Asked by Mike on June 24, 2023
Q: Hi Gang

Can you give me list of Reits and companies that pay in US cash

Thanks Mike B
Read Answer Asked by Mike on June 24, 2023
Q: hi. I am down on CSW, and am thinking of selling and locking in the tax loss, and immediately picking up ADW. do you see more capital gain potential in one versus the other? what do you feel is the better investment now?cheers, chris
Read Answer Asked by chris on June 24, 2023
Q: Hi 5i,

For Guardant Health (GH) would you recommend holding or selling at this time?

If selling is your recommendation please provide 5 US healthcare stocks that have good prospects in the near to long term.

Thank you.
Read Answer Asked by Brian on June 24, 2023
Q: hi, portfolio analytics says I am underweight basic materials, consumer defensive, healthcare and industrials. can you provide a few Canadian and US equities in each category, that you would consider for medium to long term investment.
cheers, chris ( take as many credits as you need ).
further, I am overweight in utilities ( 18.6% of total holdings ) and financials ( 25.5 %). do you recommend trimming these 2 sectors? and in financials I own BN and BAM ( which I would suspect actually have cross-over with other sectors? )??
cheers, chris
Read Answer Asked by chris on June 23, 2023
Q: Prior to the December 2022 distribution of the new BAM, I believe that the old BAM (now BN) was trading with a dividend yield above 1%...perhaps around 1.25% or even 1.5% (?) As of this moment, the "new" BN trades at a 0.91% yield.

I usually use historical yield as a guide for my stock purchases. Am I able to make a direct yield comparison of today's BN vs. the former, or was the dividend affected in any way because of the distribution 6 months ago? If so, by approximately how much ??
Read Answer Asked by James on June 23, 2023
Q: Retiree looking for suggestions to putt some money into a TFSA. Long term investment with a good dividend and reasonable capital appreciation. Please advise.
Read Answer Asked by Jacques on June 23, 2023
Q: I would like your opinion of this new ETF.
I realize it has no history, and is still rather small, but it seems to be in a growing segment, high income ETF's.
I like the equal weight aspect, I like all the companies in it, and I like that there is no leverage involved, and at the money options, seem like a winning formula.
I am looking for income, low volatility, and a little growth would be welcome, but honestly, if the share price is the same in 20 years after distributions, I would still be very happy.
It would make up about 30% of my investments, with HDIV at 20%, and HYLD at 20%, cash at 10%, and an assortment of individual companies, about 7, making up the remainder.

Thank you
Read Answer Asked by Greg on June 23, 2023
Q: Since the healthcare sector in Canada is quite limited, I would like to explore the option of purchasing 100% US healthcare stocks to better represent this sector. I would greatly appreciate it if you could suggest six stocks that I should consider. Thank you in advance.
Read Answer Asked by Esther on June 23, 2023
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