Q: What is your opinion of Rupert Resources?
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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: Good morning.
We are retired and rely on our investments for income.
We are looking to simplify our portfolios and would appreciate your opinion.
We are hoping to utilize etfs in our rrsp and tfsa.
In our non registered we would like etfs and Canadian dividend stocks to utilize the the dividend tax credit as this is our main source of income.
At present our set up is:
TFSA. VDY
RRSP. VIG
non registered. 70 % (VDY. XIU. VCE with 15 individual canadian stocks )
30%. ( VGG. ZSP. ZNQ)
Is this too simplified?
Are there any etfs we should add or delete or would be better.
Thanks for your help.
Victoria
We are retired and rely on our investments for income.
We are looking to simplify our portfolios and would appreciate your opinion.
We are hoping to utilize etfs in our rrsp and tfsa.
In our non registered we would like etfs and Canadian dividend stocks to utilize the the dividend tax credit as this is our main source of income.
At present our set up is:
TFSA. VDY
RRSP. VIG
non registered. 70 % (VDY. XIU. VCE with 15 individual canadian stocks )
30%. ( VGG. ZSP. ZNQ)
Is this too simplified?
Are there any etfs we should add or delete or would be better.
Thanks for your help.
Victoria
Q: thoughts on earnings warn today - good entry point or could the cockroach theory apply?
Q: in which sector would you classify this stock
Q: Hi
I noticed that you are recommending Lily for US healthcare. Are you still high on Abbvie?
Carl
I noticed that you are recommending Lily for US healthcare. Are you still high on Abbvie?
Carl
- Spotify Technology S.A. (SPOT)
- Fiverr International Ltd. no par value (FVRR)
- Coupang Inc. Class A (CPNG)
Q: I'm looking to expand my international holdings, and wondering if you see any/all of these 3 companies as having superior growth potential over the next 3-5 years? Thank you.
- Kinaxis Inc. (KXS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Have just sold MAGT after the news of the takeover. Looking to use the funds to top up one of 4 smaller technology positions, KXS, NVEI, TIXT and TOI. Already have full positions in CSU and DSG. How would you rank KXS, NVEI, TIXT and TOI for an add now, and I would appreciate a couple of reasons for the one or two you like best. Thanks.
Q: Have held shares in each these companies for a while and they really have not done much. Would appreciate your opinion on each. Should I continue to hold the shares or would it be better to sell and move on. Could you please provide rationale for your recommendations. Thanks.
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Salesforce Inc. (CRM)
- Eli Lilly and Company (LLY)
- Nucor Corporation (NUE)
- Rockwell Automation Inc. (ROK)
- Constellation Brands Inc. (STZ)
- Tesla Inc. (TSLA)
- Digital Turbine Inc. (APPS)
- Cheniere Energy Inc. (LNG)
Q: I OWN LNG, NUE, LLY, ROK, APPS QCOM CRM, GOOGL, TSLA, NVDA, STZ....IN VARIOUS U.S. ACCOUNTS
I WOULD LIKE TO BUY MSFT AND COST
WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....
I WOULD LIKE TO BUY MSFT AND COST
WHICH OF THE ABOVE WOULD YOU CONSIDER SELLING FIRST
ANY COMMENTARY ON THE OTHERS WOULD BE APPRECIATED. THANK YOU....
- iShares Russell 2000 Growth ETF (IWO)
- Mawer Global Small Cap Fund Series A (MAW150)
- Dynamic Active Global Dividend ETF (DXG)
- Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF (VSS)
Q: Hi Everyone at 5i!!
I own Maw global small cap and have rode it up and down. I am given to understand that it is a good fund but the MER is high. Is there an ETF of a similar nature that I could reinvest my money in??
Cheers,
Tamara
I own Maw global small cap and have rode it up and down. I am given to understand that it is a good fund but the MER is high. Is there an ETF of a similar nature that I could reinvest my money in??
Cheers,
Tamara
Q: Hi Team,
Looking to have your thoughts on why Topicus is not participating in the recent tech rally that's been going on...especially yesterday? I know its a odd trader. But is there anything fundamental holding it back? Or do big investors (fund managers and such) avoid it because they are not share issuers? This being said...do you also see this as an opportune to add, with anticipating that TOI shares will eventually "catch up" to the over all tech bounce here? Thanks for your thoughts!
Shane.
Looking to have your thoughts on why Topicus is not participating in the recent tech rally that's been going on...especially yesterday? I know its a odd trader. But is there anything fundamental holding it back? Or do big investors (fund managers and such) avoid it because they are not share issuers? This being said...do you also see this as an opportune to add, with anticipating that TOI shares will eventually "catch up" to the over all tech bounce here? Thanks for your thoughts!
Shane.
- TFI International Inc. (TFII)
- ECN Capital Corp. (ECN)
- WELL Health Technologies Corp. (WELL)
- Topicus.com Inc. (TOI)
Q: Looking to add to my registered accounts. Could you please rank the above based on which you would buy as of today?
Many thanks,
Many thanks,
Q: Can you give me your 4 best ideas for consumer discetionary and your reasoning for each. Already own MG,Atz
Q: I'm having difficultiy deciding whether to take a position in Whictecap or Tamarck. Which of these 2 companies has the best prospects for 2023?
Q: I am interested in increasing my current energy holdings (ENB, TRP, WMB, LNG, TVE, TOU) for higher dividends, likely by selling WMB for PNE, GXE or PEY but saw PBR with its huge 50+% dividend.
Normal questions apply: sustainable, country risk...? Is this the type of heightened div percentages Can companies are talking about increasing toward?
Many thanks.
Normal questions apply: sustainable, country risk...? Is this the type of heightened div percentages Can companies are talking about increasing toward?
Many thanks.
- Cogeco Communications Inc. Subordinate Voting Shares (CCA)
- Cogeco Inc. Subordinate Voting Shares (CGO)
Q: Hello 5i Team
I currently hold shares in Cogeco Communications Inc. (CCA) which currently have a capital loss.
Can I sell Cogeco Communications Inc. (CCA) and book the tax loss and concurrently purchase Cogeco Inc. (CGO) as a hedge for the next 30 days and then re-buy CCA.
Would this keep me on-side with Canada Revenue Agency and the superficial capital loss rules?
Thank you
I currently hold shares in Cogeco Communications Inc. (CCA) which currently have a capital loss.
Can I sell Cogeco Communications Inc. (CCA) and book the tax loss and concurrently purchase Cogeco Inc. (CGO) as a hedge for the next 30 days and then re-buy CCA.
Would this keep me on-side with Canada Revenue Agency and the superficial capital loss rules?
Thank you
Q: FOR AMERICAN TOWER WHAT IS A GOOD ENTRY POINT? IS IT A BUY NOW?
- Pine Cliff Energy Ltd. (PNE)
- Peyto Exploration & Development Corp. (PEY)
- Whitecap Resources Inc. (WCP)
- Birchcliff Energy Ltd. (BIR)
- Freehold Royalties Ltd. (FRU)
- Cardinal Energy Ltd. (CJ)
- Gear Energy Ltd. (GXE)
Q: How would you rank these companies for growth, stability
and dividend security? I'm thinking to trim WCP and FRU
to add these others.
Thanks
and dividend security? I'm thinking to trim WCP and FRU
to add these others.
Thanks
Q: I am down 80% on enw in my TFSA ,and down 8% only today (related to the news ?); please could you give your point of vue on the present situation,and on the future of this Cie,since at this level,selling would be only justified if there were no significant hope of coming back to former valuations..
Q: PNT Point Bio. Peter; How long does the new prostrate trial take and,if successful would it better to own it or LNTH? Thanks
Rod
Rod