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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 subscribe to Stockwatch, the globe and mail, Wall street Journal , Barrons and bloomberg.com yet I still seem to miss company news when it is not issued as a press release. eg analyst upgrade, story on the company not from those sources, etc.
Is there one site that offers all that information? I am assuming it would be a paid site.
Read Answer Asked by Murray on November 29, 2022
Q: I asked in a previous question if you favoured SPY or VIG, you sided with SPY. So brings me to SPY vs QQQ. Bat the average with SPY or gamble on the more tech heavy QQQ rebounding stronger and looking like a good buying opportunity. I am slightly underweight tech so would beef up my tech holdings as well

longterm hold, registered account, hybrid balanced/income follower.
Read Answer Asked by Tom on November 29, 2022
Q: hello 5i:
We hold the Pimco Monthly Income Fund as our sole Global Fixed Income contributor. We are not displeased with it, but wonder if you favour another ETF, or mutual fund, that could replace it, or complement it. We would probably expect at least a 4.5% distribution. Ideas?
thanks
Paul L
Read Answer Asked by Paul on November 28, 2022
Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James
Read Answer Asked by JAMES on November 28, 2022
Q: Have a bit of cash I want to add deploy to one of MAL, PLC, X. Preference right now? Longterm hold, unregistered account, hybrid of income/balanced follower. Yes they are very different and yes this is a market timing question!
Read Answer Asked by Tom on November 28, 2022
Q: Hello 5i
Could you provide an indication as to buyhold/sell - all are current holdings but some due to declines have reduced to < 1% . I'm looking to rebalance overall and these need addressing with possibly topping up, selling or doing nothing ... ignore sector weights please. Already held for some time and any that I decide will remain will be held for the long term
Thanks
Read Answer Asked by mike on November 28, 2022
Q: I read a couple of recent posts on how bad TD brokerage was and how good National Bank was. Greg ended his post with “TD sucks”. That gave me a great chuckle. I am a TD client and am quite satisfied with their service but this is not to defend TD.

I have started a thread in the Forum under Brokerages and Research Tools on National Bank on the pros and cons of using that brokerage. I am intrigued by their zero commissions but am a bit skeptical on their overall offerings and service levels. I hope Greg and some others will post on their experiences with National.

Anyway, I do have a question for 5i. If I moved one of my accounts to National, with zero commissions, how do they make money from me? I don’t trade on margin, so no margin interest there. I don’t sell stocks short. I don’t buy or sell options. So, why would they want my business, or maybe they won’t?

Thanks
Dave
Read Answer Asked by Dave on November 28, 2022
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