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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: BN got a nice bump today, about 2.6%, and the only news I could find was about their sale of some Transalta shares. Is that the reason for the jump in the share price? Do you know how much profit BN made on the sale of those shares? Do you have an idea what they plan to do with the funds? Or is there some other reason the stock jumped?
Read Answer Asked by arnold on January 10, 2025
Q: I am considering writing covered call options on Canadian banks inside a RRIF, as part of an income-generating strategy. All of the Canadian banks trade in the US as well as Canada. Would you write call options on the Canadian exchange or on the US exchange? Presumably the latter is more liquid and pricing would be better? Or would it make no difference? Is any Canadian bank better than any other for covered call writing?
Read Answer Asked by David on January 10, 2025
Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.
Read Answer Asked by Geoff on January 09, 2025
Q: I'm over allocated in Financials at 23%. Recognizing BN represents a diversified holding and Visa could be considered Consumer. What changes would you make if this was your account. Most of the 1% holdings are in my unregistered accounts with BN, Visa, JPM, BAM are split RRSP/TSFA. Long term investments +10 years with a tilt to risk/growth. Retirement in 2035.

BN 11%
BAM 2%
Visa 3.6%
JPM 2%
GSY 1.6%
PRL 1%
TD .8%
BNS .8%

Happy New Year and thanks for all the help in 2024!

Don
Read Answer Asked by Don on January 08, 2025
Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.

Thanks.
Read Answer Asked by Alan on January 07, 2025
Q: Hello.

What are your thoughts on Citi these days? It seems to be getting a lot of positive attention following the restructuring(s) from last year, and seems to be a large US bank favourite for many well known analysts.

Any concerns if one was to consider initiating a 2% position?

Thanks as always.
Read Answer Asked by Trevor on January 07, 2025
Q: I am considering the NASDAQ stock (NDAQ).

It has a consistent record of solid earnings. With the new U.S. Administration easing up on regulations there is the potential of an increase in M&A and IPO activity for the markets this year. If so, NASDAQ could be well positioned.

What would your advice be?

Thank you
Read Answer Asked by kim on January 06, 2025
Q: I have a full position in CM and am up 58% in a taxable account. With CM tied more to the Canadian economy and with this economy on the verge of recession, would it make sense to take profits in CM, pay the tax and reinvest the money in RY or TD which have a larger stake in the US economy? CM has a larget dividend than RY but a lower one thanTD, although TD is affected by growth restrictions in the US. Or would you just ride CM?
Read Answer Asked by Ken on January 06, 2025
Q: I was thinking of adding my recent TFSA contribution to EQB however then started wondering if some of the growth oriented US$ holdings in the account would be a better option. 5I has been positive about EQB but I wonder if it will have a lack lustre performance due to it being in the weak Cdn economy….that is, it may be a good company but limited to how well it can do. Your thoughts about all this, please. Thank you for your excellent service.
Read Answer Asked by Leonard on January 06, 2025
Q: Dividend investor interested in long-term dividend growth. I know you like both TIH and BAM. I can only initiate a position in one of these today, which gets the slight nod today? For long-term hold.

Thank you.
Read Answer Asked by Walter on January 03, 2025
Q: Hi Team, please list your 3 favorite US Regional banks and a short explanation of why you like each.
Thanks and Happy Holidays to all.
Rob
Read Answer Asked by Robert on January 03, 2025
Q: Hi 5i Team,

I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?

SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?

Finally what are the tax implications for a Canadian holding these investments in a non-registered account?

Thanks for the Great Service and Happy Holidays!

Colin
Read Answer Asked by Colin on January 01, 2025
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