skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You had a few comments about this this stock in the past month; one suggesting it being a buyable option below $152.

RBC Capital Markets has a $336 USD Target price and it sits on their Top 30 Global Ideas list. Morningstar rating is 5 with a Fair Value est. of $269. Currently seems to be a Hold among analysts. You have already some comments on recent corporate performance.

There is some noise of legal class action, yet not sure how significant this would be or whether it creates a drag on the stock. Add to the mix a new CEO.

I'd be very interested in your take on this stock given the above and its' meltdown with the market. Thanks, as always, for your insights.

Read Answer Asked by Dave on September 29, 2023
Q: Good morning 5i; I would appreciate your assessment on the stock performance of NEE in the medium term based on the no/slow growth announcement today. The stock has dropped 8.2% on the news, which ironically was the same day it was selected for Morgan Stanley's dividend playbook. I hold it for modest growth and $US dividend diversification. I'll likely swap out if I conclude it has the hallmarks of an underperformer.
Read Answer Asked by Dave on September 29, 2023
Q: Good day guys ..
small and mid cap stocks getting crushed here.. what names are appealing to u right now for 3-5 year holds .
thx
Mark
Read Answer Asked by Mark on September 29, 2023
Q: AEG seems unusual in terms of its extremely low dividend payment to cash flow ratio, price/book, and other ratios. Its 12% 3 year dividend growth average is very attractive. However, the negative earnings, etc. are concerning. Is this a stock you would buy? Which North American insurers would be more desirable for growth/safety of dividend?
Read Answer Asked by David on September 28, 2023
Q: I am heavy into Tech with most weight in NVDA @ Avg. of $222. All good stocks/COs...Should I be worried? About which ones?
Many Thanks!
Read Answer Asked by Austin on September 28, 2023
Q: Hi team,

Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on September 28, 2023
Q: Hello 5i,

I'm looking to get into Europe through multi nationals in the UK. Currently own Rio-tinto and Unilever. If you could name five other dividend paying companies trading on a US exchange worth buying it would be very helpful.
Thank you!
Read Answer Asked by Mark on September 28, 2023
Q: Is there any difference in tax treatment between VFV and ZSP in a TFSA?
Read Answer Asked by Bruce on September 28, 2023
Q: Hi Guys.

Looking to buy Raytheon on the setback but would prefer to buy the CDN Canadian Depository Receipt version. I just wonder if the CDR is too thinly traded to be "safe".

I own the CDR of Alphabet but it trades thousands of shares each day. The CDR of RTX sometimes trades no shares in a day so I don't even know where my bid should be to match the US version.

Are my fears real and any strategy to use to buy the CDN CDR or should I just but it on the NYSE?

Thanks so much

Stuart
Read Answer Asked by Stuart on September 28, 2023
Q: I think there may be some confusion about my previous question re VFV and also a question posed by umedali.
I may have misunderstand, but you seem to imply that VFV would undergo double taxation (withholding) because it is an etf that holds another etf. Is that what you mean by a “second level” of tax?
I am not sure this is correct. The etf being held by VFV would be U.S. domiciled, which would not be subject to tax on the dividends it receives from U.S. companies. However, VFV, being Canadian, would be subject to tax on the flow through of dividends to it from the underlying etf. Then, after this, the dividends should flow through to a Canadian holder without further tax, since it is from a Canadian listed etf. So only one round of taxation. Unfortunately, they call it “level 2” taxation in that link you provided, which is about the most ambiguous label they could have possibly come up with.
As far as I can tell, double taxation would only come into play if the underlying etf held by VFV itself held foreign securities (ex European stocks).
Apologize if I’ve got this all wrong, it’s not very clear on the Vanguard website imo.
Read Answer Asked by john on September 27, 2023
Q: My son is starting an FHSA account at Wealthsimple. With the goal of contributing monthly and maximizing the limit over 5 to 7 years before needing funds. What combination of ETF's and blue chip stocks would you recommend that combines steady/increasing dividends, capital appreciation and minimal downside risk. Looking for a manageable # and combination of stock/Etf

Thank you
Read Answer Asked by Harry on September 27, 2023
Q: Hello Peter,
From an earlier question on VFV in terms of foreign taxes, it looks like there is a double taxation as VFV invests in US ETF not directly in US stocks.. I would think i am better off with xsp excepts the etf hedges. Would i better off just investing in SPY or is there another ETF that is like VFV but invests directly in US stocks.. Thanks very much
Read Answer Asked by umedali on September 26, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!