Investment Q&A

Q: Hello,

What is your take on this fund ? Thanks.

Q: Hello 5i Team

I am reviewing US listed Property and Casualty Insurance companies for the US dollar portion of my RRSP account (in order to receive dividends without US withholding tax).

I understand Brookfield Reinsurance Ltd (BNRE) is a Bermuda based corporation and is not subject to withholding taxes in an RRSP.

Questions:

1 – Is BNRE a suitable candidate?

2 – Please list other US listed P&C insurance companies for consideration in order of preference.

Thank you

Q: Did the SIMO deal get approved? Any thoughts on what to do with my position?

Q: Could you comment on what has happened with VRT to go from having too much debt to consider in April 2022 to now one of your top picks for US mid cap?

Thanks

Q: Good Morning

Would you have the dates these 2 companies report earnings?

Thks
Marcel

Q: Can you please comment on earnings?
Do you view it as a compelling buy with the decline on earnings?

Q: By the end of this year, I will set up a RRIF. I would very much like to have dividends fund the expected withdrawal of 5 to 6%. There are many TSX stocks which will help achieve this goal. For example, ENB, BCE, BNS, CM, PPL, MFC, SLF etc. Currently, my RRSP is 67% CDN$ and 33% US$. I am having great difficulty finding anything in US$ that comes close to the dividend yield offered by the CDB$ stocks that have listed. BTW, my CDN$ would have about 15 positions. Big Question: How to achieve my goal with the US$ component of my RRIF? One obvious option is to move to funds CDN$, but that goes against country diversification which you often note. I am not very keen on US stocks or ETFs that pay a 2.5% dividend. Your thoughts and recommendation would be greatly appreciated. Thanks Dan.

Q: Hi 5i,

I would like to get back into MSFT, what would be a good entry point? Was looking at selling puts @ $325.

Q: any particular reason for the relatively large decline today?

Q: Good buying opportunity for the long term?

Q: MDB Peter; Any news this am for the sharp drop? Thanks.
Rod

Q: Can you please provide some comments about the following very high yield ETFs: HYLD.TO, JEPI and JEPQ? The yields seem extremely high and I wonder about the risks associated with these ETFs. Thanks!

Q: I hold EL in my TFSA and I’m down about 35%. With another downgrade in the stock today do you think it is time to move on or hang on for a recovery?

Q: I have a largish position in JNJ and see there is an offer to exchange some or all for a stake in KVUE at a 7% market discount which puts cost close to the IPO price of KVUE based on July 24 AM market price.

What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?

Q: Hi 5i,

Can I get your take on Sphere Entertainment? I know it’s very small but also seems very interesting, with the world keen on experiences these days. The sphere that has been built in Vegas looks amazing! High-risk probably, but for a small position in the speculative category? Your insights always appreciated.

Thanks,

Q: At this time, which is the better long term investment for growth? Both smaller positions and want to add. CROX up 2% and BKNG 38%. Thanks!

Q: So how bad is this RTX problem? Is it too early to evaluate? Market is not liking it at all from the selling this morning. Your thoughts please. Thanks.

Q: Please provide your opinion on Indie Semiconductor Inc (INDI) as an investment.

Q: Hello Peter,
Is there an ETF that one can buy such as SPY less the technology stocks? In other words, get exposure to the index but subtract out the tech names. Much appreciated.

Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,