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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: Can you please rank the above financial holdings by value, safety and growth. What would you recommend as a top US financial stock that has a significant moat?
Thanks!
Read Answer Asked by Grant on November 08, 2022
Q: 1. Would you replace the below funds with a 1-year term GIC:

RBF270 (RBC Bond Fund A) YTD Return -14.35 MER 1.05%
RBF266 (RBC Core Plus Bond Pool A) YTD Return -12.6 MER 1.06%

2. Would you suggest a different Mutual Fund for a fixed portion in RIF with a better going forward YTD return?


This is for a fixed portion of RIF with Mutual Funds.

Thanks in advance for your very valuable comments in this difficult market.

Read Answer Asked by Hali on November 08, 2022
Q: Saw your "Five almost guarantees" Small caps lead the market higher.

Could you suggest 5 [or more if you wish] small caps to buy now?

Thank you.
Read Answer Asked by Ross on November 07, 2022
Q: Dear 5i team.

Now that Bitcoin seems to be forming a base in the 20k usd range, can you update your thoughts on:
1) The risks associated with owning crypto?
2) The best way(s) to own them? (Ie: in USD and CAD)

Any other commentary is welcome.

Thank you for your ongoing help in these matters.
Read Answer Asked by Arthur on November 07, 2022
Q: Given the new 2024 tax on share buybacks are there specific stocks you see most likely to aggressive buying their own shares back ahead of this ?
Read Answer Asked by Kim on November 07, 2022
Q: Hi 5i team!!! Peter, as always , I really enjoyed your article in the National Post on Saturday. The inevitable question is…. What 5-10 small caps, which fit the criteria outlined , would you suggest for future gains when the market recovers? And would buying the Russel 2000 be a way to take advantage of such a potential rise of small caps in the US??
Cheers,
Tamara !( I asked two questions here )
Read Answer Asked by Tamara on November 07, 2022
Q: If a 2% tax is imposed upon oil and gas co. share buybacks, I assume that free cash flow will be directed toward debt repayment and dividend increases, with low debt companies raising dividends the most. Which O&G companies would you recommend, ( if my assumption is correct )?
Read Answer Asked by James on November 07, 2022
Q: Hi Peter and 5i Team,

My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.

With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?

Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!
Read Answer Asked by Dennis on November 07, 2022
Q: WHICH STOCK DO YOU PREFER AT THIS TIME AND WHY (reasons) --SU,CNQ,POU AND VET?
Read Answer Asked by Herbert on November 07, 2022
Q: I own grt, smu and dir. I notice that dir and grt are up very strongly today (so far) coinciding with the take-out of smu (announced today). I know you don't give personal advise, however, in principle, do you think it might be time to sell dir and especially grt while their share prices are inflated because of this take out? Perhaps buy them back later when their prices come back down?
Read Answer Asked by arnold on November 07, 2022
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