Investment Q&A

Q: Hello, I am thinking of adding to Canadian companies with safe dividend. Current dividend yield for good companies is around 6% and with dividend tax credit, this seems like a good return. I have cash in US$. The question is: 1. Is it better to convert US$ cash to CDN$ and buy these securities traded in CDN$ on CDN exchange. Or 2. Is it better to buy these securities traded in US exchange and traded in US$. The advantage is to avoid converting US$ cash in CDN$. Please comment on the following assumptions:
• Dividend paid by CDN companies traded on US exchange in US$ is also eligible for dividend tax credit?
• Dividend could be paid in US$ or CDN$
• Company or broker will issue T5 in either case
• What currency the T5 will be issued in?
• One has to calculate gain/loss and dividend due to exchange rate difference
• Exchange rate will impact Gain/loss for the CDN securities traded on US exchange and the gain/loss will be different for the two securities. The same dividend yield will be different also.

Q: Stansberry Investor Hour, Extreme Value, The Ferris Report
Dan Ferris is the editor of Extreme Value, a monthly investment advisory that focuses on some of the safest and yet most profitable stocks in the market.

Can you give me any info on this guy?
A scam or legit?
Thank you.

Q: What are your current top 5 Canadian dividend picks?

Thanks,

Joe

Q: Hi, Does the court approval of Rogers/Shaw deal create competitive disadvantage for Telus business prospects in the near and long term ? Its stock has been in oversold territory with RSI dropping around 25. It made a new 52 weeks low, in today's trading after the Rogers/Shaw news was announced. What are your thoughts ? Thanks

Q: Hi, following BMO, which of the big banks are most likely to raise capital to meet the new requirements. Thanks.

Q: Last year at about this time I asked you which was the worst perfomrning Canadian bank for 2021. Apparently It was RY and I bought it and it is down 3.3% to this date.

So 2 questions please

1)Which was the best performing Canadian bank stock in 2022 and what was the performance.

2) and which was the worst performing Canadian bank stock for 2022.

I picked up this strategy from your investor Suite article a few years ago and figure I can't go to far wrong following it.

Thanks and Happy New Year


Sheldon

Q: Hello 5i,
Can you explain what looks like a 20%+ drop in price on Dec.28 for KRBN? I haven’t seen any news for such a large drop.
Thank you
Dave

Q: one of raymond james top picks for 2023 is their a good outlook or wait till next earnings , thanks

Q: I recently bought some DFN.PR.A at $9.22 which pays a 5.5% dividend monthly. It "matures" on Dec 1, 2024 at which point my understanding I can redeem the shares at $10.. According to my calculations my return should be 9.81%. Is my return calculation correct and do you see much risk since it own the 15 biggest companies in Canada that pay high dividends?

Q: I've noticed that there are a lot of questions recently related to the various entities in the Brookfield empire. I initially thought it was overdone until I realized what a mess Brookfield has become in general. In my case I don't see my preferred X shares listed in my TD Waterhouse self directed account anymore. Have they been restructured? It's really hard to figure out what the heck they've done.

Q: Hello, in the last 30 days the price of CVO has increased by approximately 25% may be more. Is there any news to explain this sudden price jump? Happy New Year 2023,

Q: hi, what are your 5-8 highest conviction growth stocks in US markets right now.
cheers, Chris

Q: hi. I am still holding AQN. it represents about 3% of my portfolio now. I am considering selling. can you provide me 5 names of dividend companies ( dividends 3.5% or higher please) that you feel will have decent growth ( hopefully gaining back the capital loss from AQN's slide). they do not have to be sector specific, just your highest conviction names, regardless of sector.
cheers, Chris

Q: Would you advise an investment in this fund and what has their performance been.Thanks Phil

Q: Can I get your thoughts on RBA. Also what do you think of transformative transaction announced.

thx

Q: i own vermilion, cnq, erf, and gear . gear has an 11% yield, no debt, i cant resist.
i want to add one more small to mid cap energy name canadian. i know you like tamarack but it is a weak performer. can you recommend another for growth. dave

Q: For a 4 year timeframe, I need to keep two of these stocks. Which two of the four are most likely to grow and be successful?

Thanks

Q: The company’s share price has been languishing behind the sector for the last few months. Any particular reasons why? Expectations for 2023? Best of the New Year to all a 5i.

Q: My portfolio tracking analysis suggested I purchase fixed income assets - as much as 30 percent. Do you have any suggestions where to start - as I’ve always traded in equities. Are there corporate bonds I should purchase if so what timeline? Or simply ETFs which would be preferred and which ones?

Q: Happy New Year to all the 5i team!

Question for you: should we be adding to ILF for emerging market exposure? It's dropped the past year with most everything else but is paying a monster dividend now (like 12.7 % going off of trailing year's payments). Am I missing something?

Should we be looking at something like ZEM instead?

Thanks!