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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: Brian Belski of BMO has been on CNBC 2-3 times recently.

Looking at global investment opportunities he is consistent in rating USA as still his favourite.

BUT he beats the drum more vigorously for CANADA.

Do you agree with him?

More importantly what etf (s) would you recommend to capitalize on Canada’s upside potential and relative cheapness compared to the USA.

Thank you.
Read Answer Asked by Donald on September 20, 2021
Q: Hi,
I currently have these stocks in my TFSA CAD account. They are almost all equally weighted. Do you think there needs to be any adjustments?

I understand they are all growth stocks except ZSP. Is it a problem if I only have these growth stocks?

Thank you!
Read Answer Asked by Yongwei on September 20, 2021
Q: Hi team, Is there any hope of a price increase on CJR ? I own these shares at a loss in my TFSA, some of them when Shaw dumped theirs to the public 2 years ago. Dividend is good. I do not really need the money but is it dead money? I’m over 70 and am a bit worried about the market right now, so CJR might be safer than new or riskier purchases in the coming months? Thanks.
Read Answer Asked by Denise on September 20, 2021
Q: Retired, dividend-income investor. Reading lots about supply chain shortages (semi-conductors, copper, steel, etc). How are we best to play this?

Should we consider selecting companies within specific industries (Copper Mountain or Teck comes to mind) or should we go the ETF route (via ZMT or another suggestion via 5iR)?

A dividend would be a bonus. BTW, in the materials sector I already own NTR.

Please list some companies that I can research.

Please list some ETFs that I can research.

Thanks...Steve
Read Answer Asked by Stephen on September 20, 2021
Q: What US and Canadian stocks and companies are increasing their dividends on a regular basis?
Thank you for your 5i research.
Read Answer Asked by Herbert on September 20, 2021
Q: Hi 5i,
Doing a little re-balancing and would sure appreciate your help.

Could you identify your current top 2 Canadian picks for each of:
Consumer Cyclical,
Consumer Defensive,
Financials,
Industrials, and
Technology
for placement in an RSP where reasonable income, growth and safety are sought after

and your top 2 Healthcare picks for a TFSA where growth is the main goal.

Thanks a ton and please deduct as you see fit.

Peter
Read Answer Asked by Peter on September 20, 2021
Q: Hello Team,
Could you rank these securities in terms of growth going forward, strength of business and safety.
Thank You,
Barry
Read Answer Asked by Barry on September 20, 2021
Q: One of the many great skills I've picked up as a member here is tax-loss harvesting. Recently, I saw a question that piqued my interest in the notion of "harvesting" outstanding capital gains to apply capital losses against in a pro-active manner.

To date, I've simply been carrying by my capital losses forward happy in the fact that when I do need to realize a capital gain, they will be there to help me out. Now I'm wondering if there may be value in getting a little crafty with selling stocks that are up and re-purchasing in 30 days to "tax harvest"? Without putting too much thought into it, the only advantage I can see in doing this would be dodging capital gain inclusion rate increases that may arise moving forward. Are there other reasons this may be a profitable tactic?


Thank you!
Read Answer Asked by Andrew on September 20, 2021
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