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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: I would appreciate 10 US and/or Canadian small cap growth stocks to invest in for the next two to five years.
Clayton
Read Answer Asked by Clayton on June 09, 2020
Q: I have owned Russel 2000 Growth, as per your model growth fund for several years and over the long haul it has been a good performer. Thanks so much as usual!

I have recently read a couple of different articles referencing the potential for small cap value to perhaps outperform the market over the coming period of economic growth (ever the optimist). In particular, Simon Consable's article yesterday in the Wall Street Journal "Small ‘Value’ Stocks Are Down but Not Out" These stocks are still amongst the markets biggest losers year to date. What are your thoughts on this hypothesis and would adding the Russell 2000 value be a reasonable way to play this? Are there any individual stocks that you currently like that would fit this thought that are yet to rally?

As always, thanks for the great advise and service,

John
Read Answer Asked by John on June 09, 2020
Q: Hi 5i Team,

We've just moved my sprite 87-year old mother's $72,000 from her broker to Questrade. It's a non-registered account and we are trying to make decisions on where to put it with special consideration to taxation.

One option I've discovered is Horizon Corporate Class Funds (a company called Purpose also has them).

It's suite of around 15 funds which include a few different equity types (TSX index, Euro and international stocks, and sectors like financials and energy) a few different bond types, and things like dividend and preferred share funds. As I understand it, one can buy and sell within this suite without triggering a taxable sale.

Beyond that, I don't know much about the tax structure so am turning to you. I wonder if you see this as a good place for this money.

Also curious about your opinion on preferred shares in general. They strike me as a good option for my mother's situation but my financial advisor considers them a thing of the past.

Thanks as always for your wisdom on this site. I'm delighted I bought a subscription.

Kevin
Read Answer Asked by Kevin on June 09, 2020
Q: Can you tell me about this company.
Is is a Buy today?
Read Answer Asked by patricia on June 09, 2020
Q: The gap between these two tickers seems to continue to widen.

BIP.UN yields over 4.5% and BIPC 3.9%. Even with the dividend tax credit, the aftertax dividend cash flow is much high from BIP.UN. Am I going crazy? I have been wanting to step in here for a long time (definitely miss the "boat to a certain extent) but why wouldn't I invest in BIP.UN?
Read Answer Asked by James on June 09, 2020
Q: Goodmorning
Could you suggest 2 ETF for the following
TSX
DJIA
S&P
Nasdaq

Thks
Marse
Read Answer Asked by Marcel on June 09, 2020
Q: I was under the impression both shares held the same assets and differed only in structure- Corp versus trust. Now I heard BIPC only owns Nat gas transmission in Brazil and regulated utility in UK. Can you please confirm if this is correct. If it is what is NAV of both shares.
Thanks for your service.
Steve
Read Answer Asked by Steve on June 09, 2020
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