skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: What are the best stocks in the data memory storage space?
Read Answer Asked by Ian on December 08, 2023
Q: Hello, with respect to David's suggestion for 5i initiating a US growth portfolio - If I remember correctly, Peter started a Long/Short USD Equity fund 1-2 years ago. With disclosure " Not a solicitation ", may be you could direct us to a place/contact, where more information could be obtained about this USD Fund offer - Eligibility, minimum, mandate, performance and fees etc.

Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: peter,have you ever given any thought to starting a u.s. dollar growth portfolio or u.s dollar tech portfolio.,or a combination of both. you and your staff seem to own many u.s. equities and many questions are about u.s. stocks. furthermore a dollar made in u.s. equities is worth about 1.40 to your members who i think are 99% cdn, of course the reverse is true re losses.personally i only buy u.s. equities, i gave up on cdn equities, other than oil and the banks most are illiquid.
Read Answer Asked by david on November 23, 2023
Q: I'm looking to invest $60,000 for a minimum of 5 years. This money will be used towards a downpayment for a house. Can you please comment on a split of 50% SPY and 50% quality stocks, such as GOOG, MSFT, SLF, ATD, BN. Also can you please suggest some additional stock ideas that are fairly conservative for a 5 year hold. Thanks!
Read Answer Asked by Janet on November 06, 2023
Q: Hi 5i Team,

I am trying to understand how RETURN of Capital works on ETF.

Eg: Buy 1000 shares at 14 = 14000 and get 8% dividend.
Sell 1000 shares after a year at 15 = 15000. So Total return is 15% return on my investment. (8% dividend plus 1K capital gain = 7%)

Please advise if the above calculation is correct or is it the original investment minus 8% dividend.

Thanks for the great service
Read Answer Asked by Hector on September 21, 2023
Q: Follow-up questions. - Do you suggest P/E below is considered a value stock? If not please give us what is considered as value P/E.

The current forward P/E for each sector is:

Materials: 17.4X
Real Estate: 28.2X
Financial: 13.4X
Services: 16.5X
Discretionary: 24.4X
Utilities: 16.1X
Energy: 11.6X
Health: 17.5X
Staples: 19.4X
Industrial: 18.2X
Technology: 25.5X

Thanks for the great service
Read Answer Asked by Hector on September 05, 2023
Q: Hi 5i Team - I am interested in buying more U.S. stocks and have a non-registered U.S. dollar account as well as a TFSA account in Canadian dollars. Are there any concerns over buying U.S stocks in the TFSA account? eg. Are U.S. capital gains and dividends still tax exempt in a the TFSA. Any advice as to preferences re which account to use would be appreciated.
Read Answer Asked by Rob on September 01, 2023
Q: Hi,

This is a BIG picture question. I don't see any questions so far on 5i.

First Japan apparently makes an about turn in their interest rates? The articles that I read went above my head! And now Fitch downgrades the US credit rating. Again too much for me to understand.

What does it all mean to ordinary people like me? Many of my friends who are all seniors mostly say, cash is King!

I know you like to be fully invested.

Any words of wisdom?
Many thanks in advance.

Mano.
Read Answer Asked by Savalai on August 03, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!