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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: Hi Peter and team:
Thank you for the advice you have offered all these time, giving us readers a sense of direction.
I'm a retiree and looking for a balance of income and growth, and currently holding the above in the financial sector and need to trim down as per the Portfolio tracking service suggest. Could u rank your preference from the Income and growth , from Most Prefer (5) to the least (1). Feel free to add names not in the list above.
Deduct as many points as you see fit. Thank you as always
Thank you
Read Answer Asked by DAVID on August 21, 2023
Q: Hello 5i Team,
I am looking at adding another dividend name to my RRSP portfolio. I already own ENB, TRP, and PPL in the energy infrastructure space, and am thinking of starting a position in Williams Companies. It has a lower yield than the other three at present, but how does it compare in terms of valuation (P/E, debt ratios, etc.) Is it a "safer" investment than the other three? Given that it's nearly impossible to build a new pipeline in Canada anymore, does it have a better future?
Much appreciated,
Brian
Read Answer Asked by Brian on August 21, 2023
Q: I’m looking for a global fund, primarily green with medium risk. Would appreciate 4 or 5 names in order of preference.

Something similar to Mackenzie Greenchip Global Environmental All Cap A
Read Answer Asked by Barrie on August 21, 2023
Q: RRSP US dollar : any recommendations please for a US ETF equivalent to a cash saving account + optimal interest (accepted by RBC ) ,since in canadian accounts RBC and TD do not trade CASH,PSA ETFs,but accept trading HSAV and MNY .
Read Answer Asked by Jean-Yves on August 21, 2023
Q: Hi Everyone!!
I am thinking of investing in Lockheed Martin and Genuine Parts in my US $ account for growth and income . I would value your thoughts on these stocks and purchasing them now at this cost level .

Cheers,
Tamara
Read Answer Asked by Tamara on August 21, 2023
Q: Have a small position in ZQQ and an almost full in HXQ. For an RRSP which would be your choice of those 2? or another?
Read Answer Asked by Carlos on August 21, 2023
Q: Looking to top up underweight positions in ADBE, INMD, META, SMCI held as part of a US$ account geared to growth. Could you please rank your preference for adding to the above at this time (10 being a very strong add at current prices) In other comments are welcome. Many thanks
Read Answer Asked by Alexandra on August 21, 2023
Q: Like your opinion on NPI - realize that most alternative power companies are down & high interest rates affect them. Am a long term holder of NPI. What is your view for the next 1-3years - should I sell & look for a lower entry point or hold on?

Also, what are your forecasts for the Big 5 Cdn. Banks?

Thanks, Ross Siemms
Read Answer Asked by Ross on August 21, 2023
Q: Hi 5I
I want to make sure I understand the effect of management fee and management expense ratio MER, on an ETFs dividend yield.

For example looking at ZWB the indicated dividend yield on my brokers site is listed as
Div - 7.64%,
MER -0.72 %
Mgt fee - 0.065 %

Is the stated dividend 7.64% the amount received after all expenses are paid or do you subtract the fees to get the actual dividend received?

thx
Read Answer Asked by jim on August 21, 2023
Q: As a follow up question to August 18, when you say the market is treating TOI and LMN as a current day CSU, is this a good or bad thing wrt to growth prospects? Does this mean there is less runway for growth, for TOI and LMN, then CSU had in the early days?
Thanks
Jeff
Read Answer Asked by JEFF on August 21, 2023
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