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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: Peter; On a stop loss order , if you have a stop at ,say X, and it opens below X, is your order still activated? Thanks.
Rod
Read Answer Asked by Rodney on July 14, 2025
Q: The 40 day window to shop for a better price must be just about up and no news
Do you know when this closes and with it trading roughly .20 cents below offer,if you do nothing do you get the premium on that day or the closing price,it seems like a very average at best price…your thoughts on how a share holder could play this as it comes to a close ..much thanks
Read Answer Asked by Greg on July 14, 2025
Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP
Read Answer Asked by James on July 11, 2025
Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.
Read Answer Asked by Paul on July 11, 2025
Q: Subject: Follow-Up on Monthly Dividend ETF Recommendations

Hi 5i team,

Thank you for your thoughtful response to my question regarding safer monthly income alternatives to Whitecap Resources. I understand the appeal of Canadian ETFs, especially in registered accounts where avoiding the 15% U.S. withholding tax is beneficial.

That said, I was wondering are there any U.S.-listed ETFs that you would feel comfortable recommending which offer monthly dividends, strong diversification, and a yield comparable to or better than Whitecap’s, while maintaining a reasonable level of safety and consistency?

I’d be open to covered call or enhanced income strategies as long as the risk profile isn’t excessive. Would appreciate your perspective on whether there are any U.S. options worth considering despite the tax implication.

Thanks again,
Read Answer Asked by Mark on July 11, 2025