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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: While Disney is a great company is it a great stock? I am down considerably on the stock as video streaming... have not met my expectations. Do you have any alternatives in this sector that would upgrade my portfolio or would you stay with Disney?
With appreciation,
Ed
Read Answer Asked by Ed on April 30, 2024
Q: I have no exposure in any of these companies. Would you suggest I buy a basket of a small amount of each or could you recommend one or two for a non registered portfolio.
Appreciate your advice.
Dorothy
Read Answer Asked by Dorothy on April 30, 2024
Q: Greetings: This question is not only directed to 5I but also to any members who own Neighbourly Pharmacy CVR'S. My cvr's were removed from my self directed RBC account. RBC can't supply me with an explanation as to where they went. I have tried to phone Persistance capital- left three messages- with no return call. Anyone have any suggestions? thanks BEN.
Read Answer Asked by BEN on April 30, 2024
Q: CPSM is a new etf that "guarantees" 100% capital protection if purchased on May 1 and held for one year with a limit on upside tied to the S&P 500 of slightly over 9% even if that index climbs higher than that over the next year following purchase. Any gain on sale is capital gain if there is appreciation. There is no real guarantee but this company has experience using options to protect the downside and I see this as a reasonable candidate to reduce downside risk by forgoing some potential upside and could be a piece of my portfolio. I'd like your cautions which are expected but also if held longer than one year is there continuing potential benefit and downside protection such that it may make sense to hold for a period of years and delay any capital gains reckoning for tax purposes or is any of the fund's promise lost after the one year hold so that sale at that juncture makes sense. Appreciate your diagnosis on this one.
Read Answer Asked by Ken on April 29, 2024
Q: There appears to a significant array companies and investment in Holography and its various applications. Can you provide any insight about its future, particularly as to applications that have serious business potential? Are there any investable public companies or IPO's at this point?
Thanks, Hugh
Read Answer Asked by Hugh on April 29, 2024
Q: I am looking for quality "dividend growth" focused ETF (not "high dividend" ETF) in CDA and US , with an optimal balance of sectors ( some of those ETF showing, in my vue,a disproportion of sectors, like an excess of financials (ex. 40-50%) etc..). Could you suggest your 2-3 choices in CDA and US ?
Read Answer Asked by Jean-Yves on April 29, 2024
Q: Can you suggest 10 best (sleep at night) low risk, monthly/quarterly income, tax efficient, Canadian etfs. Monthly preferred but not essential. Held in non registered account.
Read Answer Asked by Craig on April 29, 2024
Q: Re: Capital Gains Inclusion Rate 66% within Corporations after June 25, 2024 (no tax integration with personal gains exemption on first $250 K)

Given the choice and all else equal, would it make sense to trigger capital gains within a Corporation portfolio, before June 25, 2024 and conversely, trigger losses after June 25, 2024? This is also part of a rebalancing exercise that I was planning anyway. There is no rush, financial need, or cash flow issue.

(Disclaimer to take pressure off you: Market prices fluctuate, investment decisions should not be based on tax considerations alone, and complex decisions should be done with financial advisor, accountant, etc).
Read Answer Asked by Alfred on April 29, 2024
Q: Hello 5i team,
I currently hold Telus and was thinking of switching to BCE since the dividend is larger. It seems telcos are not doing well over the past few years and was wondering what you think may be the cause of this? Also I was thinking that BCE is at a 10 year low and may be hitting a bottom, so there would be a better chance at appreciation as well as the dividend.

This is also to simply having a telco in my portfolio for exposure and it looks like BCE has a better chance of improving than Telus (TIXT is probably dragging it down).

Thank You,
Andrew
Read Answer Asked by Andrew on April 29, 2024
Q: I am trying to track down a pipeline company someone recently mentioned, along with enbridge and others. It trades at less then $1, and has dropped in price considerably in one year (maybe 42%). I think the ticker starts with T, and has a sister company that deals with diesel fuel. If you know of it, do you have an investment opinion of it?
Sorry for so little info to work with.
Read Answer Asked by Phil on April 29, 2024
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