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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: Portolio Analytics shows that I'm woefully short in fixed income. I am wholly unfamiliar with the category - is it as simple as shopping for the best GIC rate, or are there other, better options I should consider? Please give me some recommendations. Thanks.
Read Answer Asked by Ben on February 23, 2022
Q: Hello Peter,
Are both etfs providing similar exposure to US 500 index (similar to SPY) and are they hedged? Would you recommend one over the other or both are about the same? Thanks very much. Does hedged mean the securities are protected if Canadian dollar goes up or down?
Read Answer Asked by umedali on February 23, 2022
Q: Do you have any thoughts on this recently launched ETF? Thanks.

Jerry
Read Answer Asked by Jerry on February 23, 2022
Q: What do you think of twilio's downside from here? Is it a company that that you like once the tech market's calm down. Where do you think the long term upside potential for this company is? What are the pros and cons of this stock, concerning the market they are in and where they rank in it, the financial ratios, insider buying/selling ? Would you consider it a buy, hold or sell at this time? Is this and will this be a dominant player? Thanks
Read Answer Asked by James on February 23, 2022
Q: Portfolio Analysis is suggesting I need more Tech and was going to purchase more in my RRSP. Right now I have a full position in KXS,ET and ABST. Half position in LSPD,APPS, AT, MSFT and ENGH. Quarter position in TOI and CSU. I was looking to add SYZ or any other stock you think. Maybe add to my 1/2 or 1/4 positions. Is there any overlap within this sector. Looking for some stability and some growth.

Thanks Greg
Read Answer Asked by Greg on February 23, 2022
Q: Good day. A little over 1 year ago I allocated about 5% of my portfolio to the high growth/risk stocks. Needles to stay it hasn't worked out as expected. At this stage I am hoping that you can give me insight what the future holds for these companies as an investment. Which should be sold and subsequently move the funds moved into the keepers.
Deduct as many credits as you feel appropriate.
Much appreciated
Read Answer Asked by Francisco on February 23, 2022
Q: At almost 69, moving from High Growth/Risk to High Dividends. Would very much appreciate your comments on these 3. Is the 27.7% Yield on SBLK safe?????
Which would be better. Also, any W/H Tax implications in a Registered/Non-Reg account? Thanks so much!
Read Answer Asked by Austin on February 23, 2022
Q: I’m interested in a US bond fund that pays some dividends.

Vanguard has some funds, VFIDX & VICSX that pay 2%+ and appear to suit the bill.

Have you any recommendations in this area?
Is there any reason to stay out of this sector?
What do you forecast the near future, say 3-5 years, to be in US bond funds valuations?
Read Answer Asked by Danny on February 23, 2022
Q: To everyone at 5i! I would like to take a minute to sincerely thank you for everything you have done to help me along with my investment career. I have been with you now since Jan.10, 2015 and am about ready to renew my membership next week. Your service has been invaluable to me and I have learned so much! With your help and advice my portfolio has grown substantially . During this volatile market time, your guidance has kept me grounded and has kept me focused on my investment objectives. Thank you again!!! Kind Regards, Tamara
Read Answer Asked by Tamara on February 23, 2022
Q: Hello 5i,
Please include the payout ratio in the DIVIDEND section of company information. Payout ration using net income forACOX is 95%. Using operating income it is 11%. Is this correct? There seems to be quite a large discrepancy between the two.
Stanley
Read Answer Asked by STANLEY on February 23, 2022
Q: Happy Family Day to everyone at 5i! I am a firm believer that technology is our way in the future and holds great potential for growth. From all the research that you have done, which two technology stocks, either US or Canadian hold the greatest potential for future growth and why. Cheers, Tamara
Read Answer Asked by Tamara on February 23, 2022