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: After averaging down and waiting (far too long) I have entered break-even territory with this holding. There now appears to be significant momentum occurring. I am also quite overweight with this stock in a TFSA but would like to finally enjoy the benefits of price and dividend increases in the industry. Do you have any suggestions for swapping this holding for a more diversified security still expected to benefit by the uptick in energy stock values? I own no pipeline securities.
Read Answer Asked by Calvin on January 06, 2022
Q: If you were to pick 2 0r 3 sectors that might outperform this year in the Canadian Market, what would they be ? Could you suggest 2 or 3 dividend payer in each of those sectors. Thanks so much. Don
Read Answer Asked by Don on January 06, 2022
Q: With the recent shift from growth to value I was hoping to add a bit of Canadian Tech with XIT, instead of picking away at CSU, GIB.A etc individually, as these are all held within the fund. Can you let me know your thoughts on this or a proxy to XIT? XIT seems quite expensive with Management Fee's 0.55% and Management Expense Ratio (MER) 0.61%
Read Answer Asked by Tom on January 06, 2022
Q: I owned CXB and it more than doubled. Then I wanted something a little more established so I put the money into KL. It started off well but then I ended up down 20%. When it merged with AEM, I sold KL for the tax loss and bought AEM thinking the combined company looked like a really good gold company. Now I am down 4% on AEM. This now amounts to less than 1% of my overall portfolio. Gold is supposed to be a stabilizer in a portfolio but I have lost faith in it. I certainly don't want to buy more. Do you think someone should have a little gold in their portfolio?
Read Answer Asked by Ken on January 06, 2022
Q: got to say, very pleased with my new subscription to Canadian Money Saver......what value for the price relative to the content, including past magazines........as for the content, especially like the income tax updates and also the estate planning articles that reflect where my interests are nowadays
also, thanks for the answer on January 4th about the key investment prediction for this year......me, keeping it in my view going forward in 2022.........Tom
Read Answer Asked by Tom on January 06, 2022
Q: Any idea why KSPI (London) is down 25% this morning?
Read Answer Asked by George on January 06, 2022
Q: Hi 5i, do you consider BAM.A a good purchase at $73?
Read Answer Asked by Ron on January 06, 2022
Q: Happy New Year 5i. I'm looking for an investment in the water space. Would you select an industrial like AQUA or XYL or favour the engineering side with a company like TTEK? Are there any other companies you would suggest in this space?
Read Answer Asked by Stefan on January 06, 2022
Q: Retired dividend-income investor, who trims-adds around core positions. I own XIT (my proxy for tech) in my TFSA and have been trimming as dictated by my asset allocation targets. Done very well with XIT.

Q#1 = Looking to start adding again...where would you step in?

Q#2 = A related question is regarding the recent sell off in tech. A BNN guest said that this current drop is way overdone and sees tech at least 20% higher by year end. Your thoughts?

Thanks...Steve
Read Answer Asked by Stephen on January 06, 2022
Q: Re: the previous year's total return for the TSX, XIC the i Shares ETF says 25.06% and I have seen other numbers close to that. But the yearly performance without dividends is said to be 21.07%. So two questions: 1. What is the correct number? 2. If it is 25.06 or close to it how can that be so much higher than 21.07? The composite dividend yield was not 4%, correct?

Thank you!
Read Answer Asked by Kim on January 06, 2022
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!