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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: Which 5 Canadian and US companies would 5i want to be holding when we get a significant market moving vaccine/treatment announcement? Tech and gold have been powerful during the pandemic but I want to make sure I am considering the right companies to add to provide balance if tech pauses and different sectors are needed for a leg higher. Your favs in each market and how/why you see them reacting to the announcement. Multiple credits are assumed.
Read Answer Asked by Tim on August 11, 2020
Q: I would like your thoughts on this company. Looking forward 1-5 years in regards to the safety of the security's dividend (current yield close to 7%). Debt rating agencies giving positive comments seem to support a solid status. Also any comments you might have comparing POW versus Power Financial in a non-registered account.

Tx Dave
Read Answer Asked by DAVE on August 11, 2020
Q: In response to the question about the risks of owning QTRH in your TFSA on the US side trading on the OTC, my understanding was that Securities that trade on OTC markets are not allowed within a TFSA and that you could have to pay penalties and be subject to additional tax reporting requirements if you hold these securities in a TFSA. They may want to double check to make sure that this applies to a stocks that ONLY trade on the OTC as QTRH trades on the OTC as well as on a major exchange so it may be ok to hold in a TFSA?.

Publish if you think this is relevant.
Thanks
Scott
Read Answer Asked by Scott on August 11, 2020
Q: Good day!

I have in the past bought an interlisted Canadian stock on a major US exchange within my TFSA. I've done this when I've seen an opportunity but don't have enough cash in my CAD account. I don't want to exchange USD to CAD as I'm trying to grow my USD account.

I've been looking into Quarterhill, but notice that it trades on the OTCQX in the U.S. The only immediately noticeable difference is that the volumes are much lower. I understand that as far as OTC exchanges go, OCTQX has higher standards.

Are there any other risks I should be aware of? Appreciate your insights, as always.

Marc.

Are there any risks
Read Answer Asked by Marc on August 11, 2020
Q: Hold all three of the above in my TFSA. Two years to retirement. Will need good income at that point. Your thoughts please - buy, sell, hold?
Read Answer Asked by Dave on August 11, 2020
Q: Hi Peter, Ryan and Team,

A 5i Q & A caught my attention:

Q: Hello Peter,
If you wanted to beef up the income portion of your portfolio and liked the idea of a couple of industrial REITs, in each of the US and Canada, (partly on the assumption of 'fulfillment' in this new world of online ordering), which four would top your list - assuming you're hoping for good and/or growing yields. Thank you!
Asked by James on August 10, 2020
5i Research Answer:

WIR.U; COR, DIR.UN, PLD

I recently bought some GRT.UN in this space, and it's done well so far, yet I notice that it's rarely mentioned as a possible buy, as the above Q & A shows. Is there something 'inherently wrong' with Granite as the reason it's not a 'top pick' for 5i?

Thanks for any clarification.
Read Answer Asked by Jerry on August 11, 2020
Q: Looking for the best of both worlds ... income and some growth.
AND not finding bonds very compelling due to low interest rates.
AND as part of my holdings in the financial sector.
Would it make sense to buy and hold ZEB (4.7% yield) and ZWB (6.65%) ?
My thinking here is ZEB would capture more capital gains once interest rates start to move up and bank shares rise in value; while ZWB captures a higher yield in the meantime?
Of course I am also open to a better suggestion.

Thanks for your help.
Read Answer Asked by Donald on August 11, 2020
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